> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Workflow use cases ## Docs - [Apply late fees to accounts with overdue invoices process flow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/apply-late-fees-process-overview.md): In this tutorial, we'll use a workflow template to apply a $5 late fee to the subscription for each account that has an invoice overdue for more than 5 days. - [Create a rate plan for late fees](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/task-1-create-rate-plan-for-late-fees.md): A high-level introduction of how to create a rate plan for late fees. - [Configure task parameters of the workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/task-2-configure-task-parameters-of-the-workflow.md): Learn how to configure the task parameters for the Apply late fees tutorial. - [Configure the workflow to run on a schedule](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/task-3-configure-the-workflow-to-run-on-a-schedule.md): Learn how to configure the workflow to run on a schedule for the Apply late fees tutorial. - [Chargebacks: Write off invoices and cancel subscriptions](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/chargebacks-write-off-invoices-and-cancel-subscriptions.md): Learn how to use Workflow templates to write off invoices and cancel subscriptions. - [Customize invoice templates using HTML](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/customize-invoice-templates-using-html.md): Learn how to use Workflow templates to customize invoices templates using HTML. - [Notify accounts about overdue invoices](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/notify-accounts-about-overdue-invoices.md): Learn how to notify accounts about overdue invoices using Workflow. - [Perform payment gateway reconciliations with Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/perform-payment-gateway-reconciliations-with-workflow.md): Learn how to perform payment gateway reconciliation using Workflow. - [Process a large number of refunds](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/process-a-large-number-of-refunds.md): Learn how to process a large number of refunds using Workflow. - [Suspend subscriptions and send notifications](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/suspend-subscriptions-and-send-notifications.md): Learn how to suspend subscriptions and send notifications using Workflow. - [Resume subscriptions and send notifications](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/resume-subscriptions-and-send-notifications.md): Learn how to resume subscriptions and send notifications using Workflow. - [Retrieve and format tax data for bulk upload](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/retrieve-and-format-tax-data-for-bulk-upload.md): Learn how to retrieve and format tax data for bulk upload using Workflow.