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Milestone 7: Manage Accounts and Orders

Zuora

Milestone 7: Manage Accounts and Orders

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Overview

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

Now that you've learned how to take new customer subscription orders in Zuora, let us now look at how to manage existing customer accounts and their associated subscriptions. After going through this Milestone you will be able to handle use cases like updating a customer's contact information or credit card expiration date or something slightly more complex like upgrading a customer's subscription to a new rate plan, adding more seats to an existing subscription, or canceling a subscription.

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In this milestone, we will cover all of these topics. In particular, you will: 

  • Learn the basics of Zuora amendments and proration
  • Use the Zuora UI to manually amend customer subscriptions
  • Learn how to use the Zuora API to perform amendments
  • Learn how to update customer account and payment information in Zuora
  • Learn more about managing accounts and orders in Zuora