Towbook Element: Account Disclaimers
Create Account-Specific Disclaimers!
Take advantage of the ability to personalize your statement and invoice disclaimers on a per-account basis in Towbook!
Setting Up Account Disclaimers
Creating Statement Disclaimers
- Select the “Accounts” tab
- Select the desired account and click on, “Modify Account”
- Choose the “Statements” tab to edit your statement disclaimers
- Under “Disclaimer” add your specified disclaimer here. Click “Save Changes” once finished
Creating Invoice Disclaimers
- Choose the “Invoices” tab to edit your invoice disclaimers
- Under “Disclaimer” add your specified disclaimer
- Click “Save Changes” once your verbiage is added
NOTE: Account Disclaimers will always take priority over company disclaimers in the "Settings" tab.
If you have any questions or need any assistance, please don’t hesitate to reach out to our support team!