Edit consent and payment method priority list
Learn how to configure the cascading consent and payment method priority list using the Zuora UI or API.
You can configure the cascading consent and priority list through either the Zuora UI or API operation. If you add a payment method to a customer account after Cascading Payment Method is enabled for this account, the new payment method is not automatically included in the priority list. You must configure the list to include the payment method in cascading.
API approach: Use the Configure cascading payment methods for an account API operation.
UI approach: Use the following steps to edit consent and payment method priority list.
- On the customer account page, navigate to the Electronic Payment Methods section.
- Toggle on Cascading Consent Received. This indicates that you have collected consent from your customer to pay with payment methods in an order defined by the customer in case of failed payments.
- Click Edit Payment Method Priorities. The Edit Payment Method Priorities dialog opens. By default, only the default payment method of the customer account is included in the priority list.
- In the Edit Payment Method Priorities dialog, configure the priority list according to the preference you received from your customer.
- Drag and drop the payment methods from the Exclude In Cascading list to the Include In Cascading list.
- Sort the payment methods in Include In Cascading by dragging and dropping them. The first payment method in the priority list will be the default payment method of the customer account.
- Click Save.
You can use any of the following methods to retrieve the consent and payment method priority configuration data:
- Data Source Export for the Account object
- Data Query for the Account object
- The Retrieve configuration of cascading payment methods for an account API operation