How to set up Zuora Payment Gateways and Hosted Payment Methods for eCommerce in Limio

Limio's no code subscription commerce platform is fully integrated with Zuora, right out-of-the-box, and in this user guide we will show you how to setup the Zuora Payment Gateways in Limio. 

• Set up in Zuora
• Set up in Limio
  • Basic Configuration
  • Authorization Configuration (Payment Cards-only)
  • Advanced Payment Manager

Set up in Zuora

Firstly, in Zuora -> Payments Settings you have to Setup Payment Gateways and Setup Hosted Payment Pages.

On the Setup Hosted Payment Pages, use the following values:

• Hosted Domain:
  • Limio: The domain of your Limio Shop (e.g. https://news-shop.prod.limio.com)
  • Limio for Salesforce: The URL of your Salesforce My Domain : https://news--dev.sandbox.lightning.force.com (⚠️ note that in Salesforce Winter 23, enhanced domain are now enforced and could change your URL).
• Callback: /callback

Once that's done, you can go to Limio's General Settings.In Zuora Knowledge Centre, you can find the information that you need to populate the relevant fields within Limio. 

Note that Limio can automatically populate the Billing data for Zuora and you do not need to display Billing fields except for country on the iFrame configuration (in Zuora Payments Settings > Setup Hosted Pages > Edit). This can then be hidden by adding CSS in the iFrame configuration:

CSS: 

#form-group-creditCardCountry { display: none !important }

Set up in Limio

Basic Configuration

To access the settings in Limio for Zuora payment gateways, go to Profile -> Settings -> Zuora.

Here you can connect your Zuora account via the Client ID and Client Secret. You can also configure the Zuora Hosted Payment Pages which will appear in the shop. Each HPM can be mapped to different countries and currencies.

The Zuora Page Height defines the height that the iFrame will take up on the page, if not defined the default height of 400px will be used. Ensure, if adding height that the unit is specified.

Collect payment on order (if payment method specified): For payments to be immediately taken at the time of order, tick the process option 'Collect payment on order (if payment method specified)'.

Authorization 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

Limio also provides support for the advance payment manager feature in Zuora Collections. In addition to setting up the custom fields in Zuora, this will need to be enabled as a tenant setting. For help with this please contact [e-mail]. 

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