Credit Card Payment Method

Overview

Provided in this article are the steps to set up a Credit Card Hosted Page in PeakCommerce, assign it to a profile, make a payment using the Credit Card, and check the billing system records to ensure it was processed correctly. This article assumes the Credit Card Hosted Page and Payment Gateway have already been created in the billing system.

For more information on setting up Hosted Pages and Payment Gateways in Zuora, review the following articles from Zuora's Knowledge Center:

Set up Hosted Page

1. Create a Credit Card Hosted Page

  • Navigate to Payments > Hosted Pages and click "Add Payment Page".
  • Choose the Credit Card HP you wish to use from the dropdown list. This list is pulled from your billing system Hosted Pages list.
  • The Page Name will auto-fill the same name from the billing system. This name may be changed in PeakCommerce.
  • Type and Version will auto-fill.
  • Partner Admin is not required.
  • Select the Credit Card Payment Gateway in the billing system from the dropdown list.
  • Adding a Host is not required.
  • Click "ADD HPM".

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2. Assign Credit Card Hosted Page to a profile

  • Navigate to Users > Profiles, select the profile of choice and click "Edit".

For USD currency:

  • Open the Configurations tab.
  • In the Credit Card Hosted Payment Page ID field, select the Credit Card HP that was just created from the dropdown list.
  • Click "Update" to save the profile.

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For foreign currency:

  • Open the Currencies tab and click on the appropriate sub-tab.
  • In the Credit Card Hosted Payment Page ID field, select the Credit Card HP that was just created from the dropdown list.
  • Click "Update" to save the profile.
Note:

Do not make any changes to the Configurations tab for foreign currencies.

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3. Enable Credit Card in Profile Permissions

This profile must also have the following two permissions set to enable use of Credit Card.

Pay Invoices

  • For customers to pay invoices using a Credit Card, the Pay Invoices with CC setting must be must be marked "Full" on the Pay Invoices tab. See below.

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Payment Method Permission

  • For customers to be able to view the Credit Card payment methods they have on file, add a new Credit Card payment method to their account, edit existing Credit Card payment methods on their account, or do all of the above, the CC Payment Methods Permission on the My Account tab must be marked accordingly: View, Create, Edit, or Full. See below.

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Test payment

1. Make payment as a customer

  • Log in as a customer with an open invoice.
  • Click "Pay an Invoice"

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  • Enter an amount

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  • Choose Pay With New Payment Method
  • Click the Credit Card option then click "Continue"

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  • Fill in the payment information then click "Confirm"

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Review the transaction in the billing system

The following instructions are specific to Zuora.

1. Open Zuora

2. Find the customer

  • Search for the customer by Name or Account Number.

3. Review the Default Gateway

  • If the permission on the associated profile has "One-Time Purchase Persistent Permission" set to Full, or the user chose to process a one-time payment with the permission "One-Time Purchase Configurable Permission" set to Full, then the Default Payment Gateway should not have changed on the profile.

4. Review the Default Payment Method

  • If the permission on the associated profile has "One-Time Purchase Persistent Permission" set to Full , or the user chose to process a one-time payment with the permission "One-Time Purchase Configurable Permission" set to Full, then the Default Payment Method should not have changed on the profile. If it is set to None or not chosen, the Default Payment Method should be the newly created Credit Card payment method.

5. Check that the Credit Card was used for this particular payment

  • Under Transactions, go to the Payments tab, and click on the payment number. Make sure the Payment Method information aligns with the Credit Card payment information that was entered.
  • View the Additional Fields and verify that the payment gateway is the Credit Card one.