GoCardless Tips

Edited

To set up GoCardless payment gateways in Zuora, refer to Zuora's Knowledge Center article available at:

https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways/GoCardless_Gateway

For additional insights beyond Zuora's documentation, PeakCommerce offers the following guidance:

  1. To configure the GoCardless payment gateway in Zuora, you'll need an OAuth token. If you haven't set up an OAuth token yet, follow these steps:

    • Navigate to your username in the top right corner of Zuora and select Payments > Gateway Authentication.

    • Click "Create Authentication."

    • Provide a name, select GoCardless as the type, and choose "Use Gateway Test Environment" if it's for the Sandbox.

    • Upon saving, you'll be redirected to the GoCardless Merchant account login page. Log in to authenticate the token.

  2. When testing bank transfers with a GoCardless gateway (not a test gateway), ensure specific requirements are met. Mandatory fields vary based on the payment method/country, and only GoCardless test bank numbers are valid. Ensure GoCardless-required fields are marked accordingly in the corresponding Hosted Page's settings to avoid payment processing issues.

    • For Direct Debit UK:

      • Account Number

      • Account Name

      • Bank/Branch Code

      • First Name

      • Last Name

      • Email

    • For SEPA:

      • Account Number (IBAN)

      • Account Name

      • First Name

      • Last Name

      • Email

      • (Country recommended but not required)

    • For ACH:

      • Routing Number

      • Account Number

      • Bank Name

      • Account Name

      • Account Type

      • Country

      • State

      • City

      • Postal Code

      • Street Address

      • Email

    • For PAD:

      • Account Number

      • Account Name

      • Branch Code

      • Bank Code

      • First Name

      • Last Name

      • Email

    GoCardless offers basic test bank details, accessible at: https://developer.gocardless.com/getting-started/developer-tools/test-bank-details. Further information on required fields and test bank details per country can be found in the appendix: https://developer.gocardless.com/api-reference/2015-07-06/#appendix-local-bank-details.

  3. Certain payment method types are exclusively available when GoCardless is set as the Default Payment Gateway on a Zuora account. For instance, PAD. You won't be able to add a PAD payment method directly in Zuora or via PeakCommerce unless GoCardless is the Default Payment Gateway on the account.

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