PeakCommerce for Zuora, All Editions
USER PERMISSION NEEDED:
Global Administrator, System Administrator
Add a new acknowledgment
To add a new stored credential acknowledgment:
- Navigate to Company Settings > Acknowledgements. Click "+ New Acknowledgement."
- Select the Auto-Pay acknowledgment type
- Fill out the remaining fields
|This should be set to Auto-Pay
|The name of the acknowledgment for internal purposes only.
|The verbiage to display next to the acknowledgment checkbox.
|Field Required Message
|N/A for Auto-Pay as it is an optional field.
If the ability to control Auto-Pay is enabled on a user's profile, and an Auto-Pay Acknowledgment is assigned, then the Auto-Pay checkbox will be displayed when a user does the following:
1. Adds a new payment method to their account
2. Pays an invoice with a new payment method
3. Turns the Auto-Pay toggle ON
The checkbox will not be displayed if using an existing payment method or using to toggle to turn Auto-Pay OFF.
This way end users are aware of what it means to sign up for Auto-Pay and there is an audit of their agreement for legal purposes.
The Auto-Pay acknowledgment gets assigned to user cohorts at the profile level. Navigate to Users > Profiles > Actions > Edit > Configurations > Payment Methods > Auto Pay Acknowledgement. All Auto-Pay acknowledgments will appear in a drop-down list to choose from.
You can track a user's acknowledgments by "Viewing" the user in the administrator user's list. This will show an audit log of when the customer agreed to the Auto-Pay terms to opt in to Auto-Pay.