Payments settings overview

Explore how to customize and control your payment operations through various settings in Zuora, including payment methods, gateway integrations, retry rules, and fraud protection.

You can customize your payments with the following settings, which define and control your payment operations. You can configure these settings in Settings

Payments .

Note:

When you first start using Zuora, many of the configuration settings are pre-populated with common default values. Users with administrative privileges can tailor these out-of-the-box values to custom settings that will work better for you.

• Payment Method - Define the payment methods that your company supports.
• Setup Payment Gateway - Enable payment gateway integrations and set up payment gateway instances.

• Configure Payment Retry Rules

  Enable and configure payment retry rules.
• Setup Payment Method Updater - Enable and configure the Payment Method Updater service.
• Setup Payment Page and Payment Link - Create and configure hosted payment method (HPM) pages.
• Manage Custom Fields - Define custom fields to extend the business objects for payments in your Zuora tenant.
• Configure Reason Codes - Create and manage reason codes for payment transactions, which represent exceptions to the normal payment flow.
• Define Payment Rules - Configure your payment policies or rules.
• Default Application Rule - Define how Zuora allocates payment and credit memo applications across invoice or debit memo items. This setting is only available if you have Invoice Settlement enabled.
• Configure using NTI in different types of transactions - Configure the use of network transaction IDs in different type of transactions.
• Payment Gateway OAuth 2.0 - Create and manage the OAuth tokens for gateways that support OAuth 2.0 authentication.
• Gateway Reconciliation Configuration - Enable Gateway Reconciliation for payment gateways and configure how to process Gateway Reconciliation operations.
• Configure Real-Time Reconciliation - Enable and configure Real-Time Reconciliation. With this setting enabled, the payment gateway can submit notifications to Zuora for various event types on gateway objects, and the corresponding records can be automatically updated in real-time.
• Payment Schedules - Configure global settings for payment schedules to auto-collect overdue invoices and customer account balances.
• Configure Fraud Protection Services - Enable and configure Zuora Fraud Protection, which is an opt-in payment fraud protection service powered by LexisNexis ThreatMetrix Fraud Protection.
• Manage Features - Activate EA, Beta, and controlled Zuora features independently without help from customer support.