Terms and Conditions (F)

The Terms and Conditions page displays a list of all Terms and Conditions (T&C) associated with your account’s users. On this page, you can access more information about a specific T&C, edit saved T&Cs, or add a new T&C.

Navigate to the Terms and Conditions page by clicking Settings in the left hand navigation panel, and then clicking Terms and Conditions in the Business Settings section.

Partial view of the Terms and Conditions page, including the Terms and Conditions Table and the New Terms and Conditions Button.

Terms and Conditions Features

Terms and Conditions Table

The Terms and Conditions table contains a list of all versions of the T&Cs associated with your boarded merchants and other users, and includes the following information:

Terms and Conditions Table Column Name	Description

Terms and Conditions Table Column Name	Description
ID	The Payrix-generated ID associated with the specific T&C.
Title	The name of the T&C.
Type	The type of T&C. For more information, see the Terms and Conditions Types page.
Active	Indicates whether the T&C is active.
Go To T&C	Click the ARROW icon to open a copy of the T&C.

Terms and Conditions Table Actions

The Terms and Conditions table supports the following actions: access version information, edit, add a new T&C.

To access T&C version information, click any information in the table row to open the Versions page.

To edit a T&C, click the THREE DOTS icon in the right hand side of the table row then click EDIT to open the Edit Lightbox. Edit information in the lightbox, and then click EDIT to save your changes, or click CANCEL to discard changes.

To add a new T&C, click the NEW button in the top right hand corner of the table to open the New T&C Lightbox. Enter the required information and click SAVE to add the new T&C, or discard your changes and return to the previous screen without saving by clicking CANCEL.

Versions (F)

The Versions page contains a history of all versions of a specific Terms and Conditions document saved to your account, and allows you to add new versions of the document to the portal or change which version is active.

Navigate to the Versions page by following the steps below:

Step 1: Click Settings in the left hand navigation panel.
Step 2: Click Terms and Conditions in the Business Settings section.
Step 3: Click any information in a T&C table row to open the Versions page for that T&C.

Partial view of the Versions page, including the Versions History Table and the Add New Version Button.

Versions Features

Versions History Table

The Versions History table contains all of the previously saved versions of the T&C document, including the following information:

Versions History Table Column Name	Description

Versions History Table Column Name	Description
Version	The document version ID number.
Content	The content of the document.
Active	Indicates whether this document is the active version of the T&C.

Versions History Table Actions

The Versions History table supports the following actions: add a new version, view a version’s contents, or choose an active version.

To add a new version, click the NEW button in the top right hand corner of the page to open the New Version lightbox. Enter the new version and click CREATE to save, or discard your changes and return to the previous screen without saving by clicking the CANCEL button.

To view the contents of a T&C version, click the THREE DOTS icon in the right hand side of the table to open the Versions lightbox. Click GO TO TERMS to open the document.

To change which T&C version is active, click the THREE DOTS icon in the right hand side of the table to open the Versions lightbox. Click ACTIVE to make the selected document the active version.

Related Pages:

Click the links below to access any of the following pages: