Great billing and payment system
Overall Satisfaction with Zuora
Pros
- 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.
Cons
- 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.
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