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Current entitlements

Zuora for Finance Entitlements

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Features and services of Zuora for Finance

These entitlements are effective starting March 1, 2025. For customers whose relationship with Zuora is governed by prior versions of our entitlements or other contract terms, consult your applicable contract terms.

Order-to-cash

CategoryFunctionalityCoreProElite
Order managementNew Orders
Amendment Orders
Multi-Action Orders
Multi-Period Ramps
Quoting (Zuora CPQ)
Billing operationsBilling Schedules
eInvoicing*1 Supported Country Included for additional1 Supported Country Included for additional1 Supported Country Included for additional
Account Hierarchies
Taxation (Tax Connector or Z-Tax)1 Included for additional1 Included for additional2 Included for additional
Account Management Portal
Payments operationsPayment Schedules
Payment Method Updater
Gateway Routing
Cascading Payments
Chargeback Reconciliation
Payment Profiles
Payment Links
Payment Forms
PCI Compliance
Payment Gateway2 Included for additional5 Included for additional10 Included for additional
Specialized Payment Connection
Lockbox
Bank Account Verification Zuora’s Bank Account Verification (BAV) is an add-on feature powered by Stripe Financial Connections. This feature enables merchants to securely verify a subscriber’s bank account and check real-time balances during payment processing using Zuora’s Hosted Payment Pages or Payment Forms. Contact your Zuora account team to learn the pricing and enable this feature in your tenant.for Account Verification and Balance Refreshfor Account Verification and Balance Refreshfor Account Verification and Balance Refresh
Payment optimizationConfigurable Payment Retry
Fraud Protection
Revenue recognitionPoint-in-time or over-time recognition rules
Billing-based Revenue Recognition
Booking-based Revenue Recognition
Events-based Revenue Recognition
Usage-based Revenue Recognition
Usage tracking and usage history reports
Revenue Schedules
Ramp Contracts Straight Line accounting
Pre-configured revenue recognition rules
Revenue allocationsAutomated Variable Consideration Rules
Contract Modifications [prospective/retrospective]
Standalone Selling Price Formula
Perform Revenue Allocations based on SSP
Calculate costs, such as commissions, rebates, accruals, COGS.
Calculate Standard Selling Price (SSP) using historical transaction data.
Revenue accounting complianceMulti-book Revenue Accounting
LT/ST and CA/CL Reclass
Manual Journal Entry
Accounting closeAccounting Close Process
Journal Entries
Chart of Accounts Management
General Ledger Segments15 Segments15 Segments15 Segments
Configurable Summary GL Interface

Pricing models supported

CategoryFunctionalityCoreProElite
Pricing and packaging flexibilityRecurring, Usage, and One-time Charge Models
Advanced Usage Charge Models - Prepaid - Top-Ups - Commitment
Attribute-based Pricing
Pricing Catalog
Multiple Currencies
Promo Codes
Usage meteringUsage Event Meters
Usage Traceability
Usage Mediation

Data and analytics

CategoryFunctionalityCoreProElite
Data, analytics, and reportingData Query
Report Builder with Pre-built Reports
FX Currency Reporting
Zuora Billing Connector for Data Warehouse (Available Options Below) - Aurora MySQL - AWS Athena - AWS Aurora - AWS RDS - AWS Redshift - AWS S3 - Azure Blob Storage - Databricks - GCP Postgres - Generic MySQL - Generic Postgres - Google BigQuery - Google Cloud Storage - SQL Server - Snowflakeper connectorper connectorper connector
Analytics Dashboard (with datasets)
Customizable Analytics datasets10 datasets75 datasets100 datasets
Revenue reportingUnbilled Receivables tracking
Earned and deferred revenue tracking
Forecast Revenue
Operational Revenue Reporting
Real Time Close Dashboard
Revenue Analytics
Revenue Contract Grouping
Performance Obligation (POB) Mapping
Performance Obligation (POB) Bundles
Usage tracking and usage history reports

Extensibility

CategoryFunctionalityCoreProElite
ConnectorsIntegration Hub
Zuora Connector for Salesforce CRM
Zuora Connector for Salesforce CPQ
Zuora Connector for Hubspot
Zuora Connector for NetSuite
Zuora Connector for Apple App Store
Zuora Connector for Google App Store
Zuora Connector for Data Warehouse (see full list above)
Zuora Connector for Microsoft Dynamics 365
Zuora Connector for SAP
Zuora Connector for Workday Financials
Extension StudioCustom Fields50 per object75 per object100 per object
Custom Objects5 Included for additional10 Included for additional20 Included for additional
Custom Logic Definitions5 Included for additional10 Included for additional20 Included for additional
Custom Workflow Definitions5 Included for additional10 Included for additional20 Included for additional

Enterprise readiness

CategoryFunctionalityCoreProElite
Administration and deploymentAdmin Command Center - System Health Dashboards - User Management - Tenant Management - AI-Assist Support Tickets - OneID Login (across all tenants) - Your Zuora Entitlements
Order-to-Cash Production Copy Sandbox2 for additional2 for additional2 for additional
Billing Developer Sandbox1 Included for additional1 Included for additional2 Included for additional
Data Import Tools
Deployment Manager
Multi-Org Management
Billing Performance Booster
Dedicated Shard
Security and complianceSingle Sign On (SSO)
Protect
Audit Trail7 years7 years7 years
Support and trainingZuora University (seats)2 Included for additional3 Included for additional4 Included for additional
Standard Support
Premium SLAs
Premium Support
Technical Account Manager (TAM)
Enterprise Solution Architect (ESA)
Managed Services