home

Zephr

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

Welcome to Zuora Product Documentation

Explore our rich library of product information

Show Contents

thumbnailZephr

Define the payment information

Payment details

Learn how to enter and edit payment details, manage the progress bar, and save changes in the payment section.

Enter the name for this step in the Title text box. By default, this is pre-filled with Payment Details. You can edit this if required.

The available fields for the payment details are as follows:
  • Progress Bar - This allows you to show or hide the progress bar. By default, the progress bar is shown. To hide the progress bar, complete the following steps:
    Note: The headings used on the Progress Bar match the Title text entered in your sections.
  1. Select the three dots at the end of the row.
  2. Select Edit. The Progress Bar dialog box displays.
  3. Uncheck the Show Progress Bar box.
  4. Select the Save button to save your changes and return to the Registration screen.

Purchase summary

This defines the summary text displayed at each step of your form. To edit the text displayed, complete the following steps:

  1. Select the three dots at the end of the row.

  2. Select Edit. The Purchase Summary dialog box displays.

  3. Enter the title text you want to display in the Subscription Title Text text box.

  4. Enter the text you want to display in the total cost section in the Total Cost Text text box.

  5. Select the Save button to save your changes and return to the Payment screen.

Card details

This section is non-editable and showcases the fields where your end user can enter their card information for payment from the specified account.

Apple pay and Google pay

Toggle to enable or disable payments through Apple Pay and Google Pay. By default, both options are disabled. To activate payments via Apple Pay and Google Pay, toggle the switch.
Note: End users only see the relevant option based on their device and browser. For instance, if a user visits your site using Chrome, the Google Pay option will be displayed; if they visit from an iPhone, the Apple Pay option will be shown.

If you are using Stripe as your payment provider, refer to the Stripe documentation for information on going live.

If using Braintree as your payment provider, refer to the following Braintree documentation for further information on going live:
Button (Continue)
This displays the Confirm and process payment button, allowing your end user to complete the purchase. To customize the text used on the button, perform the following steps:

  1. Select the three dots at the end of the row.

  2. Select Edit. The Button dialog box displays. At the top of the Button dialog box, you can see a representation of the button as it appears in your form.

  3. Update the text in the Button Text text box.

  4. Select the Save button to save your changes and return to the Email Address screen.

Add user attribute
This allows you to add a field of your choice to obtain further information from the end user.
Note: Ensure you have defined user attributes for the fields you wish to add. For more details on user attributes, refer to the User Attributes topic.
To add a field of your choice:

  1. Click Add a User Attribute from the Payment screen. The User Attribute dialog box displays.

  2. To add a single field, select the Add button at the end of the row for the user attribute you want to add. The Registration screen will show the newly added field.

  3. To add multiple fields, select the checkbox next to the user attributes you want to add, then select the Add Selected button. The Registration screen will show each user attribute as a field.

  4. If you want a user attribute field to be mandatory in your registration form, toggle the Required switch at the end of the row for the relevant user attribute. To edit the display of a user attribute field in your create password form, complete the following steps:

    • Add the required user attribute field.

    • Click the three dots at the end of the row for the relevant field in the Payment Details screen.

    • Click Edit. The Edit dialog box is displayed.

  5. To add a single field, select the Add button at the end of the row for the user attribute you want to add. The Registration screen will show the newly added field.

    • To add multiple fields, select the checkbox next to the user attributes you want to add, then select the Add Selected button. The Registration screen will show each user attribute as a field.

    • If you want a user attribute field to be mandatory in your registration form, toggle the Required switch at the end of the row for the relevant user attribute.

  6. To edit the display of a user attribute field in your create password form, complete the following steps:

    • Add the required user attribute field.

    • Click the three dots at the end of the row for the relevant field in the Payment Details screen.

    • Click Edit. The Edit dialog box is displayed.

    • Edit the label displayed above the field in the Label text box. By default, this is pre-filled with the name of the user attribute.

    • If required, edit the text displayed in the field in the Place Holder (Optional) text box. By default, this is blank.

    • If required, edit the default value of the field in the Default Value (Optional) text box.

    • Click Save to save your changes and return to the Registration screen.

Add custom text
To include custom text in your form, select the Add Custom Text button. The Text dialog box is displayed. To define the custom text, complete the following steps:
  1. Enter the text you want to display in the text box.
    Note: If you want to format the text, for example, to include a heading or a list, use the formatting bar at the top of the text box.

  2. Click Save to save your changes and return to the Email Address screen.

Add a section
If required, select the Add A Section button to add a step to your registration form. By default, the new section contains the following fields:

  • Title - By default, the Title text box is pre-filled with New Section x. This is displayed on the progress bar. You can edit the text if required.

    When you publish your feature, the payment details display on your site in a similar way to the following:
    Note: If using Stripe as the payment provider, the payment details page will not display external tax by default. If you need to display the tax information to your end users, contact our customer support team to enable this.

Last updated: October 10, 2025