Zuora settings
Zuora supports an extensive array of configuration settings, providing you with the flexibility and controls to customize your Zuora solution to fit your specific needs.
In this section, you are introduced to settings that you can use to customize Zuora.
Zuora application settings
Within each module, there are a number of configuration settings, with some settings being visible to all users and others visible only to those with administrator-level access. For example, only an administrator can add new users to your tenant or create custom user roles that restrict access to certain operations.
A few settings in particular that you may want to review and configure in advance are:
|
Module |
Setting |
Description |
|---|---|---|
|
Administration |
Manage User Roles |
This setting is viewable to administrators, who can create custom roles to control user permissions at a granular level. |
|
Billing |
Customize Units of Measure (UOM) |
UOMs are used for rate plans that have per-unit pricing to rate any unit of measure that is part of your pricing and packaging. |
|
Billing |
Customize Currency (Multi-Currency Support) |
Enable all the currencies your company needs to use. |
|
Billing |
Manage Custom Fields |
Create custom fields for the objects in Zuora to store custom information required for your business and/or reporting. |
|
Billing |
Select Charge Models |
Activate the charge models your company will use, for example, Flat Fee, Overage or Tiered Pricing. |
|
Billing |
Manage Billing Document Configuration |
Create and edit your invoice templates. For example, you can customize the look and feel to include your company logo and contact information. You can also control document numbering. |
|
Payments |
Set Up a Payment Gateway |
If your company plans to accept electronic payments, e.g. credit cards, configure your payment gateways first. |
|
Payments |
Define Payment Methods |
Specify which payment methods your company will accept, e.g, cash, check, or credit card. |
|
Finance |
Configure Aging Balance Settings |
Specify the age ranges for the aging buckets and whether to include negative invoices in the AR Aged Invoice report. |
Additional resources and activities
To learn more about the Zuora application settings, consider the following:
-
Review the documentation for Billing Settings and Payments Settings.
-
Access your company's test account on the Zuora Sandbox to review and customize the settings.
What's next
Try: TeamCollaboration tutorial: Enable multi-currency