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Set up payment methods for customer accounts

Learn how to set up payment methods for customer accounts using various approaches, including the Zuora UI, REST APIs, and hosted payment forms.

You can set up payment methods for new customer accounts during the account creation process, or by editing an existing account. Payment methods can only be added if the currency of the payment method type matches the currency of the customer account. A maximum of 100 payment methods is allowed for a customer account. You can enable the Auto-Pay setting on a customer account that uses an electronic payment method to automatically collect payments.

For payment method creation instructions on integrations that are requested through the Specialized Payment Connections service, see the article for the specific payment gateway integration .

Prerequisites

Make sure that you have read the following information:

  • The Credit Card option in any of the following approaches can also be used to create Debit Card payment methods.

  • The following approaches vary depending on the payment method type and payment gateway integration. Some approaches might be supported only for specific integrations, while others are more broadly applicable. For detailed information, see the article for each individual payment gateway integration .

Set up a payment method through Zuora UI

You can set up a payment method directly from the Zuora user interface (UI) when creating a new customer account or updating an existing one. The UI allows you to select from the electronic payment methods configured in your Payment Method settings, enter the required payment details, and save the information to the customer account. For more detailed information, see Set up payment methods through Zuora UI.

Set up a payment method through API

You can use any of the following REST APIs to set up a payment method:

  • Create an account

  • Create an order

  • Create an order asynchronously

  • Create a payment method

For more information about the tokenization of payment methods, see Create tokenized payment methods with existing tokens or account information .

To set up Apple Pay and Google Pay through REST API, see the following articles:

  • Apple Pay:

    • Set up Adyen Apple Pay through REST API

    • Set up Apple Pay through REST API

  • Google Pay:

    • Set up Adyen Google Pay through REST API

    • Set up Google Pay on Chase through REST API

Set up a payment method through Payment Form

You can implement hosted payment forms to set up payment methods through the Payment Form solution, featuring simplified integration, real-time configuration, and flexible customization. See Payment Form for details.

Set up a payment method through Payment Pages 2.0

You can use the embedded iFrame or Direct POST to implement Payment Pages 2.0 to collect your end user's payment method data. See Payment Pages 2.0 for details.

Set up a payment method through JavaScript SDK integration

This approach is available on limited payment gateway integrations and payment method types. For more information, see the following articles:

  • Set up Google Pay

  • Set up Apple Pay

  • Set up PayPal on Braintree v2.0

  • Set up PayPal on PayPal Complete Payments with Zuora JavaScript SDK.

  • Set up Alipay payment methods with Zuora JavaScript SDK

Set up tokenized payment methods

See Create tokenized payment methods with existing tokens or account information.