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Start off your training at Zuora University and learn how you can use Zuora products efficiently. Explore over 300 courses or sign up for a virtual live class with a subscription.

Training For Zuora End-Users

ZUORA UNIVERSITY

Billing Implementer Training

Revenue Implementer Training

Sales Roles and Project Leads Training

Role-Based Certifications

Check out learning paths that will help you achieve role-based certifications.

Settings Related to Business Policies in Zuora Revenue

Getting Started with Zuora Revenue

Business Analyst Cert - Live Kick-Off Call

Remote Classroom: for anyone interested in taking the Consultant Training and Certification: Foundation exam

Zuora Revenue 101

Take a brief survey and get your Zuora Revenue 101 badge here!

Zuora Revenue: An Introduction

An overview of Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant

Path to REVENUE 101 badge

Business Analyst Cert - Live Exam Prep Call

Taxation in Zuora

Payments and Refunds in Zuora

Product Catalog Management

Introduction to Zuora and The 9 Keys

This session ....

RE101 Zuora Revenue: An Introduction

Overview of Zuora Revenue and how you can use it to automate rev-rec processes

Series 3: Revenue Allocation and Recognition

Series 2: Configuring Revenue Contracts and Performance Obligations

Series 1: Getting Started with Zuora Revenue

RE101 Performance Obligation Setup in Zuora Revenue

Overview of the policy-related setup in Zuora Revenue

RE101 Revenue Contract Grouping Setup in Zuora Revenue

Introduction to the configuration of grouping transactions into contracts in Zuora Revenue

RE101 System-Related Settings in Zuora Revenue

Introduction to the system-related setup in Zuora Revenue

Course 3: Tax Partners

This course describes use cases where third-party tax partners are the best option, and how to integrate them with Zuora.

Self-Paced Administrator Intermediate Implementer Zuora Billing Advanced Zuora Billing Taxation

Course 2: Zuora Tax

This course describes use cases where Zuora's built-in tax management features are the best option, and how to utilize them.

Self-Paced Administrator Intermediate Implementer Zuora Billing Zuora Billing Taxation

Course 1: Overview of Taxation in Zuora

This course gives a brief overview of taxation and Zuora's taxation management capabilities.

Self-Paced Administrator Intermediate Implementer Zuora Billing Zuora Billing Taxation

Zuora Revenue: System-Related Setups

Self-Paced: for anyone interested in learning about system related setup in Zuora Revenue including accounting calendar, account structure, currencies and user setup.

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue: Policy-Related Setups

Learn about the policy related setups in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant Zuora Revenue Configurations

Course 1: Introduction to Product Catalog Management for Subscription Businesses

This course gives a brief overview of the Zuora Product Catalog.

Self-Paced Administrator Product Catalog Intermediate Implementer Pricing & Packaging Zuora Billing

Course 3: Timing and Frequency of Charges in Zuora

This course discusses the product catalog attributes that determine the timing and frequency for charges.

Self-Paced Administrator Product Catalog Billing Operations Intermediate Subscription Management Implementer Pricing & Packaging Billing & Rating Zuora Billing

Course 2: Product Catalog Offerings and Pricing Strategies

This course discusses the Zuora Product Catalog's capabilities, how to use it, and how it addresses business needs.

Self-Paced Administrator Product Catalog Intermediate Implementer Pricing & Packaging Zuora Billing

[TEST] Zuora Implementer Learning Path

Augmenting Incoming Data in Zuora Revenue

Course on augmenting incoming data to Zuora Revenue

Zuora Reporting: Reporting to Track Payment Method Changes

Video: for anyone interested in learning how to create a report that tracks changes made to payment methods.

Beginner Self-Paced Administrator Video Reporting and Analytics End User End User & Administrator Training Analytics & Reporting Zuora Billing Reporting

Zuora Reporting: An Introduction

Self-Paced: for anyone interested in understanding subscription metrics, how they're different from metrics used to measure traditional businesses and how Zuora data sources are used to create reports.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Invoice Templates in Zuora

Video series: for anyone interested in an overview of invoice templates in Zuora and how to customize these templates to meet your business needs.

Administrator Billing Operations Intermediate Video End User Billing & Rating Zuora Billing

Basics of Zuora Billing Settings

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.

Beginner Self-Paced Administrator Billing Operations End User Billing & Rating Zuora Billing

Zuora Reporting: Billing Metrics

Self-Paced: for anyone interested in learning about subscription billing metrics and how to create billing metrics reports in Zuora.

Beginner Self-Paced Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

9 Keys: Acquire Customers Across Multiple Channels

Self-Paced: for anyone who wants to get an introduction to the second of the 9 Keys: Acquire.

Beginner Self-Paced Administrator Subscription Business Concepts Subscription Management End User Consultant Sales Enablement Zuora Billing

Introduction to Zuora's REST APIs

Video: for anyone interested in learning about Zuora's REST API and how they can be used to send and get data from Zuora.

Developer Video Implementer Integrations Zuora Billing

Zuora Payments Settings: Common Use Cases

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.

Beginner Self-Paced Administrator Payment Operations End User Payments & AR Zuora Billing

Performance Obligation Setup in Zuora Revenue

Learn about Performance Obligation Setup and Assignment in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Performance Obligations Zuora Revenue Accountant

Overview of Salesforce and Zuora CPQ

This course introduces you to the concept of configuring, pricing, and quoting for businesses and Zuora’s CPQ application.

Beginner Zuora CPQ for Salesforce Self-Paced Administrator Subscription Management Quote Management End User Zuora Billing

Zuora Reporting: Booking Metrics

Self-Paced: for anyone interested in learning about subscription booking metrics and how to create booking metrics reports in Zuora Reporting.

Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Accounting Set-Up in Zuora

Video: for anyone interested in learning the pre-requisite set-ups required for the accounting close process.

Administrator Video End User Payments & AR Zuora Billing Finance and Accounting Operations

Configuring Revenue Recognition Rules in Zuora

Video: for anyone interested in learning about setting the revenue automation Start Date, assigning revenue recognition rules to rate plan charges, and Recommended Practices on assigning the right rules to rate plan charges.

Beginner Administrator Revenue Recognition Video End User Zuora Billing Finance and Accounting Operations Revenue Recognition in Zuora Billing

Basics of Zuora Payments Settings

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.

Beginner Self-Paced Administrator Payment Operations End User Payments & AR Zuora Billing

Zuora Reporting: Cash Metrics

Self-Paced: for those interested in learning about cash metrics and how to create cash metrics reports in Zuora Reporting.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Revenue Reports in Zuora

Video: for anyone interested in learning about revenue reports in Zuora

Beginner Revenue Recognition Video End User Analytics & Reporting Zuora Revenue Accountant Zuora Revenue Reports

Basics of Subscriptions

Self-Paced: for sales reps, customer support reps, or anyone responsible for creating subscriptions in Zuora.

Subscription Management

Basics of Amendments

Self-Paced: for sales reps, customer support reps, or anyone responsible for amending subscriptions in Zuora.

Beginner Self-Paced Administrator Subscription Management Quote Management End User Zuora Billing

SSP Setup in Zuora Revenue

Learn to set up SSP in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User RevPro End User & Administrator Training SSP Zuora Revenue Accountant Zuora Revenue Configurations

Revenue Schedules in Zuora

Video: for anyone interested in learning how to access revenue schedules, view revenue charge summary, and redistribute revenue for a line item.

Administrator Product Catalog Revenue Recognition Video End User Pricing & Packaging Zuora Billing Revenue Recognition in Zuora Billing Advanced

Basics: Billing Operations

Self-Paced: for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.

Beginner Self-Paced Administrator Billing Operations End User Billing & Rating Zuora Billing

Zuora Reporting: Creating a TCV Report by Account Name

Video: for anyone interested in learning how to create a a TCV Report categorized by Account Name.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Creating Products vs. Rate Plans

Video: for anyone interested in learning about the difference between creating a rate plan vs. a product when augmenting the product catalog.

Administrator Product Catalog Video Subscription Management End User Pricing & Packaging Zuora Billing

Billing in the Past vs. the Future

Video: for anyone interested in learning how to use invoice dates and target dates to bill in the past vs. future.

Beginner Billing Operations Video End User Billing & Rating Zuora Billing

RevPro Dashboard Configuration

Video: for anyone interested in learning how to configure the dashboard in RevPro.

Revenue Recognition Video Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Billing Settings: Common Use Cases

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.

Beginner Self-Paced Administrator Product Catalog Billing Operations End User Pricing & Packaging Billing & Rating Zuora Billing

Self-Paced: for anyone interested in migrating data from an existing system into Zuora.

Self-Paced Intermediate Extensibility Integrations Zuora Billing

Zuora's Payment Pages 2.0

Video: for anyone interested in leaning about implementing Payment Pages 2.0.

Administrator Payment Operations Intermediate Video Payments & AR Extensibility Integrations Zuora Billing Zuora Marketplace

Reports in RevPro

Video: for anyone interested in learning about reports in RevPro.

Revenue Recognition Intermediate Video End User Analytics & Reporting Zuora Revenue Accountant Zuora Revenue Reports

Basics of Zuora's REST API

Self-Paced: for anyone looking to familiarize themselves with Zuora's REST API.

Self-Paced Intermediate Extensibility Integrations Zuora Billing

Web Storefront Integration with REST API

Self-Paced: for anyone responsible for implementing Zuora within their organization.

Integrations Zuora Billing

Data Migration: Advanced

Video: for anyone interested in learning how to migrate existing customers into your Zuora tenant.

Video Extensibility Integrations Zuora Billing Advanced

Introduction to Invoice Item Settlement

Video: for anyone interested in learning how to use the advanced AR functionality of Invoice Item Settlement to apply payments and credits at the invoice and debit memo level.

Beginner Administrator Billing Operations Video End User Payments & AR Billing & Rating Zuora Billing

Zuora Object Model

Video: for developers or anyone who is interested in working with data stored in Zuora.

Beginner Administrator Developer Video End User Extensibility Integrations Zuora Billing

Cost Revenue and Amortization Rules in Zuora Revenue

Learn about the cost revenue and amortization rules in Zuora Revenue

Revenue Recognition Intermediate Zuora Revenue Accountant Zuora Revenue Configurations

Revenue Events in Zuora Revenue

Learn how events trigger revenue release and recognition in Zuora Revenue

Beginner Revenue Recognition Video Zuora Revenue Accountant Zuora Revenue Configurations

Basics of Zuora Finance Settings

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.

Beginner Self-Paced Administrator Revenue Recognition End User Payments & AR Zuora Billing Finance and Accounting Operations

SSP Analyzer in Zuora Revenue

Learn to use the SSP Analyzer in Zuora Revenue

Administrator Revenue Recognition Video SSP Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Reporting: Revenue Metrics

Self-Paced: for those interested in learning about revenue metrics and how to create revenue metrics reports in Zuora Reporting.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Zuora RevPro: Identifying a Revenue Contract

Self-Paced: for Revenue Analysts or someone in a similar role who regularly uses RevPro to perform tasks related to revenue management

Self-Paced Revenue Recognition Zuora Revenue Zuora Revenue Contracts Accountant

Flexera Connector

Video series: for anyone interested in learning about tying your Zuora subscription billing settings directly to your Flexera account using Zuora’s Flexera Connector.

Developer Video Extensibility Integrations Zuora Billing Advanced

Introduction to Accounting

Self-Paced: for those who are unfamiliar with accounting and who want to learn about basic accounting terms and core financial statements businesses use to report their financial health.

Beginner Self-Paced Administrator End User Zuora Revenue Zuora Billing Finance and Accounting Operations

Basics of Product Catalog*

Self-Paced: for Product Managers, Marketing Managers, or anyone responsible for setting up and managing a company’s catalog of products available to customers by subscription.

Beginner Self-Paced Administrator Product Catalog Subscription Management Product Knowledge End User End User & Administrator Training Pricing & Packaging Zuora Billing

This course will help you get acquainted with Zuora's Workflow app and illustrate how it works with examples.

Self-Paced Zuora Platform Administrator Developer Intermediate End User End User & Administrator Training Summer Release '19 Extensibility Integrations Workflow Advanced

Introduction to Credit and Debit Memos

Video: for anyone interested in learning how to issue a credit or refund to customers using credit and debit memos.

Beginner Administrator Billing Operations Video End User Payments & AR Billing & Rating Zuora Billing

9 Keys: Collect to Maximize Payments

Self-Paced: for anyone who wants to get an introduction to the fourth of the 9 Keys: Collect.

Beginner Self-Paced Administrator Subscription Business Concepts End User Consultant Sales Enablement Payments & AR Zuora Billing

Contract Modifications

Video: for Revenue Analysts or someone in a similar role responsible for performing tasks related to revenue management.

Beginner Revenue Recognition Video End User Zuora Revenue

9 Keys: Price in Support of Business Goals

Self-Paced: for anyone who wants to get an introduction to the first of the 9 Keys: Price.

Beginner Self-Paced Administrator Subscription Business Concepts End User Consultant Sales Enablement Pricing & Packaging Zuora Billing

Zuora Finance - An Introduction

Self-Paced: for anyone interested in learning about Zuora Finance capabilities.

Self-Paced Administrator Product Catalog Revenue Recognition Intermediate End User Pricing & Packaging Payments & AR Zuora Billing Finance and Accounting Operations

Basics: Payment Operations

Self-Paced: for anyone for anyone responsible for collecting payments from customers in Zuora.

Beginner Self-Paced Administrator Payment Operations End User Payments & AR Zuora Billing

Zuora Reporting: Creating and Managing Reports

Self-Paced: for anyone interested in learning how to create and manage reports in Zuora.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Zuora Finance: Basics of Configuration

Self-Paced: designed for anyone who wants to learn about Zuora Finance capabilities.

Self-Paced Administrator Product Catalog Revenue Recognition Intermediate End User Pricing & Packaging Payments & AR Zuora Billing Finance and Accounting Operations

Revenue Recognition: An Introduction

Self-Paced: for anyone who wants to understand the basics of revenue recognition. Covers how revenue recognition can be different for a subscription-based business.

Beginner Self-Paced Administrator Revenue Recognition Zuora Billing

Zuora Revenue's New User Interface

Get familiar with the new Zuora Revenue User Interface

Beginner Revenue Recognition Video End User Zuora Revenue

Creating Subscriptions vs. Amendments

Video: for anyone interested in learning about situations in which it's recommended to create a new subscription vs. adding an amendment to an existing subscription.

Beginner Administrator Video Subscription Management Quote Management End User Zuora Billing

Zuora Finance: Basics of Integration

Self-Paced: the kinds of integration possible with Zuora and other accounting systems such as your business’s GL (general ledger) and how to export data using summary and detail integration.

Self-Paced Administrator Product Catalog Revenue Recognition Intermediate End User Pricing & Packaging Payments & AR Zuora Billing Finance and Accounting Operations

Revenue Contract Grouping Setup in Zuora Revenue

Learn to configure contract grouping setups in Zuora Revenue

Beginner Self-Paced Revenue Recognition Zuora Revenue Zuora Revenue Contracts Accountant

SSP Assignment and Allocation in Zuora Revenue

Learn to assign SSP for allocation in Zuora Revenue

Revenue Recognition Intermediate Video End User SSP Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Reporting: Payment Run Report by Time Interval

Video: for anyone interested in learning how to create a report for payment runs executed within a time interval.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Revenue Recognition Models and Rules in Zuora

Video: for anyone interested in learning about Revenue Recognition Models and Rules in Zuora

Beginner Administrator Revenue Recognition Video End User Zuora Billing Revenue Recognition in Zuora Billing

Zuora Reporting: Basics of MRR Reporting

Video: for anyone interested in learning about the basics of MRR reports with Zuora Reporting.

Beginner Self-Paced Administrator Reporting and Analytics End User Analytics & Reporting Zuora Billing Reporting

Automate Your Billing and Payments

Self-Paced: for anyone interested in automating billing and payment operations, collecting payments, and handling refunds and adjustments for their company.

Self-Paced Administrator Payment Operations Billing Operations End User Payments & AR Billing & Rating Zuora Billing

Zuora Finance: Basics of Accounting Close Process

Self-Paced: the different steps in the accounting close process.

Self-Paced Administrator Product Catalog Revenue Recognition Intermediate End User Pricing & Packaging Payments & AR Zuora Billing Finance and Accounting Operations

Zuora Finance: Seven Steps to Closing an Accounting Period

Video: for anyone interested in learning about the accounting close process in Zuora.

Self-Paced Administrator Product Catalog Revenue Recognition End User Pricing & Packaging Payments & AR Zuora Billing Finance and Accounting Operations

Zuora Finance Settings: Common Use Cases

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Finance settings.

Self-Paced Administrator Product Catalog Revenue Recognition Intermediate End User Pricing & Packaging Payments & AR Zuora Billing Finance and Accounting Operations

Developer Tools - Generic API Loader

Video: for anyone interested in learning how to create, update, delete any object in Zuora through easily manipulated CSV files using Generic API Loader.

Beginner Developer Video Extensibility Integrations

Zuora Revenue 101 Exam

Complete the exam and get your Zuora Revenue 101 badge

Holds and Approvals

This course will describe how to apply holds and set up the approvals that trigger revenue to be released for recognition.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue Workbench

This course describes how businesses can define POBs based on ASC-606 and IFRS-15 and how to configure different POB templates and associate them with transaction lines.

Beginner Self-Paced End User Zuora Revenue Accountant Zuora Revenue Configurations

Transaction Upload

This course will familiarize you with the process of uploading data into Zuora Revenue.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Course 1: The Subscription Economy & Zuora

This course discusses the basics of the Subscription Economy and how it differs from the traditional business model.

Self-Paced Administrator Intermediate Subscription Business Concepts Subscription Management Quote Management Implementer Zuora Billing

Course 3: 9 Keys and Zuora Implementations

This course explains how to utilize the 9 Keys during Zuora implementations.

Self-Paced Administrator Intermediate Subscription Business Concepts Implementer Zuora Billing

Course 2: What Are the 9 Keys?

This course gives an introduction to the 9 Keys framework and how to utilize the 9 Keys in building a subscription-based businesses.

Self-Paced Intermediate Subscription Business Concepts Implementer Zuora Billing

Overview of Zuora Revenue: Architecture and Data Flow

Learn about the architecture and data flow in Zuora Revenue

Minimum Required System Settings in Zuora Revenue

Get to know more on the system configurations the Zuora Revenue

Security Settings in Zuora Revenue

Learn more about defining users and role privileges in Zuora Revenue

Course 1: Introduction to Payments in Zuora

This course discusses how payment processes work in a Subscription Economy and also lists some unique payment-related challenges.

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Course 2: Payment Methods

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

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Course 3: Payment Gateways

This course discusses payment gateways, its capabilities, and some common business concerns.

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Begin with an Overview of Zuora and its Data Model

Configure Users, Roles, and Security

Manage Your Billing, Payments, and Finance Settings

Set Up and Manage Your Product Catalog

Manage Customer Accounts, Subscriptions, and Amendments

Managing Events in Zuora Revenue

This course will describe what constitutes an event, how events are configured, and what impact they have on releasing revenue related to revenue contracts.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Standard Zuora Architecture

Video: for anyone interested in understanding how Zuora fits into the customer's system landscape

Beginner Administrator Developer Video End User Extensibility Zuora Billing

Introduction to Zuora (deprecated)

Self-Paced: for anyone interested in understanding the business value of Zuora.

Beginner Self-Paced Administrator Subscription Business Concepts End User

Course 3: Tax Partners

This course describes use cases where third-party tax partners are the best option, and how to integrate them with Zuora.

Self-Paced Administrator Intermediate Implementer Zuora Billing Advanced Zuora Billing Taxation

Course 2: Zuora Tax

This course describes use cases where Zuora's built-in tax management features are the best option, and how to utilize them.

Self-Paced Administrator Intermediate Implementer Zuora Billing Zuora Billing Taxation

Course 1: Overview of Taxation in Zuora

This course gives a brief overview of taxation and Zuora's taxation management capabilities.

Self-Paced Administrator Intermediate Implementer Zuora Billing Zuora Billing Taxation

Zuora Revenue: System-Related Setups

Self-Paced: for anyone interested in learning about system related setup in Zuora Revenue including accounting calendar, account structure, currencies and user setup.

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue: Policy-Related Setups

Learn about the policy related setups in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue: An Introduction

An overview of Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant

Course 1: Introduction to Product Catalog Management for Subscription Businesses

This course gives a brief overview of the Zuora Product Catalog.

Self-Paced Administrator Product Catalog Intermediate Implementer Pricing & Packaging Zuora Billing

Course 3: Timing and Frequency of Charges in Zuora

This course discusses the product catalog attributes that determine the timing and frequency for charges.

Self-Paced Administrator Product Catalog Billing Operations Intermediate Subscription Management Implementer Pricing & Packaging Billing & Rating Zuora Billing

Course 2: Product Catalog Offerings and Pricing Strategies

This course discusses the Zuora Product Catalog's capabilities, how to use it, and how it addresses business needs.

Self-Paced Administrator Product Catalog Intermediate Implementer Pricing & Packaging Zuora Billing

Augmenting Incoming Data in Zuora Revenue

Course on augmenting incoming data to Zuora Revenue

Zuora Revenue 101 Exam

Complete the exam and get your Zuora Revenue 101 badge

RE101 Zuora Revenue: An Introduction

Overview of Zuora Revenue and how you can use it to automate rev-rec processes

RE101 Performance Obligation Setup in Zuora Revenue

Overview of the policy-related setup in Zuora Revenue

RE101 System-Related Settings in Zuora Revenue

Introduction to the system-related setup in Zuora Revenue

Zuora Revenue 101

Take a brief survey and get your Zuora Revenue 101 badge here!

RE101 Revenue Contract Grouping Setup in Zuora Revenue

Introduction to the configuration of grouping transactions into contracts in Zuora Revenue

Holds and Approvals

This course will describe how to apply holds and set up the approvals that trigger revenue to be released for recognition.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue Workbench

This course describes how businesses can define POBs based on ASC-606 and IFRS-15 and how to configure different POB templates and associate them with transaction lines.

Beginner Self-Paced End User Zuora Revenue Accountant Zuora Revenue Configurations

Transaction Upload

This course will familiarize you with the process of uploading data into Zuora Revenue.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Performance Obligation Setup in Zuora Revenue

Learn about Performance Obligation Setup and Assignment in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Performance Obligations Zuora Revenue Accountant

Revenue Contract Grouping Setup in Zuora Revenue

Learn to configure contract grouping setups in Zuora Revenue

Beginner Self-Paced Revenue Recognition Zuora Revenue Zuora Revenue Contracts Accountant

Course 1: The Subscription Economy & Zuora

This course discusses the basics of the Subscription Economy and how it differs from the traditional business model.

Self-Paced Administrator Intermediate Subscription Business Concepts Subscription Management Quote Management Implementer Zuora Billing

Course 3: 9 Keys and Zuora Implementations

This course explains how to utilize the 9 Keys during Zuora implementations.

Self-Paced Administrator Intermediate Subscription Business Concepts Implementer Zuora Billing

Course 2: What Are the 9 Keys?

This course gives an introduction to the 9 Keys framework and how to utilize the 9 Keys in building a subscription-based businesses.

Self-Paced Intermediate Subscription Business Concepts Implementer Zuora Billing

Overview of Zuora Revenue: Architecture and Data Flow

Learn about the architecture and data flow in Zuora Revenue

Minimum Required System Settings in Zuora Revenue

Get to know more on the system configurations the Zuora Revenue

Security Settings in Zuora Revenue

Learn more about defining users and role privileges in Zuora Revenue

Course 1: Introduction to Payments in Zuora

This course discusses how payment processes work in a Subscription Economy and also lists some unique payment-related challenges.

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Course 2: Payment Methods

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

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Course 3: Payment Gateways

This course discusses payment gateways, its capabilities, and some common business concerns.

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

SSP Assignment and Allocation in Zuora Revenue

Learn to assign SSP for allocation in Zuora Revenue

Revenue Recognition Intermediate Video End User SSP Zuora Revenue Accountant Zuora Revenue Configurations

SSP Setup in Zuora Revenue

Learn to set up SSP in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User RevPro End User & Administrator Training SSP Zuora Revenue Accountant Zuora Revenue Configurations

Managing Events in Zuora Revenue

This course will describe what constitutes an event, how events are configured, and what impact they have on releasing revenue related to revenue contracts.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Course 3: Tax Partners

This course describes use cases where third-party tax partners are the best option, and how to integrate them with Zuora.

Self-Paced Administrator Intermediate Implementer Zuora Billing Advanced Zuora Billing Taxation

Course 2: Zuora Tax

This course describes use cases where Zuora's built-in tax management features are the best option, and how to utilize them.

Self-Paced Administrator Intermediate Implementer Zuora Billing Zuora Billing Taxation

Course 1: Overview of Taxation in Zuora

This course gives a brief overview of taxation and Zuora's taxation management capabilities.

Self-Paced Administrator Intermediate Implementer Zuora Billing Zuora Billing Taxation

Zuora Revenue: System-Related Setups

Self-Paced: for anyone interested in learning about system related setup in Zuora Revenue including accounting calendar, account structure, currencies and user setup.

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue: Policy-Related Setups

Learn about the policy related setups in Zuora Revenue

Beginner Self-Paced Revenue Recognition End User Zuora Revenue Accountant Zuora Revenue Configurations

Course 1: Introduction to Product Catalog Management for Subscription Businesses

This course gives a brief overview of the Zuora Product Catalog.

Self-Paced Administrator Product Catalog Intermediate Implementer Pricing & Packaging Zuora Billing

Course 3: Timing and Frequency of Charges in Zuora

This course discusses the product catalog attributes that determine the timing and frequency for charges.

Self-Paced Administrator Product Catalog Billing Operations Intermediate Subscription Management Implementer Pricing & Packaging Billing & Rating Zuora Billing

Course 2: Product Catalog Offerings and Pricing Strategies

This course discusses the Zuora Product Catalog's capabilities, how to use it, and how it addresses business needs.

Self-Paced Administrator Product Catalog Intermediate Implementer Pricing & Packaging Zuora Billing

Augmenting Incoming Data in Zuora Revenue

Course on augmenting incoming data to Zuora Revenue

Zuora Revenue 101 Exam

Complete the exam and get your Zuora Revenue 101 badge

Holds and Approvals

This course will describe how to apply holds and set up the approvals that trigger revenue to be released for recognition.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Zuora Revenue Workbench

This course describes how businesses can define POBs based on ASC-606 and IFRS-15 and how to configure different POB templates and associate them with transaction lines.

Beginner Self-Paced End User Zuora Revenue Accountant Zuora Revenue Configurations

Transaction Upload

This course will familiarize you with the process of uploading data into Zuora Revenue.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations

Course 1: The Subscription Economy & Zuora

This course discusses the basics of the Subscription Economy and how it differs from the traditional business model.

Self-Paced Administrator Intermediate Subscription Business Concepts Subscription Management Quote Management Implementer Zuora Billing

Course 3: 9 Keys and Zuora Implementations

This course explains how to utilize the 9 Keys during Zuora implementations.

Self-Paced Administrator Intermediate Subscription Business Concepts Implementer Zuora Billing

Course 2: What Are the 9 Keys?

This course gives an introduction to the 9 Keys framework and how to utilize the 9 Keys in building a subscription-based businesses.

Self-Paced Intermediate Subscription Business Concepts Implementer Zuora Billing

Overview of Zuora Revenue: Architecture and Data Flow

Learn about the architecture and data flow in Zuora Revenue

Minimum Required System Settings in Zuora Revenue

Get to know more on the system configurations the Zuora Revenue

Security Settings in Zuora Revenue

Learn more about defining users and role privileges in Zuora Revenue

Course 1: Introduction to Payments in Zuora

This course discusses how payment processes work in a Subscription Economy and also lists some unique payment-related challenges.

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Course 2: Payment Methods

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

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Course 3: Payment Gateways

This course discusses payment gateways, its capabilities, and some common business concerns.

Self-Paced Administrator Payment Operations Intermediate Implementer Payments & AR Zuora Billing

Managing Events in Zuora Revenue

This course will describe what constitutes an event, how events are configured, and what impact they have on releasing revenue related to revenue contracts.

Beginner Self-Paced Administrator End User Zuora Revenue Accountant Zuora Revenue Configurations