Zuora Administration: New Settings - Summer 2019

Zuora Administration: New Settings - Summer 2019

Self-Paced: for Zuora Administrators responsible for configuring and managing settings in Zuora.

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About this course

This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora.

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

  • Identify the new settings in Zuora
  • Explain the purpose of each of the settings
  • Identify the default setting for each of the settings
  • Configure the settings to desired states

Prerequisites

  • Administration Settings
  • Basics of Zuora Billing Settings
  • Basics of Zuora Payments Settings
  • Basics of Zuora Finance Settings
  • Zuora Billing Settings: Common Use Cases
  • Zuora Payments Settings: Common Use Cases
  • Zuora Finance Settings: Common Use Cases

Note: 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.

Course30 minutes

  • Overview
  • Subscription Auto Renew Job Type
  • Define which day in the week you allow your billing periods to start
  • Preserve snapshot of bill-to and sold-to contacts when billing documents are posted?
  • Zuora Tax rounding rule for inclusive tax calculation
  • When service period of an invoice item crosses multiple tax rate period, it will generate ...
  • Define Discount Settings
  • Manage Currency Conversion
  • Course Summary
  • Check Your Understanding
  • For More Information
  • Rate This Course!
  • What's Next?

About this course

This course is designed for Zuora Administrators responsible for configuring and managing settings in Zuora.

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

  • Identify the new settings in Zuora
  • Explain the purpose of each of the settings
  • Identify the default setting for each of the settings
  • Configure the settings to desired states

Prerequisites

  • Administration Settings
  • Basics of Zuora Billing Settings
  • Basics of Zuora Payments Settings
  • Basics of Zuora Finance Settings
  • Zuora Billing Settings: Common Use Cases
  • Zuora Payments Settings: Common Use Cases
  • Zuora Finance Settings: Common Use Cases

Note: 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.

Course30 minutes

  • Overview
  • Subscription Auto Renew Job Type
  • Define which day in the week you allow your billing periods to start
  • Preserve snapshot of bill-to and sold-to contacts when billing documents are posted?
  • Zuora Tax rounding rule for inclusive tax calculation
  • When service period of an invoice item crosses multiple tax rate period, it will generate ...
  • Define Discount Settings
  • Manage Currency Conversion
  • Course Summary
  • Check Your Understanding
  • For More Information
  • Rate This Course!
  • What's Next?