Zuora Payments Standalone entitlements
Features and services in Zuora Payments Standalone
These entitlements are effective starting March 30, 2023. For customers whose relationship with Zuora is governed by prior versions of our entitlements or other contract terms, consult your applicable contract terms.
Included in base fee
Additional fee applies
|
Functionality |
Supported |
|---|---|
|
Central Sandbox Replicate your full production environment so you can test and deploy new functionality. |
|
|
Multi-Currency support Customize your offerings to define pricing and packaging for global customers in available currencies, manage all aspects of billing and payment processing. |
|
|
International finance operations Ability to take transactions and convert them from their transactional currency to a reporting currency. |
|
|
Home Currency Convert foreign currencies into your home currency for financial reporting. |
|
|
Account Hierarchies Manage customers that have parent-child accounts or multiple enterprise divisions. |
|
|
Invoice Settlement Apply payments, credit memos, and refunds at the invoice level. |
|
|
Credit/Debit Memos Correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account. |
|
|
Payment to Invoice Item Settlement Apply payments, credit memos, and refunds at the invoice item level. |
|
|
Chart of Accounts Management Create a chart of accounts structure in Zuora. |
|
|
Accounting Close Capabilities Lock and close accounting periods to prevent changes and improve auditability. |
|
|
GL Segments Included Allow customers to get summary journal entries segmented by configurable "general ledger segments". Segments can align to any structure, A/R journal entry, or by product, by subsidiary, by region, etc. |
|
|
Journal RunsRus/JournalJounrtal Entries Auto-create journal entry objects from Zuora transactions such as account receivables, credit balance adjustment, and revenue. |
|
|
Automated Payment Run Automatically pick up invoices for accounts with auto-pay enabled and charge them for the invoice amount. |
|
|
Hosted Payment Pages (HPM) to capture Payment details with PCI Compliance Allow subscribers to send payment details to your company in a secure, PCI-compliant manner. |
|
|
Unapplied Payments Record all payments in Zuora even if the information about customers or invoices is missing. |
|
|
Payment gateway Pass authorization, payments, and settlement data securely to and from the merchant's website to the merchant's processor |
|
|
AR Pre-built reports View your accounts receivable balance summary in a pre-built report. |
|
|
Payment Method Updater Automatically incorporate changes made to a customer's payment method including the expiration date, new card number, account closure, and brand migration. |
|
|
Chargeback Reconciliation Verify an electronic payment and refund transaction processed in Zuora matches the transaction reported by the gateway. |
|
|
Configurable Payment Retry (CPR) Configure retry logic for failed electronic payments based on a customer's profile and several other characteristics of its failed payment. |
|
|
Configurable Lockbox Automate payment-to-invoice matching for checks received by lockbox banking providers. |
|
|
Data Loader Capabilities This tool provides a solution for a unified user experience to manage the bulk data load, review, correct, and accept business processes required to onboard new customers for Payments-applicable objects. |
|
|
Workflow Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks. |
|
|
Custom Objects Store unique subscription-related data in data objects. |
|
|
Audit Trails Track a log of key system activities across financially impacting settings. |
|
|
Performance Booster Scale high-volume processes in Zuora Payments, such as payments runs, and raise API concurrency limits. |
|
|
Support and Services Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, online ticket support, email support, and unlimited included incidents. See Support & Services section below for additional details. |
|
Available Add-Ons
Prerequisite: Zuora Payments Standalone
|
Functionality |
Supported |
|---|---|
|
Zuora Fraud Protection A paid add-on offering that helps assess the risk of new payment methods and/or payment transactions The purchase of the access fee includes 50,000 Screening Requests. Additional Screening Requests must be purchased in advance, otherwise there is an overage charge assessed per Screening Request. Screening Request is defined as each Purchase API request made. |
|
|
Specialized Payment Connections Should you encounter a payment gateway, or a payment method not available on an existing supported gateway, this path allows you to get the support you need for payment processing. |
|
|
Developer Sandbox Allows developers to copy/refresh only configuration/settings data and no transactional/dynamic data. |
|
|
Performance Booster Elite Scale high-volume processes and operations in Zuora on a dedicated shard. |
|
|
Snowflake Secure Data Share Access your Zuora data in real-time from directly within your organization's own Snowflake account. Committed TAR or managed data entitlements apply. |
|
|
Zuora Warehouse An elastically scalable data warehouse service provided by Zuora. You can leverage Zuora Warehouse to run high-performance queries on unlimited data volumes. |
|
|
Mutli-Org Create segments within your tenant that allow segmentation of user data and access controls. |
|
|
Multi-Entity Management The ability to segment financial data and processes into a separate segment with a parent-child relationship to manage different geographies, currencies, product lines, etc. For more information, see Overview of Multi-entity. |
|
|
Account Management Portal Enable end-customers to self serve their account and payments needs via a configurable user interface. |
|
|
Summary Level GL Interface Extract of Zuora data, pre-formatted for upload into general ledgers. |
|
|
Single Sign-On (SSO) The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository. |
|
|
Zuora Protect Suite of advanced security features. |
|
Support and Services
|
Service |
Supported |
|---|---|
|
Standard Support See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, online ticket support, email support, and unlimited included incidents. |
|
|
SLA and Priority Queue See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA. |
|
|
Advanced SFDC and Payment Gateway Support See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support. |
|
|
Premium Support Fast-track service during business hours with access to a Named Account Support Engineer. |
|
|
Premium Elite Support The highest level of customer support and priority response for cases, priority-level SLAs with access to an assigned Technical Account Manager to personally manage your support cases. |
|
|
Technical Account Manager (TAM) Guidance on the maintenance of your implementation. Advisory support on how to keep up with best practices as your business evolves. |
|
|
Zuora University Training Access to on-demand courses covering the basics of Zuora products is included with all editions. Seats to Zuora University are available for purchase and include access to advanced training, live classes and workshops, certification exams, and a training sandbox. |
|
|
Support items | |
|---|---|
|
Included Issues |
Unlimited |
|
24x7 Community |
|
|
24x7 Service Availability Monitoring |
|
|
Live 24x7 Global Support |
|
|
Online Ticket Support |
|
|
Email Support |
|
|
Phone Support |
|
|
Priority Queue |
|
|
Application Uptime SLA |
|
|
Support Response Times SLA |
|
|
Advanced Payment Gateway Support If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer's chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue. |
|
Turnkey Managed Services
|
Advanced |
Elite |
Pro | |
|---|---|---|---|
|
Turnkey Managed Services - Payment Monitor and manage payment activity. Perform mass updates and changes. Process tuning and report on activity. |
Weekly payment runs and up to 10 ad hoc runs. 1 mass update and 3 changes |
Up to 32 payment runs and up to 15 ad hoc runs. 2 mass updates and 10 changes |
Up to 32 payment runs and up to 20 ad hoc runs. 3 mass updates and 15 changes |