Zuora Collect: Advanced Payment Manager

Zuora Collect: Advanced Payment Manager

This course provides a basic overview of the Zuora Collect: Advanced Payment Manager feature and how to complete a few basic tasks with this feature.

About this course

Welcome to the Zuora Collect: Advanced Payment Manager course. This is the third course in the Zuora Collect Learning Path. This course will provide you with a basic overview of the Zuora Collect: Advanced Payment Manager feature and how to complete a few basic tasks with this feature.

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

  • Describe the basic functions of Zuora Collect: Advanced Payment Manager
  • Identify the benefits of Zuora Collect: Advanced Payment Manager
  • List the features of Zuora Collect: Advanced Payment Manager
  • Understand how payment run works in Advanced Payment Manager

Click the Enter button above to start.

Course30 minutes

  • Module 1: Overview of Advanced Payment Manager (APM)
  • Introduction to APM
  • DEMO: Setup and Configuration of the Advanced Payment Manager
  • Payment Method Wizard Considerations
  • Module Recap
  • Module 2: Operations in the Advanced Payment Manager
  • Introduction to APM Tasks
  • DEMO: Execute an Ad Hoc Payment Run
  • DEMO: Create a Payment Run Schedule
  • DEMO: View and Export the Details of a Payment Run
  • Understanding Payment Run Executions in APM
  • Module Recap
  • Module 3: Use Cases for APM
  • Use Case 1: Help customers pay using different payment methods for their subscriptions
  • Use Case 2: Submit ad-hoc payment run for a specific account/subscription and export the payment details
  • Use Case 3: Have a varying payment schedule for a customer
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Zuora Collect: Advanced Payment Manager course. This is the third course in the Zuora Collect Learning Path. This course will provide you with a basic overview of the Zuora Collect: Advanced Payment Manager feature and how to complete a few basic tasks with this feature.

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

  • Describe the basic functions of Zuora Collect: Advanced Payment Manager
  • Identify the benefits of Zuora Collect: Advanced Payment Manager
  • List the features of Zuora Collect: Advanced Payment Manager
  • Understand how payment run works in Advanced Payment Manager

Click the Enter button above to start.

Course30 minutes

  • Module 1: Overview of Advanced Payment Manager (APM)
  • Introduction to APM
  • DEMO: Setup and Configuration of the Advanced Payment Manager
  • Payment Method Wizard Considerations
  • Module Recap
  • Module 2: Operations in the Advanced Payment Manager
  • Introduction to APM Tasks
  • DEMO: Execute an Ad Hoc Payment Run
  • DEMO: Create a Payment Run Schedule
  • DEMO: View and Export the Details of a Payment Run
  • Understanding Payment Run Executions in APM
  • Module Recap
  • Module 3: Use Cases for APM
  • Use Case 1: Help customers pay using different payment methods for their subscriptions
  • Use Case 2: Submit ad-hoc payment run for a specific account/subscription and export the payment details
  • Use Case 3: Have a varying payment schedule for a customer
  • Rate This Course!
  • What's Next?