TeamCollaboration tutorial: Set up a customer account
Learn how to set up a customer account from the Zuora UI.
This portion of the TeamCollaboration tutorials walks you through the creation of a test payment gateway, customer account, contacts and payment methods.
The exercises will take approximately 5 minutes to complete.
Exercise: Set up a customer account
Objective: To add a new customer account.
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Navigate to Customers > Customer Accounts in the left-hand navigation section.
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Click add new account .
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Enter values in the following fields:
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Account Name: ABC, Inc.
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Bill To Contact First Name: Bill
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Bill To Contact Last Name: Smith
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Sold To Contact: Select Same as Bill to Contact .
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In the Payment Method section, enter the following values:
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Select the External Payment radio button to simulate a customer who will pay you by check.
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In the External Payment Method field, select Check .
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Click save to create a new customer in Zuora. On the detail page for the new customer, the Key Metrics section shows a quick snapshot of the customer account in Zuora.
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In the Billing and Payment Info section, you can specify the invoice template to use for billing the customer. There is a tutorial exercise for creating custom invoice templates later in this guide.
What's Next?
Learn: Subscriptions