Invoicing and Billing
December 15, 2016

Invoicing and Billing

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zuora

Currently using zuora for customer invoicing and payments, only within the accounting / billing department at this time. Allows for easy collection of monthly payments by credit card and ACH which saves processing time and risk of errors associated with manual processes. We also utilize the reporting functions for collections and aging.
  • Good end user interface - easy to navigate and find what you need.
  • Reporting updates have been helpful in retrieving and managing data.
  • Can only send auto payment receipt to a single email address.
  • Currently having issues sending invoices to distribution lists out of Zuora, but sending from another source works. This has been brought up with no resolution.
  • Would like better payment history / invoice history reporting. There isn't an easy way to export a list of invoices to Excel.
Very effective for automated billing and recurring payments. Previously using quickbooks and Intacct which were more cumbersome to navigate. Easy to load invoice data, process payments and send invoices / past dues in batches.
Zuora is very effective for large scale billing where data is uploaded from an external source. Easy to invoice and charge payments set up for auto pay. More difficult to manage non-monthly subscriptions: quarterly, semi-annual, etc.