In Zuora, on a customer account level, it is possible to set Payment Terms to define the payment interval between the invoice date and the due date.
When making an order through Limio, by default, we will set this to "Due Upon Receipt", which means the due date is the day the invoice is received.
However, if required, it is possible to also configure alternative Payment Terms within Limio.
This tutorial explains how to use the Payment Terms settings in Limio.
By default, we support the option to use Net 30, Net 60 & Net 90 as alternative payment terms. However, you are able to specify your own additions as required.
Setting the offer payment term
First, ensure your offer template has the Zuora payment term option enabled:
Then, in your offer, you can select the desired payment terms for that specific offer:
If you need to add support for additional payment terms as defined in your Zuora settings, you can do that by going to your template configuration and adding a new option to the Picklist using the +.
Setting the global default payment term
The global default payment term is the payment term that will be applied to the customer's account if checking out with a basket that contains multiple offers with different payment terms.
If you want to set a global default payment term for your Limio shop that differs from the standard value of "Due Upon Receipt", you can do this by going into your Shop settings.
/developer/settings/zuora
In the Zuora section, you can enter a string that should match the Name of the payment terms you want to use as configured in Zuora. For example: "Net 90"
Example use cases
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User checks out with a multi basket containing several offers with different payment terms and your shop DOES have a default shop payment term set
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Expected result: Order processed with default shop payment term
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User checks out with a multi basket containing several offers with different payment terms and your shop DOESN'T have a default shop payment term set
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Expected result: Order processed with standard terms of "Due Upon Receipt"
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User checks out with a multi basket containing offers with same payment terms and your shop DOES have a default shop payment term set
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Expected result: Order processed with offer payment terms
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User checks out with a multi basket containing offers with same payment terms and your shop DOESN'T have a default shop payment term set
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Expected result: Order processed with offer payment terms
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User checks out with a single offer and your shop DOES have a default shop payment term set
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Expected result: Order processed with offer payment term
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User checks out with a single offer and your shop DOESN'T have a default shop payment term set
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Expected result: Order processed with offer payment term
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- User checks out with a single offer and it DOESN'T have an offer payment term and your shop DOESN'T have a default shop payment term
- Expected result: Order processed with standard terms of "Due Upon Receipt"
- User checks out with a single offer and it DOESN'T have an offer payment term and your shop DOES have a default shop payment term
- Expected result: Order processed with default shop payment term
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