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
- Set Up Taxation Codes
- 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
- Creating a Custom Invoice Template
- Deleting 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.
- 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
- Stored credential transactions
- Supplemental NACHA WEB Debit Mandate
- Introduction and FAQs about the upcoming NACHA mandate of ACH payment methods that will be effective from March 2021.
- Payment Methods
- Introduces you payment methods and provides a list of related articles
- 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
- 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
- Set up custom payment gateways and payment methods
- Describes how to set up custom payment gateways and custom payment method types