Vision
Billing and Payments
- Billing Settings
- Introduces to Billing settings. Provides links to articles related to Zuora billing settings.
- Add Revenue Recognition Codes
- Chart of Accounts Settings
- Customize batch names
- Customize Currencies
- Customize Units of Measure
- Define Billing Periods
- Define Billing Rules
- Define Default Subscription and Order Settings
- Define Numbering and SKU Formats
- Define Payment Terms
- Enable Charge Types and Models
- File Name Pattern Configuration for Billing Documents
- Manage Billing Document Configuration
- Manage NetSuite Integration
- Prefix and Numbering Configuration for Billing Documents
- Setup Tax Engine and Tax Date
- Credit Balances
- Describes a credit balance for applying credit on a subscription to a future invoice
- Invoices
- Provides a table of contents for articles related to invoices
- Invoice introduction
- Attachments on Invoice
- Balance Types
- Invoice Delivery
- View Invoices
- Create a custom invoice template
- Delete Incorrect Invoices
- Invoice-Level Rounding
- Invoice Write-Off
- Invoice Reversal
- Splitting Invoices
- Unified Invoicing
- Update invoice dates
- Fonts for the Invoice File Generation Service
- How do I change the currency symbol?
- Invoice Settlement
- Introduces Invoice Settlement and provides a list of related articles.
- Set up custom payment gateways and payment methods
- Describes how to set up custom payment gateways and custom payment method types
- Set up a payment hub
- Set up a custom payment gateway
- Configure and manage your custom payment method types through Zuora REST APIs
- Refresh and synchronize the custom payment method type settings
- Enable the custom payment method type
- Create a payment method of the defined type
- Requests and responses processed by the payment hub
- Payment Methods
- Introduces you payment methods and provides a list of related articles
- Supported Payment Methods
- Define and Set up Payment Methods
- Payment Method Types
- System Payment Methods
- Payment Method Updater
- Stored credential transactions
- How do I allow customers to modify their stored payment methods?
- Configure Payment Retry Rules
- Payment Method Used in the Subscribe SOAP API Call
- Scrub Payment Methods
- Payment Operations
- Working with Payments
- Payments Dashboard
- Payment Runs
- Create a Payment
- Reconciling Payments with Merchant Accounts
- Electronic Payment Processing
- Cancelling, Voiding, and Deleting Payments
- Exporting Payments
- Overriding Accounting Codes on Payments
- Reason Codes for Payment Operations
- Refunds
- Reviewing and Editing Payments
- Payments Settings
- Introduces to Payments settings. Provides links to articles related to Zuora payments settings.
- PSD2 and strong customer authentication overview
- Zuora’s implementation of 3D Secure 2.0
- Enable 3DS2 for Access Worldpay
- Enable 3DS2 for Adyen gateway integration
- Enable 3DS2 for BlueSnap gateway integration
- Enable 3DS2 for Braintree gateway integration
- Enable 3DS2 for Chase Orbital gateway integration
- Enable 3DS2 for Checkout.com gateway integration
- Enable 3DS2 for CyberSource gateway integration
- Enable 3DS2 for Ingenico ePayments gateway integration
- Enable 3DS2 for PayPal Payflow gateway integration
- Enable 3DS2 for Stripe gateway integration
- Enable 3DS2 for Worldpay 1.4
- Supplemental NACHA WEB Debit Mandate
- Introduction and FAQs about the upcoming NACHA mandate of ACH payment methods that will be effective from March 2022.
- Set Up Profiles, Notifications, and Email Templates
- Explains how to set up profiles, notifications, and email templates
- Rounding and Precision
- Introduces the rounding and precision rules used by Zuora for numerical and financial data
- Multi-threading support for bill runs and payment runs
- Describes the multi-threading support and provisioning for bill runs and payment runs
- HTML Templates
- Introduces the HTML Templates feature and provides a list of related articles.
- Create HTML templates
- Customize HTML templates
- Preview billing documents in HTML templates
- Rename HTML templates
- View HTML templates
- Duplicate HTML templates
- Import HTML templates
- Export HTML templates
- Delete HTML templates
- Configure page setup for HTML templates
- Merge field syntax for HTML templates
- Supported languages in HTML templates
- Merge field mapping for billing documents
- Common use cases