There are three ways in which your terms and conditions can be presented to your customers. Each one is described below:

  1. In the online payment page, the link (URL) to your existing terms and conditions can be displayed. This works best if you have your terms and conditions available on your website.
  2. If you have your terms and conditions in PDF format, you can upload it into your salesforce org. Once uploaded, a link will become available in the online payment page.
  3. You can also type in your terms and conditions in the settings area. This will be displayed in your invoice form/email.

To set your terms and conditions, go to Payment Center Settings tab then click Terms And Conditions button. The following screen will be displayed: 

If you select Upload Terms and Conditions, you will be prompted to upload, as shown below: 

If you select Enter an existing URL, you will be prompted to enter the URL of your terms and conditions:

Whether you uploaded your terms and conditions or entered a URL, the link will be available on the online payment page so your customer can read and agree to them. Screenshot is as follows: 

 

In addition to the link, you can also type in your terms in conditions, as shown below:

The above text will be displayed in your invoice:


 

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