Zuora Workflow: Billing

At Subscription Factory, we understand that every business is unique, but many of the challenges in managing billing, subscriptions, and payments are shared. With over 10 years of experience, we’ve designed a portfolio of standardized workflows that accelerate your path to automation, freeing up your team to focus on growing your business. Each workflow is customizable, ensuring it fits seamlessly into your operations.

Example workflows

Automate Credit Application to Debits

This workflow automates the process of applying unapplied credits and payments to open debit documents, such as invoices and debit memos. It targets accounts without electronic payment methods, offering flexibility to prioritize specific credit and debit types. With preview and execution modes, you can review results before applying changes, and receive email updates for easy tracking.

Automate Invoice Emails with CSV

For companies managing subscriptions with many line items, system limitations can prevent complete invoice details in the PDF. Subscription Factory automates invoice PDF generation and sends detailed CSV files as attachments, ensuring every line item is included. This solution eliminates manual effort and ensures that customers receive accurate and comprehensive invoices.

Elevate Your Business with Seamless Workflow Integration

Partnering with Subscription Factory means gaining access to expertly crafted workflows that reduce friction in your operations and give you a competitive edge in the subscription economy. Whether you’re a growing business or an established enterprise, our flexible, efficient workflows will help you achieve faster results and drive long-term success. Let us be your trusted partner in making the most out of Zuora.