Mar 21, 2023
If you wish to display payment terms, such as your refund policy, in all places where payments are collected:
- Select Setup in the left-hand navigation panel.
- Click General Settings in the Finance section.
- 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.
- Click Done.