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Auto-post and auto-email

Learn how to automate your billing process by enabling auto-post and auto-email features after mastering the billing workflow.

When you are very comfortable with the best practice billing workflow process (we recommend approximately 6+ months of billing) and/or have very simple pricing, try the following to further automate your billing process:

  1. Enable the Support bill run auto-post billing rule .
  2. Auto-post invoices upon completion of the bill run
  3. Email invoices after auto-post is complete