Please note that the following is guidance. Payments2Us does not provide legal wording and cannot advise on compliance obligations. Always rely on your gateway provider and your organisation’s legal/compliance team.
Overview
When setting up Payments2Us, organisations often ask what they should enter in the Terms & Conditions (T&C) field that appears on the Checkout Form. Because Terms & Conditions are a legal requirement and may differ depending on your payment gateway and your bank, the information below is provided as general guidance only.
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Gateway-Specific Guidance
Below are links to existing setup articles that include T&C-related instructions.Â
Note: Links and requirements may change over time. Always confirm directly with your payment gateway or bank for the most current terms.
Stripe
Stripe does not mandate a single fixed wording, but Direct Debit (e.g. BECS) does require provider-specific text. Review Stripe setup steps, including where to update Terms & Conditions, in the article below:
- Stripe setup (includes T&C step):
How to Setup Stripe – Update Terms & Conditions on Merchant Facility
Ezidebit
Ezidebit requires that your Terms & Conditions follow their mandated Direct Debit wording. Refer to the Ezidebit setup article for where to store this text in the Merchant Facility.
- Ezidebit setup (includes T&C step):
How to Setup Ezidebit – Update Terms & ConditionsÂ
Direct Debit automatic processing enable Agreement Notification (Stripe & Ezidebit):
How to Activate Direct Debit Payments for Automatic ProcessingÂ
Bank-Required Direct Debit Terms
For any Direct Debit solution (including those run through internet banking), you must use the exact wording required by your bank or scheme (e.g. BECS).
- General Direct Debit guidance (Step 2.5. Enter T&C as required by your bank)
How to Activate Direct Debit Payments – Enter Terms & ConditionsÂ
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Where Do I Add or Update the Terms & Conditions in Payments2Us?
Terms & Conditions are stored on the Merchant Facility record. They are then surfaced on the relevant Checkout Form(s) according to the payment methods configured.
- Open the App Launcher in Salesforce and search for Merchant Facilities.
- Open your active Merchant Facility record.
- Locate the field used for Terms & Conditions i.e Direct Debit/ACH T&C's.
- Paste in your approved wording from the gateway provider or your legal team.
- Click Save.
Once saved, the updated Terms & Conditions will appear on the relevant Payments2Us checkout and Direct Debit authorisation forms associated with that Merchant Facility.