Terms and Conditions are managed centrally under Organization > Repository > Repositories. The sales team selects the appropriate T&C while creating a quote, and the same repository feeds invoices and payment receipts.
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Create and Update
Create T&Cs with the rich-text editor (bold, italic, lists, links, headings — keyboard shortcuts supported). When you update a T&C, the old version is archived automatically and existing quotations keep the version they were created with — an “archived” badge appears on those package details.
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When a new quote is created from a quote that used an archived T&C, the system auto-updates it to the latest version, so nothing needs manual fixing.
Archive Unused T&Cs
Archive T&Cs that are no longer in use from the Repository. Existing quotations and itineraries remain unaffected.
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Customization
- The T&C section title in Quote Email/PDF can be customized by admins in template settings.
- Default T&Cs can be set for Proforma Invoices from the invoice template.
- T&Cs can be linked to payment receipts and auto-link on future receipts.
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Related Presets
The Repository also manages Inclusion/Exclusion presets for itineraries — create reusable presets and select them during quote creation, with optional category headings to group them in shared documents.
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