Configure Payment Terms & Conditions

If you wish to display payment terms, such as your refund policy, in all places where payments are collected:

1. Select Setup in the left-hand navigation panel.
2. Click General Settings in the Finance section.

   

3. Enable the Payment Terms Visible check-box.
4. Payment Terms Title Enter your terminology for the terms, for example "Payment Terms" or "Refund Policy"
5. Payment Term Summary: This verbiage will display on the payment page.
6. 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.
7. Click Done.