Zuora - a great billing tool!
March 25, 2016

Zuora - a great billing tool!

Cynthia Freeman, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zuora

Currently, the department that I oversee uses Zuora for billing and payment processing of one line of business, producing and invoicing about 900 invoices a month. We are currently transitioning a second line of business over to Zuora at which time approximately 1,500 additional invoices will be produced and distributed each month.
  • Usage files are uploaded and processed in about an hour.
  • We have set all of our invoices to be distributed by e-mail and all are sent at the click of a button. Invoices can be easily resent to specific customers through Zuora which eliminates any chance of human error of sending to the wrong e-mail address.
  • Electronic payments by credit card or ACH can be set up in Zuora and all processed at once with the click of a button.
  • Reporting needs to be enhanced. We currently have to run multiple reports and combine to get the level of detail that we require.
  • Distinguishing between multiple lines of business needs to be improved. Zuora should provide an option for multiple cash, accounts receivable, deferred liability accounts (balance sheet accounts) so that we can easily manage and report on this information.
  • Aggregate billing; I'm aware that a first release recently came out, though I haven't yet used it to know how well it works or if it meets our needs.
Zuora has been a great tool in which we are able to process 900 invoices and automatic payments before distributing electronically through e-mail each month. We are then able to generate several reports to complete our journal entry template for easy month-end recording.
Zuora is far more superior to invoicing through GP 2015 which is the other billing model that we currently use for a different line of business.

Using Zuora

I had 20+ years of accounting experience before taking on the revenue role. I had several things to [learn] but was able to easily master the software in a matter of weeks. Zuora is our preferred billing platform that we currently use - very efficient and much more automated than our other platform/process.
Like to use
Relatively simple
Easy to use
Quick to learn
Feel confident using
Not well integrated
Lots to learn
  • Maintenance of customer information such as e-mail address, physical address and phone numbers.
  • Entering and updating credit card and ACH information for automated payments.
  • Resending invoices electronically through the software (versus sending by individual user's e-mail).
  • Running the automated payment process.
  • Distributing all invoices generated with a click of a button.
  • Finance charges.
  • Updating subscriptions on a parent account with multiple children accounts.
  • Applying credits; would like a button to process all at once.
  • Reporting - we must currently run multiple reports and combine them to get all the data that we need.
  • Identifying multiple lines of business.