Automate Your Billing and Payments

Automate Your Billing and Payments

Self-Paced: for anyone interested in automating billing and payment operations, collecting payments, and handling refunds and adjustments for their company.

About this course

This course is designed for billing associates, analysts, and managers or anyone responsible for/interested in automating billing and payment operations, collecting payments automatically, and handling refunds and adjustments. 

By the end of this course, you’ll be able to:
• Explain how billing and payment processes are different in a subscription-based business model
• Identify capabilities of Zuora Billing and Zuora Payments
• Explain how to use Zuora settings to automate billing and payment processes
• Identify steps in creating bill runs and payment runs
• Describe how Zuora processes invoices and payments
• Explain how to refund payments

Prerequisites: 
•  Introduction to Zuora
•  Basics of Product Catalog
•  Basics of Customer Accounts
•  Basics of Subscriptions
•  Basics of Amendments

The course is broken down as shown:

Module 1
Introduction
Topic 1: Introduction
Topic 2: Billing and Payment Processes for Subscription-Based Businesses 
Topic 3: How Can Zuora Help?

Module 2
Key Fields in Zuora That Impact Billing and Payment
Topic 1: Product Catalog Fields
Topic 2: Customer Account Fields
Topic 3: Subscription Fields

Module 3
Billing Operations
Topic 1: Overview 
Topic 2: Billing Dashboard
Topic 3: Bill Run Workflow: Generating Invoices
Topic 4: Bill Run Workflow: Reviewing and Posting Invoices
Topic 5: Bill Run Workflow: Emailing Invoices
Check Your Understanding I

Module 4
Payment Operations
Topic 1: Overview 
Topic 2: Payments Dashboard
Topic 3: Zuora Payments Workflow: Payment Runs
Topic 4: Zuora Payments Workflow: Credit Balance Adjustments
Topic 5: Zuora Payments Workflow: Refunds
Topic 6: Zuora Payments Workflow: Notifications
Topic 7: Increasing Collections

Module 5
Payment Gateways
Payment Gateways
Check Your Understanding II 

Module 6
Course Summary
Course Summary
Completed Objectives
Next Steps

Course40 minutes

  • Module 1
  • Introduction

    Topic 1: Introduction
    Topic 2: Billing and Payment Processes for Subscription-Based Businesses 
    Topic 3: How Can Zuora Help?

  • Module 2
  • Key Fields in Zuora That Impact Billing and Payment

    Topic 1: Product Catalog Fields
    Topic 2: Customer Account Fields
    Topic 3: Subscription Fi

  • Module 3
  • Billing Operations

    Topic 1: Overview 
    Topic 2: Billing Dashboard
    Topic 3: Bill Run Workflow: Generating Invoices
    Topic 4: Bill Run Workflow: Reviewing and Posting Invoices
    Topic 5: Bill Run Workflow: Emailing Invoices

  • Check Your Understanding I
  • Module 4
  • Payment Operations

    Topic 1: Overview 
    Topic 2: Payments Dashboard
    Topic 3: Zuora Payments Workflow: Payment Runs
    Topic 4: Zuora Payments Workflow: Credit Balance Adjustments
    Topic 5: Zuora Payments Workflow: Refunds
    Topic 6: Zuora Payments Workflow: Notifications
    Topic 7: Increasing Collections

  • Module 5
  • Payment Gateways

    Payment Gateways

  • Check Your Understanding II
  • Module 6
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for billing associates, analysts, and managers or anyone responsible for/interested in automating billing and payment operations, collecting payments automatically, and handling refunds and adjustments. 

By the end of this course, you’ll be able to:
• Explain how billing and payment processes are different in a subscription-based business model
• Identify capabilities of Zuora Billing and Zuora Payments
• Explain how to use Zuora settings to automate billing and payment processes
• Identify steps in creating bill runs and payment runs
• Describe how Zuora processes invoices and payments
• Explain how to refund payments

Prerequisites: 
•  Introduction to Zuora
•  Basics of Product Catalog
•  Basics of Customer Accounts
•  Basics of Subscriptions
•  Basics of Amendments

The course is broken down as shown:

Module 1
Introduction
Topic 1: Introduction
Topic 2: Billing and Payment Processes for Subscription-Based Businesses 
Topic 3: How Can Zuora Help?

Module 2
Key Fields in Zuora That Impact Billing and Payment
Topic 1: Product Catalog Fields
Topic 2: Customer Account Fields
Topic 3: Subscription Fields

Module 3
Billing Operations
Topic 1: Overview 
Topic 2: Billing Dashboard
Topic 3: Bill Run Workflow: Generating Invoices
Topic 4: Bill Run Workflow: Reviewing and Posting Invoices
Topic 5: Bill Run Workflow: Emailing Invoices
Check Your Understanding I

Module 4
Payment Operations
Topic 1: Overview 
Topic 2: Payments Dashboard
Topic 3: Zuora Payments Workflow: Payment Runs
Topic 4: Zuora Payments Workflow: Credit Balance Adjustments
Topic 5: Zuora Payments Workflow: Refunds
Topic 6: Zuora Payments Workflow: Notifications
Topic 7: Increasing Collections

Module 5
Payment Gateways
Payment Gateways
Check Your Understanding II 

Module 6
Course Summary
Course Summary
Completed Objectives
Next Steps

Course40 minutes

  • Module 1
  • Introduction

    Topic 1: Introduction
    Topic 2: Billing and Payment Processes for Subscription-Based Businesses 
    Topic 3: How Can Zuora Help?

  • Module 2
  • Key Fields in Zuora That Impact Billing and Payment

    Topic 1: Product Catalog Fields
    Topic 2: Customer Account Fields
    Topic 3: Subscription Fi

  • Module 3
  • Billing Operations

    Topic 1: Overview 
    Topic 2: Billing Dashboard
    Topic 3: Bill Run Workflow: Generating Invoices
    Topic 4: Bill Run Workflow: Reviewing and Posting Invoices
    Topic 5: Bill Run Workflow: Emailing Invoices

  • Check Your Understanding I
  • Module 4
  • Payment Operations

    Topic 1: Overview 
    Topic 2: Payments Dashboard
    Topic 3: Zuora Payments Workflow: Payment Runs
    Topic 4: Zuora Payments Workflow: Credit Balance Adjustments
    Topic 5: Zuora Payments Workflow: Refunds
    Topic 6: Zuora Payments Workflow: Notifications
    Topic 7: Increasing Collections

  • Module 5
  • Payment Gateways

    Payment Gateways

  • Check Your Understanding II
  • Module 6
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps