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Knowledge Center > Commerce > Zuora Quotes > Zuora Config Settings > Quote Configuration Settings > Process Payments in Zuora Billing

Process Payments in Zuora Billing

A quote can have an external payment method, an electronic payment method, or both in Zuora Quotes:

  • An external payment method is the payment method you select on the quote during quoting flow.
  • An electronic payment method is the payment method created by Payment Pages.

The Zuora Config setting, Electronic Payment Method Setting, controls how electronic payments are processed when you send a quote to Zuora. The setting has the following options:

  • Set Default, auto-pay
  • Set Default, no auto-pay
  • Do not set default, no auto-pay, process payment only

Quote with an External Payment Method Only

When only an external payment method is set on the quote, the payment method is processed as below:

  • Quote for a New Billing Account

The external payment method is set as the default payment method for the new billing account after the quote is sent to Zuora.

Even if the Process Payment setting is enabled on the quote, the payment is not processed. The Process Payment setting requires a default electronic payment method on the account.

  • Quote for an Existing Billing Account

The external payment method is not set as the default payment method after the quote is sent to Zuora.

If the Process Payment setting is enabled on the quote, the payment is processed only if there is a default electronic payment method available for the billing account. 

Quote with an Electronic Payment Method 

If the Process Payment setting is enabled on the quote, the payment is processed using this electronic payment method when the quote is sent to Zuora.

The following table summarizes how payment methods are handled when a quote is sent to Zuora. The first two columns describe the settings in Zuora Quotes, and the third and fourth columns describe the effected settings in Zuora.

Billing Account Electronic Payment Method 
Setting in Zuora Config
Account Default Payment Method in Zuora Account Auto-Pay
in Zuora
New Set default, auto-pay Electronic payment method Enabled
  Set default, no auto-pay Electronic payment method Not enabled
 

Do not set default,
no auto-pay,
process payment only

- External payment method if set on the quote

- Electronic payment method if no external payment method is set on the quote

Not enabled
Existing Set default, auto-pay Electronic payment method Enabled
  Set default, no auto-pay Electronic payment method No change
 

Do not set default,
no auto-pay,
process payment only

No change No change

 

Last modified
15:00, 8 Aug 2016

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