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.
- 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.
- 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.