Table of contents
No headers
- Zuora Knowledge Center
- Getting Started
- Welcome to Zuora
- Getting Started with Zuora
- Help Conventions
- Legal Statements
- Supported Browsers
- New Features: May 2012
- Previous Releases
- March 2009 New Features
- April 2009 New Features
- May 2009 New Features
- June 2009 New Features
- July 2009 New Features
- August 2009 New Features
- September 8, 2009 New Features
- September 29, 2009 New Features
- November 3, 2009 New Features
- November 17, 2009 New Features
- December 2009 New Features
- January 2010 New Features
- February 2010 New Features
- March 2010 New Features
- April 2010 New Features
- May 2010 New Features
- June 2010 New Features
- July 2010 New Features
- August 2010 New Features
- September 2010 New Features
- October 2010 New Features
- November 2010 New Features
- December 2010 New Features
- January 2011 New Features
- February 2011 New Features
- March 2011 New Features
- April 2011 New Features
- May 2011 New Features
- June 2011 New Features
- July 2011 New Features
- August 2011 New Features
- September 2011 New Features
- October 2011 New Features
- November 2011 New Features
- December 2011 New Features
- January 2012 New Features
- February 2012 New Features
- March 2012 New Features
- April 2012 New Features
- Previous Releases
- Zuora User Guides
- Billing and Payments
- Z-Billing User Guide
- Billing Workflow
- Billing Dashboard
- Billing Settings
- Define Default Subscription Settings
- Customize Units of Measure
- Customize Currencies
- Manage Custom Fields
- Define Invoice Periods
- Define Billing Rules
- Customize Account Number and SKU Formats
- Enable Charge Types / Models
- Manage Invoice Rules and Templates
- Manage Revenue Recognition Codes
- Define Payment Terms
- Customize Invoice Email
- Download the Zuora WSDL
- Set Up Taxation Codes
- Set Up Profiles, Notifications, and Email Templates
- Manage NetSuite Integration
- Product Catalog
- Customer Accounts
- Subscriptions
- Invoices
- Balance Types
- Usage
- Taxes
- Bill Runs
- Enterprise Billing
- Dates in Zuora
- Rounding and Precision
- Z-Payments User Guide
- Payments Dashboard
- Payment Settings
- Payment Runs
- Payment Methods
- Working with Payments
- Invoice Adjustments
- Credit Balances
- Refunds
- Payment Gateways
- The Payments Value Chain
- Selecting and Signing up for a Payment Gateway
- Managing Payment Gateways
- Setting Up Payment Gateways
- Required Configuration Fields By Gateway
- Payment Information Sent to Payment Gateways
- Authorize.net Gateway
- Chase Paymentech Orbital Gateway (Salem Platform)
- CyberSource Payment Gateway
- GlobalCollect Payment Gateway
- Litle Payment Gateway
- Merchant eSolutions Payment Gateway
- Moneris (eSelectPLUS Canada)
- PayPal Payflow Pro, Website Payments Payflow Edition, Website Pro Payment Gateway
- Verifi Payment Gateway
- Verify Credit Card Gateway Options
- Going Live With Your Payment Gateways
- Disabling Payment Gateways
- Using Multiple Payment Gateways
- Setting Up Payment Gateways
- Payment Method Updaters
- Notifications and Callouts
- Reporting
- Reporting Methods
- Exporting Object Data
- Z-Billing Reports
- Data Source Exports
- Available Data Sources
- Account Data Source
- Billing Run Data Source
- Contact Data Source
- Invoice Adjustment Data Source
- Invoice Data Source
- Invoice Item Data Source
- Invoice Payment Data Source
- Payment Data Source
- Payment Method Data Source
- Payment Transaction Log Data Source
- Product Data Source
- Product Rate Plan Charge Data Source
- Rate Plan Charge Data Source
- Rate Plan Data Source
- Refund Data Source
- Refund Invoice Payment Data Source
- Refund Transaction Log Data Source
- Subscription Data Source
- Taxation Item Data Source
- Usage Data Source
- Using Data Sources
- Available Data Sources
- Z-Reporting
- Z-Billing User Guide
- Commerce
- Z-Checkout User Guide
- Z-Force User Guide
- About Z-Force
- Quick Start Tutorial
- Z-Force Quotes
- Installing Z-Force Quotes
- Install Z-Force Quotes on Salesforce.com
- Configure the Quote Templates
- Create a Remote Site
- Populate the Z-Quote Configuration Tab in Salesforce.com
- Configure the Opportunity Object
- Set Permissions For Z-Force Quote Custom Objects
- Enable the Zuora Report Types
- Synchronize Product Catalog Data from Z-Billing
- Customize Available Payment Terms in Z-Force Quotes
- Customize Payment Methods in Z-Force Quotes
- Customize Currencies in Z-Force Quotes
- Upgrading Z-Force Quotes
- Uninstalling Z-Force Quotes
- Working with Quotes
- Managing Subscriptions with Z-Force Quotes
- Creating Custom Reports
- Changing the Invoice PDF Link Target to Zuora API Sandbox
- Configuring Product Segmentation with Sharing Rules
- Scheduling Your Salesforce Sync
- Z-Force Global Methods and Components Developer’s Guide
- Installing Z-Force Quotes
- Z-Force 360
- Installing Z-Force 360
- Syncing Zuora Custom Fields
- Viewing Invoice PDFs
- Supporting Customer Hierarchy in Z-Force 360
- Multi-Currency Support in Z-Force 360
- Z-Force Order Builder
- On-Demand Sync
- Z-Force Sample Code
- Chatter Collaboration in Z-Force
- Z-Force Troubleshooting
- Z-Force Field Mappings
- Z-Force Field Reference
- Z-Force Glossary
- Z-Payments Page User Guide
- About Z-Payments Page
- Implementing Z-Payments Page on Your Website
- Using Z-Payments Page with Zuora
- Customizing Z-Payments Page
- Error Handling
- Implementing Z-Payments Page via Direct POST
- Implementing Z-Payments Page with Salesforce.com
- Install the Z-Payments Page Package in Salesforce.com
- Create a Hosted Payment Page in Zuora
- Configure the Z-Payments Page Settings in Salesforce.com
- Test the Z-Payments Page Implementation
- Basic Z-Payments Page Integration
- Advanced Z-Payments Page Integration
- Sample Implementation: Integrating with Z-Force Quotes
- Z-Payment Page CSS
- Z-Payment Page Fields
- Z-Payments Page Troubleshooting
- Finance
- Transferred to Accounting
- Z-Suite User Guide
- About Z-Suite
- The Integration Between Zuora and NetSuite
- Z-Suite Sync Concepts
- Invoice Transaction Sync
- Payment Transaction Sync
- Refund Transaction Sync
- Customer Account Transaction Sync
- Credit Memo Transaction Sync
- Invoice Item Adjustment Transaction Sync
- Product and Product Rate Plan Transaction Sync
- Product Rate Plan Charge Transaction Sync
- Sales Order Transaction Sync
- Installing Z-Suite
- Pre-Installation Tasks
- Install the Z-Suite Bundle
- Configure NetSuite for Z-Suite
- Configure NetSuite Forms
- Create a Z-Suite User
- Reconcile Data Between Zuora and NetSuite
- Create a New Z-Suite Integration
- Configure Connection Information
- Configure Sync Preferences
- Configure Advanced Settings
- Configure Scheduling
- Subscribe to Email Alerts and Complete the Integration Process
- Migrate Data from NetSuite to Zuora
- Using Z-Suite
- Z-Suite Troubleshooting
- Z-Suite Custom Fields
- Field Mappings
- Account Field Mappings: Zuora to NetSuite Sync
- Credit Memo Field Mappings: NetSuite to Zuora Sync
- Customer Field Mappings: NetSuite to Zuora Sync
- Invoice (Negative) Field Mappings: Zuora to NetSuite Sync
- Invoice (Positive) Field Mappings: Zuora to NetSuite Sync
- Invoice Item Adjustment Field Mappings: Zuora to NetSuite Sync
- Invoice Payment Field Mappings: Zuora to NetSuite Sync
- Payment Field Mappings: NetSuite to Zuora Sync
- Product Field Mappings: Zuora to NetSuite Sync
- ProductRatePlan Field Mappings: Zuora to NetSuite Sync
- ProductRatePlanCharge Field Mappings: Zuora to NetSuite Sync
- Refund Field Mappings: NetSuite to Zuora Sync
- Refund Field Mappings: Zuora to NetSuite Sync
- Sales Order Field Mappings: NetSuite to Zuora Sync
- User and Administration Settings
- Billing and Payments
- Zuora API Developer's Guide
- Getting Started with the Zuora API
- Objects and Their Supported Calls
- API Use Cases and Examples
- Error Handling
- API Calls
- API Objects
- Field Types
- Account
- Amendment
- CommunicationProfile
- Contact
- CreditBalanceAdjustment
- Export
- Invoice
- InvoiceAdjustment
- InvoiceItem
- InvoiceItemAdjustment
- InvoicePayment
- Payment
- PaymentMethod
- Product
- ProductRatePlan
- ProductRatePlanCharge
- ProductRatePlanChargeTier
- RatePlan
- RatePlanCharge
- RatePlanChargeTier
- Refund
- RefundInvoicePayment
- Subscription
- TaxationItem
- Usage
- zObject
- API Complex Types
- Export ZOQL
- Country, State, and Currency Codes
- Sample Source Code
- How Do I . . . ?
- How do I add custom fields to my WSDL?
- How do I allow customers to modify their stored payment methods?
- How do I allow my customers to increase or decrease the units associated with a subscription?
- How do I amend subscriptions? (Upgrades, downgrades, add-ons)
- How do I apply a credit balance if I don't use Zuora's Payment Runs?
- How do I apply a credit balance to a future invoice?
- How do I automatically notify my customers of subscriptions coming up for renewal?
- How do I avoid product proliferation when building out my product catalog?
- How do I bill a customer for a new purchase without using the default payment method in the API?
- How do I bill for recurring charges now and bill for usage later?
- How do I bill in advance?
- How do I build dashboards with Z-Force?
- How do I capture the SOAP API Request and Response?
- How do I change the currency in a customer account?
- How do I choose a payment gateway?
- How do I close my accounting period in Zuora?
- How do I communicate with customers using Zuora?
- How do I configure the frequency of the payment method updater?
- How do I configure Zuora accounting codes to classify and group transactions into a GL account in my accounting system?
- How do I control what information Zuora sends over to the payment gateway when verifying payment methods?
- How do I control when Zuora will authorize the Payment Method?
- How do I create a refund in UI and API (including shutting off a subscription)?
- How do I create an ad hoc charge or credit in Zuora?
- How do I create Journal Entries using Zuora data?
- How do I create summarized GL entries in my accounting system for Zuora transactions?
- How do I customize the invoice template to show transactions, show payments, and create a statement?
- How do I decide what authorization amount to use when configuring my payment gateway?
- How do I determine current RatePlanCharges and map back to active subscriptions?
- How do I determine if it's better to bring over summary level data or line item accounting data?
- How do I edit a merge field on the invoice template?
- How do I edit the CRM account ID for Z-Force?
- How do I expire a product so that it is no longer sold?
- How do I find out which versions of Z-Force I have installed?
- How do I find out why a payment or refund transaction failed?
- How do I fix a payment stuck in Processing status?
- How do I get self-service orders to sync to Salesforce?
- How do I give users a choice between monthly, quarterly, and annual plans?
- How do I handle a negative invoice?
- How do I handle ACH or Direct Debit payments that are reversed?
- How do I handle credit cards that have reached the maximum # of retries?
- How do I handle discounts in Zuora?
- How do I handle free trials in Zuora?
- How do I handle multi-currency in Zuora?
- How do I handle overpayments (the customer pays more than they owe)?
- How do I handle Person Accounts using Z-Force?
- How do I handle special subscription term lengths?
- How do I handle subscriptions that do not auto-renew at the end of the subscription term?
- How do I handle write-offs?
- How do I improve cash collections?
- How do I keep my tax rates updated?
- How do I know my invoice was sent to the recipient?
- How do I know what type of adjustment to use (invoice adjustment vs invoice item adjustment)?
- How do I learn about payments?
- How do I load usage information into Zuora on a regular (daily) basis?
- How do I maximize revenue using multiple gateways?
- How do I plan for internationalization in Zuora if my business wants to expand globally?
- How do I prevent customer emails from getting caught in spam/junk filters?
- How do I prevent my API user login from expiring?
- How do I prevent session tokens from expiring in the API?
- How do I prevent/reduce chargebacks?
- How do I properly cancel or downgrade customers to avoid issuing a credit or refund?
- How do I pull the detail reports that correspond to the AR by Accounting Code report?
- How do I recognize revenue with data in Zuora?
- How do I recognize revenue with Z-Suite?
- How do I redirect the email notifications for our scheduled billing and payment runs to a different email address?
- How do I remove the Zuora logo from my invoice template?
- How do I segment customers?
- How do I select from more than 15 products and rate plans when adding them to a new subscription?
- How do I set up a custom user role with permission to issue refunds and assign it to a user?
- How do I set up a monthly fee and a fee for storage?
- How do I set up a PCI compliant page to accept new payment methods?
- How do I set up a per user pricing model?
- How do I set up concurrent annual subscriptions to always bill for the full amount?
- How do I stop billing a customer who discontinued their subscription?
- How do I support compound taxation such as tax on tax in countries like Canada?
- How do I support direct debit (such as ACH) payments?
- How do I support evergreen subscriptions?
- How do I test my gateway?
- How do I troubleshoot connectivity issues?
- How do I turn on invoice editing within a customer account?
- How do I understand the "Invoice to Cash" business processes that Payment Operations supports?
- How do I understand the credit balance adjustment (CBA) data in the UI and export csv file?
- How do I understand the user actions in Payment Operations so I can build a test plan or plan an integration?
- How do I undo a change made to a subscription (delete an amendment)?
- How do I update a Bill To or Sold To address on a posted invoice?
- How do I use accounting codes?
- How do I use an invoice number to find a payment?
- How do I use batches?
- How do I use batches to optimize my billing and payments?
- How do I use custom fields?
- How do I use multiple payment gateways?
- How do I use proration in Zuora?
- How do I use the automatic price increase (uplift) feature?
- How do I use the Salesforce Sync Clean Up for my product catalog?
- How do I use the Transaction Dates from Payment Operations?
- How do I use Zuora with my existing website?
- How do I verify the charges on my invoice are correct?
- How do I view my Zuora product catalog in Salesforce?
- How do the different usage statuses impact my billing?
- How does changing the bill cycle day on a customer account impact billing for that account?
- How long do I have to refund a payment?
- How much time do I have to void a payment?
- How should I manage the credit card payment exception handling process?
- How should I think through a transactional accounting integration?
- Implementation Guide: Seed Edition
- Set Up Your Payment Gateway in Seed Edition
- Configure Zuora Settings
- Define Your Product Catalog
- Add Customer Subscriptions
- Billing and Payment Operations
- Amend Customer Subscriptions
- Add One-Time Charges or Credits
- Issue Refunds and Manage Negative Balances
- Run Reports
- Use the Zuora API to Integrate with Your Website
- Add Subscriptions Using the Zuora API
- Update Product Amendment Using the Zuora API
- Replace Rate Plan Amendment Using the Zuora API
- Cancel Subscription Using the Zuora API
- Add One-Time Charge or Credit Using the Zuora API
- Query the Product Catalog Using the Zuora API
- Query a Customer Subscription Using the Zuora API
- API Differences Between Seed Edition and Full Zuora
- Zuora API Object Basics
- Zuora API Utility
- Conclusion: Final Steps and Exiting Development Mode
- Self Implementation Portal
- Phase 1: Configure
- Milestone 1: Generate Your First Invoice
- Part 1: Familiarize Yourself with the Zuora User Interface
- Part 2: Set Up Your First Product and Rate Plan
- Part 3: Create a New Customer Account
- Part 4: Create a Subscription for Your Customer
- Part 5: Generate Your First Invoice
- Part 6: Settle the Invoice
- Part 7: Apply for a Payment Gateway
- Additional Topics
- Milestone 2: Set Up Your Product Catalog
- Milestone 3: Invoicing and Payment Operations
- Part 1: Configure Your Admin Settings
- Part 2: Create Users and Roles
- Part 3: Create Your Invoice Template
- Part 4: Set Up Your Payment Gateway
- Part 5: Set Up Bill Runs
- Part 6: Set Up Payment Runs
- Part 7: Process External Payments
- Part 8: Set Up Notifications
- Part 9: Process a Refund and Invoice Adjustment
- Additional Topics
- Milestone 1: Generate Your First Invoice
- Phase 2: Deploy
- Phase 3: Iterate
- Phase 1: Configure
- Getting Started
