Statement of Accounts

[Kalpesh]

QUESTION OR PROBLEM STATEMENT:

I was wondering if Zuora is capable of sending out a statement of accounts to customers. Is there a form that can be submitted to the client that shows any activity that has occurred on the account since day 1? Any help you could offer would be greatly appreciated.

[Kalpesh · Accepted solution]

SOLUTION:

While Zuora does not produce account statements, Zuora invoice templates can be customized to have the look, feel and information of an account statement. You may set up your invoice template to include account balance information that is useful for creating statements.

SUPPORTING REFERENCES:

How do I customize an invoice template to show transactions and payments?

[rpatel]

Looks like the supporting reference link is invalid. I am seeking a solution for the same issue. 

Thanks 

[Lana]

@rpatel Hm...let me reach out to @Kalpesh and have him look into his post.

In the meantime, would this article be helpful at all for what you're hoping to accomplish? How do I customize an invoice template to show transactions and payments?

Thanks for letting us know and we'll keep you posted...

[feisley]

The corrected link is:

https://knowledgecenter.zuora.com/kb/How_do_I_customize_an_invoice_template_to_show_transactions_and...

[Kalpesh]

Thank you for the feedback. I have gone ahead and updated the Solution URL.