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This page explains the different steps to configure a new Zuora tenant.

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Tenantbase endpointExtranet
US Productionhttps://rest.zuora.comhttps://www.zuora.com/
US API Sandboxhttps://rest.apisandbox.zuora.comhttps://apisandbox.zuora.com
EU Productionhttps://rest.eu.zuora.comhttps://eu.zuora.com
EU Sandboxhttps://rest.sandbox.eu.zuora.comhttps://sandbox.eu.zuora.com

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Field LabelAPI NameData TypeRequiredDefault valuePossible valuesDescription
bookingChannelIdbookingChannelId__ctext (5)NO

Default booking channel ID applicable for Rate Plan. Used for CRS.
product_typeproduct_type__cText (25)YESFirst valuecrs,pms
administrative
callback
channelmanager
spiderbooking
pms
wbe
crs
gateway
sms
fax
discount
duplicatechannel

Declare the type of rateplan. This is used for the limitations

SortOrderSortOrder__cPicklist
00
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40		Sort order of the product, for display purpose
isviewableisviewable__cPicklistYES10
1		Define if a rateplan can be seen in the V4
MandatoryMandatory__cPicklistYES00
1

Define if the rateplan is mandatory for a product

This is currently not used

LabelLabel__cPicklistYESFirst valueAdministration
V4
Communication
Discount
Commission
Test

For display purpose,

Declare what kind of rateplan this is

IncludedCountriesIncludedCountries__cText (255)YES{"Continent": "ALL"}

JSON that determine which countries can see this rateplan

This is based on the list of Continent, SubContinent and Countries in the V4 database

ExcludedCountriesExcludedCountries__cText (255)YES{}

JSON that determine which countries can not see this rateplan

This is based on the list of Continent, SubContinent and Countries in the V4 database

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Billing period

Billing Rules

Set your company's Billing Policies.


Enable credit back for removing or canceling one time charges?
Yes
Bill recurring charges for partial month (with monthly based billing periods)?
No
Bill recurring charges for partial week (with weekly based billing periods)?
Yes
Bill usage charges for partial month (with monthly based billing periods)?
No
Bill usage charges for partial week (with weekly based billing periods)?
Yes
When prorating a month, assume 30 days in a month or use actual days?
Use actual number of days
When prorating periods greater than a month, prorate by month first, or by day?
Prorate by month first
Support bill run auto-post?
Yes
Default bill run to auto-post?
No
Include invoices with negative totals in the Account Balance (included associated Debit Memos)?
Yes
Include usage from child accounts when billing?
No
How should errors be handled when generating multiple invoices for a single account via bill run?
Terminate processing of all invoices
Preserve snapshot of bill-to and sold-to contacts when billing documents are posted?
No
Invoice Past End-of-Term when Auto-Renew is OFF?
Yes: deprecated
Invoice Past End-of-Term when Auto-Renew is ON?
Yes: deprecated
Calculate taxes using information from Customer Account of:
Invoice owner
Zuora Tax rounding rule for inclusive tax calculation
Round net amount
When service period of an invoice item crosses multiple tax rate period, it will generate:
One Tax Item


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Enable Charge Types / Models

Enable Charge Types

Use the checkbox below to indicate if your organization uses usage-based charges in its pricing



Select
Name
YES
Usage-Based Pricing


Enable Charge Models

Use the checkboxes below to indicate the charge models that your organization uses in its pricing



Select
Name
YES
Flat Fee Pricing
YES
Per Unit Pricing
YES
Overage Pricing
YES
Volume Pricing
YES
Tiered Pricing
YES
Tiered with Overage Pricing
YES
Discount-Fixed Amount
YES
Discount-Percentage


Manage Billing Document Configuration

Manage Invoice Rules and Templates

Go to Settings > Billing > Manage Invoice Rules and Templates

The templates are setup in the following way:

  1. Per tenant (different template for Sàrl vs. GmbH)
  2. template for Hotels
  3. template for Whitelabels
  4. Per language:
    1. Sàrl:
      1. EN (default)
      2. DE
      3. ES
      4. FR
      5. NL
    2. GmbH:
      1. DE

To modify a template, click on the template name to download the existing word file (make sure to save a copy of the original and save the modified version under the latest version number, i.e. _v6). A folder with all templates exists under C:\Tourisoft\Accounting and Finance - General\Zuora. Make sure to save latest modifications there as backup.

Add the corresponding templates by clicking on "edit", select the template and save it. Use the preview function with existing customer data (to reflect reality) to make sure the latest modifications do not return errors.

The templates IDs will then need to be extracted from this page. Click on show ID:

Refer to the database section to store the template IDs in the v4.

Invoice prefix & Numbering

Go to Settings > Billing > Prefix & Numbering

Tourisoft Sàrl: INV

Tourisoft GmbH: RE

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