Zuora Workflow: Event-Based Collection Reminders

Automate and manage collection reminders with flexible, event-based scheduling and pause options to ensure actionable time gaps and streamlined AR team processes.

Simplify and enhance your collection process with automated, event-based reminders for customer accounts. This solution ensures actionable gaps between reminders, tracks collection statuses, and allows pausing of collections. The AR team receives actionable alerts and can record manual actions as needed, while the process remains fully configurable to your policies.

The process

Pre-reminder sent a set number of days before the invoice due date.
Trigger one or more past due reminders when the invoice remains unpaid after the due date.
Each reminder is sent a set number of days after the previous reminder (event-based), with new reminder states recorded.
Alert the AR team for manual actions if required.
The AR team logs manual actions and updates the account state.
Option to pause the collection process for specific accounts as needed.

Key features

Fully Automated: No manual intervention required if configured.
Comprehensive Logging: Detailed account-level tracking of collection states.
Fully Configurable: Tailor the process to align with your policies.
Manual Flexibility: Incorporate manual steps based on AR team needs.

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.