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Define payment terms

Use the Define Payment Terms page to define when customers pay for their goods and services. It is common for such terms to be included in a customer’s license or services contract (the contract that governs the subscription).

No limit exists on the number of payment terms that can be created in a tenant.

The following payment term options are available:

  • Net Payment Term . For this option, the payment interval between the invoice date and the due date is a fixed number of days that you determine. The default payment term is Due Upon Receipt, which means the due date is the day the invoice is received.

  • Prox Payment Term. This option lets you define the day of the month for the invoice to be sent, the payment interval before the due date (in months), and the day of the month on which the due date occurs.

Track Payment Terms Setting Changes Through Audit Trail

You can use Audit Trail to track changes on the Payment Terms setting. Use Data Query to run a report against the auditsettingchangeevent Audit Trail table to retrieve the records.

To retrieve the setting changes records, submit a data query through UI or API with the following SQL query:

SELECT username      AS UpdatedBy,
       action        AS Action,
       settingtype   AS SettingType,
       attributename AS Attribute,
       oldvalue      AS OldValue,
       newvalue      AS NewValue,
       timestamp     AS Timestamp,
       SettingObjectName
FROM   auditsettingchangeevent
WHERE  namespace <> 'UserManagement'
AND    settingtype = 'PaymentTerm'
ORDER  BY timestamp DESC
LIMIT  100000