slug: zuora provider: Zuora generated_by: planning/capability-mapping/scripts/classify_capabilities.py model: claude-opus-5 frame: - Software & Technology min_confidence: 0.7 capability_model: source: https://github.com/vincentmakes/turbo-ea-capabilities license: CC-BY-4.0 attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0 notice: NOTICE edge_count: 32 edges: - tag: Payment Methods spec_file: zuora-payment-methods-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.92 evidence: '"Create a payment method", "Verify a payment method", "Create a stored credential profile"' reason: Full lifecycle of customer payment methods (cards, bank transfer, Apple Pay, stored credentials) on a subscription billing platform — the payment-method management element of Payment Collection & Dunning. - tag: Subscriptions spec_file: zuora-subscriptions-api-openapi.yml capability_id: BC-4240 capability_id_l1: BC-4240 capability_name: Subscription Lifecycle Management confidence: 0.92 evidence: PUT /v1/subscriptions/{subscription-key}/renew "Renew a subscription"; PUT .../cancel "Cancel a subscription"; PUT .../suspend "Suspend a subscription" reason: Create, update, renew, cancel, suspend and resume operations span the whole subscription commercial lifecycle; no single sub-capability covers it, so L1 only. - tag: Invoices spec_file: zuora-invoices-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.9 evidence: '''Create a standalone invoice''; ''Post invoices''; ''Email an invoice''; ''List all items of an invoice''' reason: Direct invoice generation, posting, adjustment and delivery for subscription customers. - tag: Payment Runs spec_file: zuora-payment-runs-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.88 evidence: POST /v1/payment-runs "Create a payment run"; GET /v1/payment-runs/{paymentRunKey}/summary "Retrieve a payment run summary" reason: Payment runs execute batch collection of due subscription invoices against customer payment methods — recurring payment collection. - tag: Bill Run spec_file: zuora-bill-run-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.85 evidence: POST /v1/bill-runs 'Create a bill run'; POST /v1/bill-runs/{billRunKey}/emails 'Email billing documents generated from a bill run' reason: Bill runs generate and post invoices/billing documents and email them to customers — subscription invoicing and statement generation. - tag: Billing Documents spec_file: zuora-billing-documents-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.85 evidence: POST /v1/accounts/{key}/billing-documents/generate 'Generate billing documents by account ID'; schemas InvoiceResponseType, CreditMemoResponseType reason: Generation, listing and file lifecycle of invoices and credit memos for an account — invoicing and statement management in the subscription billing model. - tag: Credit Memos spec_file: zuora-credit-memos-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.85 evidence: POST /v1/invoices/{invoiceKey}/creditmemos Create a credit memo from an invoice; PUT /v1/creditmemos/{creditMemoKey}/apply Apply a credit memo; POST /v1/creditmemos/{creditMemoKey}/emails Email a credit memo reason: Credit memos are invoice adjustment documents generated, applied, emailed and cancelled against subscription invoices — squarely invoicing and statement adjustment in a subscription billing platform. - tag: Debit Memos spec_file: zuora-debit-memos-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.85 evidence: POST /v1/debitmemos 'Create a debit memo from a charge'; 'Create a debit memo from an invoice'; 'Collect a posted debit memo' reason: Debit memos are billing documents adjusting customer invoices in Zuora's subscription billing platform — invoicing and statement/adjustment management. - tag: Payment Authorization spec_file: zuora-payment-authorization-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.85 evidence: POST /v1/payment-methods/{payment-method-id}/authorize Create authorization reason: Payment-method authorisation and void — payment authorisation is explicitly part of payment collection within subscription billing. - tag: Payments spec_file: zuora-payments-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.85 evidence: '"Create a payment", "Apply a payment", "Transfer a payment", PaymentInvoiceApplicationApplyRequestType' reason: Creation, application to invoices/debit memos, transfer and cancellation of customer payments in a subscription billing system — payment collection against invoices. - tag: Summary Journal Entries spec_file: zuora-summary-journal-entries-api-openapi.yml capability_id: BC-200.10 capability_id_l1: BC-200 capability_name: General Ledger Management confidence: 0.85 evidence: POST /v1/journal-entries POST_SummaryJournalEntry Create a summary journal entry reason: Operations create, retrieve, cancel and delete summary journal entries produced from billing transactions — general ledger journal management, i.e. General Ledger Management under Financial Management. - tag: Accounting Periods spec_file: zuora-accounting-periods-api-openapi.yml capability_id: BC-200.10 capability_id_l1: BC-200 capability_name: General Ledger Management confidence: 0.82 evidence: PUT /v1/accounting-periods/{ap-id}/close 'Close an accounting period'; PUT_RunTrialBalance 'Run trial balance' reason: Operations create, close, reopen accounting periods and run a trial balance — classic general-ledger period-close mechanics, not a billing-specific capability. - tag: Payment Method Updater spec_file: zuora-payment-method-updater-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.82 evidence: POST /v1/payment-method-updaters/batches "Create a Payment Method Updater batch asynchronously" reason: Payment Method Updater batches refresh stored card credentials so recurring charges keep succeeding — squarely payment-method management and involuntary churn recovery within subscription payment collection. - tag: Accounting Codes spec_file: zuora-accounting-codes-api-openapi.yml capability_id: BC-200.10 capability_id_l1: BC-200 capability_name: General Ledger Management confidence: 0.8 evidence: POST /v1/accounting-codes POST_AccountingCode Create an accounting code reason: CRUD and activation of accounting codes is chart-of-accounts / general ledger structure maintenance within financial management. - tag: E-Invoicing spec_file: zuora-e-invoicing-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.8 evidence: '''Create an e-invoicing service provider''; ''Create an e-invoicing business region''; ''Create an e-invoice file template''' reason: Configures electronic invoice generation and delivery (providers, regional regimes, file templates) — invoice delivery/statement management. - tag: Invoice Schedules spec_file: zuora-invoice-schedules-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.8 evidence: '''Create an invoice schedule''; ''Execute an invoice schedule''; schema ''ExecuteInvoiceScheduleBillRunResponse''' reason: Schedules the generation of customer invoices over time — invoicing and statement management in subscription billing. - tag: Payment Gateway Reconciliation spec_file: zuora-payment-gateway-reconciliation-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.8 evidence: POST /v1/gateway-settlement/payments/{payment-key}/settle Settle a payment; POST_ReversePayment Reverse a payment reason: Settlement, rejection, chargeback and refund reconciliation against the gateway — payment collection operations in the subscription billing lifecycle. Some overlap with cash application/AR, but the vendor context is subscription payments. - tag: Payment Schedules spec_file: zuora-payment-schedules-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.8 evidence: '"Create a payment schedule", "List payment schedules by customer account", POSTRetryPaymentScheduleItemRequest' reason: Scheduling, retrying and cancelling scheduled customer payments (including retry of failed schedule items) is payment collection and dunning on the subscription billing platform. - tag: Taxation Items spec_file: zuora-taxation-items-api-openapi.yml capability_id: BC-4250.60 capability_id_l1: BC-4250 capability_name: Subscription Tax Management confidence: 0.8 evidence: PUT /v1/taxationitems/{id} PUT_TaxationItem Update a taxation item reason: Taxation items are the tax lines applied to subscription/usage invoices in Zuora's billing object model, matching Subscription Tax Management within Subscription Billing & Revenue Management. - tag: Journal Runs spec_file: zuora-journal-runs-api-openapi.yml capability_id: BC-200.10 capability_id_l1: BC-200 capability_name: General Ledger Management confidence: 0.75 evidence: POST /v1/journal-runs 'Create a journal run'; schema 'GETJournalRunTransactionType' reason: Journal runs generate summary journal entries from billing transactions for posting to the general ledger — general ledger/journal management. - tag: Offers spec_file: zuora-offers-api-openapi.yml capability_id: BC-4240.10 capability_id_l1: BC-4240 capability_name: Plan & Entitlement Design confidence: 0.75 evidence: POST /v1/offers POST_CreateOffer Create an offer; schemas GETOfferProductRatePlanCharge, POSTOfferPriceBookItem, POSTOfferTier reason: Offers bundle product rate plans, price book items and tiers — definition of commercial plan/offer constructs for subscriptions, i.e. plan and entitlement/price design in the SaaS subscription lifecycle. Some ambiguity with pricing/discount management (BC-440), hence moderate confidence. - tag: Refunds spec_file: zuora-refunds-api-openapi.yml capability_id: BC-4250 capability_id_l1: BC-4250 capability_name: Subscription Billing & Revenue Management confidence: 0.75 evidence: PUT /v1/refunds/{refundKey}/cancel "Cancel a refund"; GET /v1/refunds "List refunds" reason: Refund lifecycle against payments and invoice items sits in subscription billing/payment handling; ambiguity between payment collection and invoice adjustment sub-capabilities so L1 only. - tag: API Health spec_file: zuora-api-health-api-openapi.yml capability_id: BC-4270.50 capability_id_l1: BC-4270 capability_name: API Consumption Governance confidence: 0.7 evidence: GET /system-health/api-requests/volume-summary List API volume summary records reason: Exposes API request volume analytics for the platform's public API consumers, aligning with API consumption governance/usage analytics. - tag: Billing Preview Run spec_file: zuora-billing-preview-run-api-openapi.yml capability_id: BC-4250 capability_id_l1: BC-4250 capability_name: Subscription Billing & Revenue Management confidence: 0.7 evidence: POST /v1/billing-preview-runs 'Create a billing preview run' reason: Runs a preview of upcoming charges/invoice items for accounts; clearly within subscription billing, but the evidence does not distinguish rating from invoicing, so only the L1 is asserted. - tag: Contacts spec_file: zuora-contacts-api-openapi.yml capability_id: BC-420.10 capability_id_l1: BC-420 capability_name: Customer Data Management confidence: 0.7 evidence: POST /v1/contacts Create a contact; PUT /v1/contacts/{contactId}/scrub Scrub a contact reason: Full CRUD plus data scrubbing on customer contact records attached to billing accounts — maintenance of customer/contact master data. - tag: Custom Payment Method Types spec_file: zuora-custom-payment-method-types-api-openapi.yml capability_id: BC-4250.40 capability_id_l1: BC-4250 capability_name: Payment Collection & Dunning confidence: 0.7 evidence: POST /open-payment-method-types Create a draft custom payment method type; PUT /open-payment-method-types/publish/{paymentMethodTypeName} Publish a custom payment method type reason: Defines and publishes payment method types usable for collecting customer payments, which falls under payment-method management within subscription payment collection. It is configuration of payment instruments rather than execution, hence moderate confidence. - tag: Delivery Adjustments spec_file: zuora-delivery-adjustments-api-openapi.yml capability_id: BC-4250.20 capability_id_l1: BC-4250 capability_name: Rating & Charging confidence: 0.7 evidence: POSTCreateBillingAdjustmentRequestType; 'Create a delivery adjustment'; 'List all delivery adjustments of a subscription' reason: Delivery adjustments credit/adjust subscription charges for undelivered periods — a rating/charging adjustment in the subscription billing model. - tag: Operations spec_file: zuora-operations-api-openapi.yml capability_id: BC-4250.30 capability_id_l1: BC-4250 capability_name: Invoicing & Statement Management confidence: 0.7 evidence: POST /v1/operations/invoice-collect Invoice and collect; POST /v1/operations/billing-preview Generate a billing preview reason: Despite the generic tag, the operations generate invoices, billing previews and collect payment — subscription invoicing and collection. Split between invoicing and payment collection, so mapped to the invoicing sub-capability at moderate confidence. - tag: Orders spec_file: zuora-orders-api-openapi.yml capability_id: BC-4240.20 capability_id_l1: BC-4240 capability_name: Subscription Contracting confidence: 0.7 evidence: POST /v1/orders POST_Order Create an order; GET /v1/orders/subscriptionOwner/{accountNumber} List orders of a subscription owner reason: Orders in Zuora are the contracting artefact that creates and amends subscriptions (order preview, create, list by subscription owner). Maps to subscription contracting, though it also spans modification. - tag: Price Book Items spec_file: zuora-price-book-items-api-openapi.yml capability_id: BC-440.20 capability_id_l1: BC-440 capability_name: Price List Management confidence: 0.7 evidence: '"Create a price book item", "List price book items", GETPriceBookItemIntervalPrice, POSTPriceBookItemTier' reason: Maintenance of price book entries with tiered/interval prices is price book / list price management; not a pure technical surface. - tag: Product Rate Plans spec_file: zuora-product-rate-plans-api-openapi.yml capability_id: BC-4240.10 capability_id_l1: BC-4240 capability_name: Plan & Entitlement Design confidence: 0.7 evidence: GET /v1/products/{product-key}/product-rate-plans "List all product rate plans of a product"; schema GETProductRatePlanChargePricingTierType reason: Product rate plans with charges and pricing tiers are the plan definitions in Zuora's subscription catalogue, i.e. design of plans and their charge/entitlement rules. Overlap with price list management keeps confidence moderate. - tag: Sign Up spec_file: zuora-signup-api-openapi.yml reanchored_from: zuora-sign-up-api-openapi.yml capability_id: BC-4240.30 capability_id_l1: BC-4240 capability_name: Subscription Provisioning confidence: 0.7 evidence: POST /v1/sign-up "Sign up"; schemas AccountData, SubscriptionData, SignUpPaymentMethod, RatePlans reason: Single call that creates an account, subscription and payment method for self-service subscriber sign-up, i.e. activation/provisioning of a new subscription.