Zuora Connect: Configurable Lockbox

Zuora Connect: Configurable Lockbox

Video series: for anyone interested in learning about automatically matching and applying check payments with Zuora’s Configurable Lockbox.

About this course

This video series is designed for anyone interested in learning about automatically matching and applying check payments with Zuora’s Configurable Lockbox.

Do your customers prefer to pay by check over electronic methods? Does this require your billing operations department to manually key in each check payment and match them to accounts and invoices? Have you signed up with a lockbox bank provider to streamline the process, but still find your staff overwhelmed? Adaptable for integration to any lockbox bank provider, Zuora’s Configurable Lockbox is easy to launch and configure to start automatically matching and applying check payments.

Course16 minutes

  • "Comma Separated Values (CSV)" File Upload
  • "EXCEL" File Upload
  • "Fixed Width Text - Single-Record Type" File Upload
  • "Fixed Width Text - Multi-Record Type" File Upload
  • Course Rating
  • Next Steps

About this course

This video series is designed for anyone interested in learning about automatically matching and applying check payments with Zuora’s Configurable Lockbox.

Do your customers prefer to pay by check over electronic methods? Does this require your billing operations department to manually key in each check payment and match them to accounts and invoices? Have you signed up with a lockbox bank provider to streamline the process, but still find your staff overwhelmed? Adaptable for integration to any lockbox bank provider, Zuora’s Configurable Lockbox is easy to launch and configure to start automatically matching and applying check payments.

Course16 minutes

  • "Comma Separated Values (CSV)" File Upload
  • "EXCEL" File Upload
  • "Fixed Width Text - Single-Record Type" File Upload
  • "Fixed Width Text - Multi-Record Type" File Upload
  • Course Rating
  • Next Steps