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Payment Forms process overview

Learn how to configure and integrate a payment form into your website using Zuora's UI and sample code.

To embed a payment form into your website, complete two simple steps:

  1. Configure a payment form in the Zuora UI. A default payment form is pre-configured for your tenant. You can directly use it, customize it, or set up a new one, easily managing options like regional payment methods, additional form fields, layout, and themes. You can preview changes in real time. See Configure payment forms for more information.
  2. Integrate the payment form to your website with minimal code. Download the Payment Form integration sample code, and follow the implementation guide to swiftly integrate the payment form to your website based on the sample code. See Integrate a payment form with your website for more information.
  3. (Recommended) Configure security measures for your payment form. See Security measures for Payment Form .

The following table describes what can be configured in the UI and what needs to be implemented in your integration code:

Configuration UI

Integration Code

  • Available regions for the payment method type

  • Form fields

  • Label of the submission button

  • Order of the payment method types

  • Layout of the payment form

  • Theme of the payment form

  • Translation for the texts and labels

  • IP-based submission rate limiting

  • Creation of a payment session

  • Payment result handling

Note:

Payment Form supports configurable payer-facing form fields only. It does not populate custom fields on the Payment or Payment Method objects. If required custom fields on those objects do not have default values, the payment flow can fail.

The following table describes the form fields available for the payment methods:

Payment method

Mandatory form field

Configurable form field

Credit Card

  • Card Details

  • Card Holder Name

  • Billing Address

  • Email Address

  • Phone Number

ACH

Account Information

PAD

Account Information

SEPA

Account Detail

PayPal

No form fields are available. Only a PayPal button is presented.

Apple Pay

No form fields are available. Only an Apple Pay button is presented.

Google Pay

No form fields are available. Only a Google Pay button is presented.

Paze

No form fields are available. Only a Paze button is presented.

Pix

No form fields are available. Only a Pix button is presented.