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Great billing and payment system
December 15, 2016

Great billing and payment system

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

Overall Satisfaction with Zuora

We use Zuora every day mainly for our billing. The system also help us keep track of sales, AR projections, current/cancelled clients, etc. It's very friendly in terms of receivables, saves me a lot of time as it automatically sends emails to my clients with past due unpaid invoices, expired credit cards, or invalid bank account information. It's very accurate and you can customize it as you wish.
  • The automatic emails are definitely one of the things I love about Zuora. I don't have to worry about manually sending emails to clients with past due invoices, in fact all I see is their reply with the solution. Saves a ton of time.
  • Zuora keeps my clients credit card or banking information safe. Not even the people in my company with access to Zuora can see my clients' payment info.
  • One of the things find more useful is the "Bill runs" and "Payment runs." It allows me to automatically send invoices and payment confirmation emails to all my clients in seconds.
  • I would like to be able to edit the invoices and subscriptions after posted or saved, sometimes my clients want to change the products after receiving an invoice and because I can't edit it I have to create a new invoice with a different number and It leaves a lot of room for confusion plus it takes more time and work.
  • Reporting from Zuora was not very friendly at the beginning but it has improved a lot lately.
  • I would love to be able to search payments by reference, when a client tells me they paid something by cheque It's impossible for me to find out if the cheque was applied to a different invoice or client. I put the cheque number as "Reference ID" in the payment but I can't search by reference ID.
We decided to move our billing system from Quickbooks to Zuora because the number of invoices we were generating every month kept growing and we needed a more automated system to save time for our billing team. This feature together with the recurring payments and accounting close has been a great improvement.
If you have numerous clients and need to sand many invoices Zuora is the way to go, specially if you want your clients set up for Pre-authorized payments, as you can charge their bank accounts and credit cards automatically. It takes seconds to create thousands of invoices, it automatically sends them to your clients and gives you a summary of the number of invoices you sent. Same thing with the payments, you now almost immediately how much money you will receive in your bank as well as what payments were declined.