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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Configurable Lockbox

Install Configurable Lockbox app

Learn how to install and configure the Configurable Lockbox app in your Zuora tenant.

Before installing Configurable Lockbox, ensure the following tasks are completed:

With Configurable Lockbox, you can improve operational efficiency by automating payment-to-invoice matching for checks received by lockbox banking providers. Configurable Lockbox can be purchased as part of Collections, or as a standalone Marketplace app outside of Collections.

  1. Log in to your Zuora tenant.
  2. Click Marketplace > Purchases.
  3. Locate the Configurable Lockbox app, hover over it, and then click Deploy.
  4. In the New Configuration window, specify the following configuration details for the app:

    • Name: A name is populated automatically. Modify the name if necessary.

    • Run Mode: See the app documentation for guidance on choosing a run mode. For Configurable Lockbox, select Universal.

    • Execution: Select External unless the app documentation specifies otherwise.

    • Build Name: Select Production - US, regardless of your environment.

    • Source and Target: Select the tenant login for the app. Some apps or functions require OAuth. For Configurable Lockbox, select the OAuth tenant login for the installation.

  5. Click Create.
    The app is installed and appears under Marketplace in your Zuora tenant shortly. You might need to refresh the page for the app name to display.

After the app is installed, you can launch, configure, and use it in your Zuora tenant.

Last updated: May 29, 2026