Great system, but room for improvement.
March 28, 2016

Great system, but room for improvement.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zuora

Our company utilizes the Zuora system to invoice our Managed Service client contracts and for the corresponding revenue recognition. The revenue reports it can generate are used during our period closes to assist us with our journal entries and supporting schedules. It is just the Finance team that uses the system.
  • The site is very user friendly for the most part. Without much training, I was able to navigate through the system, and find what I needed.
  • One major pro is how automated the billing feature of Zuora is. Once everything is set up correctly, then the creation of invoices and submission to the clients takes minimal time and manual effort.
  • The amendment feature for subscription setup makes adjustments to an invoice/contract very difficult. My company in particular has very intricate contracts with projects that don't all begin in the same month. In addition we have annual prices increases, so adjusting the rate plans within our subscriptions takes more time and effort than it should. For example, if the start date of a project/rate plan changes, it shouldn't take two amendments to change the date (one to remove and one to re-add correctly). It should just be a more simple edit feature.
  • I would also like to see one central location where we can view only our company's clients, and an invoicing schedule of what will be billed each month. We work for a company that has multiple entities using Zuora, and we see all of the other entities' data. I would like to see a simple filter function that would allow us to only see data pertaining to our entity.
  • Another missing feature is a central location where we can pull the total invoiced amounts to date for each of our clients by project/rate plan including the corresponding invoice numbers and status of invoice.
  • Would also like a way to enter a reference ID for each usage project/rate plan revenue schedule. Each period when we pull the revenue report, we have to go in and manually enter the ID
Zuora improves our billing and period close processes, and greatly reduces the amount of time it used to take us to invoice. It also reduces the risk of human errors due to all the automation. However, the improvements and features I mentioned on the "Cons" tab would take my 7 rating to a 9 or even a 10.
Zuora is a perfect billing system for projects/services that are fixed monthly fees with no variables. For more intricate rate plans that have a lot of possible adjustments, it is not as well suited.