Billing & Payment Ideas

Share your billing, collections, tax, payment methods, gateway ideas here!

New Idea
Jritter Student

Student

We would be able to save lots of money on our interchange processing rates if we were able to send Level 3 data to our gateway Cybersource.  I see that Zuora only currently has an ability to do this on Chase Paymentech.  Can you please provide an ability to do this with Cybersource?

Status: Under Consideration

Yes this is on our radar and is currently in our backlog. We'll update this community idea when we have firmer timing on the release date.

mikemartin Partner

Partner

For non-English speakers, the country field in payment pages should be in Alphabetical order.

 

When passing in a locale to the payment pages that's not in English, Zuora should display the country drop down in alphabetical order. Currently it doesn't which leads to poor customer experience.

 

Locale preview

Resultant non-sorted country drop down list

Screen Shot 2017-01-09 at 13.40.29.png

 

Customers who speak French, German etc shouldn't have to have in their heads what the english name is, then translate to the german name for example when choosing their country from the drop down. E.g. Germany begins with G in English but D (Deutschland) in German, therefore Deutschland should appear in the 'D' part of the drop down. Likewise Spanish customers should be looking at the 'E' part of the drop down, not having to scroll much further down for 'S'.

Status: Coming Soon
peterwalsham Honor Student

Honor Student

We send an Upcoming Renewal email 60 days prior to a subscription renewal, but there are a very limited set of merge fields available.

 

I would like to be able to include a full list of fields (including custom fields) from:

 

  • Account
  • Default Payment Method

 

The Invoice Posted notification was enhanced in the past and now has a very rich set of fields available. I would like a similar level of details available for Upcoming Renewal.

 

Screen Shot 2017-02-15 at 11.24.11.png

 

Screen Shot 2017-02-15 at 11.23.52.png

grayjoa Scholar

Scholar

With the ability to support terms and conditions amendments, the proration of annual charges to the new term end date doesn't always work without some hacks like adjusting the BCD. Take the below example.

 

Subscription starts on 1/10/2017 with an annual charge so the service period for the charge is 1/10/17 - 1/9/2018

On 1/20/2017 a new annual charge is added which aligns to the term end so prorates for the period 1/20/17 - 1/9/2018

On 3/12/2017 one of the annual charges on the subscription is removed, a new annual charge is added and a terms and condition change is made to change the term to start on 3/12/2017. This results in a prorated credit for the removed product from 3/12/17 to 1/9/18, an annual fee from 3/12/17 to 3/11/2018. 

On 5/7/2017 I add a new annaul charge and want to prorated it to the end of the current term (3/11/2018) but it invoices though 4/6/17 instead

 

It doesn't matter what charge alignment I use I can't get this final step to invoice to the end of the term. If there were a charge alignment for term end (instead of term start) that might solve this issue. 

 

mattbaker Scholar

Scholar

Split Payment Terms

Status: Under Consideration
by Scholar mattbaker on ‎11-24-2016 06:57 AM

Requirement for Split payment terms - Invoice presented/required upfront but payment terms split over time, e.g. every 30days

Status: Under Consideration

We're currently gathering requirements and formulating a design around this. It may make it into the backlog.

waly Tutor

Tutor

Return State/Province ISO Codes

Status: Under Consideration
by Tutor on ‎11-08-2016 11:51 AM - last edited on ‎11-15-2016 02:46 AM by Community Manager

Hi, 

 

One of my customers needs to have the state/province ISO codes returned instead of or along with the state names when querying for accounts or contacts. Can we please add this feature?

 

Thanks,

 

Waly.  

Status: Under Consideration

Good idea! I'll investigate this as a possible enhancement.

scott_westbrook Scholar

Scholar

In Australia/NZ we need the ability to turn off the automatic generation of updated invoice PDF's after the processing of Payments, Refunds, Amendments etc. The first PDF needs to be generated and maintained as the original record for audit and Customer enquiry purposes. 

 

At the moment there is a Tenant setting that can be set to not generate PDF's at all, however this is not sufficient as we need to generate the first and no more

Status: Under Consideration

I have added this to the backlog for possible inclusion in a future release. Thanks.

lderezinski Honor Student

Honor Student

Samsung pay

Status: New Idea
by Honor Student lderezinski on ‎08-17-2016 05:59 PM

Support a payment gateway which accepts Samsung Pay 

lmclean Tutor

Tutor

Receipts for customers need to include more information, such as the invoice number(s) the payments were applied to and the method of payment used. Even a PDF copy for the customer would be benenficial too, similar to the PDF copies of invoices that are included in the invoice emails. 

Status: Under Consideration

This is a good idea. Are there any additional things you would potentially like to see on the receipt? It would be helpful to try to include all of these enhancements at once.

Renaldo ZME

ZME

Many European merchants require the ability to produce invoice and credit numbering for specific document types, geographical regions, channels or business units.

 

These number sequences should be definable by the user including length, prefix, starting number, value, etc.

 

Status: Coming Soon

Hi,

 

We are planning to make billing document prefix and start number configurable. We are considering a further enhancement to support multiple billing document prefix/sequence sets within a single entity. Thanks.

fondaquan Tutor

Tutor

Ability to notify users of non-deliverable e-mails.

Status: New Idea
by Tutor fondaquan ‎01-19-2017 01:42 PM - edited ‎01-19-2017 01:42 PM

We need to be notified when a customer's email address is incorrect or no longer valid in order to take action and proactively reach out for a new contact.

Zuora-Support Community Manager

Community Manager

Customer Statements

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:27 AM

Zuora really needs customer account statements. These should be able to be pulled at any time without running an invoice. It would combine charges, payment, and balance information in one place. Customers often request at least a year's history. The workaround to use a custom invoice is clunky and doesn't really cut it. Every other accounting system that I have used has this capability.  

Status: Under Consideration

We are in the early stages of the design process for statements. We'll let you know how this is proceeding. Thanks.

grayjoa Scholar

Scholar

BillRunPreview Queuing

Status: Under Consideration
by Scholar grayjoa on ‎11-02-2016 09:23 AM

Currently it is only possible to run a single BillRunPreview call at a time. You have to wait for the current request to complete before you can submit another call. There should be a queuing ability inside Zuora instead of customers needing to handle the queuing.

Status: Under Consideration

This is a good idea. I'll investigate for inclusion in a future release.

grayjoa Scholar

Scholar

Send Zuora refund number to Cybersource

Status: Coming Soon
by Scholar grayjoa on ‎01-13-2017 02:28 PM

Currently the Zuora refund ID is sent to Cybersource but when a payment is made its the Zuora payment number, not ID. It would be great to be more consistent and have both be the Zuora payment/refund number. This makes reconcillation easier for customers.

Status: Coming Soon

Currently, the InvoiceItem table on the invoice template cannot display the name of the related charge that a discount charge has been applied to, so it can be confusing when trying to understand which discount line item is related to which charge line item. It would be great if the invoice template could show the total discount amount for each invoice item (similar to how it shows the total tax related to each invoice item in InvoiceItem.TaxAmount). That would match how the Zuora UI displays discounts - see below.

 

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Status: Under Consideration

Good idea. I'll look into it. Thanks.

Seb Tutor

Tutor

Z.render() Error: 'X-Frame-Options'

Status: Under Consideration
by Tutor Seb on ‎11-08-2016 03:28 AM

Hi,

 

There is a JS error everytime we render the iframe using Z.render() method. 

Somone point it out already here: http://community.zuora.com/t5/Integrations-Extensions/Error-X-Frame-Options/td-p/10331

 

It would be great to have a fix for that.

 

Thanks

Status: Under Consideration

Thanks for bringing this to our attention. We'll look into it. 

mattbaker Scholar

Scholar

Requirement to display the Invoice VAT amount in the Currency of the Sold-to Country

Status: Under Consideration

This item is already in the backlog. We will hopefully be able to include this in a future release. Thanks.

dmdaniel Savvy Scholar

Savvy Scholar

Responsive Iframe

Status: Under Consideration
by Savvy Scholar dmdaniel on ‎08-01-2016 02:41 AM

To assist with responsive page design on checkout pages it would be ideal if the Payment Pages iFrame was more responsive.  

 

At present the size of the iframe is set to fit the avaliable space when the the iframe is loaded.  If a customer then changes the window size (ie, rotates iPad, resizes browser) then the size of the iframe does not change, this can lead to poor layout of the checkout pages and a bad experience for the customer.

 

 

tak Scholar

Scholar

Bill Run will pick up both, so eventually invoice amount will be 0 amounts. Unless applying Invoice Item Adjustment, 2 line items will be remaining forever with 0 amounts.

 

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In case of cancelling with backdated cancellation date (bill in advance), it is required to refund the amount already paid by end users. If I do cancellation, subscriptions will be cancelled. And next Bill Run calculates amounts that needs to be refunded (amounts of over payment), then creates negative amount invoices.

Refund function can refund the amount by specifying invoices that are already paid. In case of this, specified invoice will be treated as “not paid”

 

Therefore, there will be 2 invoices. One invoices ( with positive amount) that is created by refund. And another invoice (with negative amount) that is created by bill run after cancellations.

 

As for the operational point of view, both positive and negative amount of invoices are not needed. At the same time, account balance will be 0 amounts. However, both invoices will be remaining of you do not do anything.

Meaning, it needs to set both invoices 0 amounts by Invoice Item Adjustment functions.

Status: Unlikely

When we release the Advanced AR Settlement features (Unapplied Payments, Credit/debit memos, invoice item settlement), the bill run will no longer produce negative invoices, so this problem should go away. Thanks!

tak Scholar

Scholar

Currently transactions/invoices and transactions/payments REST API allow only Account as a filter. Those respond all records of invoices and payments in an account.

We need more filters in the request, at least Invoice Date or Payment Date for the filter in reqest to narrow down the response.