Welcome to Zuora Product Documentation

Explore our rich library of product information

Creating subscriptions with hard bundle using the Zuora UI

Learn how to create a subscription with a hard bundle product, configure optional and mandatory charges, review billing, and activate the subscription.

  1. Navigate to Customers > Orders. The Orders page opens.
  2. Click Create New Order.
    New order creation using account name
  3. Follow Step 3 to Step 7 in the Create a subscription using the Zuora UI topic to create a new subscription.
    New Subscription
  4. In the Products and Charges section, select a hard bundle product.
  5. Click Add Product. The Add Product page is displayed.
  6. To add a rate plan, click the right arrow (>) next to the product name to expand all its rate plans, and then select the checkbox in front of the rate plan.
    Rate plan linked to the subscription
  7. Click Add Product in the bottom right corner.
    Optional charges highlighted
    Note: The hard bundle contains both optional and mandatory charges.
  8. (optional) If the bundle contains optional charges, select the checkbox next to the optional charge or charges to include them in the subscription.
  9. (optional) To update a charge for the selected rate plan, click the name of the charge to expand the charge details and update it.
  10. Click Review Order. The Review Order page opens. The operations that you can perform on the subscription are listed to the right of the subscription name.
    Activate highlighted
  11. (optional) To preview billing information for the subscription, click Preview Billing, specify the preview settings, and then click Update Preview to see the preview invoices. After you are finished, click Done to return to the previous page.
  12. Click Activate.