Set Up Zuora Hosted Payment Methods
Limio's subscription commerce platform is fully integrated with Zuora, including for payments. In this user guide we will show you how to setup the Zuora Payment Gateways in Limio.
This guide will explain how to set up Debit/Credit Cards, ACH, and Direct Debit. The setup is different for , , and .
Pre-requisite
You have Zuora and Limio together.
You have access to Zuora and Limio.
A payment gateway is already set up in Zuora. If not, go to . You can use Test Gateway in sandboxes.
Set up in Zuora
To set up payment processing in Zuora, follow these steps:
Navigate to Zuora > Payment > Setup Payment Page and Payment Link
On the tab Payment Pages, click on the 'create new hosted page' button
When configuring Hosted Payment Pages in Zuora, use the following values:
Hosted Domain:
Limio Commerce (online): Enter the domain of your customer-facing Limio Shop & Self-Service. This will depend on your hosting option and whether you have setup your . Possible values are:
Limio domain, EU hosting: or
Limio domain, US hosting:
https://{tenant}-shop.prod-us.limio.comorCustom domain:
https://subscribe.mydomain.com
Limio for Salesforce: Provide the URL of your Salesforce My Domain, e.g.,
https://{tenant}.sandbox.lightning.force.com. ⚠️ Note: Salesforce Winter '23 enforces enhanced domains, which may alter the URL.
Callback URL:
Use /callback
Fields:
For Credit/Debit Cards, please mark as Displayed and Required the following fields:
Card Number
Expiration Date
CVV
Cardholder Name
The Limio checkout can automatically populate the billing address for Zuora. Please mark as Required but not Displayed the following items:
Country
State
Address 1
Address 2
City
Post Code
This may vary with some payment gateways. You should set the CSS in Zuora to match Limio's checkout or you can use the sample CSS attached to this article to get started.
Set up in Limio
Basic Configuration
To configure Zuora payment gateways in Limio, follow these steps:
Navigate to General Settings > Zuora > HPM Pages in Limio Commerce.
Add a new Zuora Hosted Payment Page (HPM) to be displayed in a Limio shop
An HPM is displayed based on the country, currency, and hosted domain. If there are multiple HPMs for a specific country/currency/domain combination, it will select the first HPM on the list.
If there is no hosted domain specified, there will be no filtering on domain and the HPM can be used on any domain.
iFrame height is defined in the Zuora Page Height field. Please use a unit while populating this field (e.g., 500px). If no value is specified, the default value of 400px will be used.
Save the page.
Generally, tick the option 'Collect payment on order (if payment method specified)'. This will enable payments to be immediately taken at the time of order, which is usual for online sales scenarios.
If you wish to use ReCaptcha, go to .
(Optional) Advanced Configuration (Payment Cards-only)
Limio by default will ask the payment gateway to authorize the total order amount before tax. This applies only to payment cards, such as credit and debit cards, and isn't needed for other payment methods, such as Direct Debit.
You can set specific authorization amounts for different situations, like by currency, country, or payment gateway, or set one general amount for all cases. If there's a specific amount set for a certain situation, it'll be used instead of the general amount, which serves as a backup option.
Authorization at currency + country + gateway level
When the customer reaches the checkout, Limio serves the first iFrame in the Zuora Settings that matches the order. It's also possible to provide additional payment gateway configuration information:
Transaction Type: Used to restrict the payment gateway so it's only used with Auto-Renew (Subscriptions) or One-Time transactions. Defaults to 'Any'.
To comply with the India RBI eMandate directive for subscriptions, you should set the value to Auto-Renew.
Transaction Amount: Used to determine which amount is used to authorise the payment method in Zuora. Defaults to 'Order' (which is the pre-tax order value).
To comply with the India RBI eMandate directive for subscriptions that have an introductory/promotion pricing, you should set the amount to use for payment authorization to be Renewal. This will pre-authorization the subscription on the full value of the subscription at renewal.
Specific Transaction Amount: If Transaction Amount is set to 'Specific' then this is the amount that will be used for authorising payment methods in Zuora.
Authorisation Message (legacy): An optional string field that will display above the Hosted Payment Method page in the Single Page Checkout.
Text to display below payment information (legacy): An optional rich text field to display information below the Hosted Payment Method page in the Single Page Checkout, for instance regulatory information about a direct debit payment.
This page should store the created payment method: A checkbox that controls if the payment method should be stored in Zuora. This setting is used for implementation of one-time payments.
Checked: indicates that the tokenised payment method will be stored in Zuora and will be used in subsequent recurring payments.
Unchecked: indicates that the payment method will not be stored in Zuora. This is a requirement for one-time payments.
Global Authorization
If Limio doesn't find a specified authorization level for a particular combination of currency, country, and gateway, it will refer to the 'Zuora Auth Amount Settings.' Here, you can set a default authorization amount that applies to all countries, currencies, and card gateways. Enter your preferred amount in 'Use a specific auth amount' (turning this option on means the full price won't be used by default) > 'Auth amount.'
Payment Profiles
Limio supports Zuora Payment Profiles. This can be enabled in the Limio App → Zuora settings. Learn more at:
Configure Zuora Payment Profiles--
Related Article:
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