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Part 7: Process External Payments

Zuora

Part 7: Process External Payments

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Overview

Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.

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In some situations, your subscribers may pay you via a payment method that cannot be processed electronically by Zuora. For example, particularly in B2B scenarios, a subscriber might need to be invoiced to then remit payment by check or by a wire transfer that cannot be handled by one of Zuora's supported payment gateways. In these situations, you will want to use External Payments within Zuora to record that a payment has occurred, and ensure that account and invoice balances are kept up to date.

External Payments are those made outside of Zuora (not using Z-Payments). For example, a payment by check is considered an external payment because it is processed by you manually and outside of Z-Payments. The types of External Payments that you wish to support in your subscription business can be configured in Z-Payment Settings.

Electronic Payments versus External Payments

One would use Electronic Payments by first setting up one or more stored payment methods (for example, a Visa credit card) for a subscriber that can then be used by Zuora to process payments automatically in a payment run or ad-hoc with a one-time payment. Electronic Payments are triggered within Zuora and routed to a payment gateway for authorization and payment capture.

On the other hand, External Payments occur outside Zuora but must be recorded in Zuora to ensure that account balances and invoice balances are appropriately updated. An External Payment can be tagged as being of any type, including credit card, debit card, ACH, check, wire transfer, bank transfer, Paypal, CCRef, cash and other.

Exercise: Creating an External Payment

In this exercise, we will walk you through creating an external payment, for example, if one of your subscribers has paid you by check:

  1. If you haven't done so already, log in to Zuora with your user name and password.
  2. Using the left navigation bar, click the Payment Operations link.
  3. Click the Payments link, located at top of page. You should see the All Payments detail page:Payments List Page.jpg
  4. Click the create payment​ button near the top right corner of the page.Create Payment.jpg
  5. On the resulting ​Process a Payment page, select the appropriate customer account in the first field (that is, the customer who has just made an external payment that you wish to record).
    Note: You can also get to the ​Process a Payment​ page from the Customer Accounts module in Zuora. Simply navigate to the detail page for the customer who is making a payment, scroll down to the ​Transactions​ section, click on the ​Payments​ tab, and then click ​process a payment.
     
  6. Select the External Payment radio button.
  7. Select the appropriate value from the list next to Payment Method.
  8. Enter a value for payment total (it will default to the total value of open invoices associated with this account).
  9. Click on create payment.Are you sure.jpg
  10. Click on Yes to confirm the payment.
  11. After the payment has processed, you will see a page displaying details for the payment.Payment Processed.jpg

What's Next

Congratulations! You have now created an external payment! Next, proceed to Part 8: Set up Notifications.