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Enable batch gateway reconciliation

Enable gateway reconciliation for a payment gateway and configure any required fields for supported integrations.

Ensure that you have the following payments permissions:

  • Issue External Refund

  • Unapply Payment, if Invoice Settlement is enabled in your tenant

Contact your tenant administrator to update your user role or permissions. For more information, see Payments roles.

Use gateway reconciliation to reconcile gateway transactions in Zuora. For information about the gateways that support Gateway Reconciliation, see Gateway Reconciliation overview.

Some gateway integrations require additional fields to be configured on the gateway instance to enable the gateway reconciliation service. For more information about the required fields for a specific gateway integration, see Set up payment gateway integrations.

  1. Navigate to the gateway configuration page.
  2. Select the Enable gateway reconciliation checkbox.
  3. Configure any additional fields required by the gateway integration.

    The required fields vary by gateway integration.

  4. Save the gateway configuration.