Zuora AI: Invoice Write-Offs in Context

Invoice write-offs are one of many operational moments inside quote-to-cash where context, judgment, and execution come together. Zuora AI connects those steps inside your workflow, supporting real finance work from investigation through completion.

• Surface aging invoices and full account context in one place
• Review recommended next steps grounded in account data and business rules
• Easily execute invoice write-offs assisted by AI
• Maintain visibility and control over exactly what action is taken

Surface aging invoices in full account context

Invoice write-offs rarely happen in isolation. They sit within a broader account history that includes billing activity, payment behavior, and open balances.

Zuora AI brings that context together across billing and accounts receivable. Aging invoices are visible alongside relevant account activity, making it easier to understand the full picture before taking action.

This connected view reduces time spent navigating across records and ensures decisions are grounded in complete information.

Move from review to write-off in seconds

After getting a quick summary of the account, insight turns into action.

Zuora AI analyzes the account and surfaces recommended next steps aligned to your data and business rules. Every recommendation is unique based on how your business runs, patterns detected, and Zuora’s quote-to-cash expertise. If a write-off is appropriate, you can take action directly in the Zuora AI chat window.

The update happens inside the governed quote-to-cash process and remains tied to the account record. Investigation and execution stay connected in one place.

Maintain transparency and control as work gets done

Operational efficiency cannot come at the expense of control.

Zuora AI provides visibility into how recommendations are generated and actions are processed. Each step aligns to system permissions and controls, ensuring no one can perform actions beyond their existing Zuora access and configurations. While Zuora AI is thinking, you can view reasoning and actions with each interaction. Plus, AI actions are traceable and auditable, bolstering, and internal confidence across finance, billing, and revenue teams.

Invoice write-offs are one just one example. The same foundation powers AI across Zuora’s quote-to-cash workflows — bringing the right context into view, recommending the next step, and executing within the controls finance already trusts.

This is AI for the people who run quote-to-cash.