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Course 2: Payment Methods

This course discusses the different payment methods available for subscription businesses and how to configure them in Zuora.

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About this course

Welcome to the Payment Methods course. This is the second course in the Payments & Refunds in Zuora Learning Path. This course describes business requirements regarding payment methods and how Zuora addresses these requirements. It also identifies the various payment methods available in Zuora and explains how to set them up.

After completing this course, you’ll be able to:

  • Define payment methods
  • Identify the different types of payment methods
  • List the payment methods that Zuora supports
  • Describe the various payment security options provided by Zuora
  • Explain how to configure payment methods for customer accounts in Zuora

Click the Enter button above to start.

Course30 minutes

  • Module 1: Overview
  • Payment Method Types
  • Types of Payment Methods
  • Electronic Payment Methods
  • External Payment Methods
  • Compare and Contrast Different Payment Methods
  • Module Recap
  • Module 2: Payment Security
  • Security and Reliability of Online Payments
  • Payment Card Industry Compliance (PCI)
  • Hosted Payment Method (HPM)
  • Tokenization
  • Module Recap
  • Module 3: Automating Payment Processes with Zuora
  • Payment Methods Supported By Zuora
  • Capturing ACH and Credit Card Payment Methods
  • Alternative Ways to Capture Credit Card or ACH Payment Methods
  • Capturing Other Payment Methods
  • Setting up Payment Methods
  • Enabling Payment Methods in Zuora
  • Adding Payment Methods to Customer Accounts
  • PCI Compliance
  • Module Recap
  • Module 4: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • DEMO: Configure Prerequisite Settings
  • Setting Up a Payment Method for an Account
  • DEMO: Setting Up a Payment Method for an Account
  • Module 5: Try It On Your Own
  • Exercise 1: Setting Up Payment Methods and Reason Codes
  • Exercise 1 Demo
  • Exercise 2: Setting Up Payment Methods and Auto-Pay
  • Exercise 2 Demo
  • Module 6: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Payment Methods course. This is the second course in the Payments & Refunds in Zuora Learning Path. This course describes business requirements regarding payment methods and how Zuora addresses these requirements. It also identifies the various payment methods available in Zuora and explains how to set them up.

After completing this course, you’ll be able to:

  • Define payment methods
  • Identify the different types of payment methods
  • List the payment methods that Zuora supports
  • Describe the various payment security options provided by Zuora
  • Explain how to configure payment methods for customer accounts in Zuora

Click the Enter button above to start.

Course30 minutes

  • Module 1: Overview
  • Payment Method Types
  • Types of Payment Methods
  • Electronic Payment Methods
  • External Payment Methods
  • Compare and Contrast Different Payment Methods
  • Module Recap
  • Module 2: Payment Security
  • Security and Reliability of Online Payments
  • Payment Card Industry Compliance (PCI)
  • Hosted Payment Method (HPM)
  • Tokenization
  • Module Recap
  • Module 3: Automating Payment Processes with Zuora
  • Payment Methods Supported By Zuora
  • Capturing ACH and Credit Card Payment Methods
  • Alternative Ways to Capture Credit Card or ACH Payment Methods
  • Capturing Other Payment Methods
  • Setting up Payment Methods
  • Enabling Payment Methods in Zuora
  • Adding Payment Methods to Customer Accounts
  • PCI Compliance
  • Module Recap
  • Module 4: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • DEMO: Configure Prerequisite Settings
  • Setting Up a Payment Method for an Account
  • DEMO: Setting Up a Payment Method for an Account
  • Module 5: Try It On Your Own
  • Exercise 1: Setting Up Payment Methods and Reason Codes
  • Exercise 1 Demo
  • Exercise 2: Setting Up Payment Methods and Auto-Pay
  • Exercise 2 Demo
  • Module 6: End of Course
  • Rate This Course!
  • What's Next?