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Enable Payment Gateway Routing

Zuora

Enable Payment Gateway Routing

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Prerequisites 

Ensure that you have been granted the Edit Payment Gateway Routing permission. For more information, see Payments roles.

Enabling the Payment Gateway Routing:

  1. Click your username in the upper right and navigate to Settings > Payments > Setup Payment Gateway. 
  2. Click the Payment Gateway Routing tab.
  3. On the Payment Gateway Routing tab, toggle on Activate Payment Gateway Routing.

You can now create your routing rules.

Enable Payment Gateway Routing for specific accounts 

We have added a Gateway Routing Eligible checkbox on the Billingat the Customer Account to help you include only the applicable billing accounts to gateway routing for controlled adoption.

  1. Click your username in the upper right and navigate to Settings > Payments > Setup Payment Gateway. 
  2. Click the Payment Gateway Routing tab.
  3. On the Payment Gateway Routing tab, toggle on Activate Payment Gateway Routing and Respect 'Gateway Routing Eligible' Account Value.
  4. Navigate to Customers > Customer Accounts in the left-hand navigation section.
  5. On the applicable customer account page, navigate to the Billing and Payment info section.
  6. Click Edit.
  7. Enable the Gateway Routing Eligible check box.

This field is only available when the Respect ‘Gateway Routing Eligible’ Account Value setting is enabled. When this toggle is disabled, all the customer accounts are considered eligible for gateway routing rules.