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Zuora Revenue

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

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Period-open activities

Open a period without a template

Learn how to open a period in Zuora Revenue when no template is available.

When there is no open period and no enabled period-open template in the system, complete the following steps to open a period:

  1. Ensure that all the required period-open tasks are completed.
  2. Navigate to Accounting > Period Open/Close .
  3. Select the period to open, hover your mouse over the line and click one of the pencil icons .

    • Close Current/Open Next (left icon) : Open the next period after the latest closed period.

    • Close Current/Open Other (right icon) : Choose another period to open.

  4. Confirm your selection in the pop-up window. The selected period is open in Zuora Revenue.

Last updated: November 6, 2025