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Getting Started with Zuora

Modified 12:05, 16 Jan 2012 by Neal Kaplan | Page History

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Beginner tutorials

TeamCollaboration Tutorial: Design a Custom Product Catalog: This portion of the TeamCollaboration Tutorial walks you through the creation of different products and price plans. The exercises will take approximately 20 minutes to complete. The Zuora trial has been pre-populated with a product and rate plan to get you started with designing your custom product catalog.

TeamCollaboration Tutorial: Experiment with Advanced Charge Models: This TeamCollaboration Tutorial walks you through a few more sophisticated scenarios for customizing the rate plan charges in your product catalog. The exercises will take approximately 10 minutes to complete.

TeamCollaboration Tutorial: Set up a Customer Account: This TeamCollaboration Tutorial walks you through the creation of a test payment gateway, customer account, contacts and payment methods. The exercises will take approximately 5 minutes to complete. In this section of the tutorial, we will demonstrate how easy it is for TeamCollaboration to add new customer accounts in Zuora.

TeamCollaboration Tutorial: Create a Subscription: This TeamCollaboration Tutorial walks you through the subscription creation process. The exercises will take approximately 7 minutes to complete.

TeamCollaboration Tutorial: Subscription Amendments and History: This TeamCollaboration Tutorial walks you through amending existing subscriptions to reflect an upgrade and an add-on product, as well as viewing a subscription's history. The exercises will take approximately 15 minutes to complete.

TeamCollaboration Tutorial: Billing Operations: This TeamCollaboration Tutorial shows you to how schedule a bill run to create invoices for a group of customers. The exercises will take approximately 10 minutes to complete.

TeamCollaboration Tutorial: Configure a Payment Gateway in Zuora: This TeamCollaboration Tutorial walks you through the creation of the Zuora Test Payment Gateway and will take approximately 3 minutes to complete.

TeamCollaboration Tutorial: Enable Payment Methods and Create a Payment Method: This TeamCollaboration Tutorial walks you through setting up payment methods your company will accept and the creation of a payment method in a Zuora Customer Account. The exercise will take approximately 5 minutes to complete.

TeamCollaboration Tutorial: Payment Runs: This TeamCollaboration Tutorial walks you through scheduling a payment run to automate payment collections. The exercise will take approximately 5 minutes to complete.

Zuora Application Settings

TeamCollaboration Tutorial: Enable Multi-Currency and Customer Notifications: This TeamCollaboration tutorial walks you through the modification of two application settings to enable multi-currency and customer notifications in Zuora. The exercises will take approximately 10 minutes to complete.

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As the leader in subscription billing and recurring payments, Zuora is excited to provide you with this guide to getting started with Zuora. This guide will walk you through the process of setting up a subscription business in our application, as well as show you how to automate your billing and payments processes.

Begin by reading the Overview to learn more about Zuora.

Table of Contents

Overview

Billing and Payments in Zuora

The Zuora Product Catalog

Advanced Charge Models

Zuora Application Settings

Topics

Overview
Welcome to Zuora! As the leader in subscription billing and recurring payments, Zuora is excited to provide you with this Getting Started guide. This guide will walk you through the process of setting up a subscription business in our application, as well as show you how to automate your billing and payments processes.
Billing and Payments in Zuora
The following topics provide an introduction to the Z-Billing features, and how you can create customer accounts, subscriptions, and invoices.
The Zuora Product Catalog
TeamCollaboration Tutorial: Design a Custom Product Catalog(Tutorial)
Advanced Charge Models
TeamCollaboration Tutorial: Experiment with Advanced Charge Models(Tutorial)
Customer Accounts
TeamCollaboration Tutorial: Set up a Customer Account(Tutorial)
Subscriptions
TeamCollaboration Tutorial: Create a Subscription(Tutorial)
Amendments
TeamCollaboration Tutorial: Subscription Amendments and History(Tutorial)
Billing Operations
TeamCollaboration Tutorial: Billing Operations(Tutorial)
Payment Gateways
TeamCollaboration Tutorial: Configure a Payment Gateway in Zuora(Tutorial)
Payment Methods
TeamCollaboration Tutorial: Enable Payment Methods and Create a Payment Method(Tutorial)
Payment Operations
TeamCollaboration Tutorial: Payment Runs(Tutorial)
Zuora Application Settings
In this section, you will see how Zuora provides its customers with full control over all aspects their Zuora application.
TeamCollaboration Tutorial: Enable Multi-Currency and Customer Notifications(Tutorial)
Z-Tax
If your company has purchased Z-Tax, you can easily set up and support all tax types including Sales and Use, Value Added (VAT), and Goods and Services (GST). Taxes can be applied to any address with the ability to report taxes to various jurisdictions, and product charges can be taxed and associated to different tax codes.
Z-Force
Z-Force is Zuora's native force.com application that integrates your Salesforce CRM implementation with Zuora.
Z-Commerce API
The Z-Commerce Platform is the first open platform that makes it easy for developers to monetize their subscription businesses. The Z-Commerce Platform provides a full commerce-as-a-service solution that lets developers plug in billing, payments, and subscription management services with just a few lines of code, and then start getting paid.
Next Steps
This Getting Started guide gives you a glimpse of Zuora's power, and how Zuora can help manage your full customer subscription life cycle, from Pricing to Quoting to Orders to Renewals. We want you to continue learning about the application so that you can take full advantage of Zuora's feature-rich capabilities

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Getting Started with Zuora

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