Billing and Invoicing
- Billing Settings
- Introduces Billing settings. Provides links to articles related to Zuora billing settings.
- Add Revenue Recognition Codes
- Chart of Accounts Settings
- Configure Fulfillment Settings
- Configure reason codes
- Customize batch names
- Customize Currencies
- Customize Units of Measure
- Define Billing Periods
- Define Billing Rules
- Define Default Subscription and Order Settings
- Define Numbering and SKU Formats
- Define Payment Terms
- Enable Charge Types and Models
- File Name Pattern Configuration for Billing Documents
- Manage Billing Document Configuration
- Manage NetSuite Integration
- Prefix and Numbering Configuration for Billing Documents
- Setup Tax Engine and Tax Date
- Billing Schedule
- Provides a list of articles to help you learn how to use the Billing Schedule feature.
- Advanced Consumption Billing
- Describes the Advanced Consumption Billing feature, which encompasses Prepaid with Drawdown and Unbilled Usage.
- Invoices
- Provides a table of contents for articles related to invoices
- Invoice introduction
- Create custom Word templates for invoices
- Balance Types
- Create custom HTML templates for invoices
- Invoice Delivery
- View Invoices
- Attachments on Invoice
- Delete Incorrect Invoices
- Invoice Write-Off
- Invoice-Level Rounding
- Invoice Reversal
- Splitting Invoices
- Unified Invoicing
- Update invoice dates
- Fonts for the Invoice File Generation Service
- How do I change the currency symbol?
- HTML Templates
- Provides a list of articles to help you learn how to use the HTML Templates feature.
- Overview of HTML Templates
- Create HTML templates
- Customize HTML templates
- Common use cases of HTML Templates
- Preview billing documents in HTML templates
- Rename HTML templates
- View HTML templates
- Duplicate HTML templates
- Import HTML templates
- Export HTML templates
- Delete HTML templates
- Configure page setup for HTML templates
- Merge field syntax for HTML templates
- Merge field mapping for billing documents
- Additional resources on HTML Templates
- Electronic Invoices
- Introduces what are electronic invoices and Zuora's support for electronic invoices.
- Invoice Settlement
- Introduces Invoice Settlement and provides a list of related articles.
- Credit Balances
- Describes a credit balance for applying credit on a subscription to a future invoice
- Set Up Profiles, Notifications, and Email Templates
- Explains how to set up profiles, notifications, and email templates
- Payment solution
- Describes how to access information about the payment solution in Zuora.