Zoey Support Center

Welcome to the brand new Zoey Support developer hub. We've completely revamped our Support Center to make it easier to find comprehensive guides and documentation to help you start working with Zoey as quickly as possible.

Guides    

Net Terms

On a per customer/account basis, you can set Net Terms offered for that buyer. Once enabled you can set time limits, credit limits, and put customized language in the checkout to help an account remember what is specifically allowed.

Available only on certain plans

This feature is only available on certain plans and you may be required to upgrade your plan in order to use this feature.

Features

  • Enable Net Terms for specific Customers
  • Specify a Term of Net10, 15, 20, 30, 60, 90 or 120
  • Set a Credit Limit for unpaid orders using Net Terms
  • View Net Terms Customer Accounts and Net Term orders in their own Tabs in the Admin
  • Print a statement PDF for customer accounts
  • Customer can view the status of their Net Term accounts and print orders
  • Orders can be paid for manually via check, cash, wire transfer or using a separate credit card processor. The Zoey Admin can then mark the Order as Paid by creating an Invoice for the Order.

Enabling Net Terms

Step 1: Enable Net Terms

Navigate to Customers > Settings > Net Terms and enable Net Terms.
This feature is only available on certain plans and you may be required to upgrade your plan in order to use this feature.

Step 2: Configure Terms For Each Customer

In Customers > Customers List select a customer. Then in the Net Terms tab Enable Net Terms, then specify the Term, Credit Limit and Term Details.

Term

The term (i.e. Net30) is the amount of time the customer will have to pay the order before it is marked as Past Due.

Credit Limit

The combined amount of unpaid orders this customer account may have before they are blocked from placing further orders using Net Terms.

Term Details

Insert text to display to the customer in the Checkout and on Order Email/PDFs.
Use the following Variables to display specific information to the customer:

  • [store_name] - Name of your store from Setup > Site Configuration
  • [term_name] - Term setting (i.e. "Net30")
  • [term_period] - Number of days from Term setting (i.e. "30")
  • [store_phone] - Phone number from Setup > Site Configuration
[store_name] has offered you payment terms of [term_name]. Payment is due within [term_period] days for this order, after-which interest may be due. Invoices may be paid via Check, Wire Transfer, Cash or Credit Card by calling customer support at [store_phone].

Using Net Terms

Customer List > Net Terms Tab

The Customer List has a Net Terms tab that will show all customers with Net Terms enabled. The Net Terms tab can not be edited or deleted. You will see the columns for the customer's Term, Credit Limit, Unpaid Balance, Account Status (Good Standing or Past Due), and the next (or past-due) Payment Due date.

You can also add the Net Terms columns to any tab using the columns menu and searching for Terms, Limit, Balance, Status and Payment Due.

Customer Edit > Net Terms

Within the Customer Edit Screen's Net Terms tab there is a "Terms Account Overview" section that will let you view and manage their Orders placed using Net Terms. Using the gear icons and bulk actions you can View the Order, Print the Order, Export to a CSV, or print a Statement PDF.

Customer Checkout (Net Term Payment)

If the customer has Net Terms enabled, when checking out they will have the Net Terms payment method appear. It will show them their agreed Terms, Available Credit and the Term Details set in the Customer Edit > Net Terms settings. The Terms and Term Details will also be shown on Order Success, in the Order Emails and PDF files.

Customer My Account

When the customer is logged in, they'll be able to see the same Net Terms overview as the Admin in their My Account Dashboard. They can view/print orders.

Collecting Payment for Open/Past Due Orders

Currently when an Order is placed using Net Terms, the customer will need to pay "offline" either with Cash, Check, Wire Transfer, or any other method that is done outside of Zoey. The Zoey Admin will then need to mark the order as Paid by clicking the "Invoice" button on the Order.

Admin Orders List > Net Terms Tab

The Orders List has a Net Terms tab that will show all Orders paid with Net Terms. The Net Terms tab can not be edited or deleted. You will see the columns for the Order's Terms, Unpaid Balance, Term Status (Paid, Open or Past Due), and the Payment Due date. Past-Due Orders will be highlighted Red.

You can also add the Net Terms columns to any tab using the columns menu and searching for Terms, Balance, Term Status and Payment Due.

Managing Net Terms via CSV/API

You can apply or edit Net Term settings on the customer account using the below CSV template:

Columns

  • email - Required - this field tells the import which customer to apply the settings to
  • net_terms_enabled - Yes or No
  • net_term - Values include: Net 10, Net 15, Net 20, Net 30, Net 60, Net 90, or Net 120
  • net_term_credit - This is the Credit Limit value. Can be formatted 100 or 100.0000
  • net_term_details - This is the Term Detail text displayed in the Checkout

Updated 22 days ago

Net Terms


On a per customer/account basis, you can set Net Terms offered for that buyer. Once enabled you can set time limits, credit limits, and put customized language in the checkout to help an account remember what is specifically allowed.

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.