Basics of Zuora Billing Settings

Basics of Zuora Billing Settings

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.

About this course

This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.

By the end of this course, you’ll be able to: 
• Identify the Zuora Billing settings
• Explain the purpose of each of the Zuora Billing settings
• Identify the default setting for each of the Zuora Billing settings
• Configure the settings to desired states

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

The course is broken down as shown:

Module 1
Overview of Zuora Billing Settings
Topic 1: Introduction
Topic 2: Why Configure Billing Settings?
Topic 3: Getting to the Zuora Billing Settings Screen
Topic 4: Zuora Billing Settings

Module 2
Understanding Zuora Billing Settings
Listed below are Zuora's Billing settings. In this module, you'll learn about each in more detail.
• Define Default Subscription Settings
• Customize Units Of Measure
• Customize Currencies
• Manage Custom Fields
• Define Billing Periods
• Define Billing Rules
• Define Numbering and SKU Formats
• Enable Charge Types / Models
• Manage Billing Document Configuration
• Manage Revenue Recognition Codes
• Payment Terms
• Download the Zuora WSDL
• Setup Taxation Codes
• Setup Profiles, Notifications and Email Templates
• Customize Batch Names
Check Your Understanding

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course1 hour

  • Module 1
  • Overview of Zuora Billing Settings

    Topic 1: Introduction
    Topic 2: Why Configure Billing Settings?
    Topic 3: Getting to the Zuora Billing Settings Screen
    Topic 4: Zuora Billing Settings

  • Module 2
  • Understanding Zuora Billing Settings

    Listed below are Zuora's Billing settings. In this module, you'll learn about each in more detail.
    • Define Default Subscription Settings 
    • Customize Units Of Measure 
    • Customize Currencies 
    • Manage Custom Fields 
    • Define Billing Periods 
    • Define Billing Rules 
    • Define Numbering and SKU Formats 
    • Enable Charge Types / Models 
    • Manage Billing Document Configuration 
    • Manage Revenue Recognition Codes 
    • Payment Terms 
    • Download the Zuora WSDL 
    • Setup Taxation Codes 
    • Setup Profiles, Notifications and Email Templates 
    • Customize Batch Names

  • Check Your Understanding
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Billing settings.

By the end of this course, you’ll be able to: 
• Identify the Zuora Billing settings
• Explain the purpose of each of the Zuora Billing settings
• Identify the default setting for each of the Zuora Billing settings
• Configure the settings to desired states

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

The course is broken down as shown:

Module 1
Overview of Zuora Billing Settings
Topic 1: Introduction
Topic 2: Why Configure Billing Settings?
Topic 3: Getting to the Zuora Billing Settings Screen
Topic 4: Zuora Billing Settings

Module 2
Understanding Zuora Billing Settings
Listed below are Zuora's Billing settings. In this module, you'll learn about each in more detail.
• Define Default Subscription Settings
• Customize Units Of Measure
• Customize Currencies
• Manage Custom Fields
• Define Billing Periods
• Define Billing Rules
• Define Numbering and SKU Formats
• Enable Charge Types / Models
• Manage Billing Document Configuration
• Manage Revenue Recognition Codes
• Payment Terms
• Download the Zuora WSDL
• Setup Taxation Codes
• Setup Profiles, Notifications and Email Templates
• Customize Batch Names
Check Your Understanding

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course1 hour

  • Module 1
  • Overview of Zuora Billing Settings

    Topic 1: Introduction
    Topic 2: Why Configure Billing Settings?
    Topic 3: Getting to the Zuora Billing Settings Screen
    Topic 4: Zuora Billing Settings

  • Module 2
  • Understanding Zuora Billing Settings

    Listed below are Zuora's Billing settings. In this module, you'll learn about each in more detail.
    • Define Default Subscription Settings 
    • Customize Units Of Measure 
    • Customize Currencies 
    • Manage Custom Fields 
    • Define Billing Periods 
    • Define Billing Rules 
    • Define Numbering and SKU Formats 
    • Enable Charge Types / Models 
    • Manage Billing Document Configuration 
    • Manage Revenue Recognition Codes 
    • Payment Terms 
    • Download the Zuora WSDL 
    • Setup Taxation Codes 
    • Setup Profiles, Notifications and Email Templates 
    • Customize Batch Names

  • Check Your Understanding
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps