Before You Dive In
This article is one step from our Master Help Guide: All About Products and Payments. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Locate where to find the settings available for each checkout option.
Add terms and conditions to your order forms, payment links and invoices.
Ensure that your customers agree to your terms before they purchase.
Prerequisites Before Adding Terms & Conditions to Checkouts
Before you attempt to add terms & conditions to your checkouts, make sure you have:
Your products or services already set up inside of your Ivorey account.
Your terms and conditions text ready to be copied or a link to a website page where they are hosted.
At least one payment or checkout method (form or funnel, or sale page) set up.
Don't have these set up yet? You may find the below guides helpful:
How to Add Terms and Conditions to an Order Form
One checkout option you can sell your products/services through is order forms. These are most commonly used in Sales Funnels and are found in all of our Premium Sales Funnel Templates, however the same rules apply if you have add an Order Form element to a page on your Website.
Watch a visual walkthrough to learn how to add terms and conditions to a payment link:
Click here for written version:
Click here for written version:
How to add Terms and Conditions to an Order Form:
From the Ivorey™ main menu, go into [Site Pages] then then along the top menu bar select > [Funnels].
Click on the Sales Funnel you have created > click on the [Order Form] page > then click the [Edit] button to go into editor mode of this funnel step.
Once inside the order form page of your funnel, click on the Order Form element on your page.
On the right hand side of your screen you will see a settings menu pop up titled 'Two Step Order Form' > scroll down until you find 'Terms and Conditions' and toggle this feature on.
Inside the text box you can copy in your terms and conditions directly, or you can hyperlink the URL to a website page for example that has your terms and conditions listed.
Once you have added your Terms and Conditions here, make sure you click the [Save] button at the top right corner.
Click the [Publish] button if your funnel is already live, otherwise leave this step for when you are ready for your funnel to go live.
How to Add Terms and Conditions to a Payment Link
Another checkout option you can choose to sell your products and services through is a payment link. This is a really simple checkout page that is quick and easy to create so you can receive payment for your product or service.
Watch a visual walkthrough to learn how to add terms and conditions to a payment link:
Click here for written version
Click here for written version
From the Ivorey™ main menu, go into [Payments] > then along the top menu bar select [Payment Links].
Click the [+ Create New Payment Link] button at the top right of your screen
Update the title or your payment link, select the product and tick the options that are relevant for the payment link you are creating.
Click the box next to [Terms and Conditions].
Inside the text box you can copy in your terms and conditions directly, or you can hyperlink the URL to a website page for example that has your terms and conditions listed.
Make sure your payment mode is toggled on to live > then click the [Save] button at the top right of your screen.
You will now see your payment link listed on your main Payment Links page.
How to Add Terms and Conditions to an Offer Checkout
You can also add your terms and conditions on your Offer Checkouts page. This is a great way to share any terms of entry or refunds policies that are relevant to your course for your customers to read before they purchase.
Watch a visual walkthrough to learn how to add terms and conditions to an offer checkout:
Click here for the written version
Click here for the written version
From the Ivorey™ main menu, go to [Courses] > along the top menu bar hover over [Courses] > then select [Offers].
Click into the Offer Checkout you want to add your Terms & Conditions to > then click the [Edit Checkout] button at the top right of your screen.
Click on the [Service Agreement] tab on the left hand side menu. Here you can:
select [Required] if you want to link your Terms and Conditions via an external URL
or select [Custom agreement text] if you want to enter your Terms and Conditions directly into the text box.
Once you have added your Terms and Conditions, click the [Save] button at the top of your service agreement menu.
How to Add Terms and Conditions to Your Invoice Template
Invoices are another form of 'checkout' that you can also list your Terms and Conditions in. You can add these to your invoice template so they are applied to all invoices you send, or you can just add them into the one invoice that is specific to the contact that you are sending the invoice to.
Watch a visual walkthrough to learn how to add terms and conditions to an invoice:
Click here for the written version
Click here for the written version
From the Ivorey™ main menu, go to [Payments] > along the top menu bar hover over [Invoices & Estimates] > then select [Templates].
Click into your Invoice Template > then scroll down to 'Additional Options' and select [Terms and Conditions].
Inside the text box you can copy in your terms and conditions directly, or you can hyperlink the URL to a website page for example that has your terms and conditions listed.
Once you've added your terms and conditions, click the [Save] button at the top right of your screen to save your template. These terms and conditions will now be applied to all invoices you send using this template.
Note: if you would like to add terms and conditions ONLY to the single invoice you are sending, click into your invoice template > click [use template] > select your invoice type > then add your terms and conditions to the bottom of the invoice by ticking the 'terms and conditions' box before sending.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps.
Troubleshoot any issues with your checkout pages.
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here.