Table of contents
Overview
You have now completed the self-implementation process. This topic describes final housekeeping tasks to perform.
Housekeeping Tasks
As quick final housekeeping items, you should perform the following tasks:
- Delete any customer accounts and subscriptions that you created during the testing process:
- Log in to Zuora with your user name and password.
- In the left navigation pane, click the Customer Accounts.
- In the main page, scroll through the list of customers and click the delete link next to each customer you want to delete. In general, be careful when performing this action, as it will also delete all subscriptions, invoices, and payments for that customer. Delete only the customer accounts that you created for testing. Do not delete real customer accounts, because deleted accounts cannot be restored.
- Payment Gateway Profiles. When you are ready to begin accepting live payment transactions, navigate to Settings > Z-Payment 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.
Additional Topics
Congratulations! You have set up Zuora to manage subscriptions for your business.
The following topics are not included in this document. Contact your Zuora Professional Services representative to help you use the following features:
- Subscription trigger conditions
- Additional API functionality (for example, making amendments and changing customer billing method information)
- Termed Subscriptions (including the Terms & Conditions amendment)
- Complex configuration of billing runs and payment runs
- Invoice adjustments
- Manual payments
- Refunds
- Credit balances
- Administration: Managing users and user roles
- Invoice template customization and email delivery of invoices to customers
- Accounting system integration
- Z-Tax, Z-Force, and Z-Suite
- Custom fields
- Notifications and Callouts
- Reporting
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