Configure and Install Zuora Payments Standalone

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This article contains information to help you configure Zuora Payments Standalone and related settings.

The Zuora Payments Standalone feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Configuring Zuora Payment Standalone involves the following tasks:

Steps	Task	Procedure
Step 1	Add and Manage Users	Set up access for your team members: Define User Roles - Set up user roles so that you can grant appropriate permissions to each user. See Administrator Settings for more information. Manage Users - Ensure that your team members can access your environment. See Manage Users for more information.
Step 2	Configure Payment Settings	Set up and configure the following payment settings: Set up Payment Gateway Integrations - Zuora has numerous payment gateway providers and provides additional information and guidance in selecting the payment gateway best suited to your payment processing needs. To select a payment gateway, submit a request at Zuora Global Support or contact your Account Executive. See Supported payment gateways for a list of supported Zuora Payment Gateways and payment methods. Zuora Payments has the ability to integrate into three Payment Gateways. You can purchase additional integrations, and additional integrations can be purchased if needed. To learn more about pricing, submit a request at Zuora Global Support or contact your Account Executive. Overview of Payment Gateway - See What is a payment gateway for more information. Configuration of Payment Gateway - See Setting up Payment Gateways for more information. Define and Set up Payment Methods - See Define Payment Methods and Payment Method for more information. Setup Payment Page and Payment Link - Create and configure hosted payment method (HPM) pages. See Setup Payment Page and Payment Link for more information. (Optional) For other settings, see Payments settings overview. You can also opt-in to payment fraud protection service leveraging the capabilities of Microsoft Dynamics 365 Fraud Protection. See Overview of Zuora Fraud Protection for more information.
Step 3	Create Customer Accounts	You can import customer accounts from an external system or transfer customer accounts from an existing Zuora environment. Depending on how to set up payment processing, additional account information may be needed. The minimum required information includes account name, contact details, and payment method information. Import account data Import from an external source via CSV. See Import Customer Accounts for more information. Create account data Create via environment UI - See Create a customer account for more information. Create via API - See SOAP API Object Reference for more information.
(Optional) Step 4	Migrate Invoice Information	Migrating invoice information is an optional configuration step. You may either migrate invoice information from an external source or create new invoice information within your environment. Zuora Payments will not automate the creation of invoices. Zuora Payments will not manage any subscriptions or charges within an invoice or other billing document. Import Invoice information from external sources - Importing invoice information via the Zuora REST API will create a standalone invoice. See Import external invoices as standalone invoices for more information. Create Standalone Invoice - See Create Standalone Invoice for more information.
Step 5	Supporting applications configuration	Each environment will be enabled with two applications: Configurable Payment Retry and Configurable Lockbox. These applications require the user to have OAuth credentials. Create Oauth Credentials Install application See Configuration of supporting applications for more information.

Configuration of supporting applications

The following are the supporting applications:

Create OAuth credentials
Install Payment Retry
Install Lockbox
Workflow

Create OAuth credentials

To create an Oauth user, navigate to Administrations > Manager Users > OAuth Client. See Create an OAuth Client for a User for more information.

Ensure that you securely store the Client ID and Client Secret while creating the OAuth user. You cannot access this information after the OAuth user creation.

Install Payment Retry

To tailor retry logic and increase collections on failed payment transactions, use Configurable Payment Retry.

To install Configurable Payment Retry, follow the instructions below:

Log in to Zuora.
In the left navigation bar, navigate to Marketplace > Purchases > Configurable Payment Retry > Deploy in your Zuora tenant.
Provide the following information to configure payment retry.
- Name - Name is automatically populated. You can modify it if necessary.
- Run Mode - Select 'Universal'.
- Execution - Select External.
- Build Name - Select Production - US, irrespective of your environment.
- Source, Target, etc - This app requires OAuth credentials. Select the Oauth tenant login for installation.

We strongly recommend using the Configurable Payment Retry feature instead of configuring the basic payment retry rules described in this article. With Configurable Payment Retry, you can set up custom retry logic or leverage AI capabilities to recover failed payments in a more flexible manner.

See Get started with Configurable Payment Retry for more information.

Install Lockbox

Configurable Lockbox improves efficiency by automating payment applications for files received by lockbox banking providers.

To install Configurable Lockbox, follow the instructions below:

Log in to Zuora.
In the left navigation bar, navigate to Marketplace > Purchases > Configurable Lockbox > Deploy in your Zuora tenant.
Provide the following information to configure the lockbox.
- Name - Name is automatically populated. You can modify it if necessary.
- Run Mode - Select 'Universal' run mode.
- Execution - Select External.
- Build Name - Select Production - US, irrespective of your environment.
- Source, Target, etc - Select the tenant login for the app. Few apps or functions require using OAuth, so select the OAuth tenant login for the installation.

See Get started with Configurable Lockbox for more information.

Workflow

Zuora Workflow enables you to design, configure, and deploy business workflows in Zuora. With Workflow, you can automate a set of business processes that would otherwise need to be performed manually. See Get started with Workflow for more information.