Last updated June 10, 2026
Invoices can include terms and conditions from two sources: your agency's default terms and individual supplier terms pulled from bookings on the trip. Both can be toggled on or off per invoice, and both support per-invoice text overrides.
Go to Settings > Invoice Terms to set your agency's default terms and conditions text. This text will be available on every invoice you create.
Advisor terms come first. If an advisor has set their own terms under Settings → Profile → My Terms & Conditions, those replace the agency default on the invoices they create. Host agencies can also stop independent advisors from inheriting the agency terms entirely. See Advisor & Agency Terms & Conditions for the full picture.
On the invoice detail page, scroll to the Terms & Conditions card. Toggle the Include agency terms switch to attach your default terms to the invoice.
When agency terms are enabled, expand the Preview section to view the text. Click Edit for this invoice to customize the terms for this specific invoice without changing your default. A Reset to default button appears after you make changes, letting you revert to the workspace default at any time.
Supplier terms are pulled from the bookings on the trip. Each supplier that has terms and conditions in your supplier directory will appear as a checkbox in the Terms & Conditions card.
Check the box next to a supplier's name to include their terms on the invoice. Uncheck to exclude them. You can include terms from multiple suppliers on a single invoice.
When a supplier's terms are enabled, expand Preview to see the text. Click Edit to customize the supplier terms for this specific invoice. Use Reset to default to revert to the supplier's original terms.
When your client views the public invoice page, enabled terms appear at the bottom of the invoice. Agency terms appear first, followed by any enabled supplier terms. The terms use the exact text you've configured — either the default or your per-invoice override.
| Terms Source | Where to set the default | Per-invoice override? |
|---|---|---|
| Agency terms | Settings > Invoice Terms | Yes — edit inline on the invoice |
| Supplier terms | Supplier directory record | Yes — edit inline on the invoice |
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