Hosted Payments page with Zuora Quotes integration
This guide explains how to integrate a custom button on the Quote detail page to create a new payment method on the associated Zuora billing account using Hosted Payment Pages.
This sample implementation demonstrates how to add a custom button to the Quote detail page that allows a user to create a new payment method on the Zuora billing account that is associated with the quote.
In this scenario, a user wants to create a payment method for a billing account in Zuora after the quote is sent to Zuora. After a quote is sent to Zuora, the Zuora Customer Account ID and the Zuora Subscription ID will be populated back on the Quote object. So we can add a new button, New Payment Method, to the Quote Detail page, which uses the Hosted Payment Pages integration pages to create a payment method in Zuora.
This process will work only after you send the quote to Zuora. If you send a quote to Zuora without an account associated (which creates a new account) and then create a payment method, it will be a standalone record associated with the quote that must then be cleaned up.