Zuora Collect - Collections Window: Q1 FY2021 Release

This course will provide you the new features of Zuora Collect - Collections Window and explains how these features benefit both business and end subscribers.

About this course

Welcome to the course on Zuora Collect - Collections Window Feature

This course will help you get familiarized with Zuora’s Collections Window features, discuss how it can help collection agents to communicate with each other, and track all activities on the actual account that is in collections. 

Click Enter to being the course.

Curriculum

  • Module 1: Overview of Collections Window
  • Introduction
  • Benefits of Collections Window Feature
  • Setup and configuration of Collections Window
  • Demo 1: Configure the Schedule for Gathering Accounts in Collections
  • Demo 2: Configure System Integration
  • Demo 3: Configure Collections Statuses
  • Module Recap
  • Module 2: UI of Collections Window
  • Dashboard of Collections Window
  • Demo: Dashboard UI of Collections Window
  • Accounts
  • Demo: Operations on Accounts Tab
  • Invoices
  • Demo: Operations on Invoices Tab
  • Tasks
  • Demo: Operations on Tasks Tab
  • Module Recap
  • Module 3: Try It On Your Own
  • Exercise: To Update Parameters For Critical Invoices, View Invoice Details In Collections Window And Add Notes
  • Demo: To Update Parameters For Critical Invoices, View Invoice Details In Collections Window And Add Notes
  • Conclusion
  • Course Recap
  • Next Steps

About this course

Welcome to the course on Zuora Collect - Collections Window Feature

This course will help you get familiarized with Zuora’s Collections Window features, discuss how it can help collection agents to communicate with each other, and track all activities on the actual account that is in collections. 

Click Enter to being the course.

Curriculum

  • Module 1: Overview of Collections Window
  • Introduction
  • Benefits of Collections Window Feature
  • Setup and configuration of Collections Window
  • Demo 1: Configure the Schedule for Gathering Accounts in Collections
  • Demo 2: Configure System Integration
  • Demo 3: Configure Collections Statuses
  • Module Recap
  • Module 2: UI of Collections Window
  • Dashboard of Collections Window
  • Demo: Dashboard UI of Collections Window
  • Accounts
  • Demo: Operations on Accounts Tab
  • Invoices
  • Demo: Operations on Invoices Tab
  • Tasks
  • Demo: Operations on Tasks Tab
  • Module Recap
  • Module 3: Try It On Your Own
  • Exercise: To Update Parameters For Critical Invoices, View Invoice Details In Collections Window And Add Notes
  • Demo: To Update Parameters For Critical Invoices, View Invoice Details In Collections Window And Add Notes
  • Conclusion
  • Course Recap
  • Next Steps