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, | - 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 change | No change |