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Next Steps

Zuora

Next Steps

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The Getting Started with Zuora tutorials walked you through the process of setting up a subscription business in Zuora. Using the tutorials you: 

  • Created of a custom product catalog
  • Managed customer accounts and subscription life cycle
  • Created invoices to bill for subscription services
  • Set up an automatic billing and payment collection process to accept multiple forms of payment
  • Automated exception handling
  • Created payment notifications
  • Set up hosted pages

We want you to continue learning about the Zuora application so that you can take full advantage of its feature-rich capabilities. Here are some ways to build upon what you learned in the tutorials:

  • Visit Zuora Knowledge Center
    Start by reviewing the articles in the Zuora Knowledge Center for product information as well as instructions on how to perform key operations within the application.
  • View the release notes for new features and enhancements
    For the features and enhancements included in our releases, see What's New.
  • Explore the Zuora application further on your own
    Using the TeamCollaboration trial or your Zuora API Sandbox account, explore Zuora and its applicability to your business use cases. For example, you can try creating additional products, editing rate plans, and adding more customers and subscriptions.
  • Contact your Zuora Account Executive
    Let's discuss how to make Zuora a part of your business. Our Account Executives can answer any questions you have, as well as provide you with a product demo or a quote.
  • Keep in touch with Zuora
    Attend one of Zuora's upcoming webinars, customer luncheons, or Z-Tours. See www.zuora.com for information.
  • Learn about Zuora Global Support
    See Zuora Global Support for information about our Zuora Support policies.

More Features to Explore

The following topics are not included in the tutorials. Refer to Zuora Knowledge Center to learn about the topics.

Reporting

You can generate reports from Zuora to show up-to-date data and to view your revenue in real time. 

Tax

Set up and support all tax types in Zuora, including Sales and Use, Value Added (VAT), and Goods and Services (GST). Taxes can be applied to any address with the ability to report taxes to various jurisdictions, and product charges can be taxed and associated with different tax codes.

Finance

With Zuora Finance, Zuora becomes a sub-ledger to your General Ledger so you don't need to load detailed invoice, payment, and adjustment transactions into your accounting system. You can run trial balances, close the sub-ledger accounting period, and quickly create summary journal entries that can easily be entered into in your accounting system.

Zuora for Salesforce

Zuora CPQ is designed to help your front-line employees use their Salesforce CRM accounts to create new subscription quotes and orders, up-sell and cross-sell new products, make subscription adjustments, and keep your customers renewing. And it's seamlessly integrated with Zuora's Billing and Payments back-office applications. Everything flows through to billing and payment operations, and you have access to key end-to-end metrics like Monthly Recurring Revenue (MRR) and Total Customer Value (TCV).

Zuora REST API

Zuora provides a comprehensive set of REST APIs, along with code samples libraries, that allow you to create custom applications to integrate with the Zuora platform. Zuora APIs are commonly used to enable subscribers to sign up and manage accounts on merchant websites.

Developer resources provided by Zuora include: