TeamCollaboration tutorial: Enable payment methods and create a payment method
Learn how to set up payment methods your company will accept and the create a payment method in a Zuora customer account.
The exercise will take approximately 5 minutes to complete.
Scenario
Now that TeamCollaboration has set up a payment gateway, it needs to set up its customer accounts for recurring credit card payments.
Exercise 1: Enable credit card payment method
Objective: To enable credit card payment as a payment method.
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Click your username at the top right and navigate to Settings > Payments .
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Click Payment Method . A list of all the payment methods that Zuora supports appears.
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Click edit .
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Select Credit Card as one of the active payment methods that TeamCollaboration will accept.
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Click save .
Exercise 2: Add a credit card payment method to a customer account
Objective: To add a a specific credit card to a customer account for automatic payment.
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Navigate to Customers > Customer Accounts to see a list of all TeamCollaboration customers.
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Click ABC, Inc .
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In the Electronic Payment Methods section of the customer account page, click create new payment method .
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Select Credit Card .
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Enter the following test credit card information:
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Credit Card Type: Visa
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Credit Card Number: 4111111111111111
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Expiration Date: Any future month and year
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Click save . This creates a credit card payment for the customer account.
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In the Billing and Payment Info section, click edit .
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Select the Auto-Pay field.
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In the Default Payment Method field, select the test credit card number that you created above.
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Click save .
You have now entered a credit card payment method for this customer, and instructed Zuora to use that credit card to automatically collect payments from the customer when charges are due.
What's next
Learn: Payment operations