Table of contents
Overview
You have now completed the self-implementation process. This topic describes final housekeeping tasks to perform.
Housekeeping Tasks
- Be sure that you have tested your entire order-to-cash process with a test customer account. This testing should involve creating a customer account, creating a subscription for that account, generating an invoice and collecting payment. Collecting payment will ensure that your payment gateway is working as expected. You should also consider testing amendments to that customer subscription (for example, an upgrade or cancellation).
- After testing is completed, delete any customer subscriptions that you created during the testing process:
- Log in to Zuora with your user name and password.
- In the left navigation pane, click Customer Subscriptions
- Click the name of the customer subscription you want to delete.
- On the customer subscription detail page, click the more button in the top-right corner, and select the delete customer subscription option.
- Repeat these steps for all customer subscriptions you wish to delete. In general, be careful when performing this action, as it will also delete all invoices, payments, and refunds for that customer. Do not delete real customer subscriptions (you can cancel them instead), because deleted customer subscriptions cannot be restored.
- Payment Gateway Profiles. When you are ready to begin accepting live payment transactions, navigate to Settings > Application Settings > Setup Payment Gateway > Payment Gateway List and make sure the live payment gateway account you created is set as both the Active and Default gateway for processing actual customer transactions.
- Finally, you must exit Development Mode in your Seed Edition tenant, indicating to Zuora that you wish to start processing actual transactions and enabling you to create more than 10 customer subscriptions. From that point forward, we will start counting invoices you generate within Zuora against your monthly pricing plan. To exit Development Mode:
- Log in to Zuora with your user name and password.
- Using the top right navigation bar, navigate to Settings > Administration Settings > Your Zuora Account.
- On the resulting page, click the add new payment method button.
- Enter valid credit card details in the resulting pop-up, and then press the save and exit development mode button. (Note: Zuora will not charge this credit card until you have hit the first paid tier in your Seed Edition price plan)
After completing these steps, you should no longer see the yellow banner at the bottom of the Zuora web interface indicating that you are in Development Mode.
What's Next
Congratulations! You have set-up Zuora to manage subscriptions for your business.
The following topics are not included in this document. Consult the Zuora Knowledge Center for help with the following functionality:
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