Zuora for Finance Entitlements
This article describes the features and services that come with Zuora for Finance.
The entitlements below became effective March 1, 2025. For customers whose relationship with Zuora is governed by prior versions of our entitlements and/or other contract terms, please instead consult your applicable contract terms.
|
Category |
Functionality |
Core |
Pro |
Elite |
|---|---|---|---|---|
|
ORDER-TO-CASH |
||||
|
Order Management
|
New Orders |
|
 |
|
|
Amendment Orders |
|
|
|
|
|
Multi-Action Orders |
|
|
|
|
|
Multi-Period Ramps |
|
|
|
|
|
Quoting (Zuora CPQ) |
 |
|
|
|
|
Billing Operations |
Billing Schedules |
|
|
|
|
eInvoicing* |
1 Supported Country Included
|
1 Supported Country Included
|
1 Supported Country Included
|
|
|
Account Hierarchies |
|
|
|
|
|
Taxation (Tax Connector or Z-Tax) |
1 Included
|
1 Included
|
2 Included
|
|
|
Account Management Portal |
|
|
|
|
|
Payments Operations
|
Payment Schedules |
|
|
|
|
Payment Method Updater |
|
|
|
|
|
Gateway Routing |
|
|
|
|
|
Cascading Payments |
|
|
|
|
|
Chargeback Reconciliation |
|
|
|
|
|
Payment Profiles |
|
|
|
|
|
Payment Links |
|
|
|
|
|
Payment Forms |
|
|
|
|
|
PCI Compliance |
|
|
|
|
|
Payment Gateway |
2 Included
|
5 Included
|
10 Included
|
|
|
Specialized Payment Connection |
|
|
|
|
|
Lockbox |
|
|
|
|
|
Payment Optimization |
Configurable Payment Retry |
|
|
|
|
Fraud Protection |
|
|
|
|
|
Revenue Recognition |
Point-in-time or over-time recognition rules |
|
|
|
|
Billing-based Revenue Recognition |
|
|
|
|
|
Booking-based Revenue Recognition |
|
|
|
|
|
Events-based Revenue Recognition |
|
|
|
|
|
Usage-based Revenue Recognition |
|
|
|
|
|
Usage tracking and usage history reports |
|
|
|
|
|
Revenue Schedules |
|
|
|
|
|
Ramp Contracts Straight Line accounting |
|
|
|
|
|
Pre-configured revenue recognition rules |
|
|
|
|
|
Revenue Allocations |
Automated Variable Consideration Rules |
|
|
|
|
Contract Modifications [prospective/retrospective] |
|
|
|
|
|
Standalone Selling Price Formula |
|
|
|
|
|
Perform Revenue Allocations based on SSP |
|
|
|
|
|
Calculate costs, such as commissions, rebates, accruals, COGS. |
|
|
|
|
|
Calculate Standard Selling Price (SSP) using historical transaction data. |
|
|
|
|
|
Revenue Accounting Compliance |
Multi-book Revenue Accounting |
|
|
|
|
LT/ST and CA/CL Reclass |
|
|
|
|
|
Manual Journal Entry |
|
|
|
|
|
Accounting Close |
Accounting Close Process |
|
|
|
|
Journal Entries |
|
|
|
|
|
Chart of Accounts Management |
|
|
|
|
|
General Ledger Segments |
15 Segments |
15 Segments |
15 Segments |
|
|
Configurable Summary GL Interface |
|
|
|
|
|
PRICING MODELS SUPPORTED |
||||
|
Pricing & Packaging Flexibility |
|
|
|
|
|
Advanced Usage Charge Models
|
|
|
|
|
|
Attribute-based Pricing |
|
|
|
|
|
Pricing Catalog |
|
|
|
|
|
Multiple Currencies |
|
|
|
|
|
Promo Codes |
|
|
|
|
|
Usage Metering |
Usage Event Meters |
|
|
|
|
Usage Traceability |
|
|
|
|
|
Usage Mediation |
|
|
|
|
|
DATA AND ANALYTICS |
||||
|
Data, Analytics, and Reporting
|
Data Query |
|
|
|
|
Report Builder with Pre-built Reports |
|
|
|
|
|
FX Currency Reporting |
|
|
|
|
|
Zuora Billing Connector for Data Warehouse (Available Options Below)
|
|
per connector |
per connector |
|
|
Analytics Dashboard (with datasets) |
|
|
|
|
|
Customizable Analytics datasets |
10 datasets |
75 datasets |
100 datasets |
|
|
Revenue Reporting |
Unbilled Receivables tracking |
|
|
|
|
Earned and deferred revenue tracking |
|
|
|
|
|
Forecast Revenue |
|
|
|
|
|
Operational Revenue Reporting |
|
|
|
|
|
Real Time Close Dashboard |
|
|
|
|
|
Revenue Analytics |
|
|
|
|
|
Revenue Contract Grouping |
|
|
|
|
|
Performance Obligation (POB) Mapping |
|
|
|
|
|
Performance Obligation (POB) Bundles |
|
|
|
|
|
Usage tracking and usage history reports |
|
|
|
|
|
EXTENSIBILITY |
||||
|
Connectors |
Integration Hub |
|
|
|
|
Zuora Connector for Salesforce CRM |
|
|
|
|
|
Zuora Connector for Salesforce CPQ |
|
|
|
|
|
Zuora Connector for Hubspot |
|
|
|
|
|
Zuora Connector for NetSuite |
|
|
|
|
|
Zuora Connector for Apple App Store |
|
|
|
|
|
Zuora Connector for Google App Store |
|
|
|
|
|
Zuora Connector for Data Warehouse (see full list above) |
|
|
|
|
|
Zuora Connector for Microsoft Dynamics 365 |
|
|
|
|
|
Zuora Connector for SAP |
|
|
|
|
|
Zuora Connector for Workday Financials |
|
|
|
|
|
Extension Studio |
Custom Fields |
50 per object |
75 per object |
100 per object |
|
Custom Objects |
5 Included
|
10 Included
|
20 Included
|
|
|
Custom Logic Definitions |
5 Included
|
10 Included
|
20 Included
|
|
|
Custom Workflow Definitions |
5 Included
|
10 Included
|
20 Included
|
|
|
ENTERPRISE READINESS |
||||
|
Administration & Deployment
|
Admin Command Center
|
|
|
|
|
Order-to-Cash Production Copy Sandbox |
2
|
2
|
2
|
|
|
Billing Developer Sandbox |
1 Included
|
1 Included
|
2 Included
|
|
|
Data Import Tools |
|
|
|
|
|
Deployment Manager |
|
|
|
|
|
Multi-Org Management |
|
|
|
|
|
Billing Performance Booster |
|
|
|
|
|
Dedicated Shard |
|
|
|
|
|
Security & Compliance
|
Single Sign On (SSO) |
|
|
|
|
Protect |
|
|
|
|
|
Audit Trail |
7 years |
7 years |
7 years |
|
|
Support & Training
|
Zuora University (seats) |
1 Included
|
2 Included
|
3 Included
|
|
Standard Support |
|
|
|
|
|
Premium SLAs |
|
|
|
|
|
Premium Support |
|
|
|
|
|
Technical Account Manager (TAM) |
|
|
|
|
|
Enterprise Solution Architect (ESA) |
|
|
|
|
|
Managed Services |
|
|
|
|