Zuora Billing Settings: Common Use Cases

Zuora Billing Settings: Common Use Cases

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 settings to address your company’s needs
• Configure those settings
• Perform set-up for testing purposes
• Verify the outcomes

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

The course is broken down as shown:
• Setting the Context
  What You’ll Learn
  Your Role as a Zuora Administrator
  Learn About the Company
  Meet the Employees
  Get Familiar with This Course
  Before You Start

Use Cases
• Define Default Subscription Settings Use Case 1
• Define Default Subscription Settings Use Case 2
• Define Default Subscription Settings Use Case 3
• Customize Units Of Measure
• Customize Currencies
• Manage Custom Fields
• Define Billing Periods
• Define Billing Rules Use Case 1
• Define Billing Rules Use Case 2
• 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

Conclusion
• Next Steps

Course1 hour

  • Setting the Context
  • Setting the Context

      What You’ll Learn
      Your Role as a Zuora Administrator
      Learn About the Company
      Meet the Employees
      Get Familiar with This Course
      Before You Start

  • Use Cases
  • Define Default Subscription Settings Use Case 1
  • Define Default Subscription Settings Use Case 2
  • Define Default Subscription Settings Use Case 3
  • Customize Units Of Measure
  • Customize Currencies
  • Manage Custom Fields
  • Define Billing Periods
  • Define Billing Rules Use Case 1
  • Define Billing Rules Use Case 2
  • 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
  • Conclusion
  • 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 settings to address your company’s needs
• Configure those settings
• Perform set-up for testing purposes
• Verify the outcomes

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

The course is broken down as shown:
• Setting the Context
  What You’ll Learn
  Your Role as a Zuora Administrator
  Learn About the Company
  Meet the Employees
  Get Familiar with This Course
  Before You Start

Use Cases
• Define Default Subscription Settings Use Case 1
• Define Default Subscription Settings Use Case 2
• Define Default Subscription Settings Use Case 3
• Customize Units Of Measure
• Customize Currencies
• Manage Custom Fields
• Define Billing Periods
• Define Billing Rules Use Case 1
• Define Billing Rules Use Case 2
• 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

Conclusion
• Next Steps

Course1 hour

  • Setting the Context
  • Setting the Context

      What You’ll Learn
      Your Role as a Zuora Administrator
      Learn About the Company
      Meet the Employees
      Get Familiar with This Course
      Before You Start

  • Use Cases
  • Define Default Subscription Settings Use Case 1
  • Define Default Subscription Settings Use Case 2
  • Define Default Subscription Settings Use Case 3
  • Customize Units Of Measure
  • Customize Currencies
  • Manage Custom Fields
  • Define Billing Periods
  • Define Billing Rules Use Case 1
  • Define Billing Rules Use Case 2
  • 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
  • Conclusion
  • Course Rating
  • Next Steps