How do I update/edit my invoice policy?

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Learn how to edit the invoice policy, or Terms and Conditions (T&Cs), Customers see when booking.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > Layout > Policy

What more do I need to use this feature?

• Admin permissions to manage your account.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

Learn how to configure item/product-specific policies using custom fields with this Community Post. Inventory specific policies

 

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To change the general policy associated with bookings...

1. Select Layout from the Manage menu at the top of the page.
2. Go to the Invoice tab.
3. Scroll down the page to the Policy and edit the text or HTML (<>) as required.
4. Remember to Save your changes!

Important! Any changes made to your policy, update all past invoices and apply to future invoices. If your old policy continues to apply to previous invoices, add your new policy to the existing message and specify the dates each policy applies.

 

Learn more about Booking Details and the Booking Invoice here: Introduction to the booking invoice Managing your booking policy from the Booking Invoice layout