Welcome to Zuora Product Documentation

Explore our rich library of product information

Set up payment methods through Zuora UI

Learn how to set up payment methods for new and existing customer accounts using the Zuora UI.

To set up payment methods using Zuora UI:

  1. Navigate to the UI section for setting up payment methods:
    • To set up a payment method during the creation of a new customer account, navigate to the Payment Method section.

    • To set up a new electronic payment method for an existing customer account, open the customer account page, navigate to the Electronic Payment Methods section, and then click Create New Payment Method .

  2. Select one of the available electronic payment methods you have defined in the Payment Method setting . During the creation of a new customer account, you can set up an external payment method for the customer account.
  3. Enter the payment method details.
  4. Click Save .