Clear communication builds trust — and protects your business. Whether it’s cancellation policies, payment terms, service warranties, or disclaimers, having your terms built into your workflow can save time and help prevent misunderstandings.

With Payments Manager+, you can upload your own terms and policies so they’re automatically included in your estimates and invoices. That means less manual work for you, and a more professional experience for your customers.

Why it matters

Adding terms directly to your payment flow helps you:

• Set clear expectations with customers before work begins
• Include terms automatically on estimates and invoices
• Reduce disputes and chargebacks by capturing agreement up front
• Operate more efficiently with a polished, consistent process

How to add a policy

1. Go to Settings > Terms and Policies
2. Click Add Condition/Policy
3. Fill in the required fields, including the full text of your terms
4. Toggle Set to Default if you want all customers to agree to this policy before completing any payment

Note: You can apply one condition and one policy per payment. Customers will be prompted to review and accept them before submitting payment.

Example policy you can use

Need help getting started? Here’s a sample you can customize for your business:

Service Terms & Payment Policy

By accepting this estimate or invoice, you agree to the following terms:

Scheduling & Cancellations: Appointments must be scheduled at least 24 hours in advance. Cancellations made with less than 24 hours’ notice may be subject to a 50% cancellation fee. No-shows or same-day cancellations are non-refundable.

Payments: Payment is due upon receipt unless otherwise agreed in writing. Late payments may incur a 5% fee after 7 days.

Scope of Work: The estimate reflects our best understanding of the services requested. Changes or additions may affect pricing.

Liability: We are not responsible for pre-existing issues or unrelated damages. All services are provided with care and in line with industry standards.

Ready to add your policy? Head to Settings > Terms and Policies to get started.