Zuora Platform Modules

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

Integration with multiple supported tax services.

Add and configure additional payment gateways in your tenant.

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

Convert foreign currencies into your home currency for financial reporting.

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

Price services in different currencies.

Utilize one-time and recurring pricing models.

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

Create a multi-year ramp deal natively.

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

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

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.

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

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

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

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.

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

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

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

Create a chart of accounts structure in Zuora.

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

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.

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

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

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

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

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

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

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

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

• 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.

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

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.

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

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

Integrate Salesforce CPQ Contracts and Salesforce CPQ Quotes with Zuora.

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

10 Workflows included with Collections.

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

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

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.

Group uploaded transaction lines into revenue contracts using grouping templates.

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

A testing environment with a copy of your production data.

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

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

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.

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