Setting Defaults Using Z-Billing and Z-Payments

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The Z-Billing/Z-Payment applications are Zuora applications available through the Zuora Web site. These applications run in a Web browser and can be used to manually create contacts, accounts, subscriptions, and so on.

The Z-Commerce API offers the ability to automate the tasks that are performed manually using the Z-Billing/Z-Payment applications. In addition, the Z-Commerce API uses certain settings made in the Admin sections of the Z-Billing/Z-Payments applications. This page provides an overview of the settings possible in each application.

Z-Billing Admin Settings

The Z-Billing Admin settings are as follows:

  • Default Subscription Settings, which control the defaults for such things as the initial subscription term, the renewal term, and so on.
  • Customize Units of Measure. A unit of measure is the type of unit being used to measure use of your services (people, license, minutes, or seats). The options for customizing your units of measure can be enabled or disabled individually.
  • Customize Currencies. The default type of currency is set here. The choices are customizable. In addition, for individual rate plans, you can set different kinds of currencies and currency amounts, such as US dollars and Canadian.
  • Define Invoice Periods, which is where you set the default billing periods and billing start days.
  • Billing Rules, where your company's billing policies are set.
  • Customize Account Number and SKU formats, where you set prefixes for each.
  • Charge Model Setting, where you enable your company's charge model(s) (flat fee, per-unit pricing, and so on).
  • Manage Invoice Templates, where you can provide a template for your company's invoices.
  • Set Up Accounting Integration, where you can enable revenue recognition codes from your accounting system.
  • Payment Terms, where you can enable one or more payment terms (due on receipt, net 30, and so on).
  • Customize Invoice Email, where you can customize the email used for sending invoices (from, from email, reply-to email, BCC email, subject, and body text).
  • Download the Zuora WSDL, which provides links for downloading the WSDL as well as downloading sample code in different laguages.
  • Synchronize Salesforce.com Data, where you can push Zuora information into Salesforce.com, or clean up Zuora information from your existing Salesforce.com data.
  • Configure Salesforce.com Quote Templates, where you can configure quote templates for Salesforce.com.

Z-Payment Admin Settings

The Z-Payment Admin settings are as follows:

  • Payment Method, where you enable the list of payment methods your company supports, such as ACH, cash, check, credit card, debit card, and so on.
  • Set Up Payment Gateway. If you have an account with a payment gateway such as Authorize.net or Paypal Payflow Pro, you can allow your customers to pay their invoices automatically by credit card. Once an invoice is posted, Z-Billing will call the gateway to process the payment, create a payment record against the invoice, and zero out the invoice balance.
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