Get started with Payment Schedule
Payment Schedules is currently an Early Adopters feature. Submit a request at Zuora Global Support if you want to access it.
This topic gets you started with the Payment Schedules feature. For detailed instructions on each step, click the links to get to the corresponding page.
To learn more about the basic concepts of this feature, see Payment Schedules overview.
Prerequisites
To access the Payment Schedules feature at the right level, you must have been assigned a Payments user role that contains one or more of the following required permissions:
- Create Payment Schedule & Item
- Update Payment Schedule & Item
- Cancel Payment Schedule & Item
- Delete Payment Schedule & Item
See User Roles for more information. Contact an administrator of your tenant to acquire the appropriate permissions.
Quick-start guide
After you have got the appropriate user permissions, take the following steps to create, view, and manage payment schedules and payment schedule items:
The following operations are available at the payment schedule level:
- Create payment schedules
- Create recurring payment schedules
- Create custom payment schedules
- Create multiple payment schedules at once (API-only)
- View payment schedules
- View payment schedule details
- Retrieve the payment schedule statistic of a specific date (API-only)
- Manage payment schedules
- Edit payment schedules
- Preview the result of updating payment schedules (API-only)
- Cancel payment schedules
- Link payments with existing payment schedules
The following management operations are available at the payment schedule item level:
- View the payment schedule items of a payment schedule
- Add payment schedule items to payment schedules
- Manage existing payment schedule items
- Update a payment schedule item
- Cancel payment schedule items
- Manually retry failed payment schedule items
Meanwhile, payment schedules are supported by the following Zuora services:
- Configure notifications for payment schedules using Custom Events.
- Audit trail the payment schedule related activities on your tenant.