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TeamCollaboration Tutorial: Set up a Customer Account


TeamCollaboration Tutorial: Set up a Customer Account

This portion of the TeamCollaboration tutorials walks you through the creation of a test payment gateway, customer account, contacts and payment methods.

The exercises will take approximately 5 minutes to complete.

Exercise 1: Set Up a Customer Account

Objective: To add a new customer account.

  1. Navigate to  Customers > Customer Accounts in the left-hand navigation section.
  2. Click add new account.
  3. Enter values in the following fields:
    • Account Name: ABC, Inc.
    • Bill To Contact First Name: Bill
    • Bill To Contact Last Name: Smith
    • Sold To Contact: Select Same as Bill to Contact.
  4. In the Payment Method section, enter the following values:
    • Select the External Payment radio button to simulate a customer who will pay you by check.
    • In the External Payment Method field, select Check.
  5. Click save to create a new customer in Zuora.
    On the detail page for the new customer, the Key Metrics section shows a quick snapshot of the customer account in Zuora.
  6. In the Billing and Payment Info section, you can specify the invoice template to use for billing the customer. There is a tutorial exercise for creating custom invoice templates later in this guide.

What's Next?

Learn: Subscriptions