Legal Text
Legal Text attaches terms and conditions to a document type. Whatever you enter is carried onto every document of that type, so the clauses, disclaimers and payment conditions your business relies on appear without anyone having to remember them.
Where to find it
Go to Setup > Users & Void > Legal Text.
Field reference
| Field | Description |
|---|---|
| Transaction Type | The document type these terms apply to — quotation, invoice, purchase order and so on. Each type holds its own text. |
| Legal Text | The terms and conditions printed on that document type. |
What to put here
Terms specific to the document, so both parties know where they stand:
- Quotations — how long the offer stands, and what could change the price.
- Sales orders — cancellation terms and lead times.
- Invoices — payment terms, late payment charges, and when title in the goods passes.
- Purchase orders — delivery expectations and your conditions of acceptance.
Set the text per document type rather than writing one block for everything. Warranty terms belong on an invoice; validity terms belong on a quotation, and mixing them weakens both.
Related pages
- Company Setup — company details printed alongside these terms
- Quotation — where validity terms appear
- Direct Invoice — where payment terms appear