The Goal: Display your payment terms — such as a refund policy — in every place where payments are collected.
Before You Begin:
- You need permission to edit billing settings.
- Have your payment terms wording ready (a short summary and, optionally, a full policy).
- If you want to link a longer policy, decide whether to reuse existing terms of use or create new ones.
Step-by-Step Instructions
- Select Settings in the left-hand rail.
- Go to Finance, Billing section, click Settings and select General Billing Settings.
- Enable the Payment Terms Visible check-box.
- Payment Terms Title — Enter your terminology for the terms, for example “Payment Terms” or “Refund Policy.”
- Payment Term Summary: This verbiage will display on the payment page.
- Terms of Use: For a lengthy policy, you can choose to select previously created terms of use or create new. Read Full Policy will be displayed, allowing the payor to view.
- Click Done.
Common Pitfalls
- Forgetting the visibility check-box: If Payment Terms Visible is left disabled, your title, summary, and policy will not appear on payment pages no matter how they are filled in.