Zuora Billing

Stop wrestling with spreadsheets and ad-hoc scripts. With Zuora Billing, you set up products once and run repeatable revenue operations at scale. Start by building a catalog with plans, add-ons, tiers, and trials. Define usage metrics, proration rules, and taxes. Configure multi-currency pricing and local tax treatments. Use templates to style invoices with your logo and legal text. Test every scenario in a sandbox, schedule go-live dates, and launch new offers without code deployments.

When it’s time to sell, Zuora CPQ guides reps and digital channels through clean offer construction. Create quotes with seats, usage bundles, discounts, and terms. Preview charges, taxes, and the first bill before the deal is signed. Support mid-term changes—upgrades, downgrades, pauses, and renewals—without rebuilding contracts. Route approvals, sync to Salesforce opportunities, and push clean order data downstream so finance and support see the same version of truth.

On billing day, run cycles by segment: monthly, annual, or project-based. Import usage for rating, apply proration, and generate invoices in bulk. Email or post to the customer portal for self-service downloads and payment updates. Collect through your preferred gateways, accept cards, ACH, wallets, or mobile. If a payment fails, let automated retries and dunning steps kick in with smart schedules and reminders. Track partial pays, credits, and refunds, and keep audit trails for every change. For offline collections, record cash or bank transfers and reconcile later. more