Customer Accounts

Delete Accounts

Users can only delete accounts once they've been canceled. To cancel an account, the customer must have canceled their subscription first.

Yes

Create Account

Create accounts either manually or by importing customer lists.

Yes

Create Contact

Each account must have at least one contact before it can be saved. Users can add a maximum of 100 contacts to an account.

Yes

Create Payment Method

Add Payment Methods for a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards.

Yes

Modify Account

The permission includes:

• Modify basic account information.

• Modify billing and payment details.

• Modify contacts.

• Modify new attachments. See Attachments.

Yes

Cancel Account

Cancel the account.

Yes

Change Payment Methods

Change Payment Methods for a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards.

Yes

Delete Payment Methods

Delete Payment Methods from a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards.

Yes

Hard Delete Billing Document Files

Permanently delete all billing document PDF files.

No

Scrub Sensitive Data of Contact

Scrub sensitive data of contacts. See Scrub Contacts for more information.

No

Subscriptions

Manage Subscriptions/Amendments

Add or remove a Subscription as well as amendments or implement order actions to a Subscription. Amendments or order actions include adding, removing, and updating products, changes to terms and conditions, renewals, and owner transfers. See Subscription Amendments and Order Actions .

Yes

Delete Subscriptions/Amendments

The permission includes:

• Delete subscriptions in any status.

• Delete amendments from a subscription.

Yes

Override Revenue Recognition Rule

Change the revenue rule in the Revenue Recognition Rule field of the Rate Plan Charge setting when creating a subscription or editing a draft subscription.

No

Order Line Items

Create Order Line Items Without Product Catalog

Define new charges when creating order line items.

You can create order line items from existing products at any time, regardless of whether you have this permission.

Yes

Invoices

Post Invoices

Post a Bill Run in order to collect payments for the Invoices in that Bill Run.

Yes

Override Transferred to Accounting

Override transaction objects that have been Transferred to Accounting in order to modify them.

No

Modify Invoice

Allows users to:

• Edit invoices.

• Add and edit invoice attachments .

• Split Invoices (if the feature is enabled on your tenant).

• Create, update, and delete Taxation Items using the SOAP API.

Yes

Cancel Invoice

Cancel a posted invoice that becomes effective before the last invoice date. See Amend or Cancel a Subscription Before the Last Invoice Date .

Yes

Delete Invoice

Delete invoices. See Deleting Incorrect Invoices .

Yes

Email Invoice

Email invoices.

Yes

Reverse Invoice

Reverse a posted invoice that contains incorrect information. See Invoice Reversal .

Yes

Cancel Posted Billing Documents

Unpost posted billing documents, including invoices, credit memos, and debit memos. See Canceling Posted Invoices and Unpost Credit and Debit Memos .

Yes

Create Standalone Invoice With Product Catalog

Select charges from existing products when creating standalone invoices. For more information, see Create standalone invoices .

Yes

Create Standalone Invoice Without Product Catalog

Define new charges when creating standalone invoices. For more information, see Create standalone invoices .

Yes

Billing Document Files

Regenerate PDF

Regenerate PDF files for billing documents, including invoices, credit memos, and debit memos.

Yes

Generate MS Word Document

Generate billing documents in Microsoft Word, including invoices, credit memos, and debit memos.

Note that if the billing document is using HTML Templates , no MS Word Document is generated even though this permission is enabled.

Yes

Invoice Adjustments

Note : Invoice Adjustments is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustments instead.

Create Invoice Adjustment

Create an Invoice Adjustment or Invoice Item Adjustment. See Creating Invoice Adjustments and Invoice Item Adjustments .

Yes

Cancel Invoice Adjustment

Cancel an Invoice Adjustment. See "Canceling an Invoice Adjustment" in Create an Invoice Adjustment .

Yes

Delete Canceled Invoice Adjustment

Delete a canceled Invoice Adjustment. See "Deleting an Invoice Adjustment" in Create an Invoice Adjustment .

Yes

Override Transferred to Accounting

Change the Transferred to Accounting field of an invoice adjustment from Yes to a different value.

No

Change Reason Code

Change reason codes so that standard users can apply them to transactions. See Creating and Editing Reason Codes for more information on how to reconfigure reason codes.

Yes

Invoice Item Adjustments

Hide Canceled Invoice Item Adjustments

Hide canceled invoice item adjustments from the list of Invoice Item Adjustments in the Zuora UI.

No

Create Invoice Item Adjustment

Create an Invoice Adjustment or Invoice Item Adjustment. See Creating Invoice Adjustments and Invoice Item Adjustments for more information on adjustments and how to reverse past adjustments.

Yes

Cancel Invoice Item Adjustment

Cancel an Invoice Adjustment or Invoice Item Adjustment. See "Canceling an Adjustment to an Invoice Item" in Create an Invoice Item Adjustment .

Yes

Delete Canceled Invoice Item Adjustment

Delete a canceled Invoice Item Adjustment. See "Deleting an Adjustment to an Invoice Item" in Create an Invoice Item Adjustment .

Yes

Override Transferred to Accounting

Change the Transferred to Accounting field of an invoice item adjustment from Yes to a different value.

No

Cancel Invoice Item Adjustment without Validation

Allows users to cancel invoice item adjustments , even if doing so causes the invoice balance to:

• Move from positive to negative, or vice versa.

• Move away from zero.

Unlike this permission, the Cancel Invoice Item Adjustment permission does not allow users to cancel invoice item adjustments in the above cases.

No

Product Catalog

Manage Product Catalog

Add a product to a product catalog. See Create a Product in Product Catalog .

Yes

Bill Runs

Terminate Bill Runs

Terminate bill runs that are in Processing status. See Terminate bill runs .

No

Create Bill Runs

Create a bill run. See Creating Bill Runs .

Yes

Do bill runs for multiple accounts

Create bill runs for multiple customer accounts.

Yes

Usage Records

Update Usage Records

Update usage records. See Usage .

Yes

Create Usage Records

Add usage records. See Import Usage Data .

Yes

Delete Usage Records

Delete usage records. See Usage .

Yes

Attachments

Manage Attachments

View, add, and edit attachments. See Attachments .

Yes

Delete Attachments

Delete attachments. Requires the Manage Attachments permission. See Attachments .

No

Admin

Manage Billing Settings

Allows users to access Billing settings .

Yes

Manage OTR Settings

Allows users to configure Revenue settings . If not enabled, the Revenue settings will be read-only, meaning that if you try to change and save them, an error will be returned.

No

Manage OTR Transactions Regeneration

Allows users to view and use the 'Regenerate booking transaction on subscription' button to enable the feature . This option is available only to admin users. If not enabled, the users will not be able to view the 'Regenerate booking transaction on subscription' button.

No

Credit Memos

Note: This feature is only available if you have the Invoice Settlement feature enabled.

Post Credit Memo

Post the credit memos.

Yes

Change Reason Code

Update the reason code of the credit memos.

No

Refund Credit Memo

Issue full or partial refunds for posted credit memos to customers. See Refund Credit Memos .

Yes

Create Ad Hoc Credit Memo

Create an ad-hoc credit memo to reduce an invoice and the account balance. See Create Credit Memo or Debit Memo .

Yes

Cancel Credit Memo

Cancel credit memos only if they are in draft status. See Cancel Credit and Debit Memos .

Yes

Modify Credit Memo

Allow users to edit credit memos after creation. See Edit Credit and Debit Memos .

Yes

Delete Credit Memo

Delete credit memos only if they are in Cancelled status. See Delete Credit and Debit Memos .

Yes

Apply Credit Memo

Apply a credit memo to one or more invoices and debit memos. See Apply Credit Memos to Invoices and Debit Memos .

Yes

Override Credit Memo Item Name

Override the associated invoice item name with a new credit memo item name when creating or updating credit memos.

Yes

Unapply Credit Memo

Unapply the applied portion of credit memos from invoices and debit memos. See Unapply Credit Memos from Invoices and Debit Memo .

Yes

Reverse Credit Memo

Reverse a posted credit memo. See Reverse credit memos for more information.

No

Debit Memos

Note: This feature is only available if you have the Invoice Settlement feature enabled.

Post Debit Memo

Post the debit memos.

Yes

Change Reason Code

Update the reason code of the debit memos.

No

Create Ad Hoc Debit Memo

Create an ad-hoc debit memo to increase the amount customer owes you. See Create Credit Memo or Debit Memo .

Yes

Cancel Debit Memo

Cancel debit memos only if they are in draft status. See Cancel Credit and Debit Memos .

Yes

Modify Debit Memo

Allow users to edit debit memos after creation. See Edit Credit and Debit Memos .

Yes

Delete Debit Memo

Delete debit memos only if they are in Cancelled status. See Delete Credit and Debit Memos .

Yes

Override Debit Memo Item Name

Override the associated invoice item name with a new debit memo item name when creating or updating debit memos.

Yes