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Zuora Payments

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

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Define and set up payment methods

Define the default payment method of a customer account

Learn how to set a default payment method for a customer account, considering whether the Cascading Payment Method feature is enabled.

If there are multiple payment methods associated with a customer account, you can define a default payment method to indicate that it is the customer's preferred method. The approach of defining the default payment method depends on whether the Cascading Payment Method feature is enabled.

Cascading Payment Method

Procedure

Disabled

  1. On the customer account page, navigate to the Billing and Payment info section.

  2. Click Edit .

  3. From the Default Payment Method list, select a payment method.

  4. Click Save .

Enabled

If the Cascading Payment Method feature is enabled and the Cascading Consent Received setting is toggled on, define the default payment method in the payment method priority list. The first payment method in the priority list will be the default payment method of the customer account.

  1. On the customer account page, navigate to the Electronic Payment Methods section.

  2. Click Payment Method Priorities . The Priority List dialog is displayed.

  3. If the payment method to be used as the default payment method is already in the Include in cascading list, drag and drop the payment method to the top.

  4. If the payment method to be used as the default payment method is in the Exclude in cascading list, drag and drop the payment method from the Exclude in cascading list to the top of the Include in cascading list.

You can also use the Configure cascading payment methods for an account API operation to update the priority order of the payment method to define the default payment method.

Last updated: December 3, 2025