Define payment rules
You can use the Payment Rules page to define your company's payment policies or rules around credit balance, payments, refunds, and so on.
Click your username at the top right and navigate to Payments > Payment Settings > Define Payment Rules to configure payment rules.
For payment rules applied only to integrations that are requested through the Specialized Payment Connections service, see the article for the specific payment gateway integration.
Enable future dated credit balance adjustment?
This payment rule is only available if you have the Credit Balance feature enabled. If you want to have access to the feature, submit a request at Zuora Global Support.
Select whether to enable the capability of specifying a credit balance adjustment date to a future date and processing credit balance adjustments from or to a future dated invoice.
The following options are provided:
- Yes (default)
The Future Dated Credit Balance Adjustment feature is enabled. You can specify a credit balance adjustment date to a future date and process credit balance adjustments from or to a future dated invoice. - No
You cannot specify a credit balance adjustment date to a future date or process credit balance adjustments from or to a future dated invoice.
This payment rule is only available if you have the Credit Balance feature enabled. After you set this payment rule to Yes, the Future Dated Credit Balance Adjustment feature is enabled. See Future Dated Credit Balance Adjustment for more information.
Validate credit card expiration date?
Select whether to validate credit card expiration date. This setting is enabled by default, validating if the expiration month and year of the credit card are earlier than the current month and year.
If you need to migrate data of your existing credit card payment methods, you can disable this setting during migration. Ensure to enable this setting again after your migration is completed.
Payment Methods Cascading
Select whether to enable the Cascading Payment Method feature for dynamically retrying the payment with different payment methods in the order defined in a priority list. This feature is disabled by default.
This feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters.
Enable 'Pending' statuses for delayed payment confirmations
Select whether to enable the Asynchronous Payment Statuses feature. When enabled, a Pending payment status is included in the asynchronous payment flow for electronic ACH and Bank Transfer transactions to indicate that transactions are awaiting settlement confirmation.