How to set up Zuora Hosted Payment Methods for Limio

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. 

• Pre-requisite
• Set up in Zuora
• Set up in Limio
  • Basic Configuration
  • (Optional) Advanced Configuration (Payment Cards-only)

This guide will explain how to set up Debit/Credit Cards, ACH, and Direct Debit. The setup is different for PayPal, Apple Pay, and Google Pay.

Pre-requisite

• You have connected Zuora and Limio together. 
• You have access to Zuora and Limio.
• A payment gateway is already set up in Zuora. If not, go to Setting up Payment Gateways. 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 custom domain. Possible values are:
  • Limio domain, EU hosting: https://{tenant}-shop.prod.limio.com or  
  • Limio domain, US hosting: https://{tenant}-shop.prod-us.limio.com or 
  • Custom 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 Profile > Settings > Zuora in Limio.

• On the Zuora settings page (shown below), you can:

  • Configure the Zuora Hosted Payment Pages (HPM), which will be displayed in Limio.
    • Each HPM can be mapped to specific countries and currencies couple. If this isn't necessary, select All Countries and All Currencies
  • Set the Zuora Page Height, which determines the height of the iFrame used for payment pages.
    ⚠️ If the height is not defined, the default value of 400px will be applied. Ensure that you specify a unit when adding custom height (e.g., 500px).
  • Set the Payment Type such as Payment Card

Here is an example of Zuora HPM configuration in Limio:

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 How to keep bots out of your checkout (reCAPTCHA).

(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. As of June 2022, it's 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. 

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.'

Advanced Payment Manager & Payment Profiles

Limio also provides support for the Advance Payment Manager (APM) feature in Zuora Collections. In addition to setting up the custom fields in Zuora, this will need to be enabled as a tenant setting. Note that Advanced Payment Manager has now been deprecated and will be replaced by Payment Profiles.

To help you get started with setting up the Zuora integration, please contact us at [e-mail]. 

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Related Article: How to add different payment options on your checkout