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Home > Billing > Initial Billing Setup > Configure Payment Terms & Conditions
Configure Payment Terms & Conditions
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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.
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