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Case 3: Update bill-to contacts and payment terms during renewal of subscriptions

Learn how to update the bill-to contact and payment terms during the renewal of an existing subscription.

In this use case, assume that you have an existing subscription and want to update its bill-to contact and payment term when you renew it.

To make such a change, perform the following steps:

  1. Navigate to Customers > Orders.
  2. On the Orders page, click Create New Order.
  3. In the Order Overview section, search for an account by name or account number in the Account field, and choose one account for the displayed search results.
  4. In the Associated Subscriptions section, click Amend Subscription.
  5. In the Select an existing subscription section, select the existing subscription you want to renew and click Select.
  6. On the displayed Review Order page, click Renew Subscription in the Associated Subscriptions section.
  7. In the displayed subscription details window, update the original option of each of the following billing attributes:
    • Bill To Contact

    • Payment Term

  8. Click Continue to confirm your change.
  9. Click Activate to complete the update.

The bill-to contact and payment term of the subscription are updated during the subscription renewal.