Billing roles

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This reference lists the user roles and permissions associated with the Billing role. See User Roles for general information about user roles.

Billing User Roles

Your Zuora tenant has one Billing user role by default, the Zuora Billing Standard User role. You can also create custom Billing user roles as needed by clicking Add new role.

View Roles and Permissions

To access the Billing user roles and permissions, perform the following steps:

Click your username at the top right and navigate to Settings > Administration > Manage User Roles.
On the Manage Roles page, select Billing from the View Role List of list.
Click the role name or view to manage permissions assigned to the selected role.

Billing Permissions

The following table describes the Billing user permissions, and shows whether each permission is enabled for Zuora Billing Standard Users. Unless otherwise noted, all permissions control operations for both the Zuora UI and the APIs.

Area	Permission	Description	Granted to Standard User?
Customer Accounts	Delete Accounts	Users can only delete accounts once they've been canceled. To cancel an account, the customer must have canceled their subscription first.	Yes
	Create Account	Create accounts either manually or by importing customer lists. See Create Customer Account.	Yes
	Create Contact	Each account must have at least one contact before it can be saved. Users can add a maximum of 100 contacts to an account.	Yes
	Create Payment Method	Add Payment Methods for a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards. See Supported Payment Methods.	Yes
	Modify Account	The permission includes: Modify basic account information. See Basic Information for Customer Accounts. Modify billing and payment details. Modify contacts. See Basic Information for Customer Accounts. Modify new attachments. See Attachments.	Yes
	Cancel Account	Cancel the account.	Yes
	Change Payment Methods	Change Payment Methods for a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards. See Supported Payment Methods.	Yes
	Delete Payment Methods	Delete Payment Methods from a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards. See Supported Payment Methods.	Yes
	Hard Delete Billing Document Files	Permanently delete all billing document PDF files.	No
	Scrub Sensitive Data of Contact	Scrub sensitive data of contacts. See Scrub Contacts for more information.	No
Subscriptions	Manage Subscriptions/Amendments	Add or remove a Subscription as well as amendments or implement order actions to a Subscription. Amendments or order actions include adding, removing, and updating products, changes to terms and conditions, renewals, and owner transfers. See Subscription Amendments and Order Actions.	Yes
	Delete Subscriptions/Amendments	The permission includes: Delete subscriptions in any status. Delete amendments from a subscription. See Subscription Amendments for more information about amendment types.	Yes
	Override Revenue Recognition Rule	Change the revenue rule in the Revenue Recognition Rule field of the Rate Plan Charge setting when creating a subscription or editing a draft subscription.	No
Invoices	Post Invoices	Post a Bill Run in order to collect payments for the Invoices in that Bill Run. See Reviewing and Posting Bill Runs.	Yes
	Override Transferred to Accounting	Override transaction objects that have been Transferred to Accounting in order to modify them. See Transferred to Accounting.	No
	Modify Invoice	Allows users to: Edit invoices. Add and edit invoice attachments. Split Invoices (if the feature is enabled on your tenant). Create, update, and delete Taxation Items using the SOAP API.	Yes
	Cancel Invoice	Cancel a posted invoice that becomes effective before the last invoice date. See Amend or Cancel a Subscription Before the Last Invoice Date.	Yes
	Delete Invoice	Delete invoices. See Deleting Incorrect Invoices.	Yes
	Email Invoice	Email invoices.	Yes
	Reverse Invoice	Reverse a posted invoice that contains incorrect information. See Invoice Reversal.	Yes
	Cancel Posted Billing Documents	Unpost posted billing documents, including invoices, credit memos, and debit memos. See Canceling Posted Invoices and Unpost Credit and Debit Memos.	Yes
	Create Standalone Invoice	Create standalone invoices without creating a subscription, an order, or even a product catalog. See Unified Invoicing.	Yes
Billing Document Files	Regenerate PDF	Regenerate PDF files for billing documents, including invoices, credit memos, and debit memos.	Yes
Billing Document Files	Generate MS Word Document	Generate billing documents in Microsoft Word, including invoices, credit memos, and debit memos. Note that if the billing document is using HTML Templates, no MS Word Document is generated even though this permission is enabled.	Yes
Invoice Adjustments Note: Invoice Adjustments is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustments instead.	Create Invoice Adjustment	Create an Invoice Adjustment or Invoice Item Adjustment. See Creating Invoice Adjustments and Invoice Item Adjustments.	Yes
	Cancel Invoice Adjustment	Cancel an Invoice Adjustment. See "Canceling an Invoice Adjustment" in Create an Invoice Adjustment.	Yes
	Delete Canceled Invoice Adjustment	Delete a canceled Invoice Adjustment. See "Deleting an Invoice Adjustment" in Create an Invoice Adjustment.	Yes
	Override Transferred to Accounting	Change the Transferred to Accounting field of an invoice adjustment from Yes to a different value.	No
	Change Reason Code	Change reason codes so that standard users can apply them to transactions. See Creating and Editing Reason Codes for more information on how to reconfigure reason codes.	Yes
Invoice Item Adjustments	Hide Canceled Invoice Item Adjustments	Hide canceled invoice item adjustments from the list of Invoice Item Adjustments in the Zuora UI.	No
	Create Invoice Item Adjustment	Create an Invoice Adjustment or Invoice Item Adjustment. See Creating Invoice Adjustments and Invoice Item Adjustments for more information on adjustments and how to reverse past adjustments.	Yes
	Cancel Invoice Item Adjustment	Cancel an Invoice Adjustment or Invoice Item Adjustment. See "Canceling an Adjustment to an Invoice Item" in Create an Invoice Item Adjustment.	Yes
	Delete Canceled Invoice Item Adjustment	Delete a canceled Invoice Item Adjustment. See "Deleting an Adjustment to an Invoice Item" in Create an Invoice Item Adjustment.	Yes
	Override Transferred to Accounting	Change the Transferred to Accounting field of an invoice item adjustment from Yes to a different value.	No
	Cancel Invoice Item Adjustment without Validation	Allows users to cancel invoice item adjustments, even if doing so causes the invoice balance to: Move from positive to negative, or vice versa. Move away from zero. Unlike this permission, the Cancel Invoice Item Adjustment permission does not allow users to cancel invoice item adjustments in the above cases. Grant this permission with care to a supervisor who fully understands the subsequent impact on accounting caused by the invoice balance change.	No
Product Catalog	Manage Product Catalog	Add a product to a product catalog. See Create a Product in Product Catalog.	Yes
Bill Runs	Terminate Bill Runs	Terminate bill runs that are in Processing status. See Terminate bill runs.	No
	Create Bill Runs	Create a bill run. See Creating Bill Runs.	Yes
	Do bill runs for multiple accounts	Create bill runs for multiple customer accounts.	Yes
Usage Records	Update Usage Records	Update usage records. See Usage.	Yes
	Create Usage Records	Add usage records. See Import Usage Data.	Yes
	Delete Usage Records	Delete usage records. See Usage.	Yes
Attachments	Manage Attachments	View, add, and edit attachments. See Attachments.	Yes
Attachments	Delete Attachments	Delete attachments. Requires the Manage Attachments permission. See Attachments.	No
Admin	Manage Billing Settings	Allows users to access Billing settings.	Yes
Admin	Manage OTR Settings	Allows users to configure Revenue settings. If not enabled, the Revenue settings will be read-only, meaning that if you try to change and save them, an error will be returned.	No
Credit Memos Note: This feature is only available if you have the Invoice Settlement feature enabled.	Post Credit Memo	Post the credit memos.	Yes
	Change Reason Code	Update the reason code of the credit memos.	No
	Refund Credit Memo	Issue full or partial refunds for posted credit memos to customers. See Refund Credit Memos.	Yes
	Create Ad Hoc Credit Memo	Create an ad-hoc credit memo to reduce an invoice and the account balance. See Create Credit Memo or Debit Memo.	Yes
	Cancel Credit Memo	Cancel credit memos only if they are in draft status. See Cancel Credit and Debit Memos.	Yes
	Modify Credit Memo	Allow users to edit credit memos after creation. See Edit Credit and Debit Memos.	Yes
	Delete Credit Memo	Delete credit memos only if they are in Cancelled status. See Delete Credit and Debit Memos.	Yes
	Apply Credit Memo	Apply a credit memo to one or more invoices and debit memos. See Apply Credit Memos to Invoices and Debit Memos.	Yes
	Override Credit Memo Item Name	Override the associated invoice item name with a new credit memo item name when creating or updating credit memos.	Yes
	Unapply Credit Memo	Unapply the applied portion of credit memos from invoices and debit memos. See Unapply Credit Memos from Invoices and Debit Memo.	Yes
	Reverse Credit Memo	Reverse a posted credit memo. See Reverse credit memos for more information.	No
Debit Memos Note: This feature is only available if you have the Invoice Settlement feature enabled.	Post Debit Memo	Post the debit memos.	Yes
	Change Reason Code	Update the reason code of the debit memos.	No
	Create Ad Hoc Debit Memo	Create an ad-hoc debit memo to increase the amount customer owes you. See Create Credit Memo or Debit Memo.	Yes
	Cancel Debit Memo	Cancel debit memos only if they are in draft status. See Cancel Credit and Debit Memos.	Yes
	Modify Debit Memo	Allow users to edit debit memos after creation. See Edit Credit and Debit Memos.	Yes
	Delete Debit Memo	Delete debit memos only if they are in Cancelled status. See Delete Credit and Debit Memos.	Yes
	Override Debit Memo Item Name	Override the associated invoice item name with a new debit memo item name when creating or updating debit memos.	Yes