The ZP Preferences record contains administrative settings for ZonePayments at the global level. In order to accept and process payments through a third-party payment provider (i.e. Stripe) there are a few critical settings that must be in place
Setting Initial Preferences
After installing the ZonePayments bundle, ensure that a ZP Administrator and email for Payment Confirmation Email Sender has been specified to allow for basic ZonePayments functionality:
- Log into NetSuite
- Go to Setup > Zone Payments Setup > ZP Preferences and click Edit on the existing ZP Preferences Record
- In the ZP Admin field, select an employee to be indicated as the ZonePayments Admin.
- This employee will receive emails whenever ZonePayments sends various error notifications, alerts about upcoming product license expiration, and other administrative notices.
- In the Payment Confirmation Email Sender field, select an employee to be the ‘sender’ of email notifications sent to customers to confirm payment receipt.
- Save
While these settings are the minimum required to accept and process payments, the ZP Preference record has numerous other settings to support your unique business needs. From this record you can define if you will allow the customer to make a partial payment, apply credits, or navigate directly to their statement from an invoice. A more detailed explanation of available preferences can be found under ZP Preferences.
Next Steps
Once configured, you may move on to creating your first Payment Profile record.
Preferences FAQ
Q: What kind of settings are available on the ZP Preferences record?
A. The ZP Preferences record contains administrative settings for ZonePayments at the global level. These settings may be overridden by Payment Profile settings to meet more specific business needs. A more detailed explanation of the settings hierarchy can be found under Settings Hierarchy.
Q: Can I ever change my initial settings?
A. ZP Preferences can be updated at any time to tailor the customer experience and meet shifting business needs. A more detailed explanation of available preferences can be found under ZP Preferences.
Q: Does the Payment Confirmation Email Sender have to be an Employee record?
A Yes, unfortunately, this is a NetSuite restriction with how emails are delivered. If you’d like to send an email from a group i.e. accountsreceiveable@company.com, you may create an Employee record for that email and assign it as the sender.