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Phase 1: Configure

Zuora

Phase 1: Configure

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Overview

Zuora Internal Documentation. This article is intended for Zuora only. Do not share or distribute publicly.

This first phase outlines all of the steps involved in setting up your Zuora tenant to sell your products or services on a subscription basis, including defining your product catalog, adding subscribers manually, generating invoices, and collecting payments.

This phase is the shortest within the Self Implementation process and should only take a few hours to complete, so we encourage you to roll-up your sleeves and dive in.

We have divided the phase into 3 brief milestones:

  1. Generate your first invoice, including a high-level walkthrough of Zuora
  2. Set up your product catalog
  3. Set up ongoing billing and payment operations.