Zuora Navigation 2023

ZUORA
BASIC NAVIGATION AND PAYMENT PROCESSING
TO FIND A CUSTOMER/ACCOUNT:
 From the home page you can search for a customer in many different ways:
o Using the customer account number, account name, phone number or email:
First click customer accounts
On the right side of your screen you can enter where it says search:
o If you have only the subscription number, first click “subscriptions” then go to the right
side of the screen and enter the number in the search field
o To search by an invoice click invoices:
And proceed to the right side to enter the invoice number in the search box
 Once you find the account you are searching for click on the account and it will take you to the
customer home page.
o From here you can see all customer information such as contact, subscriptions, invoices,
payments, etc.
CONTACTS:
 Along the right side of the customer page is the list of key contacts associated with the account.

 This information is also listed in Salesforce.
SUBCRIPTIONS/ORDERS:
 Subscriptions are rentals. This page will show you a quick snip of each one:
o For a complete view of the rental simply click on the subscription number. Please note
when you are looking at the page giving rental details, it will break down each line item
including fees and taxes. Reviewing in Salesforce can be done as well.
INVOICES/CREDITS:
 The customer page will also give you a snapshot of invoice, payments, credit memos and more:
Just click on the tab you are searching for.
VIEWING INVOICE/CREDIT MEMOS:

 Click on the document you are looking for:
This will bring you to another page. From here you have several options. You can view the
different line items that help create the invoice. This is broken down line by line including fees
and taxes. If you want to view the actual invoice click view (top right corner of screen) then click
invoice PDF.
This will download the invoice. In the bottom left corner of the screen click to open the
document:
If you would like to save this to your documents to send to the customer along with a note click
the printer icon in the top right corner and save
**If you do not want to save to documents you can just drag the pdf file to your email
 If a customer wants a copy of an invoice you also have the option of emailing it to them directly
from Zuora, skipping the download and save process. Just click email invoices and enter the
email you would like it to send to if the correct address did not auto populate:
You can then enter the email and press send:
 Follow the same steps to view or email a credit memo.

 Sometimes a customer wants copies of all open invoices. This can be done by clicking the edit
button on the top right corner of the customer page.

 This will open fields to be editable. Choose true from the dropdown Bulk Invoice Email Enable
and Bulk Email Open Invoices only. Fill in an email you would like them to go to. If you would
like to personalize a message then send to yourself. Otherwise you can simply enter the
customer email. Then click Save.
 This function will also allow you to choose invoices that are already paid or even invoices in a
certain time period. You will choose a different function from the same dropdowns.
 Sending an ad-hoc statement is done in the same way only you will fill in the following fields.
MAKING A PAYMENT:
 When taking a payment you first need to add the credit card as a payment method if it is not
already in the system. (You can skip this step if the credit card is already entered in the system)
o Click electronic payment method:
o Click create new payment method
o Choose credit card then save
Fill out information then save:
 Single invoice payment:

o Click on the invoice you wish to pay.
o Click on the more button at the top right corner.
o Choose process payment option
o Payment type is always electronic payment:
o Then choose which card to process payment on by clicking the dropdown:
The payment amount should auto populate with the amount of the invoice. Then scroll to the
bottom and make sure the invoice is checked. This will ensure the payment is applied
immediately.
If the customer wants to pay an adjusted amount of the invoice enter it the box that says
“amount to apply”
o Then click create payment-click yes when pop up appears
 Lump Sum payment:
o From the main customer page click process a payment in the top right corner of the
screen
o Make sure electronic payment is selected
o Using dropdown choose the correct credit card to be used
o Scroll to the bottom and select which invoices you are paying-the payment amount will
adjust as you do this
o Click create payment-click yes when pop up appears
PAYMENT APPLICATION:
 To see how an application was made on a payment go to the transactions:

 Click on payments. This will give you a list of payment numbers. Click on the payment you are
looking for. Scroll to the bottom where it says payment application:

 Follow the same process for refunds and credit memo applications
ADDING A PO:
 This is completed in Salesforce.
PULLING A LEDGER OF INVOICES:
 There are two reports that you will use to pull an excel of invoices depending on what the
customer is asking for, either all invoices or open invoices.
 From the shortcuts click on Reporting

 In the search bar type in Invoice report with ship to (this is for all invoices)
o You can click the star once populated in order to keep this in your favorites
 Click the drop down and choose run summary report

 Paste the account number and click run
 Once the report populates you can export to excel by clicking export.
 For open invoices only:
 Search for Invoice report with ship to-open only
 Choose run detail report

 Paste the account number and click run

 Once the report populates you can export to excel by clicking export.

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ZUORA

BASIC NAVIGATION AND PAYMENT PROCESSING

Just click on the tab you are searching for.

VIEWING INVOICE/CREDIT MEMOS:

You can then enter the email and press send:

 Follow the same steps to view or email a credit memo.

 Single invoice payment:

o Then choose which card to process payment on by clicking the dropdown:

 To see how an application was made on a payment go to the transactions:

 This is completed in Salesforce.

PULLING A LEDGER OF INVOICES:

 Paste the account number and click run

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