Table of contents
Overview
In this section, you will see how Zuora provides its customers with full control over all aspects their Zuora application.
About Zuora Application Settings
While some alternative applications provide a control panel for users to manage their settings, they are often quite limited in their support for customizing an application to your unique business needs. Zuora provides you the flexibility and controls to customize our solution for your specific needs through the use of sophisticated configuration Settings (located at the top right navigation bar). Within each module, there are a number of available configuration settings, with some settings being visible by all users and others visible only to those with administrator-level access. For example, only an administrator can add new users to your tenant or create custom user roles that restrict access to certain operations within Zuora for certain user groups.
A few settings in particular that you may want to review and configure in advance are:
| Module | Setting | Description |
|---|---|---|
| Z-Billing | Customize Units of Measure (UOM) | UOMs are used for rate plans that have "per-unit" pricing and to rate any unit of measure that is part of your pricing and packaging (for example, per GB, download, minute, or user) |
| Z-Billing | Customize Currency (Multi-Currency Support) | Enable all the currencies your company would like to use. |
| Z-Billing | Manage Custom Fields | Create custom fields for many of the objects in Zuora for the purpose of storing custom information required for your business and/or reporting. |
| Z-Billing | Select Charge Models | Activate the charge models your company will use (for example, Flat Fee, Overage or Tiered Pricing). |
| Z-Billing | Manage Invoice Rules and Templates | Create and edit your invoice templates, including customizing the look and feel to include your company logo and contact information. |
| Z-Billing | Setup Profiles, Notifications and Email Templates (Customer Notifications) | Set up customer notifications and manage the rules around those notifications. |
| Zuora Administration | Manage User Roles | This setting is viewable by Administrators, who can create custom roles to control user permissions at a granular level. |
| Z-Billing | Download the Zuora WSDL | Using the Zuora WSDL and Web Services API, you can easily integrate your applications and back-office systems with Zuora. |
| Z-Payments | Set Up a Payment Gateway | If your company plans to accept electronic payments (for example, credit cards), one of the first settings we recommend configuring is your payment gateway. |
| Z-Payments | Define Payment Methods | Specify which payment methods your company will accept (for example, Cash, Check, or Credit Card). |
Additional Resources and Activities
To learn more about the Zuora Application Settings, consider the following:
- Review the documentation for Z-Billing and Z-Payments Settings.
- Access your company's test account on the API Sandbox to review and customize the settings.
- If you are not a TeamCollaboration Tutorial user, you can still benefit from reviewing the TeamCollaboration Tutorial for this section. This tutorial shows how easy it is for your company to enable customer notifications as well as multi-currency for your products in Zuora.
What's Next
Next, practice with TeamCollaboration Tutorial: Enable Multi-Currency and Customer Notifications.
After that, learn about Z-Tax.
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