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Set up and configure a BillDesk payment gateway instance

Zuora

Set up and configure a BillDesk payment gateway instance

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Set up and configure a BillDesk gateway instance by using the information in this article, including prerequisites, configuration procedure, descriptions of the configuration fields, and references for testing the payment gateway.

This feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopter.

Prerequisites

Before you set up and configure a BillDesk payment gateway instance on your tenant, enable the BillDesk payment gateway integration for your tenant. See Enable payment gateway integrations for your tenant for instructions.

Procedure

Complete the following steps to set up and configure a BillDesk payment gateway instance:

  1. Click your username in the upper right and navigate to Settings > Payments > Setup Payment Gateway. 
  2. On the Configure Gateway Instance tab, select BillDesk from the Gateway Type drop-down list.
  3. Click Create Gateway.
  4. On the gateway settings page, specify values for the configuration fields. See the following Configuration fields section for more information on the fields.
  5. Click Save Gateway Information.

Configuration fields

Basic Information

  • Name: Specify a name for the gateway instance.
  • Use Gateway Test Environment: When setting up the payment gateway integration, if you want Zuora to use the payment gateway's test service URL, select this checkbox.

For more information about fields in the Basic Information section, see Common fields.

Credentials

The following credentials provided by BillDesk must be configured. When a merchant account is set up with the BillDesk gateway, the following information is assigned by the gateway. The information is used to identify the account through which the transaction will be processed.

  • Merchant ID
  • Client ID

Rules

  • Cards Accepted: Select the cards you want to accept. Make sure your gateway's merchant account is also configured to support the same cards you have configured in Zuora. If you submit a transaction for a card type that is not enabled in your merchant account, it will result in an error stating the CardType is not supported or that you are not signed up for that tender type.
  • Default Authorization Amount: Specify the minimum default amount used to authorize or validate a payment. The default value of this field is 1. 
  • Verify new payment method: Select this checkbox to verify the payment methods when creating them. By default, this checkbox is selected. For tokenized payment methods, you must validate them in Zuora so that payments made with these payment methods are successful.
  • Verify updated payment method: Select this checkbox to verify the payment methods when updating them. By default, this checkbox is selected. For tokenized payment methods, you must validate them in Zuora so that payments made with these payment methods are successful.

Test the configuration

We recommend that you test your payment gateway using both your payment gateway's test and production (live) environments.  Once you have completed testing in the gateway's test environment, it is recommended that you perform a test in your live production environment with a real payment method. If there are any differences in the configuration of your testing and production accounts, testing in production ensures your production merchant account is set up properly and can successfully connect to the production environment.