Basics of Billing Operations*

Basics of Billing Operations*

Self-Paced: for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.

About this course

*Note that this course has been updated to reflect Zuora's latest product release that includes the new Orders and Invoice Settlement features.

This course is designed for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.

By the end of this course, you’ll be able to:

• Explain the billing process in Zuora
• Identify the process of creating a bill run
• Create a bill run 

Prerequisites: None

Note that your company's configuration of Zuora may be different from the one you'll see in this course. As a result, some fields and options displayed in this course will be different from those displayed in your Zuora tenant.

The course is broken down as shown:

Module 1
Introduction to Zuora Billing
Topic 1: Introduction to the Bill Run Process
Topic 2: Types of Bill Runs
Topic 3: Getting to the New Bill Run Page
Topic 4: New Bill Run Page
Topic 5: Billing Overview Page
Topic 6: Invoice Page
Topic 7: Invoice Item Adjustment
Topic 8: Adjust Invoice Items Page

Module 2
Zuora Billing: Demo
Task 1: Execute a Bill Run
Task 2: Create an Invoice Item Adjustment

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

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Zuora Billing

    What’s in it for You?
    Topic 1: Introduction to the Bill Run Process
    Topic 2: Types of Bill Runs
    Topic 3: Getting to the New Bill Run Page
    Topic 4: New Bill Run Page
    Topic 5: Billing Overview Page
    Topic 6: Invoice Page
    Topic 7: Invoice Item Adjustment
    Topic 8: Adjust Invoice Items Page

  • Module 2
  • Zuora Billing: DEMO

    Task 1: Execute a Bill Run
    Task 2: Create an Invoice Item Adjustment

  • Module 3
  • Zuora Billing: PRACTICE

    Let Me Try

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

*Note that this course has been updated to reflect Zuora's latest product release that includes the new Orders and Invoice Settlement features.

This course is designed for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.

By the end of this course, you’ll be able to:

• Explain the billing process in Zuora
• Identify the process of creating a bill run
• Create a bill run 

Prerequisites: None

Note that your company's configuration of Zuora may be different from the one you'll see in this course. As a result, some fields and options displayed in this course will be different from those displayed in your Zuora tenant.

The course is broken down as shown:

Module 1
Introduction to Zuora Billing
Topic 1: Introduction to the Bill Run Process
Topic 2: Types of Bill Runs
Topic 3: Getting to the New Bill Run Page
Topic 4: New Bill Run Page
Topic 5: Billing Overview Page
Topic 6: Invoice Page
Topic 7: Invoice Item Adjustment
Topic 8: Adjust Invoice Items Page

Module 2
Zuora Billing: Demo
Task 1: Execute a Bill Run
Task 2: Create an Invoice Item Adjustment

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

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Zuora Billing

    What’s in it for You?
    Topic 1: Introduction to the Bill Run Process
    Topic 2: Types of Bill Runs
    Topic 3: Getting to the New Bill Run Page
    Topic 4: New Bill Run Page
    Topic 5: Billing Overview Page
    Topic 6: Invoice Page
    Topic 7: Invoice Item Adjustment
    Topic 8: Adjust Invoice Items Page

  • Module 2
  • Zuora Billing: DEMO

    Task 1: Execute a Bill Run
    Task 2: Create an Invoice Item Adjustment

  • Module 3
  • Zuora Billing: PRACTICE

    Let Me Try

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps