Set up the Collections Window feature

Knowledge Center > Collect > Collections Window > Set up the Collections Window feature

Set up the Collections Window feature

Prerequisites

  • You must have installed Collections Window. See Install Zuora Collect Features for more information.

    Collections Window uses OAuth to authenticate to your Zuora tenant.

  • To manage manual approval workflow tasks in Collection Window, you must have created a workflow for collecting payments, included approval tasks and defined input parameters in the workflow. See Integrate Workflow with Other Zuora Products for details.

  • You must have installed Notes. The integration with Notes is to enable the commenting functionality in Collections Window. For more information, see Install Zuora Collect Features.

  • Optional: To retrieve the retry status of accounts and display in Collections Window, you can install and configure the Configurable Payment Retry. See Set Up the Configurable Payment Retry Feature.

Complete the initial settings

Upon the first launch of Collections Window, you'll be prompted to complete the initial settings. The integration with Workflow and Notes must be completed before you can use Collections Window. All settings can be modified at a later time. Click Create only when you finish all the steps in this procedure.

  1. In the Schedule tab, configure the time zone and add the times for fetching accounts that meet the in-collection conditions. You can skip this step if you want to configure the time zone and schedule later.

    collect_cw_settings_schedule.png

    • Ensure that you select the same time zone as in Zuora to avoid payment errors.

    • Adjust the execution time and optionally add more execution times. You can have four execution times at most. The frequency is fixed at daily.

  2. In the Conditions tab, configure the conditions for in-collection accounts and critical invoices. You can skip this step if you want to configure the conditions later.
    collect_cw_settings_conditions.png

    • The balances are in the home currency of your tenant.

    • The conditions for critical invoices and the conditions for in-collections accounts are independent of each other. A critical invoice may belong to an account that is not in collections.

    • For an account to be considered "in-collections" and populated in the Accounts tab, the total invoice balance must be a positive value greater than the specified number, and the days overdue must be greater than the specified number. Both conditions must be met.

    • For an invoice to be considered critical and populated in the Invoices tab, the invoice balance must be greater than the specified amount and the days overdue must be greater than the specified number. Both conditions must be met. 

  3. In the System Integrations tab, enter the API tokens for the integration with Workflow, Notes, and optionally Configurable Payment Retry.
    collect_cw_settings_integration.png

    • Obtain the API-token from the Settings tab of the workflow that you have created for collection purposes. The integration with Workflow is required.
    • Obtain your Notes API-token from the home page of Notes. The integration with Notes is required.
    • The Configurable Payment Retry API-token can be obtained from the System Settings section on the Settings page of Configurable Payment Retry. The integration with Configurable Payment Retry is optional.
  4. In the Collections Statuses tab, configure the collection statuses. You can skip this step if you want to configure the statuses later.
    • If any of the four default statuses (In Collection, Pending, In Dispute, and Paid in Full) is not required, click 'x' to remove it. 
    • To add a new status, type the name in the text field and press Enter.
    • Click Update to save the settings.
  5. Click Create to save the settings.
    The home page of Collections Window will display. After the initial settings are established, you need to go to the Settings tab to make additional changes to the settings.
    collect_cw_dashboard.png

What's next?

You can now start using Collections Windows. For details, see Using Collections Window.

After the initial settings are established, you need to go to the Settings tab to make changes to the settings.

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