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Knowledge Center > Billing and Payments > Payment Operations > Payment Runs > Introduction to Payment Runs

Introduction to Payment Runs

Payment runs are used to collect payments using electronic payment methods, like credit cards or ACH. Even if a payment was made to an invoice but had an error, if an invoice has a positive balance and meets all the filter criteria for the payment run, Zuora will pick up the invoice for processing in the payment run. You must have the Manage Payment Runs permission to create, edit, cancel, and delete payments runs. See Payment Roles.

Types of Payment Runs

There are two type of payment runs: ad hoc and recurring. These are similar to ad hoc and scheduled bill runs (see Creating Bill Runs).

  • An ad hoc payment run is a single payment run that you create manually.
  • A recurring, or scheduled, payment run is automatically run on its scheduled dates and times once it has been configured.

Both types of payment runs will only collect for accounts with auto-pay enabled.

Payment Status

After a payment run is executed, each payment processed will show one of the following payment processing statuses:

  • Processed: The payment was successfully processed.
  • Error: An error occurred while processing the payment; review the error message and try processing the card again if necessary.

View Payment Runs

You can view all payment runs using two different views: Expanded View and List View.

  • In the expanded view, you can post the payment run or cancel the payment run.
  • The list view provides the option of deleting a payment run. This view can be sorted by its column headers.
    Only the payment runs in the Cancelled and Error status can be deleted.

To the right of the expanded and list views is a summary of all payment runs, broken down by status, with the total number of payment runs in each status. You can sort a list of payment runs by run target date, executed on (date), number of payment runs, and status.

View an Individual Payment Run

You can find specific payment runs by either browsing (using expanded or list view) or searching payment runs.

The search function is on the right-hand side of the Payment Runs tab. You can search by Payment Run ID numbers.

Change the Recipients of Payment Run Email Notifications

Email notifications for payment runs are sent to the Billing user who created the applicable payment run. If your company has a scheduled (recurring) payment run, you can redirect the email notifications for the payment run by performing the following steps:

  1. Cancel the scheduled payment run.
  2. Have the intended recipient of the email notification recreate the scheduled payment run
Last modified
11:35, 16 Jan 2017

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