Zuora user review
March 18, 2016

Zuora user review

Shawn Seath | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zuora

zuora is used by our finance department for external billing of customers. It provides a more functional invoice system than Netsuite.

Pros

  • Data exports are very comprehensive in zuora, easy to build reports break information into categories that makes building up a report from scratch extremely easy.
  • Makes viewing customer balances and statements of account extremely quick and easy. When taking a call from a client there is no time spent researching information as it is all there available for you instantly.
  • Credit card management has become significantly easier. With a variety of options in charge our customer base in different situations, automatically, broken up by currency is easy to report on and much simpler to review.

Cons

  • Not having credit memo functionality has been a rather large situation for us at times, a good majority of partners want a credit note if they have something returned, and showing them a statement of account with a reduced balance owing is just not the same.
  • Transfering payments from one invoice to another is a bit of a hassle, having to do an external refund and a new payments appears to customer as an extra charge and payment that often results in a call that has to be explained.
For actual invoicing and sending out notifications to customers, Zuora is pretty amazing.

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