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Cascade payment methods

Using Zuora's Cascading Payment Method feature to retry payments with alternative methods based on a priority list.

Zuora provides the Cascading Payment Method feature to dynamically retry a payment with alternative payment methods according to a predefined priority list. Use the following information in this article to understand and use Cascading Payment Method:

  • Overview, including use case examples
  • Prerequisites
  • Enable the feature
  • Edit consent and payment method priority list
  • Disable the feature

Prerequisites

  • Before using the Cascading Payment Method feature, you must collect consent from your customer to pay with payment methods in the sequence agreed by the customer in case of failed payments.
  • Auto-Pay is enabled in the Billing and Payment Info section on the customer account page.

Disable the feature

  • To disable the immediate cascading mode and switch to the cascading within retry mode, submit a request at Zuora Global Support .
  • To disable the Cascading Payment Method feature, complete the following steps:
    1. Click your username in the upper right and navigate to Settings > Payments > Define Payment Rules .
    2. Click Edit .
    3. Select No for Payment Methods Cascading , and click Save.