Basics of Payment Operations

Basics of Payment Operations

Self-Paced: for anyone responsible for collecting or refunding payments from customers in Zuora.

About this course

This course is designed for anyone responsible for collecting or refunding payments from customers in Zuora. 

By the end of this course, you’ll be able to:
• Explain the payment process in Zuora
• Identify the process of creating a payment run
• Create a payment run 
• Process a payment manually 
• Create a refund

Prerequisites: None

The course is broken down as shown:

Module 1
Introduction to Zuora Payments
What’s in it for You?
Topic 1: Introduction to the Payment Run Process
Topic 2: Types of Payments Runs
Topic 3: Getting to the New Payment Run Page
Topic 4: New Payment Run Page
Topic 5: Payments Overview Page 
Topic 6: Process a Payment Page
Topic 7: Refund a Payment Page

Module 2
Zuora Payments: Demo
Task 1: Process a Payment
Task 2: Create a Refund
Task 3: Create a Payment Run

Module 3
Zuora Payments: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Zuora Payments

    What’s in it for You?
    Topic 1: Introduction to the Payment Run Process
    Topic 2: Types of Payments Runs
    Topic 3: Getting to the New Payment Run Page
    Topic 4: New Payment Run Page
    Topic 5: Payments Overview Page 
    Topic 6: Process a Payment Page
    Topic 7: Refund a Payment Page

  • Module 2
  • Zuora Payments: DEMO

    Task 1: Process a Payment
    Task 2: Create a Refund
    Task 3: Create a Payment Run

  • Module 3
  • Zuora Payments: PRACTICE

    Let Me Try
    Check Your Understanding

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for anyone responsible for collecting or refunding payments from customers in Zuora. 

By the end of this course, you’ll be able to:
• Explain the payment process in Zuora
• Identify the process of creating a payment run
• Create a payment run 
• Process a payment manually 
• Create a refund

Prerequisites: None

The course is broken down as shown:

Module 1
Introduction to Zuora Payments
What’s in it for You?
Topic 1: Introduction to the Payment Run Process
Topic 2: Types of Payments Runs
Topic 3: Getting to the New Payment Run Page
Topic 4: New Payment Run Page
Topic 5: Payments Overview Page 
Topic 6: Process a Payment Page
Topic 7: Refund a Payment Page

Module 2
Zuora Payments: Demo
Task 1: Process a Payment
Task 2: Create a Refund
Task 3: Create a Payment Run

Module 3
Zuora Payments: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Zuora Payments

    What’s in it for You?
    Topic 1: Introduction to the Payment Run Process
    Topic 2: Types of Payments Runs
    Topic 3: Getting to the New Payment Run Page
    Topic 4: New Payment Run Page
    Topic 5: Payments Overview Page 
    Topic 6: Process a Payment Page
    Topic 7: Refund a Payment Page

  • Module 2
  • Zuora Payments: DEMO

    Task 1: Process a Payment
    Task 2: Create a Refund
    Task 3: Create a Payment Run

  • Module 3
  • Zuora Payments: PRACTICE

    Let Me Try
    Check Your Understanding

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps