Zuora Community Resource Library

Issuing Bulk Credits and Adjustments for Customers 

11-12-2024 13:32

For customers struggling to pay, you may need to issue them a credit or adjustment to help them cope with the current situation. During COVID-19, companies across many industries have seen a spike in subscribers that can't make payments, resulting in the need for large volumes of credits and refunds. The challenge is, it's difficult for finance departments to issue these balance adjustments without spending time manually processing each one. That simply won't scale fast enough with this situation.

If you are facing this challenge, learn how to immediately take advantage of the bulk credits and refunds capabilities in Zuora. Not only will it ensure a longer term customer relationship, it also saves your team from being consumed by repetitive manual work.

Overview:

  • Strategies
  • Scenarios
    • Creating A Credit Balance Without Invoice Settlement
    • Issuing a Refund Without Invoice Settlement
    • Creating a Credit Memo With Invoice Settlement
  • Revenue Impacts
  • Caveats and Warnings

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