Enable the feature
Learn how to enable the Cascading Payment Method feature in Zuora, including necessary permissions and configuration steps.
To enable the Cascading Payment Method feature, complete the following steps:
-
Enable Cascading Payment Method in
Feature Management
as this feature is in the EA phase. You must have the Manage Payments Settings permission to access the
Feature Management
setting. For more information about this user permission, see Enable payment features by yourself.
- In the Zuora UI, click your username in the upper right and navigate to Settings > Payments > Manage Features .
- On the Payment tab, click Enable in the Cascading Payment Method row. A dialog describing that Zuora review is required for your enablement request is shown.
- Click Enable Feature .
- Click all the EA term items, select I agree that I have read and agreed to the terms of the Early Availability Agreement , and then click Confirm to Enable . Your enablement request is submitted for approval. It will take a few days. After the review is completed, you will receive an email.
- After you receive the confirmation email from Zuora that Cascading Payment Method has been enabled on your tenant, enable this feature in payment rules:
- Click your username in the upper right and navigate to Settings > Payments > Define Payment Rules .
- Click Edit .
- Select Yes for Payment Methods Cascading , and click Save .
By default, the following configurations are made for the Cascading Payment Method feature on your tenant:
- The immediate cascading mode is enabled. If you want to disable immediate cascading and switch to the cascading within retry mode, submit a request at Zuora Global Support .
- Up to three payment methods can be included in the priority list. If you want to increase this limit, submit a request at Zuora Global Support .