Terms & Policy

This screen holds your business's library of reusable policy and terms documents: payment terms, service policies, privacy policy, disclaimers, and similar text you write once and attach to invoices and proposals instead of retyping it every time.

What you can do here

• See every policy you've created, listed with its name, policy type, and whether it's marked active.
• Add a new one with the New Policy button.
• Edit an existing policy from its row.
• Delete a policy from its row. If that policy is already attached to an invoice or proposal, NuForce blocks the delete and tells you how many records are using it, so you can detach it there first.

Steps

1. Click New Policy, or Edit on an existing row.
2. Enter a Policy Name.
3. Choose a Policy Type from the dropdown: Payment Policy, Terms of Service, Privacy Policy, Refund Policy, Disclaimer, Return Policy, and several other categories.
4. Write the text in the Policy field. It accepts Markdown formatting, and you can click Generate with AI to draft a starting version instead of writing it from scratch.
5. Optionally fill in Describe Why This Policy (a short note on its purpose) and Instructions (guidance for whoever applies it).
6. Turn on "Make this policy available to new proposals?" if you want the policy selectable when you build invoices and estimates. Leave it off to keep a draft out of use without deleting it.
7. Save.

Related

• /help/business-manager/organization/profile
• /help/service-center/estimations
• /help/billing/invoices