Add a Contract or Terms & Conditions to the Estimate and Invoice document

With Joist, you can add your own Contract/Terms & Conditions to your estimates and invoices.
First, let’s add a new contract to your Joist account.

  1. Click on "Settings" and then "Contracts". From the Contracts screen, click the green button that says "New Contract".

  2. From here you can give your contract a name and write out the content of the contract (or paste this content from a document on your computer). You can also turn on or off the options to make this particular contract your default contract for estimates and invoices. 

You can also select or remove a contract while you are creating or editing an estimate or invoice, right from within the document.

  1. Scroll down to the "Contracts & Signatures" section of the document and click "Contract".
  2. Then select a contract from your list or create a new contract with the New Contract button.
Was this article helpful?
0 out of 0 found this helpful

Can't find what you're looking for? Ask us a question