Set up Zuora Payment Page in Zuora CPQ
Learn how to set up, customize, and test a Payment Page in Zuora, including adding it to the Quote Wizard and Quote Detail page.
- Set up a Payment Page in Zuora.
- Retrieve the Payment Page Settings in Zuora Quotes.
- (Optional) Using the plugins available on the PaymentPage component, customize your Payment Page.
- Test the Payment Page.
- (Optional) Add a Payment Page to the Quote Wizard.
- Create a custom Visualforce page for the Quote Wizard. See Payment Page Use Case for an example page, its controller, and a callback page.
- Add the custom Visualforce page from the previous step to the Quote Wizard.
- (Optional) Add the Payment Page button on the Quote Detail page.
- Create a custom Visualforce page for the custom button. See Payment Page Use Case for an example page, its controller, and a callback page.
- Add a custom button on the Quote (zqu__Quote__c) object using the custom Visualforce page. See Use Case: Create a Payment Page Button for an example.
- Add the custom button to the Quote Detail page.
- Test Payment Page submission and see if a new payment method is created in Zuora.