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Removing Outstanding AR Balance after 90 Days

Hi Team,

Just trying to understand Zuora capabilities for some initiatives within our organization.

Is it possible to create logic in Zuora that when a customer is delinquent for longer than 90 days that this balance is ultimately written off using an Invoice Item Adjustment automatically. Unfortunately, this is a very manual part of our business - writing off balances each week, and I would like to find a way to automate if there is a solution that anybody knows about.

Thanks,

TM

1 REPLY 1
Support SME

Re: Removing Outstanding AR Balance after 90 Days

Hi @matovinaaj 

It is possible and I've seen tenants are using workflow to achieve this requirement. Now Workflow is availible in sandbox environment for every tenant by default under Platform. Feel free to try and customize your own workflow! Reference https://knowledgecenter.zuora.com/CE_Workflow