Preferences

The Preferences section under Settings can be used to customize certain modules and functions of Zoho Subscriptions.

Invoices

To change the preference settings of Invoices, navigate to gear icon > More Settings > Preferences > Invoice. Here you can change preferences related to Invoice module.

Preference Invoice Settings 1

Preference Invoice Settings 2

To create a Custom Field,

Invoice Custom Field 1

Invoice Custom Field 2

Customer

To change the preference settings of Customers, navigate to gear icon > More Settings > Preferences > Customer. Here you have the options to enable or disable the use of same display name for more than one customer and also to add custom fields in the Customer module to display add additional information.

To change the duplicate contact name details,

Customer Preferences Duplicate names

To create a Custom Field,

Note: The custom field added here will appear under Custom Fields while creating a customer.

Customer Custom Field 1

Customer Custom Field 2

Make sure you enable this radio button to show this field in your hosted payment pages and Customer Portal. You can also opt to make these fields mandatory.

Customer Custom Field 1

Product

To change the preference settings of Product, navigate to gear icon > More Settings > Preferences > Product. Here you can enable or disable the inventory for your products.

Inventory

Payment

To change the settings of Payments, navigate to Gear icon > More Settings > Preferences > Payment. Here, you can set the order of the configured payment modes and add custom fields to display any additional information related to Payments.

Reorder the payment modes

All the payment modes that you’ve configured are listed under Preferences. You can rename the payment mode as you would like to display in the hosted payment page and also re-arrange the order in which they are displayed.

To reorder the payment mode:

Payment Mode Preferences

Your preferences will be refelcted in the hosted payment pages.

Add a Custom Field

You can add a custom field to collect extra information from your customers during their checkout. To create a Custom Field:

Note: The custom field added here will appear under Transactions tab under Customers module.

Payment Custom Field 1

Payment Custom Field 2

Credit Notes

To change the preference settings of Credit Notes, navigate to gear icon > More Settings > Preferences > Credit Notes. Here you can add custom fields to display any additional information related to Credit Notes. To create a Custom Field,

Note: The custom field added here will appear while creating a Credit Note for a customer.

Payment Custom Field 1

Payment Custom Field 2

Address Format

To change the preference settings of Customers, navigate to gear icon > More Settings > Preferences > Address Format. Here you can set the address formats for your organization from the placeholders provided. You can insert placeholder by clicking on the drop-down icon next to Insert Placeholders. Make sure to hit Save after editing the address format.

Address Format

Address Verification Settings

Initially card address was made mandatory in subscriptions. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. But now you are given that option to decide on whether the card address needs to be shown or not.

Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Address Verification Settings.

Kindly follow the steps below to make card address related changes:

AVS

Branding

Branding can be used to upload or change the organization’s logo and change the look and feel of the organization using different themes. You can change the Branding preferences under gear icon > More Settings > Preferences > Branding.

To upload the organization’s logo,

Branding-New Logo

Branding-Change Logo

To change the organization’s theme,

Branding-Themes

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