The ZP Preferences record is a central place to define global default behaviors and settings, which include:
- Managing payment options available to your customer. See General Preferences.
- Enabling and customizing automatic payments. See Autopay Settings.
- Specifying Email Notification preferences. See Email Notifications.
- Enable deposit options for Sales Order Pay. See Pre-Pay Settings.
Some of these settings may be overridden on the Payment Profile, see Settings Hierarchy to learn more.
By default, the ZonePayments Administrator role has access to create and edit the ZP Preferences record, which may be updated at any time under Setup > Zone Payments Setup > ZP Preferences. Settings available on this record are listed below.
ZP Admin: The employee selected will receive emails whenever ZonePayments sends notifications about upcoming product license expiration, various error notifications, and other administrative notices. See Notifications for more information.
Internal Invoice Pay Access: Roles: The roles selected will have access to the Internal Invoice Pay capability, which is available on customer Invoices under the ‘Billing’ tab. This is where internal NetSuite users can process one-time invoice payments by credit card. For example, if a customer has provided card details and authorized the payment over the phone or in writing.
Accept Payments Through Parent: Enabling this will allow for parent level customers to view and pay transactions of their sub-customers on their Statement Pay page. This does not allow sub-customers to view and pay transactions of their parent. This requires the NetSuite feature ‘Consolidated Payments’ to be enabled.
Allow Partial Payment: Enabling this feature will allow customers to submit a payment for less than the total amount due.
Allow Apply Credit: Enabling this feature will allow customers to view open credits and unapplied payments on their account, and apply them when making a payment via Statement Pay.
Allow Transaction Printing: Enabling this feature will allow customers to download PDF versions of invoices available on their Statement Pay page.
Invoice Printing Form: The form selected here will be used to generate the PDF of the customer Invoice when the Allow Transaction Printing preference is enabled.
Enable Statement Pay From Single Pay: Enabling this feature will display a link to the Payment Center on the Invoice Payment page.
Store API Audit: When this feature is enabled, details for API calls will be stored as ZP Audit records. These records can be useful for debugging or historical reporting but may increase processing times.
Purge API Audit Older Than X Days: Set the number of days ZPP Audit records are kept in the system. If left blank, records are not purged.
Partial Refund Credit Item: Select the Item to be used on Credit Memos that are automatically created when refunds of multi-lined Invoices are initiated through your payment provider. See Refunds for more information on initiating partial refunds of multi-lined Invoices through your payment provider.
Customer Facing Message: Text entered here is customer facing and will display at the bottom of your Payment Pages. This field is often used to share contact information with your customer. This global setting can be overridden at the Payment Profile level.
Preferences - Autopay Settings
Autopay Using Customer Default: Enable this feature to allow the autopay process to use the payment method authorized by the customer for future use as a default.
Autopay Date Override Field ID: This field may be used to set an alternative transaction date filter, which will override the default Due Date. Enter the internalid of the transaction field to be used.
Autopay Search Filter: This field may be used when there’s a need to apply custom filters on the population of records (Invoices) processed through autopay. Add a Transaction (Invoice) search to apply.
Auto-payment Auth Language: This is a required field. Text in this field will display when a customer elects to ‘save payment method for future use’.
See Autopay for more information.
Preferences - Email Notifications
Payment Confirmation Email Sender: The employee selected will be the ‘sender’ of email notifications that are sent to customers to confirm payment receipt.
Payment Confirmation Email Template: This is the template that will be used in the payment confirmation email message sent to a Customer once they’ve submitted a payment.
Autopay Confirmation Email Override: This is the template that will be used in the payment confirmation email message sent to a Customer when an automatic payment has occurred.
Auto Pay Failure Notification Template: This is the template that will be used to alert the ZP Admin of errors with the execution of the ZPP Auto Pay process.
See Notifications for more information.
Display Deposit Due: Enabling this will display to the customer both Total and Required Deposit Amount from a Sales Order when the customer navigates to Sales Order Pay. This feature requires that the NetSuite Required Minimum Deposit be enabled under Setup > Company > Enable Features. Allow Partial Payment must also be enabled on ZP Preferences.