Zuora Workflow: Automate Pro-Forma Invoice Generation

Streamline payment collection and order fulfillment with fully automated pro-forma invoice generation and tracking for B2B and B2C customers.

Our workflow automates the generation and delivery of pro-forma invoices, making payment collection and order fulfillment seamless. Customers confirm orders, receive automated pro-forma invoices, and initiate payments effortlessly. The workflow supports all payment methods, triggers subscriptions or hardware fulfillment, and logs invoice history for easy tracking. No manual intervention needed, ensuring fast and reliable processing from start to finish.

The process

[Optional] Customer (B2B or B2C) signs up.
Customer confirms the order.
Pro-forma invoice is generated and emailed to the customer.
Payments are received against the pro-forma invoice (all payment methods applicable).
Subscription services and hardware fulfillment are initiated.
Final invoice is issued upon successful fulfillment.
Pro-forma invoices are logged on the subscription for historical reference.

Key features

Fully automated invoice generation and delivery.
Supports both B2B and B2C transactions.
Comprehensive logging of all pro-forma invoices.
Supports multiple payment methods.
Seamless integration with subscription and fulfillment processes.

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.