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December 5, 2019 - Statement Generator

Zuora

December 5, 2019 - Statement Generator

We have optimized the user interface of the Statement Generator feature. There are no functionality changes, but some operation flows and UI labels have been changed.

The main changes include:

  • The settings in the Settings tab are now split into 4 sub-tabs. 

  • UI layout has been improved in the Templates tab. The default template is signified by a checkmark in a new column called “Default”. It is easier to identify which template is the default one.

  • The process for downloading statements is changed. You need to select Download Statements from the menu option and then select the group of statements (based on invoice delivery preference) to download. 

  • The UI labels for the statement groups (based on invoice delivery preference) are changed to be easier to understand. 

  • You can now filter statement runs by status.

For details about the changes, see Set Up the Statement Generator Feature and Using the Statement Generator feature.