Component: Accounts Details

Overview

The Zuora Account Information & Statements component allows customers to view detailed account-level data from Zuora and request their account statements via email. This is particularly useful for B2B SaaS use cases where customers require visibility into billing information and the ability to generate statements on demand.

This component integrates with Limio’s new APIs that retrieve account information and trigger statement runs in Zuora. These APIs act as a bridge, since the underlying Zuora APIs cannot be accessed directly from custom components.

Capabilities

View Account Information

Customers can see key account details retrieved directly from Zuora, including:

• Account Name

• Additional Email Addresses

• Auto Pay setting

• Bill Cycle Day

• Payment Term

• Total Debit Memo Balance

• Total Invoice Balance

• Unapplied Balance

• Unapplied Credit Memo Amount

Trigger Account Statement Run

Customers can request a summary account statement to be generated and sent to their email address. When triggered, the statement is created in Zuora and delivered via email.