Build your terms

1. Open More, then Account & business.
2. Find Business terms and press Build my terms.
3. Enter how your business normally works: payment due days, quote validity, deposit percentage, cancellation notice, call-out or minimum charge and workmanship guarantee.
4. Choose whether the draft should cover late-cancellation costs, customer-supplied materials and agreed third-party costs.
5. Press Update draft from my answers.
6. Read the full draft and edit anything that does not match your business.
7. Tick I have reviewed these terms and I am happy to use them.
8. Press Save as current terms.

The starter wording is a drafting aid, not legal advice. You remain responsible for making sure the wording suits your business, customers and the law that applies to your work.

Use terms you already have

1. In Business terms, press Use my own terms.
2. Import a .txt or .md file, or paste your wording into the terms box.
3. Check the Document heading and review the wording.
4. Confirm you have reviewed it.
5. Press Save as current terms.

If your existing terms are in Word or PDF, copy the wording and paste it into the box rather than trying to upload that file type.

Add terms to new customer documents

1. Make sure you have a saved current version.
2. Turn on Add terms to customer documents.
3. New quotes, invoices and payment reminders can then include a snapshot of the current terms.

Turning terms off affects new documents only. Documents already created keep the terms snapshot they were created with.

Change your terms later

Create and save a new version when your wording changes. The versions list shows recent versions; press Use beside an older version if you need to make it current again. Existing documents are not rewritten.

Using Ed

Ed can help you start importing an existing text terms file, but building, reviewing, editing, accepting responsibility for, saving and switching terms on or off are manual controls. Use the steps above for those actions.

What happens next

Your saved version becomes the current terms. If Add terms to customer documents is on, GetOnItEd uses that current version for new supported customer documents while older documents keep their original snapshot.

If something goes wrong

• Save button is unavailable: review the draft and tick the responsibility confirmation first.
• Terms switch is unavailable: save a current terms version before turning it on.
• File will not import: use a plain-text or Markdown file, or paste the wording into the box.
• Your answers changed: press Update draft from my answers, then review the refreshed wording again.
• You need specialist wording: have a solicitor or relevant trade body review it before use.