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.
FREE
40 minutes
BeginnerSelf-PacedAdministratorBillingPayments and CollectionsEnd UserPayments & ARBilling & RatingZuora Billing
Product Catalog Configuration: Adding Products, Rate Plans, and Charges
Self-Paced: for Product Managers or Product Marketing Managers responsible for configuring and managing their company’s product catalog in Zuora.
FREE
30 minutes
BeginnerSelf-PacedAdministratorPricingEnd UserPricing & Packaging
Zuora RevPro: System-Related Setups
Self-Paced: for anyone interested in learning about system related setup in RevPro including accounting calendar, account structure, currencies and user setup.
FREE
30 minutes
Revenue RecognitionZuora Revenue
Zuora Connect: Danske Bank - Direct Debit Interface
Video: for anyone interested in learning how The Danske Bank direct debit interface upports banks in Nordics: Finland, Sweden, Denmark and Norway.
FREE
8 min 11 sec
AdvancedDeveloperConnect AppsVideoPayments and CollectionsExtensibilityZuora Marketplace
Zuora Finance: Basics of Accounting Close Process
Self-Paced: the different steps in the accounting close process, how to run a trial balance and reconcile any outstanding transactions, and how to view and export the period end balances and summaries.
FREE
45 minutes
BeginnerSelf-PacedFinance and AccountingEnd UserAccounting CloseZuora Billing
Zuora Finance: Basics of Configuration
Self-Paced: how Zuora Finance fits into the financial landscape of a subscription-based business model and gives an overview of Zuora Finance capabilities including configurations, accounting close process, and integrations. It's designed for anyone who wants to learn about Zuora Finance c
FREE
1 hour
BeginnerSelf-PacedAdministratorFinance and AccountingEnd UserAccounting CloseZuora Billing
Basics of Product Catalog*
Self-Paced: for Product Managers, Marketing Managers, or anyone responsible for setting up and managing a company’s catalog of products available to customers by subscription.
FREE
30 minutes
BeginnerSelf-PacedBillingPricingEnd UserPricing & PackagingZuora Billing
Configuring Revenue Recognition Rules in Zuora
Video: for anyone interested in learning about setting the revenue automation Start Date, assigning revenue recognition rules to rate plan charges, and Recommended Practices on assigning the right rules to rate plan charges.
FREE
10 min 20 sec
AdministratorAdvancedVideoEnd UserBilling & RatingZuora Billing
Revenue Schedules in Zuora
Video: for anyone interested in learning how to access revenue schedules, view revenue charge summary, and redistribute revenue for a line item.
FREE
11 min 47 sec
AdministratorAdvancedVideoEnd UserBilling & RatingZuora Billing
Basics of Billing Operations*
Self-Paced: for billing associates, analysts, managers, or anyone responsible for executing bill runs and generating invoices in Zuora.
FREE
30 minutes
BeginnerSelf-PacedBillingPricingEnd UserBilling & RatingZuora Billing
Developer Tools - Generic API Loader
Video: for anyone interested in learning how to create, update, delete any object in Zuora through easily manipulated CSV files using Generic API Loader.
FREE
16 minutes
BeginnerDeveloperConnect AppsVideoAPIs and PlatformIntegrations
Zuora Connect: Enhanced Invoice Numbering
Video: for anyone interested in how to how to automatically generate invoices with prefixes, numbers, and sequencing using Zuora's Enhanced Invoice Numbering app.
FREE
14 min 10 sec
AdministratorBillingAdvancedConnect AppsVideoEnd UserExtensibilityZuora Marketplace
Overview of Salesforce and Zuora CPQ
This course introduces you to the concept of configuring, pricing, and quoting for businesses and Zuora’s CPQ application.
FREE
30 minutes
Zuora CPQSelf-PacedAdministratorAdvancedSubscription ManagementQuote ManagementEnd User
Quoting & Advanced Functionality
This course describes how to create a quote with and without Guided Selling feature, how to create a quote , and how quote metrics are calculated in Salesforce.
FREE
30 minutes
Zuora CPQSelf-PacedAdministratorAdvancedSubscription ManagementQuote ManagementEnd User
Zuora for Salesforce: Rules Engine
Video: for anyone interested in learning about how the Zuora Rules Engine enables configurable validation, dynamic pricing, and automatic addition/removal of products in the quoting process
FREE
7 minutes
Zuora CPQAdministratorAdvancedVideoSubscription ManagementQuote Management
Zuora Orders: Order Actions
Self-Paced: for Zuora administrators or anyone who wants to learn how Zuora’s Order Actions can be used to create new subscriptions, make changes to, or delete existing subscriptions.
FREE
30 minutes
BeginnerSelf-PacedSubscription ManagementEnd UserZuora Billing