In this section, you can configure the payment methods you wish to offer your customers in the shop and customer center. These need to be activated in Zuora first, and for electronic payment methods the Hosted Payment Pages also need to be configured in Zuora. For more information on configuring HPPs in Zuora see the Zuora Knowledge center here.

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Once the configuration in Zuora is complete, you can set them up in the Subscription Suite. You will need the Gateway Name and Hosted Payment Page ID.

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Adding a Payment Method

Select the payment method type you wish to add from the drop-down. Click on Add to add the selected payment method to the payment methods list.

You can choose between the following payment methods. Depending on the Payment Service Provider (PSP) you're using not all of them might be offered.

  • ACH Direct Debit (US)
  • Credit Card
  • Invoice (Bank Transfer in Zuora). This option will let customers checkout WITHOUT paying
  • PayPal: PayPal needs Reference Transactions enabled as described here
  • SEPA: Bank Transfer / Direct Debit (EU)

Removing a Payment Method

In the row of the respective payment method click on the Remove action. The payment method will be removed from the Subscriptions Suite without further warnings. This means that it will no longer be displayed in the check-out for customers. This does NOT impact existing payment methods saved in Zuora.

Editing a Payment Method

After adding a payment method to the list of payment methods, click on it to configure it.

ACH

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  • Name: The payment method name.
  • Priority: Define the order in which payment methods are displayed on your payment page by settings different numbers for your payment methods in these fields. Higher integers are displayed first e.g. priority 10 before priority 1.
  • Active (checkbox): Check if customers should be able to see and use this payment method.
  • Gateway Name: Payment Gateway name as defined in Zuora.
  • Customer Payment Page ID: Hosted Payment Page ID from Zuora.
  • Partner Payment Page ID: Deprecated
  • Sales Payment Page ID: Deprecated
  • Restricted to Country Codes (comma-separated): This can be used to restrict which payment methods are displayed based on the customer's billing country as entered during the checkout. Use comma-separated ISO 3166 alpha-2 codes. Leave empty to make the payment method available everywhere.
  • Restricted to Currency ISO Codes (comma-separated):This can be used to restrict which payment methods are displayed based on the customer's currency as selected during the checkout. Use comma-separated ISO 4217 alpha-3 currency codes. Leave empty to make the payment method available for all currencies. 

Credit Card

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  • Name: The payment method name.
  • Priority: Define the order in which payment methods are displayed on your payment page by settings different numbers for your payment methods in these fields. Higher integers are displayed first e.g. priority 10 before priority 1.
  • Active (checkbox): Check if customers should be able to see and use this payment method.
  • Gateway Name: Payment Gateway name as defined in Zuora.
  • Customer Payment Page ID: Hosted Payment Page ID from Zuora.
  • Partner Payment Page ID: Deprecated
  • Sales Payment Page ID: Deprecated
  • Restricted to Country Codes (comma-separated): This can be used to restrict which payment methods are displayed based on the customer's billing country as entered during the checkout. Use comma-separated ISO 3166 alpha-2 codes. Leave empty to make the payment method available everywhere.
  • Restricted to Currency ISO Codes (comma-separated):This can be used to restrict which payment methods are displayed based on the customer's currency as selected during the checkout. Use comma-separated ISO 4217 alpha-3 currency codes. Leave empty to make the payment method available for all currencies.

 

Invoice

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  • Name: See above.
  • Priority: See above.
  • Active (checkbox): See above.
  • Restricted to Country Codes (comma-separated): See above.
  • Restricted to Currency ISO Codes (comma-separated): See above.

 

PayPal

PayPal can not be integrated into the Subscription Suite checkout. Customers are redirected to PayPal's payment pages to authorize the subscription and first payment. PayPal then needs a Return URL to send the customers to after processing (or rejecting) the payment.

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NOTE: Requires Reference Transaction to be enabled on PayPal.

  • Name: See above.
  • Priority: See above.
  • Active (checkbox): See above.
  • Sandbox (checkbox): Set a check mark if you're connecting your keylight Sandbox with the PayPal Sandbox here. Remember that you have limits in your PayPal Sandbox. At the moment the daily virtual balance available for payments is 1000 EUR.
  • Username: The API username for your PayPal (sandbox) account.
  • Password: The API password for your PayPal (sandbox) account.
  • Signature: The signature for the authentication header. Read more here.
  • Gateway Name: Payment Gateway name as defined in Zuora.
  • Customer Return URL: The Subscription Suite-internal base URL PayPal will direct your customers to after they authorized (or not) the subscription.
  • Partner Return URL: Deprecated
  • Sales Return URL: Deprecated
  • Restricted to Country Codes (comma-separated): See above.
  • Restricted to Currency ISO Codes (comma-separated): See above.

 

SEPA

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  • Name: The payment method name.
  • Priority: Define the order in which payment methods are displayed on your payment page by settings different numbers for your payment methods in these fields. Higher integers are displayed first e.g. priority 10 before priority 1.
  • Active (checkbox): Check if customers should be able to see and use this payment method.
  • Gateway Name: Payment Gateway name as defined in Zuora.
  • Customer Payment Page ID: Hosted Payment Page ID from Zuora.
  • Partner Payment Page ID: Deprecated
  • Sales Payment Page ID: Deprecated
  • Restricted to Country Codes (comma-separated): This can be used to restrict which payment methods are displayed based on the customer's billing country as entered during the checkout. Use comma-separated ISO 3166 alpha-2 codes. Leave empty to make the payment method available everywhere.
  • Restricted to Currency ISO Codes (comma-separated):This can be used to restrict which payment methods are displayed based on the customer's currency as selected during the checkout. Use comma-separated ISO 4217 alpha-3 currency codes. Leave empty to make the payment method available for all currencies.