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New Features: February 2012

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Zuora API Developer's Guide

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 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 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 find out which versions of Z-Force I have installed?
- How do I fix a payment stuck in Processing status?
- 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 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 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 load usage information into Zuora on a regular (daily) basis?
- How do I offer hardware or shipped goods as part of the subscription?
- 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 parent account information from Zuora to Salesforce?
- How do I query a specific field with an API call?
- 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 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 evergreen subscriptions?
- 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 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 the automatic price increase (uplift) feature?
- How do I use the Paypal payment method in Zuora?
- 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 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?

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How Do I . . . ?

Modified 16:59, 6 Jan 2012 by Neal Kaplan | Page History

Table of contents

1. Most Popular (views)
2. Highest Rated (rating)
3. Recently Updated (date updated)
4. Recently Added (date created)

Welcome to the How Do I . . . ? articles. Written by Zuora experts, these articles provide a wealth of information about working with Zuora, including best practices and answers to frequently asked questions. Find the most popular, highest rated, and recently updated articles at a glance. Or browse articles by tags or title.

Interested in writing a How Do I . . . ? topic? First, read How do I create a How Do I topic?, then contact docs@zuora.com to request an Author account.

Most Popular (views)

Highest Rated (rating)

Recently Updated (date updated)

How do I close my accounting period in Zuora? (Feb 22, 2012)
How do I offer hardware or shipped goods as part of the subscription? (Feb 22, 2012)
How do I handle multi-currency in Zuora? (Feb 21, 2012)
How do I set up a PCI compliant page to accept new payment methods? (Feb 21, 2012)
How do I handle discounts in Zuora? (Feb 17, 2012)
How does changing the bill cycle day on a customer account impact billing for that account? (Feb 15, 2012)
How do I verify the charges on my invoice are correct? (Feb 14, 2012)
How do I use the Paypal payment method in Zuora? (Feb 13, 2012)
How do I use batches to optimize my billing and payments? (Feb 1, 2012)
How do I determine current RatePlanCharges and map back to active subscriptions? (Jan 31, 2012)
How do I prevent my API user login from expiring? (Jan 31, 2012)
How do I handle special subscription term lengths? (Jan 31, 2012)
How do I query a specific field with an API call? (Jan 31, 2012)
How do I prevent/reduce chargebacks? (Jan 31, 2012)
How do I build dashboards with Z-Force? (Jan 30, 2012)

Recently Added (date created)

How do I know my invoice was sent to the recipient? (Jan 20, 2012)
How do I pull parent account information from Zuora to Salesforce? (Jan 20, 2012)
How do I use custom fields? (Jan 6, 2012)
How do I configure Zuora accounting codes to classify and group transactions into a GL account in my accounting system? (Dec 16, 2011)
How do I handle ACH or Direct Debit payments that are reversed? (Dec 16, 2011)
How do I allow customers to modify their stored payment methods? (Dec 15, 2011)
How should I manage the credit card payment exception handling process? (Dec 15, 2011)
How do I configure the frequency of the payment method updater? (Dec 15, 2011)
How do I know what type of adjustment to use (invoice adjustment vs invoice item adjustment)? (Dec 15, 2011)
How do I create an ad hoc charge or credit in Zuora? (Dec 15, 2011)
How do I handle credit cards that have reached the maximum # of retries? (Dec 12, 2011)
How much time do I have to void a payment? (Dec 12, 2011)
How do I plan for internationalization in Zuora if my business wants to expand globally? (Dec 11, 2011)
How do I segment customers? (Dec 11, 2011)
How do I understand the "Invoice to Cash" business processes that Payment Operations supports? (Dec 10, 2011)

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