Basics of Payment Operations*

Basics of Payment Operations*

Self-Paced: for anyone for anyone responsible for collecting payments from customers 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 anyone responsible for collecting or refunding payments from customers in Zuora. In this course, you’ll learn how to create payment runs, process a payment, and refund a payment 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 

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 Payments
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

*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 anyone responsible for collecting or refunding payments from customers in Zuora. In this course, you’ll learn how to create payment runs, process a payment, and refund a payment 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 

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 Payments
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