Entitlements for Zuora Payments Standalone

Central Sandbox

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

1 included

Additional can be purchased

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.

International finance 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.

Account Hierarchies

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

Invoice Settlement

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

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.

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.

3 included

Journal RunsRus/JournalJounrtal Entries

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

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

3 included

Additional can be purchased

AR Pre-built reports

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

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.

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.

Data Loader Capabilities

This tool provides a solution for a unified user experience to manage the bulk data load, review, correct, and accept business processes required to onboard new customers for Payments-applicable objects.

Workflow

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

 10 Included

Additional available for purchase in quantities of 10

Custom Objects

Store unique subscription-related data in data objects.

10 included

Additional available for purchase in quantities of 10

Audit Trails

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

6 months included

Longer audit lookback periods  available

Performance Booster

Scale high-volume processes in Zuora Payments, such as payments runs, and raise API concurrency limits.

Support and Services

Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, online ticket support, email support, and unlimited included incidents. See Support & Services section below for additional details.

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.

Specialized Payment Connections

Should you encounter a payment gateway, or a payment method not available on an existing supported gateway, this path allows you to get the support you need for payment processing.

Developer Sandbox

Allows developers to copy/refresh only configuration/settings data and no transactional/dynamic data.

Performance Booster Elite

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

Snowflake Secure Data Share

Zuora Warehouse

An elastically scalable data warehouse service provided by Zuora. You can leverage Zuora Warehouse to run high-performance queries on unlimited data volumes.

Mutli-Org

Create segments within your tenant that allow segmentation of user data and access controls.

Multi-Entity Management

Account Management Portal

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

Summary Level GL Interface

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

Single Sign-On (SSO)

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

Zuora Protect

Suite of advanced security features.

Standard Support

See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, online ticket support, email support, and unlimited included incidents.

SLA and Priority Queue

See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA.

Advanced SFDC and Payment Gateway Support

See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support.

Premium Support

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

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.

Technical Account Manager (TAM)

Guidance on the maintenance of your implementation. Advisory support on how to keep up with best practices as your business evolves.

Zuora University Training

Access to on-demand courses covering the basics of Zuora products is included with all editions. Seats to Zuora University are available for purchase and include access to advanced training, live classes and workshops, certification exams, and a training sandbox.

5 seats

Included Issues

Online Ticket Support

Email Support

Phone Support

Advanced Payment Gateway Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer's chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue.

Turnkey Managed Services - Payment

Monitor and manage payment activity. Perform mass updates and changes. Process tuning and report on activity.