As your policies and Terms of Services should be specific to your business, consult with a legal professional to build them.
You can add policies and Terms of Services to the Notes/Footer section of invoices or estimates, or add them as an attachment.
Refund policy
A refund policy helps to protect both you and your customers in the event of a return or unforeseen circumstance. This policy provides your customers with your business’s specific policies and procedures for refunds, exchanges, and cancellations.
You can choose to require acknowledgement of your policy before receiving a credit card payment, which can help protect you in payment disputes.
Shipping policy
A shipping policy provides your customers with important information about your business’s shipping practices. It should be accessible to customers prior to them making a purchase and contain information related to shipping costs and timelines.
A shipping policy can include:
- The methods of shipping available
- Where you ship to
- How long shipping takes
- Shipping restrictions
- What to do if a package arrives damaged
Terms of Service
A Terms of Service agreement protects your business.
If a customer isn’t happy with your service or is in financial distress, they may choose to dispute their credit card payment instead of asking for a refund.
In many cases, simple terms of service can give you the documentation you need if your customer disputes a payment.
A Terms of Service can outline:
- What your customer is receiving and when they should expect to receive it
- Your refund policy
- Your cancellation policy
- Your shipping policy
- A force majeure clause to protect against unforeseen circumstances outside of your business’ control
- A limitation of liability to protect against damages that may be caused as a result of your work
- A no guarantee clause to confirm that your product or service does not promise a specific outcome
Learn how to add a payments Terms of Service on an invoice.