Note: Your business must be fully onboarded for online payment processing before you can customize your Payment Terms and Refund Policy. Only United States customers are supported at the moment.
Overview
MotionOps lets you define the Payment Processing Terms and Refund Policy that your customers agree to when paying invoices online. These terms appear as a clickable link on your public payment pages, giving customers full visibility before they submit a payment.
You can either write your terms directly inside MotionOps or point customers to a policy page you already have on your website.
When to Use This Feature
You want customers to acknowledge a refund policy before paying an invoice online.
Your business already has a terms page on your website, and you'd like to link to it instead of duplicating the content.
You need to update your refund policy and want the latest version visible to customers going forward.
How to Set Up Your Terms
Go to Business Settings by clicking the gear icon in the top right corner.
Select Payment Settings from the left-hand menu.
Under the Payments Portal section, click the Processing Terms and Refund Policy link.
You will see your current terms. Choose one of two options:
Write your terms in MotionOps — Type or paste your policy directly into the text editor. Click Save when done.
Use an external URL — Toggle to the URL option and enter the full web address of your existing policy page. Click Save when done.
Once saved, your terms are immediately active. Customers will see a link to your policy on the payment page before entering their payment details.
What Your Customers See
When a customer opens an online payment link, they will see a notice at the bottom of the payment form similar to the example below. The word terms is a clickable link that opens your policy in a new page.
If you wrote your terms inside MotionOps, they open in a standalone page. If you provided an external URL, the customer is taken directly to your website.
Tips and Best Practices
Keep your policy clear and specific. Include your refund window, any non-refundable fees, and how customers can request a refund. Simple language reduces disputes.
Review your terms after any pricing or policy change. MotionOps saves a version history each time you update, so past terms are always on record.
If you use an external URL, make sure the page is publicly accessible and does not require a login to view.
Consult a legal professional to make sure your refund policy meets the requirements of your state and the types of services you provide.
Things to Know
This setting is only available to users with business editing permissions. If you don't see the option, ask your account owner to check your role settings.
A default policy is automatically generated for all new businesses. You can update it at any time.
MotionOps stores version history for your terms, but does not display past versions to customers — only the current version is shown.
Each business location has its own independent policy. If you manage multiple businesses in MotionOps, you will need to configure terms separately for each one.
Troubleshooting
I don't see the Processing Terms and Refund Policy link in Payment Settings.
Make sure your account is fully onboarded for online payment processing and that your account status shows as Boarded. If onboarding is still in progress, the link will not yet be available.
My external URL isn't working for customers.
Test the URL in an incognito browser window to confirm it loads without requiring a login. Also check that the URL begins with https://.
I can't edit the terms.
Only users with the right permission access can modify these terms. Contact your account owner to update your role if needed.
Still need help? Reach out via the support chat or email support@motionops.com.