For each account, you can view the complete history of all subscriptions and amendments, transactions (including invoices, payments, refunds, credits, adjustments), and key metrics (for example, monthly recurring revenue) for that customer. Key actions can be easily launched from the Customer Accounts page, including the ability to cancel or delete a customer account, create new subscriptions, process payments and refunds, adjust invoice charges, and create invoice item adjustments. Many of these actions can be found by clicking on the more button on the customer account page.
If you want to have access to the feature, submit a request at Zuora Global Support.
The customer hierarchy feature allows you to select a parent record in the customer account. You can use this with both existing customers (view the account and edit it to add a parent) and when creating a new customer account.
A parent-child relationship is not required for most accounts, and this should be configured only when needed.
Typically, Zuora users use customer hierarchy for one of these two cases:
- To arrange billing accounts in a hierarchy: This is for organizational purposes.
- To roll up usage: You can use customer hierarchy to roll up usage from child to parent accounts.
In the Zuora UI, you can navigate customer hierarchy by clicking the Navigate Hierarchy link next to the account name in the Customer Accounts page.
In the SOAP API, you can navigate parent account with the ParentId field on the Account object.
If you already have a list of your customers from another database (for example, Salesforce.com, Excel, QuickBooks, or another source), you can quickly enter data in our system by importing your customer accounts.
See Importing Customer Accounts for detailed instructions.
Grouping Accounts for Batch Processing
You can use Batches to easily group your customer accounts in order to allow for separate processing. A maximum of 50 different batches can be created for different types of customer accounts. For example, your customer accounts can be organized as Batch 1 for US-based customers, Batch 2 for EMEA, and Batch 3 for Asia. This gives you the flexibility to select who you want to bill for by running bill runs based on batches. You can also choose to bill batches by payment method such as electronic and external.