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closes odoo/documentation#4936
X-original-commit: 88da0a9256
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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==================================
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Default terms and conditions (T&C)
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==================================
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Specifying terms and conditions is essential to establish important contractual points, such as
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return and refunds, warranty, and after-sale services.
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You can add default terms and conditions at the bottom of all customer invoices, sales orders, and
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quotations, either as text or a link to a web page.
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.. seealso::
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`Odoo Tutorial: Terms & Conditions <https://www.odoo.com/slides/slide/terms-conditions-1680>`_
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Configuration
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=============
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Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
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Invoices`, enable :guilabel:`Default Terms & Conditions`. By default, the :guilabel:`Add a Note`
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option is selected, and the terms and conditions are displayed at the bottom of the document. Enter
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the terms and conditions in the text box below.
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.. image:: terms_conditions/terms-note.png
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:alt: Example of terms and conditions as a note
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.. tip::
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You can also add a PDF version of your terms and conditions as an attachment when sending the
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document via email. Edit the email templates if you want to include them by default.
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Alternatively, to display the terms and conditions on a web page, select the :guilabel:`Add a link
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to a Web Page` option and click :guilabel:`Save`. Click :guilabel:`Update Terms`, edit the
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content, and click :guilabel:`Save`. The link to that page is then added as a note in your document.
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.. note::
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You can edit the layout and content of the page using the :doc:`Website
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</applications/websites/website>` app. If the Website app is activated, the :guilabel:`Edit in
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Website Builder` option then replaces :guilabel:`Update Terms`.
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.. image:: terms_conditions/terms-webpage.png
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:alt: Example of terms and conditions as a web page
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