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Enable Payment Gateway Routing for specific accounts

Learn how to enable payment gateway routing for specific customer accounts while controlling which accounts are eligible.

Payment Gateway Routing lets you control the adoption of gateway routing and limit routing behavior to selected customers instead of applying it to all accounts.

  1. Click your username in the upper right and navigate to Settings > Payments > Setup Payment Gateway.
  2. Click the Payment Gateway Routing tab.
  3. On the Payment Gateway Routing tab, toggle on Activate Payment Gateway Routing and Respect 'Gateway Routing Eligible' Account Value.

    This field is only available when the Respect 'Gateway Routing Eligible' Account Value setting is enabled. When this toggle is disabled, all the customer accounts are considered eligible for gateway routing rules.

  4. Navigate to Customers > Customer Accounts in the left-hand navigation section.
  5. On the applicable customer account page, navigate to the Billing and Payment info section.
  6. Click Edit.
  7. Enable the Gateway Routing Eligible check box to help you include only the applicable billing accounts to gateway routing for controlled adoption.