User management

Create and edit user accounts and reset passwords.

Single sign-on (SSO)

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

2-factor authentication

The ability to enable your 2nd verification beyond username and password when logging into Zuora.

Notifications

Email and callout notifications to automate communications with customers.

Attachments

Upload documents of supported formats to associate additional information with accounts.

Configurable fields

Define fields that are visible in the Zuora interface and available through the Zuora API.

Custom objects

Store unique subscription-related data in data objects.

10 Custom Objects included;

for additional

Workflow

Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks.

10 Workflows included;

for additional

Multi-org for Billing

Create segments within your tenant that allow segmentation of user data and access controls.

Zuora Protect

Suite of advanced security features.

App Store connectors

Ability to configure the connector with a simple and intuitive UI. A centralized view of all the events along with the ability to retry failed transactions

Available connectors:

• Apple Appstore

• Google Play Store

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.

Zuora Fraud Protection

Assess the risk of new payment methods and/or payment transactions.

Data import tools

Perform mass migration and updates of data.

Central Sandbox (Billing)

Replicate your full production environment so you can test and deploy new functionality.

Available to:

Central Billing Customers

1 included

for additional

2 included

for additional

Developer Sandbox (Billing)

Allows developers to copy/refresh only configuration/settings data and no transactional/dynamic data.

Available to Central Billing Customers

1 included

for additional

1 included

for additional

1 included

for additional

Revenue Sandbox (Revenue)

This is a production copy environment containing a snapshot of customer data from the production environment.

Available to Central Revenue Customers

2 included

for additional

2 included

for additional

2 included

for additional

Pre-built reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

Custom reports

The ability to dynamically edit pre-built reports or build customized reports.

Schedule and share reports

Automatically schedule report runs and share them directly in Zuora or via email.

Standard analytics datasets

Utilize datasets as the data source to visualize metrics on dashboards, Standard datasets include the data tables for the top subscription metrics.

Customizable analytics datasets

Utilize datasets as the data source to visualize metrics on dashboards, Customizable datasets include the ability to create data tables for custom data stored in Zuora.

Up to 10 datasets

Up to 75 datasets

Up to 100 datasets

Data Query

With Data Query, you can leverage the power of SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

Data Query Unlimited

Utilize SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

Not available

Subscription Warehouse Secure Share

Access your Zuora data in real-time from directly within your organization's own Snowflake account. Committed TAR or managed data entitlements apply.

Audit Trail

Track a log of key system activities across financially impacting settings.

7 years

7 years

7 years

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.

Not available

Not available

Performance Booster

Scale high-volume processes in Zuora, including bill runs and payments runs, and raise API concurrency limits.

Not available

Performance Booster Elite

Scale high-volume processes and operations in Zuora on a dedicated shard.

Not available

Not available

Global

Conduct business in available currencies.

Consumption Records

"Consumption Record" means each individual unique usage record.

Up to 10,000,000 annual Consumption Records included

for additional Consumption Records

Up to 100,000,000 annual Consumption Records included

for additional Consumption Records

Up to 300,000,000 annual Consumption Records included

for additional Consumption Records

Premium SLAs

Access priority-level SLAs as specified in Zuora Support and Service Level Agreement (for Zuora Modules) .

Not available

Revenue Performance Booster Elite

Scale medium to high-volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard.

Performance Booster Elite+

Scale high-volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard.

Custom Fields

You can extend the business objects in your Zuora billing tenant by defining custom fields. Custom fields you define are visible in the Zuora user interface and are available through the Zuora API.

Only objects that support Advanced Custom Fields are eligible for adding 50+ custom fields.

50 custom fields (10 of which are indexed)

75 custom fields (15 of which are indexed

100 custom fields (20 of which are indexed)

Zuora Connector for Data Warehousing

Billing:

Move your data from Zuora to the destination of your choice!

Zuora supports connections to the following:

• Aurora MySQL

• AWS Athena

• AWS Aurora

• AWS RDS

• AWS Redshift

• AWS S3

• Azure Blob Storage

• Databricks

• GCP Postgres

• Generic MySQL

• Generic Postgres

• Google BigQuery

• Google Cloud Storage

• SQL Server

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.

Multiple Tax Connectors

Integration with multiple supported tax services.

Additional Payment Gateway

Add and configure additional payment gateways in your tenant.

International Financial 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.

Subscription Pricing Catalog

A centralized repository to create one-time and recurring pricing models.

Currency

Price services in different currencies.

Limit 1 currency

Charge Types - Recurring & One Time Charges

Utilize one-time and recurring pricing models.

Multi-Action Order Management

Create orders with multiple actions in Zuora, for new subscriptions and subscription changes.

Ramp for Orders

Create a multi-year ramp deal natively.

Owner Transfers for Subscriptions

Manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription level.

Account Hierarchies

Manage customers that have parent-child accounts or multiple enterprise divisions.

Subscription Lifecycle Management

The ability to change subscriptions mid-stream, and for downstream processes such as billing, payment and revenue operations to automatically adjust based on those changes.

Invoice Settlement

Apply payments, credit memos, and refunds at the invoice level.

Taxation (Tax Connector or Z-Tax)

Out-of-box taxation engine for simple tax needs and self-maintenance of tax rate tables.

1 tax connector (or Zuora Tax Engine) included

Automated Bill Run

Group customers into multiple segments and automate billing/payments differently per group.

Flexible Billing

The ability to bill your customers efficiently and flexibly. Includes 2 features:

• Flexible Billing Attributes - Supports subscriptions for different locations, contacts, payment terms, invoice templates, sequence sets.
• Billing Schedule - Provides you the capability and flexibility to bill your customers based on contract negotiations or project milestones.

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.

Subscription Pre-built Reports

Calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business).

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.

Up to 15 GL segments included

Journal Runs/Journal Entries

Auto-create journal entry objects from Zuora transactions such as account receivables, credit balance adjustment, and revenue.

Revenue Workbench

Manage undistributed revenue on subscription charges, and track the progress of the revenue schedule creation.

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.

Up to 2 payment gateways can be integrated

AR Pre-built Reports

View your accounts receivable balance summary in a pre-built report.

Consumption Charge Models

Access to usage-based charge models to support pass-through fees, peak consumption, and charges based on any attribute. The usage-based charge models are:

• Flat Fee

• Per Unit

• Volume

• Tiered

• Overage

• Tiered with Overage

• Pre-Rated Pricing

• High Water Mark Pricing

• Multi-Attribute Pricing

Consumption-based Billing

• Ingest usage events via API or import usage events via the UI.

• Rate for usage events against Zuora's product rate plans to determine how much to charge a customer.

Complex Invoicing Rules

Split Invoicing and Invoice at Subscription Level. Bill separately from everything else on the billing account.

Unbilled Usage

Enables you to access the usages and due amounts in near real time before charges are billed. You can view the usages and up-to-date amounts due for a subscription in the Unbilled Usage section on the subscription details page.

Credit-Based Prepaid With Drawdown

Ability to invoice for one-time or recurring prepayments for non-monetary units, or credits, and provide a means to draw those credits down using usage charges. Full prepaid balance management, and overage charging once the balance runs out.

Cash-Based Prepaid with Drawdown

Enables you to collect payment from your customers and then deposit the payment on their customer account as reserved payment.

Threshold notifications

Standard notifications triggered based on the amount or percentage of prepaid balance crossed.

Minimum Commitment

Allows you to offer subscription services in which your customers commit to spending a minimum amount. If the customers do not spend the committed amount by the end of the commitment period, they will be automatically charged a true-up to meet the contracted minimum amount.

Mediation

Enables you to create Meters that automate a set of event processing steps that otherwise need to be performed manually and repetitively, resulting in consumption records that can easily be rated and billed for.

Quotes

Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle.

Includes capabilities such as Zuora Developer Kit, Guided Selling, Rules Engine, Ramps, and more!

Salesforce Connector

Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc).

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.

Zuora Connector for Hubspot CRM

An integration that allows your Hubspot CPQ/CRM frontend to sync data bi-directionally to and from your Zuora subscription billing backend.

Zuora Salesforce Connector

(formerly known as 360)

Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc).

Zuora Salesforce CPQ Connector

Integrate Salesforce CPQ Contracts and Salesforce CPQ Quotes with Zuora.

Zuora NetSuite Connector

NetSuite Connector integrates Zuora's subscription billing capabilities with NetSuite's ERP/Financials solution with bi-directional integration across every core application module to seamlessly combine the two applications. Includes one production and one sandbox license.

Zuora NetSuite Connector Add-On

Includes one additional connector for customers that require a second sandbox.

Configurable Summary Level GL Interface

Extract of Zuora data, pre-formatted for upload into general ledgers.

Account Management Portal

Enable end-subscribers to self serve their account and subscription needs via a configurable user interface.

Promo Codes

Leverage promotion codes and coupons like generating unique codes, enable code redemption, setting time limits and create custom fields.

Configurable Lockbox

Automate payment-to-invoice matching for checks received by lockbox banking providers.

Additional Payment Gateway

1 additional pre-built integration to another available payment gateway.

1 gateway integration per license

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.

Additional Consumption Records

For customers of the Gold Platform and Advanced Consumption Billing, additional annual Consumption Consumption Records volume entitlement.

Only available to Gold Platform and Advanced Consumption customers.

Advanced Payment Manager

Associate different payment methods with multiple subscriptions under a single account.

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.

Collections Window

Generate account statements, track account statuses, and document collection attempts visible to the entire collections team.

Notes

Add notes, reminders, and files on collections to a customer account.

Workflow

10 Workflows included with Collections.

Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks.

Statement Generator

Create statements to show subscribers any activity that has taken place on their account.

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.

Transaction/Contract Grouping

Group uploaded transaction lines into revenue contracts using grouping templates.

Performance Obligation (POB) Mapping

Group transaction lines within one revenue contract into performance obligations (POB) by ASC 606.

Revenue Schedules

Distribute revenue into accounting periods and track when revenue is recognized.

Revenue Events

Create a Zuora-defined or user-defined event, resulting in a change to a revenue schedule.

Accounting Entries LT/ST, Netting

Perform Long Term / Short Term reclassification to reclassify the revenue to be recognized for the Contract Liability account.

Manual Journal Entries

Set up, upload and approval process for Manual Journal Entries before being transferred to the Book of Accounts.

Consumption Revenue

Revenue recognition to support Consumption business models. Ability to manage usage estimation as variable considerations. Automation to support contract modifications related to consumption offerings. Ability to report on consumption history and usage tracking through available reports and through the revenue contract workbench.

POB Bundles

Split a single contract line into multiple lines with individual POBs or consolidated POBs.

SSP Allocations

Calculate, as defined by ASC 606 and IFRS 15, the standalone selling price (SSP) at which an entity sells a good or service separately to a customer.

Contract Modifications

Change price or scope to performance obligations (POBs) after the creation of a contract, or add or subtract existing POBs within a contract.

Variable Consideration

Automatically create VC estimates when a sales order line is collected. Alternatively, upload VC estimates or actuals to Zuora Revenue by using file upload.

SSP Formula

Define formulas and apply the formula to appropriate transaction lines to automatically determine SSP for your goods and services.

SSP Upload

If SSP is estimated outside Zuora Revenue, you can upload it as a spreadsheet to Zuora Revenue based on your defined SSP templates.

Cost Management

Automatically calculate costs, such as commissions, rebates, accruals, COGS and other costs associated with generating revenue.

SSP Analyzer

Automatically calculate Standard Selling Price (SSP) by using historical transaction data for your goods and services.

Multi-Org Package

Configure multiple organizations and open and close the accounting period based on the organization.

Up to 20 orgs

Revenue Sandbox

A testing environment with a copy of your production data.

Revenue Migration Sandbox

Migration environment for heavy performance testing, load testing, and data conversion or migration. It comes with a copy of your production data if available.

Available for terms of variable length, incl shorter than 1 year

Historical Data Read-Only Access

Access to historical Zuora Revenue data for audit purposes with read-only access.

Revenue Connectors

The following are available as add-ons:

• Revenue Connector for Dynamics 365 Finance

• Revenue Connector for NetSuite

• Revenue Connector for Oracle

Connect Revenue to the available ERPs to manage seamless bi-directional data flows.

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.

Not available

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.

Not available

Not available

Not available

Premium Support

Fast-track service during business hours with access to a Named Account Support Engineer to personally manage your support cases

Not available

Premium Elite Support

The highest level of customer support and priority response for cases, priority-level SLAs with access to a Named Account Support Engineer to personally manage your support cases. In addition, an assigned offshore Technical Account Manager provides guidance on the maintenance of your implementation and advisory support on how to keep up with best practices as your business evolves.

Not available

Signature Elite Support

The highest level of customer support and priority response for cases, priority-level SLAs with access to a Named Account Support Engineer to personally manage your support cases. In addition an assigned Senior Onshore Enterprise Solution Architects (ESA) provides architecture and technical deployment expertise to help accelerate business results, optimize for growth, and mitigate system risk.

Not available

Technical Account Manager (TAM)

The Offshore Technical Account Manager provides guidance on the maintenance of your implementation. Advisory support on how to keep up with best practices as your business evolves.

Enterprise Solution Architect (ESA)

Senior Onshore Enterprise Solution Architects (ESA) to provide architecture and technical deployment expertise to help accelerate business results, optimize for growth, and mitigate system risk.

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.

1 seat

3 seats

5 seats

Included Issues

Unlimited

Unlimited

Unlimited

Unlimited

24x7 Community

24x7 Service Availability Monitoring

Live 24x7 Global Support

Online Ticket Support

Email Support

Phone Support

Not available

Standard Salesforce Development Support

Not available

Priority Queue

Not available

Application Uptime SLA

Not available

Support Response Times SLA

Not available

Advanced Salesforce Development Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Salesforce's platform, Zuora will help Customer and Salesforce resolve the issue.

Not available

Not available

Not available

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.

Not available

Not available

Not available

Turnkey Managed Services - Billing

Monitor and manage billing activity. Perform mass updates and changes. Ensure billing revenue is complete. Process tuning and report on activity.

Weekly bill runs and up to 10 ad hoc runs. 2 mass updates. Up to 8 changes and 3 revenue routines

Up to 32 bill runs and up to 15 ad hoc runs. 4 mass updates. Up to 12 changes and 5 revenue routines

Up to 64 bill runs and up to 20 ad hoc runs. 4 mass updates. Up to 15 changes and 7 revenue routines

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

Turnkey Managed Services - Revenue

Process data transfers, changes and mass updates. Validate period open/close. Process tuning and report on activity. (Data transfer time involved expected to increase with higher packages)

Monthly data transfers and 1 period open/close. 1 mass update and 1 change

Monthly data transfers and 1 period open/close. 1 mass update and 1 change

Up to 6 data transfers and 1 period open/close. 1 mass update and 1 change