- 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
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.
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