Billing & Payment Ideas

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

New Idea
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
fondaquan Tutor

Tutor

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

Status: New Idea
by Tutor fondaquan yesterday - last edited yesterday

We need to be notified when a customer's email address is incorrect or no longer valid in order to take action and proactively reach out for a new contact.

grayjoa Scholar

Scholar

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.

tz5kc1 Tutor

Tutor

Having Tax mode at the rate plan charge prohibits using the same Charge for Mexico and the US with just different currencies.  Causes us to have to setup a "duplicate to have one tax inclusive (Mexico VAT) and one tax exclusive (Canada/ US Taxes.)

Status: Under Consideration

 

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

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.

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.

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 

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.

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.

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.

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.

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.

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.

Currently, the InvoiceItem table on the invoice template cannot display any custom fields from the Rate Plan or Rate Plan Charge objects (without grouping on them), and can only display the following fields from the Product Catalog:

 

InvoiceItem.ProductDescription, InvoiceItem.ProductName, InvoiceItem.RatePlanDescription, InvoiceItem.RatePlanName

 

It would be great if the invoice template could display and group on custom fields from the Product, ProductRatePlan, ProductRatePlanCharge, RatePlan, or RatePlanCharge objects in the InvoiceItem table. Customers often store attributes such as product family, device names, service classes, etc in custom fields on those objects, and usually want to print those values on the invoice.

Status: Under Consideration

Good idea. I put this in the backlog; we may be able to get this into an upcoming release. Thanks.

KezQuinn Advanced Tutor

Advanced Tutor

We have been doing a lot of work on payment failures recently and have found a big restriction with how the sandbox environment is configured to run the reconciliation report between GoCardless and Zuora once a day (14:30 BST). We think it would be beneficial to be able to trigger this job manually (in Sandbox environments only).

 

In the test environment the magic values automatically set the data at the correct failed state with immediate effect, so from our point of view executing the reconciliation manually would allows us to retrieve these updates as and when required (rather than being tied to a specific time). It would be a massive help to our test and development process if we could do this, currently if we find a defect or if the test data hasn't been set up quite correctly, we have to wait another 24 hours to run the test again. I'm sure other customers would also find this beneficial?
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.

 

 

lfernandes Honor Student

Honor Student

iframe ACH add fields

Status: Under Consideration
by Honor Student lfernandes on ‎11-04-2016 07:21 AM

For ACH hosted page iframes, please include City, State, Zip code and country as available fields.