How do I put my terms and conditions on a payment claim?

1. Open Company admin, then Terms. The first card is Terms on your payment claims, above your sets of standard quote terms.
2. Add one term per row. The terms are numbered. The number here is the number the builder reads on the claim. So you can say term 3 to somebody and mean the line they look at.
3. Press Save terms. From then on, every payment claim you export, on every job, prints them under the total and above where you sign.
4. The words are yours. YourCA does not suggest them, fill them in or check them. What you may say on a payment claim is a question for you. A product that offered wording there would give legal advice on a statutory instrument.
5. YourCA drops a blank row and does not save it, so a claim never carries a numbered term that says nothing. A claim carries twenty terms at most.
6. A change affects what your NEXT claim prints. YourCA copies the terms onto each claim when you record it as served. So a served claim re-exports with the terms it went out with, word for word, however often you change them later. That keeps your copy in a dispute the same as the copy in the builder’s file.