Step-by-Step Process

•  Login to the BytePhase portal then click on a business logo 
• Then Click on  Business Settings ->Terms and Conditions

• Add the terms and conditions you want by clicking on the edit
• You can select different documents and set T&Cs accordingly in the selection field

• If you click on edit, you will be able to view delivery challans, invoices, job sheets, payment receipts, purchases, quotes, sales, etc.
• You can select any one of those and add the terms and conditions to it
• The process of updating the Terms and Conditions in your Bytephase account is straightforward. Using an intuitive interface, you can easily edit and customize these essential legal documents.

Great job! 💳💼🎉 

You’ve successfully learned how to change the Terms and Conditions in the Bytephase CRM.