Skip to main content

Zuora Modules from December 1, 2022 to August 3, 2023

Zuora

Zuora Modules from December 1, 2022 to August 3, 2023

This article describes the features and services that come with Zuora's Modules and Global Support Plans.

Contact Zuora Sales if you are interested in purchasing additional features and services.

The "packaging and pricing" information provided below for Zuora's SaaS Service became effective December 1, 2022. For customers whose relationship with Zuora is governed by prior versions of our "packaging and pricing" information and/or other contract terms, please instead consult your applicable contract terms.

Modules

Zuora Central Platform

Functionality BRONZE SILVER GOLD

User Management

Create and edit user accounts and reset passwords.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Single Sign-on (SSO)

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

2-Factor Authentication

The ability to enable your 2nd verification beyond username and password when logging into Zuora.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Data Access Control

Customize and control what areas their users can access within Zuora.

Not available

File:Z_Media/greenDollar.png

File:Z_Media/checkmarkGreen_xsm.png

Notifications

Email and callout notifications to automate communications with customers.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Attachments

Upload documents of supported formats to associate additional information with accounts.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Configurable Fields

Define fields that are visible in the Zuora interface and available through the Zuora API.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Custom Objects

Store unique subscription-related data in data objects.

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

10 Custom Objects included;

File:Z_Media/greenDollar.png for additional

Workflow

Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks.

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

10 Workflows included;

File:Z_Media/greenDollar.png for additional

Zuora Fraud Protection

Assess the risk of new payment methods and/or payment transactions.

File:Z_Media/greenDollar.png File:Z_Media/greenDollar.png File:Z_Media/greenDollar.png

REST APIs, including support for legacy SOAP APIs

APIs for integration with external systems.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Data Import Tools

Perform mass migration and updates of data.

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

File:Z_Media/checkmarkGreen_xsm.png

API Sandbox

Provide access to the Zuora API with a non-production environment.

  • Billing API Sandbox - Applicable to Central Billing customers only
  • Revenue Sandbox - Applicable to Central Revenue customers only

Billing & Revenue customers will have the listed number of Billing API Sandboxes and Revenue Sandboxes to support those products.

1 API Sandbox included;

File:Z_Media/greenDollar.png for additional

3 API Sandboxes included;

File:Z_Media/greenDollar.png for additional

5 API Sandboxes included;

File:Z_Media/greenDollar.png for additional

Central Sandbox

Replicate your full production environment so you can test and deploy new functionality.

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

1 Central Sandbox included;

File:Z_Media/greenDollar.png for additional

Pre-Built Reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Custom Reports

The ability to dynamically edit pre-built reports or build customized reports.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Schedule & Share Reports

Automatically schedule report runs and share them directly in Zuora or via email.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Standard Analytics datasets

Utilize datasets as the data source to visualize metrics on dashboards, Standard datasets include the data tables for the top subscription metrics. 

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Customizable Analytics datasets

Utilize datasets as the data source to visualize metrics on dashboards, Customizable datasets include the ability to create data tables for custom data stored in Zuora.

Not available

25 datasets included;

File:Z_Media/greenDollar.png for additional

50 datasets included;

File:Z_Media/greenDollar.png for additional

Data Query

With Data Query, you can leverage the power of SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Data Query Unlimited

Utilize SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

Not available

File:Z_Media/greenDollar.png

File:Z_Media/checkmarkGreen_xsm.png

Subscription Warehouse Secure Share

Access your Zuora data in real-time from directly within your organization's own Snowflake account. Committed TAR or managed data entitlements apply.

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

Audit Trail

Track a log of key system activities across financially impacting settings.

Not available

18 months

36 months

Multi-Entity Management

The ability to segment financial data and processes into a separate segment with a parent-child relationship to manage different geographies, currencies, product lines, etc. For more information, see Overview of Multi-entity.

Not available

Not available

File:Z_Media/greenDollar.png

Performance Booster

Scale high-volume processes in Zuora, including bill runs and payments runs, and raise API concurrency limits.

N/A

File:Z_Media/greenDollar.png

File:Z_Media/checkmarkGreen_xsm.png

Performance Booster Elite

Scale high-volume processes and operations in Zuora on a dedicated shard. 

N/A

N/A

File:Z_Media/greenDollar.png

Global

Conduct business in available currencies.

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

File:Z_Media/checkmarkGreen_xsm.png

Consumption Records

Up to 50,000 annual Consumption Records included

Up to 1,000,000 annual Consumption Records included

Up to 10,000,000 annual Consumption Records included

File:Z_Media/greenDollar.png

Additional Consumption Records for allowance beyond 10,000,000.

ProcessAI

Identify Order-to-Revenue process inefficiencies, prioritize opportunities for optimization, and prevent problems before they start.

Not available

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

Premium SLAs

Access priority-level SLAs as specified in Zuora Support and Service Level Agreement (for Zuora Modules).

Not available

File:Z_Media/checkmarkGreen_xsm.png

File:Z_Media/checkmarkGreen_xsm.png

Premium Support

Fast-track service during business hours with access to a Named Account Support Engineer.

Not available

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

Premium Elite Support

The highest level of customer support and priority response for cases, priority-level SLAs with access to an assigned Technical Account Manager to personally manage your support cases.

Not available

File:Z_Media/greenDollar.png

File:Z_Media/greenDollar.png

Developer Sandbox

Isolated copy of production configuration and settings without data for development and testing.

 File:Z_Media/greenDollar.png  File:Z_Media/greenDollar.png  File:Z_Media/greenDollar.png

Zuora Global

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Multi-Currency Support

Customize your offerings to define pricing and packaging for global customers in available currencies, manage all aspects of billing and payment processing.

 

Multiple Tax Connectors

Integration with multiple supported tax services.

 

Additional Payment Gateway

Add and configure additional payment gateways in your tenant.

 

International Financial Operations

Ability to take transactions and convert them from their transactional currency to a reporting currency. 

 

Home Currency

Convert foreign currencies into your home currency for financial reporting.

 

Zuora Central Billing

Prerequisite: Zuora Central Platform

Functionality Description Limitations

Subscription Pricing Catalog

A centralized repository to create one-time and recurring pricing models.

 

Currency

Price services in different currencies.

Limit 1 currency

Charge Types - Recurring & One Time Charges

Utilize one-time and recurring pricing models.

 

Multi-Action Order Management

Create orders with multiple actions in Zuora, for new subscriptions and subscription changes.

 

Ramp for Orders

Create a multi-year ramp deal natively.

 

Owner Transfers for Subscriptions

Manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription level.

 

Account Hierarchies

Manage customers that have parent-child accounts or multiple enterprise divisions.

 

Subscription Lifecycle Management

The ability to change subscriptions mid-stream, and for downstream processes such as billing, payment and revenue operations to automatically adjust based on those changes.

 

Invoice Settlement

Apply payments, credit memos, and refunds at the invoice level.

 

Taxation (Tax Connector or Z-Tax)

Out-of-box taxation engine for simple tax needs and self-maintenance of tax rate tables.

1 tax connector (or Zuora Tax Engine) included

Automated Bill Run

Group customers into multiple segments and automate billing/payments differently per group.

 

Flexible Billing

The ability to bill your customers efficiently and flexibly. Includes 2 features:

  • Flexible Billing Attributes - Supports subscriptions for different locations, contacts, payment terms, invoice templates, sequence sets.
  • Billing Schedule - Provides you the capability and flexibility to bill your customers based on contract negotiations or project milestones.

Not available for Bronze. Included in Silver and Gold

Credit/Debit Memos

Correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account.

 

Payment to Invoice Item Settlement

Apply payments, credit memos, and refunds at the invoice item level.

 

Subscription Pre-built Reports

Calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business).

 

Chart of Accounts Management

Create a chart of accounts structure in Zuora.

 

Accounting Close Capabilities

Lock and close accounting periods to prevent changes and improve auditability.

 

GL Segments Included

Allow customers to get summary journal entries segmented by configurable "general ledger segments". Segments can align to any structure, A/R journal entry, or by product, by subsidiary, by region, etc.

Up to 3 GL segments included

Journal Runs/Journal Entries

Auto-create journal entry objects from Zuora transactions such as account receivables, credit balance adjustment, and revenue.

 

Revenue Workbench

Manage undistributed revenue on subscription charges, and track the progress of the revenue schedule creation.

 

Automated Payment Run

Automatically pick up invoices for accounts with auto-pay enabled and charge them for the invoice amount.

 

Hosted Payment Pages (HPM) to capture Payment details with PCI Compliance

Allow subscribers to send payment details to your company in a secure, PCI-compliant manner.

 

Unapplied Payments

Record all payments in Zuora even if the information about customers or invoices is missing.

 

Payment Gateway

Pass authorization, payments, and settlement data securely to and from the merchant's website to the merchant's processor.

Up to 2 payment gateways can be integrated

AR Pre-built Reports

View your accounts receivable balance summary in a pre-built report.

 

Zuora Consumption Billing

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Consumption Charge Models

Access to usage-based charge models to support pass-through fees, peak consumption, and charges based on any attribute. The usage-based charge models are:

  • Flat Fee
  • Per Unit
  • Volume
  • Tiered
  • Overage
  • Tiered with Overage
  • Pre-Rated Pricing
  • High Water Mark Pricing
  • Multi-Attribute Pricing

 

Consumption-based Billing

  • Ingest usage events via API or import usage events via the UI.
  • Rate for usage events against Zuora's product rate plans to determine how much to charge a customer.

 

Complex Invoicing Rules

Split Invoicing and Invoice at Subscription Level. Bill separately from everything else on the billing account.

 

GL Segments Included

Allow customers to get summary journal entries from Zuora that are segmented by configurable "general ledger segments", where the segments can align to any structure. So for example, instead of getting just a simple A/R journal entry, get journal entries by product, by subsidiary, by region, etc.

Up to 15 GL segments included

Zuora Advanced Consumption Billing

Prerequisite: Zuora Consumption Billing

Functionality Description Limitations
Unbilled Usage Enables you to access the usages and due amounts in near real time before charges are billed. You can view the usages and up-to-date amounts due for a subscription in the Unbilled Usage section on the subscription details page.  

Credit-Based Prepaid With Drawdown

Ability to invoice for one-time or recurring prepayments for non-monetary units, or credits, and provide a means to draw those credits down using usage charges. Full prepaid balance management, and overage charging once the balance runs out.

 
Cash-Based Prepaid with Drawdown Enables you to collect payment from your customers and then deposit the payment on their customer account as reserved payment.  

Threshold notifications 

Standard notifications triggered based on the amount or percentage of prepaid balance crossed.

 

Zuora CPQ

Zuora CPQ for Salesforce

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Quotes

Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle.

 

Salesforce Connector

Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc).

 

Zuora Developer Kit

A library of force.com components, classes, and APIs to manage all aspects of subscription commerce, billing, finance.

 

Guided Selling

Supports assisted sales scenarios for product catalogs with complex pricing and packaging.

 

Rules Engine

Fully configurable rules engine to automate quoting experience.

 

Bundling

Create complex edition bundles and offers directly in Salesforce.

 

Entitlements in Salesforce

View and modify the list of features for a product within a quote or subscription.

 

Ramps

Create a multi-year ramp deal natively.

 

Additional Zuora Billing Modules

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Zuora Salesforce Connector 

(formerly known as 360)

Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc).

 

Zuora Salesforce CPQ Connector

Integrate Salesforce CPQ Contracts and Salesforce CPQ Quotes with Zuora.

 

Zuora NetSuite Connector

NetSuite Connector integrates Zuora's subscription billing capabilities with NetSuite's ERP/Financials solution with bi-directional integration across every core application module to seamlessly combine the two applications. Includes one production and one sandbox license.

 

Zuora NetSuite Connector Add-On

Includes one additional connector for customers that require a second sandbox.

 

Configurable Summary Level GL Interface

Extract of Zuora data, pre-formatted for upload into general ledgers.

 

Account Management Portal

Enable end-subscribers to self serve their account and subscription needs via a configurable user interface.

 

Promo Codes

Leverage promotion codes and coupons like generating unique codes, enable code redemption, setting time limits and create custom fields.

 

Configurable Lockbox

Automate payment-to-invoice matching for checks received by lockbox banking providers.

 

Additional Payment Gateway

1 additional pre-built integration to another available payment gateway.

1 gateway integration per license

Payment Method Updater

Automatically incorporate changes made to a customer's payment method including the expiration date, new card number, account closure, and brand migration.

 

Chargeback Reconciliation

Verify an electronic payment and refund transaction processed in Zuora matches the transaction reported by the gateway.

 

Additional Consumption Records

For customers of the Gold Platform and Advanced Consumption Billing, additional annual Consumption Consumption Records volume entitlement.

Only available to Gold Platform and Advanced Consumption customers.

Zuora Collections

Prerequisite: Zuora Central Billing

Functionality Description Limitations

Advanced Payment Manager

Associate different payment methods with multiple subscriptions under a single account.

 

Configurable Payment Retry (CPR)

Configure retry logic for failed electronic payments based on a customer's profile and several other characteristics of its failed payment.

 

Configurable Lockbox

Automate payment-to-invoice matching for checks received by lockbox banking providers.

 

Collections Window

Generate account statements, track account statuses, and document collection attempts visible to the entire collections team.

 

Notes

Add notes, reminders, and files on collections to a customer account.

 

Workflow

10 Workflows included with Collections.

Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks.

 

Statement Generator

Create statements to show subscribers any activity that has taken place on their account.

 

Zuora Fraud Protection

Prerequisite: Zuora Billing or Zuora Payments

Functionality Description Limitations

Zuora Fraud Protection

A paid add-on offering that helps assess the risk of new payment methods and/or payment transactions

The purchase of the access fee includes 50,000 Screening Requests. Additional Screening Requests must be purchased in advance, otherwise there is an overage charge assessed per Screening Request.

Screening Request is defined as each Purchase API request made.

 

Zuora Central Revenue

Prerequisite: None

Functionality Description Limitations

Transaction/Contract Grouping

Group uploaded transaction lines into revenue contracts using grouping templates.

 

Performance Obligation (POB) Mapping

Group transaction lines within one revenue contract into performance obligations (POB) by ASC 606. 

 

Revenue Schedules

Distribute revenue into accounting periods and track when revenue is recognized.

 

Revenue Events

Create a Zuora-defined or user-defined event, resulting in a change to a revenue schedule.

 

Accounting Entries LT/ST, Netting

Perform Long Term / Short Term reclassification to reclassify the revenue to be recognized for the Contract Liability account.

 

Manual Journal Entries

Set up, upload and approval process for Manual Journal Entries before being transferred to the Book of Accounts.

 

Zuora Advanced Revenue

Prerequisite: Zuora Central Revenue

Functionality Description Limitations

POB Bundles

Split a single contract line into multiple lines with individual POBs or consolidated POBs.

 

SSP Allocations

Calculate, as defined by ASC 606 and IFRS 15, the standalone selling price (SSP) at which an entity sells a good or service separately to a customer.

 

Contract Modifications

Change price or scope to performance obligations (POBs) after the creation of a contract, or add or subtract existing POBs within a contract.

 

Variable Consideration

Automatically create VC estimates when a sales order line is collected. Alternatively, upload VC estimates or actuals to Zuora Revenue by using file upload.

 

SSP Formula

Define formulas and apply the formula to appropriate transaction lines to automatically determine SSP for your goods and services.

 

SSP Upload

If SSP is estimated outside Zuora Revenue, you can upload it as a spreadsheet to Zuora Revenue based on your defined SSP templates.

 

Additional Zuora Revenue Modules

Prerequisite: Zuora Central Revenue

Functionality Description Limitations

Cost Management

Automatically calculate costs, such as commissions, rebates, accruals, COGS
and other costs associated with generating revenue.

 

SSP Analyzer

Automatically calculate Standard Selling Price (SSP) by using historical transaction data for your goods and services.

 

Multi-Org Package

Configure multiple organizations and open and close the accounting period based on the organization.

Up to 20 orgs 

Revenue Sandbox

A testing environment with a copy of your production data.

 

Revenue Migration Sandbox

Migration environment for heavy performance testing, load testing, and data conversion or migration. It comes with a copy of your production data if available.

Available for terms of variable length, incl shorter than 1 year

Historical Data Read-Only Access

Access to historical Zuora Revenue data for audit purposes with read-only access.

 

Performance Booster Elite (Zuora Revenue)

Scale medium to high-volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard.

 File:Z_Media/greenDollar.png

 File:Z_Media/greenDollar.png

Performance Booster Elite+ (Zuora Revenue)

Scale high volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard.  

 File:Z_Media/greenDollar.png

 File:Z_Media/greenDollar.png

Consumption Revenue

Revenue recognition to support Consumption business models. Ability to manage usage estimation as variable considerations. Automation to support contract modifications related to consumption offerings. Ability to report on consumption history and usage tracking through available reports and through the revenue contract workbench.

 

Revenue Connectors

The following are available as add-ons: 

  • Revenue Connector for Dynamics 365 Finance
  • Revenue Connector for NetSuite
  • Revenue Connector for Oracle

File:Z_Media/greenDollar.png

 

Connect Revenue to the available ERPs to manage seamless bi-directional data flows.