- Setting the Context
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Setting the Context
What You’ll Learn
Your Role as a Zuora Administrator
Learn About the Company
Meet the Employees
Get Familiar with This Course
Before You Start - Use Cases
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Define Default Subscription Settings Use Case 1
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Define Default Subscription Settings Use Case 2
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Define Default Subscription Settings Use Case 3
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Customize Units Of Measure
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Customize Currencies
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Manage Custom Fields
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Define Billing Periods
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Define Billing Rules Use Case 1
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Define Billing Rules Use Case 2
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Define Numbering and SKU Formats
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Enable Charge Types / Models
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Manage Billing Document Configuration
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Manage Revenue Recognition Codes
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Payment Terms
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Download the Zuora WSDL
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Setup Taxation Codes
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Setup Profiles, Notifications and Email Templates
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Customize Batch Names
- Conclusion
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Course Rating
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Next Steps
Zuora Billing Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.
This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.
By the end of this course, you’ll be able to:
• Identify the settings to address your company’s needs
• Configure those settings
• Perform set-up for testing purposes
• Verify the outcomes
Prerequisites:
• Introduction to Zuora
• Basics of Product Catalog
• Basics of Customer Accounts
• Basics of Subscriptions
• Basics of Amendments
• Basics of Billing Operations
• Basics of Payment Operations
• Basics of Notifications
The course is broken down as shown:
• Setting the Context
What You’ll Learn
Your Role as a Zuora Administrator
Learn About the Company
Meet the Employees
Get Familiar with This Course
Before You Start
Use Cases
• Define Default Subscription Settings Use Case 1
• Define Default Subscription Settings Use Case 2
• Define Default Subscription Settings Use Case 3
• Customize Units Of Measure
• Customize Currencies
• Manage Custom Fields
• Define Billing Periods
• Define Billing Rules Use Case 1
• Define Billing Rules Use Case 2
• Define Numbering and SKU Formats
• Enable Charge Types / Models
• Manage Billing Document Configuration
• Manage Revenue Recognition Codes
• Payment Terms
• Download the Zuora WSDL
• Setup Taxation Codes
• Setup Profiles, Notifications and Email Templates
• Customize Batch Names
Conclusion
• Next Steps