You can create a customer account from the Zuora application, as well as add bill-to contacts and a default payment method.
The process of creating a new customer account involves a few easy steps:
When you create an account, provide as much detail as possible so that you can bill correctly. Strive for accurate and consistent spelling of a corporate name if it is a company. Your billing customer database is only as good as the data being entered into the system.
Navigation: Customers > Customer Accounts in the left-hand navigation sectionand click add new account.
CRM Account ID, Sales Rep, CSR, and Notes are some of the many the fields that can be used to map information between your web site, SFA (Salesforce Automation), or CRM (customer relationship management) software and Zuora Billing. If you do not enter an account number, Zuora Billing assigns an account number that is unique to the account.
You can organize your customer accounts in batches, such as Batch 1 for US-based customers, Batch 2 for EMEA, and Batch 3 for Asia. When you set up Billing Operations, this gives you the flexibility of running bill runs based on batches. You can also choose from a list of default payment methods, including both electronic and external payment methods.
activestatus. You can create subscriptions for this account and start charging them for your products or services.
If you are using Avalara, you can specify a European Union Value Added Tax identification number for a customer account. To add an EU VAT ID to a customer account, enter an identification number in the VAT ID field when you create the customer account.
This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.