Configure Terms & Disclaimers


Wise-Pay allows you to configure your Terms & Disclaimers for each item to be very basic, simply getting your customers to click to confirm the Terms and Disclaims they have already agreed to as part of their MSP or ACH/DDR agreement, or you can have your business's entire Terms and Disclaimers displayed again for yours clients to acknowledge.  For example, you could copy and past the whole of IntegraPay's DDR / ACH Service Agreement.

Best practice would be for Terms and Disclaimers to repeat the full agreement that your client has already accepted and signed for them to acknowledge once more.  In most cases, where you already have these agreements in place, you may choose to use a simplified version.

You should ensure you are adhering to all applicable laws relating to trading, the sale of goods and / or services in your jurisdiction, and complying with documentation requirements relating to the use of contracts or agreements for future reference.

During your Wise-Pay Onboarding, the team configured basic Terms and Disclaimers, however it is strongly recommended to go back and review / update these terms and disclaimers.

The below Terms and Disclaimers are available for configuration:
  • User Account Terms: this would display your companies terms and conditions
  • Saved Card Terms: this would display your companies terms and conditions to securely store credit card details for future use
  • Saved Bank Account Terms: this would display your companies terms and conditions to securely store bank account details for future use
  • Payment Terms: this would display your companies terms and conditions  for clients authorizing payments to be processed
  • Direct Debit Request (DDR): this would display your companies direct debit terms
  • Automatic Payments: this would display your companies automatic payment terms

Adding Terms & Disclaimers

  1. Log into Wise-Pay
  2. Click: Configure
  3. Click: Terms & Disclaimers

  4. Click Add Terms
  5. Enter your Terms and Disclaimers into the text box


    List of Available Tokens:
    - Account Name: your Name
    - Merchant Provided: the payment services provided
    - Contact Name: Enquiries Contact Name (Configured in Branding)
    - Contact Email: Enquiries Email Address (Configured in Branding)
    - Contact Phone: Enquiries Phone Number (Configured in Branding)
  6. Click Save
Important Note about the Terms and Disclaimers configured during Wise-Pay Onboarding:
These disclaimers are provided AS-IS they have not been drafted by legal counsel and should be utilized at your own risk and upon your own accord.  Wise-Sync provides no warranty that these terms and disclaimers will provide sufficient basis should these be challenged in a court of law or any other legal proceedings.  It is your responsibility to ensure that they are compliant with any locat, state or federal laws.

Ensure you are adhering to all applicable laws relating to trading, the sale of goods and / or services in your jurisdiction, and complying with documentation requirements relating to the use of contracts or agreements for future reference.

Additional Resources


Default Terms & Disclaimers for Australia and New Zealand
Default Terms & Disclaimers for the United States