There are three ways in which your terms and conditions can be presented to your customers. Each one is described below:
- 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.
- 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.
- 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:
If you only typed in your Terms and Conditions as above and did not set a link or upload a file, the content will only be available in the invoice and cannot be accessed from the payment page. Only a checkbox to accept terms and conditions will be available.