PlanIt EPOS · Settings & Account

Add your terms and conditions and receipt footer

What does this do?

Your terms and conditions are printed on every quote, invoice and receipt and linked on quotes you send, so every customer has agreed to the same thing. The receipt footer is a short line of your own on receipts, quotes, statements and reports.

How to use it

  1. From the ☰ menu choose Settings and find Terms & conditions.
  2. Type a Version label, for example v2.1 or August 2026.
  3. Either press Upload your T&Cs (PDF) and choose the file, or paste a link into …or link to them on your own website.
  4. Type your Receipt footer text, for example a thank-you line or your returns note.
  5. Press Save settings. Use Remove later to take the terms off.
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See whether a quote was opened or accepted

The Quotes list shows where every quote is: saved, sent, opened, accepted, declined, converted to an invoice or voided. You do not need to ring the customer to find out.

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The Updated Terms & Conditions screen at sign-in

When PlanIt publishes a new version of its terms, the next sign-in shows an Updated Terms & Conditions screen with a short note of what changed. Agree once and the till carries on; it will not ask again until the terms change.

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A customer can accept or reject a quote from the portal without phoning you. Quotes you send by email or WhatsApp also carry an approve link, so a portal login is not needed just to say yes.

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Add your bank details for customer payments

Customer payments is where you tell the till how customers can pay you. Bank transfer details print on invoices, quotes and statements and show in the customer portal, with a payment reference the customer can quote.

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Questions this guide answers
  • How do I put my terms and conditions on quotes and receipts?
  • Can I link to the terms on my website instead of uploading?
  • How do I add a thank-you line to the bottom of receipts?

Last updated 2026-09-03 · Direct link for this feature