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How to re-create payment with different payment gateway

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How to re-create payment with different payment gateway

For a general case, you will need to:

1) get the list of payments you'd need to operate with the value of fields might be needed in the later steps

2) bulk void/refund the payments

("Void" transaction might not be supported by the payment gateway where the payment processed and it might also fail if it’s already passed the time limit when a void transaction is acceptable by the payment gateway. For those 2 cases, please use refund payment to complete the charge back)

3) (if needed) change the customer accounts' default payment gateway

4) bulk create payments again

(main operations here are using API as an example, but API is not the only approach we have)

 

DSE filter to find out payments

Data Source

[Invoice Settlement not enabled] Invoice Payment

[Invoice Settlement enabled] Payment Application

Fields

Account: ID, Payment Gateway Name

Invoice: ID, Balance

Payment: Amount, Gateway, ID, Payment Number, Status, Type

Payment Method Snapshot: Credit Card Type, Payment Method ID, Type

Filters

Payment.Status=Processed

Payment.Type=Electronic

(adding other filters customer needs)

Time Frame

(select the required time frame)

 

Void Payment

https://www.zuora.com/developer/api-reference/#operation/Action_POSTupdate

 

PUT https://rest.apisandbox.zuora.com/v1/action/update
{
  "objects": [
    {
      "Id": "2c92c0f8707b709e01707f5ee8b6359e",
      "Status": "Voided"
    },
    {
      "Id": "2c92c0f8707b70a401707f5c3cbe7591",
      "Status": "Voided"
    }
  ],
  "type": "Payment"
}

 

void.png

 

Refund Payment

https://www.zuora.com/developer/api-reference/#operation/Action_POSTcreate

 

POST https://rest.apisandbox.zuora.com/v1/action/create
{
"objects":
[
{"AccountId": "2c92c0f969051fe301690ac8c2c520a0",
"Amount": 5,
"Comment": "this is comments",
"PaymentId": "2c92c0f8709a185601709e1e99d87762",
"ReasonCode": "Standard Refund",
"RefundInvoicePaymentData": {
"RefundInvoicePayment": []
},
"SourceType": "Payment",
"Type": "Electronic"
},
{"AccountId": "2c92c0f9555cf11d0155761484d2576f",
"Amount": 5,
"Comment": "this is comments",
"PaymentId": "2c92c0f8709a185601709e1e9a38776b",
"ReasonCode": "Standard Refund",
"RefundInvoicePaymentData": {
"RefundInvoicePayment": []
},
"SourceType": "Payment",
"Type": "Electronic"
}
],
"type":"Refund"
}

Screen Shot 2020-03-03 at 10.14.12 AM.png

 

Batch update customer account gateway

https://community.zuora.com/t5/Billing-Payments/How-to-bulk-update-customer-account-s-payment-gatewa...

 

Create Payment

https://www.zuora.com/developer/api-reference/#operation/Action_POSTcreate

POST https://rest.apisandbox.zuora.com/v1/action/create
{
"objects":
[
{"AccountId":"2c92c0f969051fe301690ac8c2c520a0",
"Amount":10,
"AppliedInvoiceAmount":10,
"AppliedCreditBalanceAmount": 0,
"EffectiveDate":"2018-10-13",
"PaymentMethodId":"2c92c0f9709a26d801709e16d7e40755",
 "InvoiceId":"2c92c0996905120701690ae084e22dd4",
"Status":"Processed",
"Type":"Electronic"
},
{"AccountId":"2c92c0f9555cf11d0155761484d2576f",
"Amount":10,
"AppliedInvoiceAmount":10,
"AppliedCreditBalanceAmount": 0,
"EffectiveDate":"2018-10-13",
"PaymentMethodId":"2c92c0f85d3a5d65015d3aba32ff77aa",
 "InvoiceId":"2c92c0945e5e74b8015e6f7cc01b1627",
"Status":"Processed",
"Type":"Electronic"
}
],
"type":"Payment"
}

Screen Shot 2020-03-03 at 10.00.40 AM.png

 

 












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