Zuora Editions from April 22, 2021 to March 22, 2022

Usage Ingestion

The ability to ingest usage events via API or import usage events via the UI.

Rating

The ability to rate for usage events against Zuora's product rate plans to determine how much to charge a customer.

Advanced Billing

Access to three usage-based charge models to support pass through fees, peak consumption, and charges based on any attribute. If Orders* is enabled, Advanced Billing includes the ability to support multiyear ramp deals natively.

The usage-based charge models are:

• Pre-Rated Pricing
• High Water Mark Pricing
• Multi-Attribute Pricing

* See "Multi-Action Order Management" above for additional details.

Taxation

Zuora's out-of-box taxation engine. For customers that have simple tax needs and can maintain tax rate tables themselves.

Bill Runs and Payment Runs

The ability to group customers into multiple segments and automate billing/payments differently per group.

Automated Invoicing

The ability to automatically rate, generate, and deliver invoices in bulk and ad hoc.

Credit/Debit Memos

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

Unapplied Payments

The ability to create payments for unknown billing accounts, overpaid invoices, or unbilled transactions.

Invoice Item Settlement

The ability to apply payments, credit memos, and refunds at the invoice item level.

Hosted Payment and Subscribe Pages

Point and click tools to create pages that enable secure capture of payment and order information on web commerce portals.

Electronic Payment Collections

Automatic processing of electronic payments through one of Zuora's pre-integrated payment gateways.

Payment Gateways

Pre-built integrations to payment gateways.

Additional Gateways

Additional gateways can be added.

Pre-Built Reports

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

Custom Reports

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

Schedule & Share

The ability to schedule automatic report runs and share reports with other Zuora users either in-app or via email.

Standard Subscription Metrics

Transaction logging to calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business).

Analytics

The ability to access a dashboard that displays key subscription metric trends, create cards that can be pinned to the dashboard, and create a datasets, which represents any custom metric pulled from Zuora business objects. Datasets are the data tables that drive the dashboard and cards used to visualize that data.

Up to 10 Datasets

 additional Datasets

Up to 50 Datasets

 additional Datasets

Up to 100 Datasets

 additional Datasets

Data Query

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

Custom Objects

Data objects that store unique subscription-related data. ‘Record’ is one instance, or row, in the custom object.

Up to 2 Objects

(Up to 25,000 Records each object)

 1 additional Object add-on only

Up to 10 Objects

 additional Objects

Up to 20 Objects

 additional Objects

Audit Trail

A log of key system activities such as logins and changes to financial settings.

The log will maintain historical data up to the number of months as defined in the Editions.

1 additional 6 months add-on only

Up to 18 months

 1 additional 6 months add-on only

Up to 36 months

 1 additional 6 months add-on only

Central Sandbox

A Non-Production environment that provides full production copy of data.

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

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

File-based GL integration

A file-based manual extract of Zuora data, pre-formatted for upload into general ledgers that have CSV based imports.

Deferred Revenue Reports

A package of capabilities to streamline the process of managing revenue recognition for basic subscription pricing models.

International Financial Operations

Currency Conversion, FX gain/loss reporting, international payment methods, reporting currency.

REST APIs, including support for legacy SOAP APIs

APIs for integration with external systems.

Included API Sandboxes

The Zuora sandbox is a nonproduction environment that provides full access to the Zuora API.

Included Other Non-Production Tenants

Non-production tenants, such as Performance Test Environments or Production Copy Environments.

Included Production Tenants

Real-time staging environment where Zuora services are executed for day-to-day business operations.

Bill Run Multithreading

Ability to parallel process bill runs.

Each additional thread provides capacity for concurrent processing, enabling parallel bill runs.

Payment Run Multithreading

Ability to parallel process payment runs.

Each additional thread provides capacity for concurrent processing, enabling parallel payment runs.

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.

2 Factor Authentication

The ability to provide a 2nd verification beyond username and password when logging into Zuora.

Active Subscribers

The threshold of Active Subscribers in Zuora Central by platform edition.

Up to 25,000

Up to 500,000

Up to 2,000,000

This limit does not apply to customers who purchased the Nine edition prior to July 2019.

Additional Subscribers

Additional subscribers can be added.

Data Access Control

(Enables Logical Access Controls)

Data access control allows enterprises with multiple divisions and business units to limit who sees what within the application by assigning them to different nodes within a data access hierarchy.

Single Sign On (SSO)

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

SMTP Email Server Configuration

The ability to route the outgoing email notifications through your own email server for more control.

360 Sync

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

Workflow

Yearly allowance of workflow tasks. Additional workflow tasks can be purchased.

5,000,000
workflow tasks included

25,000,000
workflow tasks included

100,000,000
workflow tasks included

Low Volume: Up to 1,000,000 Transaction Records per year.

Includes 2 Revenue Sandbox (Non Production Tenant).

High Volume: Up to 6,000,000 Transaction Records per year. Additional Transaction Records can be purchased.

Includes 2 Revenue Sandbox (Non Production Tenant).

Zuora CPQ

Zuora CPQ must be purchased to gain access to the features listed below.

Quotes

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

360 Sync

Synchronization of 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

The ability to create complex edition bundles and offers directly in Salesforce.

Entitlements in Salesforce

The ability to view and modify the list of features for a product within a quote or subscription.

Ramps

The ability to create a multiyear ramp deal natively.

Zuora Collections

Zuora Collections must be purchased to gain access to the features listed below.

Advanced Payment Manager

Collections Window

Configurable Lockbox

Configurable Payment Retry

Notes

Statement Generator

Workflow

Yearly allowance of workflow tasks. Additional workflow tasks can be purchased.

200,000 workflow tasks included

1,000,000 workflow tasks included

1,000,000 workflow tasks included

Subscriber Portal - Account Management

Promo Codes

Marketplace Applications

Prebuilt Apps that extend Zuora to meet bespoke requirements unique to customers' industry, geography, and business processes. Specific apps purchased will vary by contract.

Automated GL Connectors

Summary Level Connector to a supported General Ledger.

1 Connector

Tax Connector

Connector to a supported Tax service.

1 Connector

Developer Tools

Access to exclusive tools used by the Zuora GS team to perform mass migration and updates

Connector for NetSuite

The Connector for NetSuite combines 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 2 connector licenses (one Production and one Sandbox).

2 connector licenses

2 connector licenses

2 connector licenses