Vision
General Resources
- Getting Started with Zuora
- Tutorials to walk you through the creation of a subscription business while introducing you to core Zuora features.
- Zuora Billing business object model
- Presents a high-level view of how key business objects are related to one another within Zuora Billing
- Policies
- Provides links to Zuora policies, such as browser support, IP addresses, global support scope, and more
- Browser Support Policy
- Concurrent Request Limits
- Countries Blocked from Zuora URLs
- Full Certification Chain
- Global Support Scope
- Inbound and Outbound IP Addresses
- Migrate data to Zuora using PGP public key
- Responding to individual requests for access, correction, and deletion of data under applicable privacy laws
- Security Settings in Zuora Production Environment
- Zuora Editions
- Describes the features and services that come with each edition of Zuora Central Platform, Zuora Product add-ons, and Global Support Plans
- Zuora Testing Environments
- Describes the different types of Zuora testing environments and helps you determine which one is right for you: API Sandbox, Production Copy Environment, or Performance Test Environment
- How Do I . . .
- How Do I . . . ? articles are written by Zuora experts. These articles provide a wealth of information about working with Zuora, including best practices and answers to frequently asked questions.
- How does changing the bill cycle day on a customer account impact billing for that account?
- How do I add custom fields to my WSDL?
- How do I bill for new purchases using the API without using the default payment method?
- How do I cancel a subscription through the API at the end of the last invoice period?
- How do I cancel or downgrade customers to avoid issuing a credit or refund?
- How do I capture SOAP API Requests and Responses?
- How do I check usage statuses in my billing?
- How do I choose summary level data or line item accounting data
- How do I communicate with customers using Zuora?
- How do I configure Accounting Codes?
- How do I control information sent to payment gateways when verifying payment methods?
- How do I create an ad hoc charge or credit in Zuora?
- How do I create an invoice-to-cash test plan or plan an integration?
- How do I create a refund in the Zuora Application and API?
- How do I create summarized GL entries in my accounting system for Zuora transactions?
- How do I customize an invoice template to show transactions and payments?
- How do I enable my customers to change units associated with a subscription?
- How do I find current RatePlanCharges and map them to active subscriptions?
- How do I find out why a payment or refund transaction failed?
- How do I find the rules used to pre-authorize credit cards?
- How do I give customers a choice between monthly, quarterly, and annual plans?
- How do I handle ACH or Direct Debit payments that are reversed?
- How do I handle a negative invoice?
- How do I handle closed credit card accounts?
- How do I handle credit cards when they reach the maximum number 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 when customers pay 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 manage credit card payment exception handling process?
- How do I manage Invoice-to-Cash processes using Payment Operations?
- How do I maximize revenue using multiple gateways?
- How do I migrate from deferred revenue reports to the new revenue recognition package?
- How do I plan for a transactional accounting integration?
- How do I plan for internationalization as my business expand globally?
- How do I prevent my API user login from expiring?
- How do I prevent session tokens from expiring in the API?
- How do I pull detail reports that correspond to the AR by Accounting Code report?
- How do I recognize revenue with Z-Suite?
- How do I redirect email notifications for scheduled bill and payment runs to different email addresses?
- How do I save topics as a PDF?
- How do I segment customers?
- How do I select from a long list of products and rate plans when adding them to a new subscription?
- How do I set up a custom user role with a specific permission and assign it to users?
- 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 bill for the full amount?
- How do I stop billing customers who discontinued their subscriptions?
- How do I stop customer emails from getting sent to spam or junk filters?
- How do I support compound taxation such as tax-on-tax in countries like Canada?
- How do I support direct debit (ACH) payments?
- How do I test my gateway?
- How do I troubleshoot connectivity issues?
- How do I undo a change made to a subscription?
- How do I use accounting codes?
- 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 invoice numbers to find payments?
- How do I use multiple payment gateways?
- How do I set up automatic price increases (uplifts)?
- How do I use the credit card reference transaction payment method for PayPal in Zuora?
- How do I use the Paypal BAID payment method in Zuora?
- How do I use 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 much time do I have to void a payment?
- Zuora Billing business object model prior to Orders and Invoice Settlement
- Presents a high-level view of how key business objects are related to one another within Zuora Billing if Orders and Invoice Settlement are not enabled