Overview
The Disclaimers in ClientPay are vital communications that should appear on every public-facing page your clients use to submit payments. While a disclaimer does not guarantee a transaction won't be challenged, it provides a critical layer of protection for your firm in the event of a dispute.
Note: You must have Admin permissions to access the User, Settings, and Notifications areas.
Placement Options
You have the flexibility to create a single, consistent statement for your entire firm or customize messages for specific modules. Disclaimers can be added within Settings for:
Send for Payment payments
Payment Page payments
Content Guidelines
At a minimum, your disclaimer should confirm the Company Name that will appear on the client's bank statement and clearly state that clicking the submit button constitutes an authorization of payment.
Recommended Template:
"I authorize [Insert Your Company Name] to charge my credit/debit card indicated on the web form, for the noted amount on today's date."
Compliance & Legal Advice
It is highly recommended to research local and federal laws regarding payment authorizations. To ensure your disclaimer fully meets your specific needs, consider consulting your legal department or private counsel.