Blogs

SME sessions are short videos where you can work alongside our subject matter experts to resolve some common Zuora issues. Quickly jump to any of our video sessions using the list below.

Have video topics that you'd like our SMEs to cover? Suggest them here.

Billing and Payments

• 3 Ways to Generate Credit Memos + 
• If condition in Invoice Template + 
• Nested Table in Invoice Template + 
• Custom Field in Invoice Template + 
• Invoice Numbering Regeneration + 
• Schedule a Bill Run like a pro! + 

Payments

• How do I reconcile my Payments in Zuora to my Gateway?
• Automate Your Payment Runs + 

Marketplace

• Product Catalog API Loader (Import) using Developer Tools
• Accounts and Contact API loader
• Product Catalog API Loader (Export) using Developer Tools
• Using Generic API utility how to create Accounts,Contacts,Payment methods & Getting Activated
• Mass create Accounting Periods using API loader- Developer tool
• Amendment using API Loader (Developer Tools)
• Order API Loader (Import) using Developer Tools
• Order API Loader (Export) using Developer Tools
• Invoice API Generator using Developer Tools
• Billing Preview using Developer Tools
• Marketplace/Collect Login Issues

Workflow

• CRUD operation in Workflow +
• Delay task in Workflow + 
• How to send email notifications through workflow + 
• Amendment using workflow app + 
• Best Practices When Building Workflows

ZQuotes

• Create and Configure a Sample Quote Template in Zuora for Salesforce +

Finance

• Reviewing the Month End Close Process + 
• How to do Usage Accruals in Zuora Billing  + 
• How to Restate your Accounting Codes + 

Z360

• Zuora 360 Sync Errors + 

Reports

• Basics of Reading the Deferred Revenue Report + 
• Make Sense of Standard Reports + 
• Make Sense of Standard Reports: Part 2 BOOKING + 
• Make Sense of Standard Reports: Part 3 BILLING + 
• Make Sense of Standard Reports: Part 4 CASH + 
• Make Sense of Standard Reports: Part 5 REVENUE + 

Analytics

• How to Use Net Annual Recurring Revenue Changes Metric +

Data Query

• Data Query: Understanding the Zuora Object Model + 

Rest API

• [Best Practice - API] How to Use Postman +