This article is for Salesforce admins and implementation partners who configure the storefront checkout page in Experience Builder.
Use this article when you need to control how the payment step behaves without making code changes. These settings let you decide whether buyers must accept terms and conditions before placing an order and whether shipment details in the order summary start expanded or collapsed.
What these settings control
The checkout page exposes payment-step settings that control:
- whether buyers must actively accept terms and conditions before they can place an order
- which terms and conditions link the payment step uses
- whether shipment details in the order summary are expanded or collapsed when the payment step opens
These are checkout-page configuration options. They apply to the checkout experience after the buyer moves out of the cart and into checkout. They do not configure the shopping cart page or shopping cart components.
Where to configure the settings
Configure these settings on the checkout page component in Experience Builder.
Use these steps:
- Open Experience Builder for the storefront site.
- Open the page used for checkout.
- Select the checkout path component on the canvas.
- In the property panel, review the payment-step settings.
- Save and publish the site after making changes.
Configure terms and conditions behavior
The checkout page includes two related settings:
- Require Terms and Conditions Acceptance
- Terms and Conditions Link
When to require acceptance
Turn on Require Terms and Conditions Acceptance when buyers must actively confirm agreement before they can place an order.
When this setting is enabled:
- the payment step shows a checkbox next to the terms link
- Place Order remains unavailable until the buyer selects the checkbox
- the payment step makes explicit acceptance part of the checkout flow
Use this option when legal, commercial, or compliance requirements require clear buyer consent at order placement.
When to use an informational terms link only
Leave Require Terms and Conditions Acceptance turned off when buyers should be able to review the terms during checkout, but an explicit checkbox is not required at that point in the journey.
When acceptance is not required:
- the payment step still shows the terms text and link
- buyers do not see an acceptance checkbox
- Place Order is not blocked by terms acceptance
This is the lighter-weight option for storefronts that want terms visible in checkout without adding an extra confirmation step.
How the terms link is resolved
Use Terms and Conditions Link when this checkout page should open a specific terms page or external URL.
If you enter a value in the checkout page property, the payment step uses that page-level link.
If you leave the checkout page property blank, the checkout page falls back to the global Terms and Conditions Link configured in Welisa Commerce System Setting when that global value is available.
The published Terms & Conditions article already documents how to maintain the global system-setting value. Use that article for the shared default setup, and use the checkout page property only when this specific checkout page needs a different destination.
Configure shipment summary expansion
Use Collapse Shipment Details in Order Summary to control the default state of shipment details during the payment step.
When this setting is enabled:
- the order summary opens with shipment details collapsed by default
- buyers can expand shipment details when they need to review them
- the payment step feels shorter and easier to scan, especially for simple or single-shipment orders
When this setting is disabled:
- shipment details are expanded by default
- buyers see the shipment summary immediately when they reach the payment step
This setting changes only the default expansion state. It does not remove shipment details from checkout.
What buyers see in the payment step
After you publish the checkout page settings, buyers will see the effect in the payment step:
- a terms and conditions link is shown when a page-level or global terms URL is available
- a checkbox appears only when acceptance is required
- Place Order stays unavailable until the checkbox is selected when acceptance is required
- shipment details in the order summary start either collapsed or expanded, based on the page setting
These changes are limited to the checkout payment step. They do not change cart behavior, shipping-address capture, payment-provider integration logic, or order-confirmation messaging.
Validation checklist after publishing
Use this checklist after saving and publishing the page:
- Open the storefront as a buyer and move to checkout.
- Confirm that the payment step shows the expected terms link.
- If the checkout page property is blank, verify that the payment step uses the global terms link configured in system settings.
- If acceptance is required, verify that the checkbox appears and that Place Order remains unavailable until the checkbox is selected.
- If acceptance is not required, verify that the terms text is informational only and that buyers can continue without selecting a checkbox.
- Confirm that shipment details start in the expected collapsed or expanded state.
- Expand and collapse shipment details to confirm buyers can still review the shipment summary when needed.
- Test the payment step on desktop and mobile layouts to confirm the page remains readable.