Key Considerations

Other key considerations

• Surcharges cannot be discounted. 
• Order preview doesn’t support surcharge (that is, surcharge is not evaluated during the checkout process).
• Surcharge is not associated with the Accounts, Subscriptions, or Orders. 
• Invoice preview doesn’t evaluate surcharge as the surcharge is only evaluated during Payment Request generated through Payment Run. 
• Evaluation of the surcharge at the time of payment request has the potential to slow the payment run performance down due to the inclusion of tax calculation on surcharge and debit memo creation. 
• In case of a failure in Surcharge evaluation or tax calculation (for example, Customer Sold to Contact does not provide the postcode leading to tax calculation failing), the payment request will fail. This will manifest as “unprocessed” invoices on the payment run page with the appropriate error messages. The user can execute an ad hoc payment run for these invoices or the subsequent payment run will automatically pick these up.
• If surcharge configuration is completed while certain payments are in retry via OOTB retry or CPR, and such payments are evaluated to be eligible for a surcharge, a surcharge will be included in the total payment amount processed by the retry. 
• If a particular attribute combination is not found in the configuration, then that combination (hence payment) is considered ineligible for a surcharge. 
• BIN Lookup must be enabled in your environment prior to surcharges enablement. Zuora will rely on BIN values (card brand, card class, card product type, Issuer, Issuing Country) to determine surcharge eligibility for a payment method.