- Module 1
-
Overview of Zuora Payments Settings
Topic 1: Introduction
Topic 2: Why Configure Payments Settings?
Topic 3: Getting to the Zuora Payments Settings Screen
Topic 4: Zuora Payments Settings - Module 2
-
Payment Method
-
Setup Payment Gateway
-
Setup Profiles, Notifications and Email Templates
-
Configure Payment Retry Rules
-
Setup Payment Method Updater
-
Setup Hosted Pages
-
Manage Custom Fields
-
DEMO: Adding a Custom Field
-
Configure Reason Codes
-
Check Your Understanding
- Module 3
-
Course Summary
Course Summary
Completed Objectives -
Course Rating
-
Next Steps
Basics of Zuora Payments Settings
Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora, including Payments settings.
By the end of this course, you’ll be able to:
• Identify the Zuora Payments settings
• Explain the purpose of each of the Zuora Payments settings
• Identify the default setting for each of the Zuora Payments 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
• Basics of Zuora Payments
The course is broken down as shown:
Module 1
Overview of Zuora Payments Settings
Topic 1: Introduction
Topic 2: Why Configure Payments Settings?
Topic 3: Getting to the Zuora Payments Settings Screen
Topic 4: Zuora Payments Settings
Module 2
Understanding Zuora Payments Settings
Listed below are Zuora's Payments settings. In this module, you'll learn about each in more detail.
• Payment Method
• Setup Payment Gateway
• Setup Profiles, Notifications and Email Templates
• Configure Payment Retry Rules
• Setup Payment Method Updater
• Setup Hosted Pages
• Manage Custom Fields
• Configure Reason Codes
Check Your Understanding
Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps