When you’re done, you will have…
Your terms and conditions correctly listed on your order forms, payment links, and invoices.
A clear understanding of where to find the settings for each checkout option.
Confidence that your customers are agreeing to your terms before they purchase.
Prerequisites
Before you begin, make sure you have:
An Ivorey™ account with your products or services already set up.
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.
How to Add Terms and Conditions to an Order Form
One checkout option you can choose to sell your products and services through is through and 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 added 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' > under this please click on the [Advanced] tab
Scroll down to the bottom of the settings bar to the 'Step #1 Terms and Conditions' box and toggle this 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
Watch below to see how to add Terms and Conditions to your Invoices:
How to Add Terms and Conditions to Invoices
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.
Frequently Asked Questions
FAQ's Are Coming Soon!
Please let our team know if you have a question about this topic through our chat widget, and we're happy to support you.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Help you set up your terms and conditions.
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