About natalie

natalie · ‎07-13-2017

If you export out your contact information from the accounts page, you can see if there's any sold to contacts that do not have country or state filled out (if US or Canada customers).

natalie · ‎07-13-2017

Is there a particular report to use to ensure all my sold to contacts have an associated country (& state for US/Canada contacts)

natalie · ‎07-11-2016

Any users who are assigned the 'admin' role in Zuora will receive a notification when you deactive a user.

natalie · ‎07-11-2016

When I deactivate a user, why are my staff members getting email notifications re: this deactivation?

natalie · ‎03-08-2016

Answer: You can run a report that will list out the invoices in draft status by going to the data exports view under 'insights'. Select the 'invoice' data source, include the relevant fields you'd like to look at (balance, due date, etc.) and then filter on 'status' = 'draft'.

natalie · ‎03-03-2016

Question: How do I run a report of all invoices in draft status?

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Re: How can I tell if all my sold to contacts have an associated state/country for activating Zuora

How can I tell if all my sold to contacts have an associated state/country for activating Zuora tax?

Re: When I deactivate a user, why are my staff members getting email notifications re: this deactiva

When I deactivate a user, why are my staff members getting email notifications re: this deactivation

Re: How do I run a report of all invoices in draft status?

How do I run a report of all invoices in draft status?