Zuora Connect: Collections Manager

Zuora Connect: Collections Manager

Video series: for anyone interested in learning how to automate collections processes with Zuora's Collections Manager.

About this course

This video series is designed for anyone interested in learning how to automate collections processes with Zuora's Collections Manager.

Zuora's Collection Manager is the solution for automating collections processes in your business. Built on Zuora Workflow solution, this app enables customers with advanced dunning requirements to perform actions like Suspend, Resume, Cancel, Write-Off, and Send Email & SMS Notifications. Utilizing the business user-friendly Collection’s Manager interface, users can model multiple collections processes and test their effectiveness on a subset of customers.

The videos in this course show you the steps for creating your own workflows in the Collections Manager app. You'll then see how out-of-the-box workflows support common use cases.

Course1 hour 20 min

  • Collections Manager: Introduction
  • Collections Manager Use Cases: Introduction
  • Use Case 1: Applying Late Fees to Overdue Accounts
  • Use Case 2: Writing Off Cancelled Subscriptions Tied to Chargebacks
  • Use Case 3: Transferring Credit Balances
  • Course Rating
  • Next Steps

About this course

This video series is designed for anyone interested in learning how to automate collections processes with Zuora's Collections Manager.

Zuora's Collection Manager is the solution for automating collections processes in your business. Built on Zuora Workflow solution, this app enables customers with advanced dunning requirements to perform actions like Suspend, Resume, Cancel, Write-Off, and Send Email & SMS Notifications. Utilizing the business user-friendly Collection’s Manager interface, users can model multiple collections processes and test their effectiveness on a subset of customers.

The videos in this course show you the steps for creating your own workflows in the Collections Manager app. You'll then see how out-of-the-box workflows support common use cases.

Course1 hour 20 min

  • Collections Manager: Introduction
  • Collections Manager Use Cases: Introduction
  • Use Case 1: Applying Late Fees to Overdue Accounts
  • Use Case 2: Writing Off Cancelled Subscriptions Tied to Chargebacks
  • Use Case 3: Transferring Credit Balances
  • Course Rating
  • Next Steps