Great for batch billing but beware the dreaded Date Conflicts
March 18, 2016

Great for batch billing but beware the dreaded Date Conflicts

Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zuora

We use Zuora in the finance department for all billing and collection needs.
  • I like the main navigation page - it includes a menu bar and pages with hotlinks to more detailed data.
  • The subscription feature is very manual and can be cumbersome to edit to account for sales order changes. Instead of having one main page where all edits can be made in a single snapshot one must instead drill down to each individual product, make a single change and then save 3 times for each kind of date (contract effective date, service date, acceptance date) thereby triplicating effort. Date conflicts constantly arise which require creative rigging to make the system bill properly.
  • Only a limited data is shown on the main page and some data is lost by going to the View All option (.ie.: Created By). It would be nice to have a scroll down option within the main page instead of having to navigate off the page and lose the continuity of how data is visually shown.
  • After editing usage for a single client record the system brings up all clients instead of focusing on just the one client's usage history.
  • Zuora seems "buggy" after updates. Functionality seems to be altered without warning. For example, where once we were able to delete a Cancel Amendment command to a subscription we lost that ability for some reason for a a few months. Then it magically came back intermittently for random client records.
Zuora offers better volume recurring billing than NetSuite. We had to copy and paste from the previous monthly billing when doing new monthly billing in NetSuite which was very manual and time consuming. With Zuora we simply do a batched bill run for all clients on a billing day thereby saving time. Zuora also allows us to track implementation related billing events by using the trigger date feature whereas with NetSuite this process was purely manual and therefore prone to human error as the cause for missing key billing milestone events.
Zuora is not well suited for easily tracking change orders.