- 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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Configure Payment Methods
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Configure a Payment Gateway
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Setup Profiles, Notifications and Email Templates
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Configure Payment Retry Rules
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Setup Payment Method Updater
-
Setup Hosted Pages
-
Manage Custom Fields
-
Configure Reason Codes
- Conclusion
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Course Rating
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Next Steps
Zuora Payments Settings: Common Use Cases
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments 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
• Configure Payment Methods
• Configure a Payment Gateway
• Setup Profiles, Notifications and Email Templates
• Configure Payment Retry Rules
• Setup Payment Method Updater
• Setup Hosted Pages
• Manage Custom Fields
• Configure Reason Codes
Conclusion
• Next Steps