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Zuora Payments

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies

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Manage User Consent on Payment Forms

Consent Behavior for Bank Transfers (direct debits)

Learn how to configure consent behavior for bank transfers, including enabling user consent agreements and configuring payment forms in Zuora.

For card payments, Payment Form supports an explicit consent checkbox and fine-grained control over storing and defaulting the payment method.

  1. In the Zuora UI, click your username and go to Settings > Payments > Setup Payment Forms and Payment Links.
  2. On the Payment Forms page, select the payment form you want to configure.
  3. On the payment form canvas, click Card.
  4. On the applicable tile, click Configure Fields.
  5. Enable the User Consent Agreement toggle button.
  6. Click on the Off Everywhere dialog on the Consent Dialog section.
  7. Enable Consent Dialog.
  8. Enable/disable the country as applicable that you want to support or not.
  9. Click Back.
  10. Click Configure on the Appearance & Content section.
  11. Enter the checkbox information in the Checkbox Text field.
  12. Complete the following fields in the Creditor Information section:
    • Creditor Name
    • Creditor Address
  13. In the Terms & Conditions section, enter information in the Content field.
  14. In the Customer Consent Statement section, complete the following:
    • Enable Require Consent to Store Payment Method toggle button.
        • When on, the Pay button is blocked if the checkbox is not selected.
        • When off, the user can pay without storing the card.
    • Enable Store Payment Method as Default toggle button.
      • When enabled, any stored card from this form can be marked as the default payment method on the account, depending on how you configure the profile and backend flow.

    • Enter the consent statement information in the Consent Statement Text field.

  15. In the Action Buttons section, complete the following:
    • Enter the text of your choice in the Action Button Label field.
    • Enter the text of your choice in the Decline Button Label field.
  16. Click Save.
  17. Close the Payment Fields section and Click Save.
    Note:

    Zuora does not provide legal or scheme-specific language. You must configure the mandate text so that it complies with NACHA, SEPA, PAD, and any acquiring bank or regional requirements.

Last updated: July 6, 2026