Course 3: Timing and Frequency of Charges in Zuora

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

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About this course

Welcome to the Timing and Frequency of Charges in Zuora course. This is the third course of a series of courses in the Product Catalog Management Learning Path.

By the end of this course, you'll be able to:

  • Set up different billing frequencies in Zuora
  • Utilize different dates in Zuora to set up different timing and frequency of charges
  • Explain what co-termination is
  • Identify how to set up charges such that they co-terminate
  • Describe how to set up proration in Zuora

Click the Enter button above to start.

Course30 minutes

  • Module 1: Subscription Businesses and the Dimension of Time
  • The Dimension of Time
  • Common Aspects of Timing and Frequency
  • Billing Periods
  • Pricing Period vs. Billing Period
  • Billing Timing
  • Billing Start Dates
  • Billing End Dates
  • Cotermination
  • Billing Day
  • Module 1 Recap
  • Module 2: Timing and Frequency of Charges in Zuora
  • Overview
  • Prerequisites for Setting up Timing and Frequency in Zuora
  • Proration Settings
  • Trigger Conditions
  • Billing Timing in Zuora
  • Pricing Period vs. Billing Period in Zuora
  • Billing Start Dates in Zuora
  • Billing End Dates in Zuora
  • Cotermination in Zuora
  • Cotermination - Scenarios
  • Billing Day
  • Billing Day’s Effect on Proration
  • Module 2 Recap
  • Module 3: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • DEMO: Prerequisite Settings
  • Cloning an Existing Product Rate Plan
  • DEMO: Cloning an Existing Product Rate Plan
  • Module 4: Try It On Your Own
  • Exercise 1: Configuring Timing and Frequency of Product Rate Plan Charges
  • Exercise 1 Demo
  • Exercise 2: Configuring Timing and Frequency of Product Rate Plan Charges
  • Exercise 2 Demo
  • Module 5: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Timing and Frequency of Charges in Zuora course. This is the third course of a series of courses in the Product Catalog Management Learning Path.

By the end of this course, you'll be able to:

  • Set up different billing frequencies in Zuora
  • Utilize different dates in Zuora to set up different timing and frequency of charges
  • Explain what co-termination is
  • Identify how to set up charges such that they co-terminate
  • Describe how to set up proration in Zuora

Click the Enter button above to start.

Course30 minutes

  • Module 1: Subscription Businesses and the Dimension of Time
  • The Dimension of Time
  • Common Aspects of Timing and Frequency
  • Billing Periods
  • Pricing Period vs. Billing Period
  • Billing Timing
  • Billing Start Dates
  • Billing End Dates
  • Cotermination
  • Billing Day
  • Module 1 Recap
  • Module 2: Timing and Frequency of Charges in Zuora
  • Overview
  • Prerequisites for Setting up Timing and Frequency in Zuora
  • Proration Settings
  • Trigger Conditions
  • Billing Timing in Zuora
  • Pricing Period vs. Billing Period in Zuora
  • Billing Start Dates in Zuora
  • Billing End Dates in Zuora
  • Cotermination in Zuora
  • Cotermination - Scenarios
  • Billing Day
  • Billing Day’s Effect on Proration
  • Module 2 Recap
  • Module 3: Putting It All Together
  • Module Overview
  • Prerequisite Settings
  • DEMO: Prerequisite Settings
  • Cloning an Existing Product Rate Plan
  • DEMO: Cloning an Existing Product Rate Plan
  • Module 4: Try It On Your Own
  • Exercise 1: Configuring Timing and Frequency of Product Rate Plan Charges
  • Exercise 1 Demo
  • Exercise 2: Configuring Timing and Frequency of Product Rate Plan Charges
  • Exercise 2 Demo
  • Module 5: End of Course
  • Rate This Course!
  • What's Next?