Prerequisites

• A gateway instance that supports the Bank Transfer type you want to use has been created on your Zuora tenant. See supported payment methods and Setting Up Payment Gateways for more information.

• The Bank Transfer payment method type has been activated on your tenant. For more information about activating payment method types, see Activate and set up payment methods .

Mandate PDF setting specific for GoCardless

For the bank transfer type of payment pages on GoCardless, when creating a new payment page, select Retrieve Mandate PDF in the Confirmation Dialog section to meet GoCardless’ implementation requirements for scheme compliance, which requires the ability for end users to view and download the mandate at the time it is being generated. With this setting selected, Zuora retrieves the dynamic link of the mandate PDF file from the GoCardless gateway. The confirmation dialog will contain all the required consent information and a link to the mandate PDF file for end users to download. It is recommended to review the confirmation dialog template first and then make further updates to the template for your needs.

For the existing bank transfer type of payment pages on GoCardless, in addition to enabling the Retrieve Mandate PDF setting, add the following code to your confirmation dialog template:

• In the HTML section, add the following code to a position according to the design of your confirmation dialog layout. For example, you can add the following code in front of the code block for the confirmation button: <div class="section"> <a class="mandate_pdf_download">Mandate PDF can be downloaded here</a> </div>

• In the CSS section, add the following code within the <style> </style> tag: .mandatePage .mandate_pdf_download { color: #50AFB1; }