In the Documents section, under the Configuration module, you can customize the legal or policy text that will automatically appear at the end of your invoices, proformas, and quotations.
This field is useful for adding legal conditions, return policies, informative notes, or data protection clauses.
Requirements to configure legal texts in sales documents
The user must have one of the following roles: OWNER, STORE MANAGER, WHOLESALE MANAGER, ECOMMERCE MANAGER, or INVENTORY MANAGER.
You can view and assign roles from the Create or Edit a User section.
Steps to configure legal texts in sales documents
Go to Settings > Documents.
You'll see three editable sections:
Invoices
Proformas
Quotations
In each section, you can enter the text you want to display at the bottom of the corresponding document.
After editing the text, click Save to apply changes, or Cancel to discard them.
Why is this useful?
This section allows you to:
Automatically add legal clauses to your documents.
Set general conditions for sales or billing.
Keep your business communication consistent.