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      Managing Subscription Orders on Zuora

      Jun 24, 2022

      2 minute read

      If yours is a subscription-based business, you’ve definitely heard of Zuora, or use it to manage billing.

      A unified, dynamic platform, Zuora enables easy subscription management.

      Using Zuora Billing, you can streamline and automate billing.

      In this blog post, we look at the latest enhancements that Zuora has made to the software, and how the Orders feature enables you to create and modify subscriptions.

      Let’s begin!

      What Are the Latest Features in Zuora?

      Zuora has made enhancements that eliminate functional gaps and make order creation more efficient. These include:

      • Increased usability of custom fields, page layouts, search, and preview billing
      • Ability to easily remove incorrectly added products during order creation
      • Ability to change the order date until the order is activated
      • Changing the charge trigger date after subscription creation
      • Ability to change the start date for terms and conditions after renewal
      • Support for additional types of order actions in pending orders
      • Streamlined order creation flow
      • Ability to use both subscribe/amend and orders API
      • Deprecating reference metrics

      Let’s now look at what Order Actions are and how the Orders feature helps you create and modify subscriptions on Zuora.

      Building a successful subscription-based business can be challenging.

      Learn how you can effectively manage subscription data with Zuora, in this blog post.

      What Are Order Actions?

      Actions that can be performed on subscriptions, such as creating, renewing or canceling an existing subscription, and adding a new product, are called order actions.

      Here’s how you can create multiple order actions and schedule them for future, on Zuora:

      Order Actions in Zuora

      Create New Subscription

      • Create a new subscription for a customer account
      • Change the default price of the charges

      Add Product

      • Add a product to an existing subscription
      • Change the default price of the charges
      • Update the terms and conditions, such as billing period and timing

      Renew Subscription

      Schedule automatic renewal when the subscription doesn’t have auto-renew turned on.

      Transfer Owner

      Transfer the ownership of a subscription, invoice, or both to a different account.

      Update Terms and Conditions

      Update the term start date, initial term, renewal term, and enable auto-renew.

      Cancel Subscription

      Schedule the cancellation of a subscription on one of three dates:

      • End of the current term
      • End of the last invoice period
      • On a specific date

      Update Product

      Update the price of a rate plan charge or change certain terms and conditions such as the billing period alignment and the charge’s trigger condition.

      Remove Product

      Remove a product from a subscription.

      Wrapping Up

      In this blog post, we looked at the latest enhancements that Zuora has made, and how the Orders feature enables you to create and modify subscriptions.

      Zuora is a powerful platform that enables you to drive growth with your subscription-based business.

      Manage Subscription Orders on Zuora

      At Grazitti, the data analytics team enables businesses to make the most of their investment in Zuora.

      Get started, today!

      Should you want to know more, please write to us at info@grazitti.com and we’ll take it from there.

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