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Zuora Payments

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Customer Notifications for Direct Debit

Creating Customer Notifications

This task guides you through the process of setting up email notifications for customers about their upcoming recurring payments, including assigning billing batches, setting payment terms, and generating invoices in advance.

Typically, an email notification is sent to the customer a specific number of days in advance of when their next recurring payment is due. The such notification includes the amount and number of dates until payment will be debited. In Zuora, this can be handled by generating an invoice for the direct debit customer in advance with a payment due date a specified number of days in the future.

To create a customer notification:

  1. Assign all direct debit customers to a specific billing batch.
  2. Set payment terms for direct debit customers to be a specific number of days in advance of the charge.

    • For example, payment terms can be Net 10 days. If an invoice was generated on October 1, 2011 and the payment terms are Net 10 Days, payment will be debited from the bank account on October 11, 2011.

  3. Generate an invoice for the batch of direct debit customers using the following information:

    • Invoice Date : Specify today's date.

    • Target Date : Set this to a number of days in the future, based on the payment term. For example, for Net 10 Days, set the Target Date to 10 days in the future.

  4. The payment run will collect payment on the payment due date

Last updated: November 30, 2025