These 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
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
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
- Design Approaches to Zuora Workflows
ZQuotes
Finance
- Reviewing the Month End Close Process
- How to do Usage Accruals in Zuora Billing
- How to Restate your Accounting Codes
Z360
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
Data Query
Rest API
Zuora Webcast Recordings
We also have a number of Zuora Webcast Recordings whose topics range from suspending and pausing subscriptions to Analytics.
