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How Do I . . . ?
- How do I add custom fields to my WSDL?
- How do I allow my customers to increase or decrease the units associated with a subscription?
- How do I bill a customer for a new purchase without using the default payment method in the API?
- How do I cancel a subscription via the API at the end of the last invoice period?
- How do I capture the SOAP API Request and Response?
- How do I communicate with customers using Zuora?
- How do I configure Accounting Codes?
- How do I control what information Zuora sends over to the payment gateway when verifying payment methods?
- 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 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 find out why a payment or refund transaction failed?
- 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 closed credit card accounts?
- 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 write-offs?
- How do I improve cash collections?
- 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 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 save topics as a PDF?
- How do I segment customers?
- How do I select from more than 15 products and rate plans when adding them to a new subscription? (Type ahead feature)
- 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 test my gateway?
- How do I troubleshoot connectivity issues?
- 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 proration in Zuora?
- How do I use the automatic price increase (uplift) feature?
- How do I use the credit card reference transaction payment method in Zuora?
- How do I use the Paypal BAID payment method in Zuora?
- 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 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 22:17, 20 Apr 2012 by Zuora Documentation

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.

Most Popular (views)

Highest Rated (rating)

Recently Updated (date updated)

How do I pull the detail reports that correspond to the AR by Accounting Code report? (Jun 15, 2013)
How do I use the Paypal BAID payment method in Zuora? (Jun 5, 2013)
How do I add custom fields to my WSDL? (Jun 3, 2013)
How do I handle multi-currency in Zuora? (May 25, 2013)
How do I handle discounts in Zuora? (May 21, 2013)
How do I handle a negative invoice? (Apr 26, 2013)
How do I use Zuora with my existing website? (Apr 23, 2013)
How do I set up a PCI-compliant page to accept new payment methods? (Apr 23, 2013)
How do I support direct debit (such as ACH) payments? (Apr 23, 2013)
How do I recognize revenue with Z-Suite? (Apr 23, 2013)
How do I handle free trials in Zuora? (Apr 23, 2013)
How do I cancel a subscription via the API at the end of the last invoice period? (Apr 23, 2013)
How does changing the bill cycle day on a customer account impact billing for that account? (Apr 23, 2013)
How should I manage the credit card payment exception handling process? (Apr 23, 2013)
How much time do I have to void a payment? (Apr 23, 2013)

Recently Added (date created)

How do I save topics as a PDF? (Jul 3, 2012)
How do I cancel a subscription via the API at the end of the last invoice period? (Jun 25, 2012)
How do I handle closed credit card accounts? (Apr 17, 2012)
How do I set up concurrent annual subscriptions to always bill for the full amount? (Mar 29, 2012)
How do I maximize revenue using multiple gateways? (Mar 26, 2012)
How do I improve cash collections? (Mar 26, 2012)
How do I use the credit card reference transaction payment method in Zuora? (Mar 21, 2012)
How do I create Journal Entries using Zuora data? (Mar 14, 2012)
How do I support direct debit (such as ACH) payments? (Mar 3, 2012)
How do I communicate with customers using Zuora? (Feb 13, 2012)
How do I use custom fields? (Jan 6, 2012)
How do I find out why a payment or refund transaction failed? (Jan 6, 2012)
How do I configure Accounting Codes? (Dec 16, 2011)
How do I handle ACH or Direct Debit payments that are reversed? (Dec 16, 2011)
How should I manage the credit card payment exception handling process? (Dec 15, 2011)

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