How to add default terms and conditions to purchase orders

You can include default terms and conditions at the bottom of every purchase order PDF generated in Planyard. These will appear whether you send the PDF directly from Planyard or download it for manual sending.

1. Click Company in the top menu.
2. In the company menu, click Settings.
3. Go to Company-wide features.
4. Find Custom Purchase Order Terms and click Manage settings.
5. Enter your terms and conditions text.
6. Click Save to apply changes.

The terms and conditions will be added to all future purchase order PDFs by default.