Page History

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Step-by-step guide

1. Configure zip settings

1. Gather your zip account credentials.
   
   
2. In the CMS, navigate to Settings → Feature Management → Payment & Checkout. 
   
   
3. Select Buy Now, Pay Later.
   
   
   
   
   
4. Ensure 'Available in CMS' is toggled ON.
   
   
5. Click Configure.
   
   
6. In the 'Buy Now, Pay Later Feature Settings' page, click the Zip tab. 
   
   
7. For API Version , select 'V2'. Note - If your site is already using V1, this option will remain after any CSS upgrade unless specifically requested.
   
   
8. In Mode, select whether you're configuring zip for your Live site (Production), or Stage site (Sandbox).  
   
   
9. Enter the API keys and URL for either Production (Live) or Sandbox:
   Production Public Key OR Sandbox Public Key
   Zip V2 Production API Key = private key for Live
   Zip V2 Production URL = https://api.zipmoney.com.au/merchant/v1/
   Zip V2 Sandbox API Key = private key for Sandbox
   Zip V2 Sandbox URL = https://api.sandbox.zipmoney.com.au/merchant/v1/
   
   
   
10. Set the following options: 
    Event Logging - toggle this ON (enabling this is recommended as any issues can be more readily tracked)
    Auto-Integrate Pending Orders - integrates orders to the ERP prior to receiving a response from the payment provider.
    
    
11. Surname Override (when blank): this should not be left blank as Zip requires the customer enter a surname. Please check with zip if you wish to leave it blank. 
    
    
12. Click Save.
    
    
13. Test the settings by clicking the Test Settings button. A popup message will tell you whether the current settings pass or fail. Note - only the API key is tested.  

2. Set Display Options

Display Options determine where and how zip appears on your site. 

1. Set the Display Options as you require:

Display Content in Product Detail - toggle ON to show the zip logo, tag line & link in the product detail page.

Disable Further Checkout Attempts with Provider for an Order if Declined - toggle ON/OFF as required. 

Min Price of Products to Show Content - the value of a product must meet this minimum in order for zip content to show in the detail page.

Max Price of Products to Show Content - the value of a product must not exceed this maximum in order for zip content to show in the detail page.

Min Order Total to be Available - the minimum in order for the customer to checkout with zip. This is validated at checkout. If zip is selected for payment but the order does not meet this minimum amount, the 'Pay with Zip' button is disabled and this message appears: 
 

Max Order Total to be Available - the maximum in order for the customer to checkout with zip. This is validated at checkout. If zip is selected for payment but the order is above this maximum amount, the 'Pay with Zip' button is disabled and a message (as for min order total) appears. 

Use CV Zip Content - the default is OFF. This is recommended so that the latest zip-related content in the Product Details page and the Payment panel in Checkout is supplied directly from zip.  Note - please coordinate with zip to ensure the feeds are set up on your site.

Toggle ON if you want the default Zip content stored locally in BPD to display. Note: the BPD Zip message in the Product Details page is edited in the Product Purchase Details Widget.    

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3. Add Overrides (optional)

You can override any of the display feature settings based on the user's Role.

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1. Select the 'Overrides' icon next to the setting you want to customise.
   
2. A popup will open, with your current Global setting displayed at the bottom. Click Add Override Setting in the Role Overrides section. 
   
3. Enter the role name into the lookup and select the role from the options presented. 
   
4. Toggle Override Value on. 
   
   
5. Set Global Setting to ON or OFF. 
   
   
6. Click Confirm to close the window. 
   
   
7. Don't forget to click Save on the feature settings page to save your changes!

4. Edit relevant widgets

zip text and labels in certain widgets can be customised.  However, in general for V2, text should default to 'zip' wherever zip payment options are displayed. 

Other widgets relevant to zip: 

• Cart Order Summary Totals widget (in Cart template) - include/exclude zip payment details when displaying a summary of charges and discounts for an order; text can be edited.
• Product Purchase Details widget (in Product detail template) - edit the text that appears when zip branding is included in the product detail page.

What your customers will see

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