Subscription Management Ideas

Subscription Management Ideas

New Idea
vpoliseno New Student

New Student

We'd like to be able to have a template to mass update the following field:

  • Additional Email Addresses
  • Invoice Template
  • Communication Profile to the Account
  • Tax Exempt Certificate ID
  • Tax Exempt Issuing Jurisdiction?
kmv129 Tutor

Tutor

Allow for Cancellation to be Removed

Status: Unlikely
by Tutor kmv129 on ‎01-09-2017 09:41 AM

in B2C businesses we often find that we need to cancel a subscription due to nonpayment ... An issue arises when a customer then makes a payment on the open invoice.  We are unable to remove a cancellation once it is made.  If we were able to remove the cancellation it would allow us to reinstate the subscription service without overly complicating the data with a newly created subscription.

Status: Unlikely

Hi, when the customer makes a payment, would you be able to remove the cancellation and then record the payment in Zuora?

scott_westbrook Scholar

Scholar

The Subscribe call includes Invoice processing options which only allow for:

 

1. Invoice Date

2. Invoice Target Date

3. Processing Scope - Account or Subscription level

 

This does not allow for the optional filtering of which charge types you want to appear on this invoice i.e. Recurring, One-Time or Usage charges only or a combination of all 3. The Generate Invoice call does include these options with the inclusion of the following fields:

 

1. IncludesOneTime = Set to True or False

2. IncludesRecurring = Set to True or False

3. IncludesUsage = Set to True or False

 

Could the Susbcribe call be extended to include these fields?

Status: Under Consideration

We would consider it, but it's unlikely to come in the short to medium term.

kshah Tutor

Tutor

Currently contracted MRR shows amount without discount and doesn't consider discount sku amount. It should be amount after applying discount.

In the following example it is showing 10,080/12=  840 however, it should be really 10,080-2,580= 7,500/12 = 625. Please look into this !

 

MRR_Discount.PNG

 

MRR_Discount-1.PNG

CKHarwood Advanced Tutor

Advanced Tutor

The Mass Order Entry function currently uses Product.Name + RatePlan.Id as a composite proxy key for current charge lines on a subscription. This is a bad proxy because the same product and rate plan may occur multiple times on the same subscription. The Mass Order Entry function fails when it encounters these subscriptions.

 

Ideally, the function would instead use a primary key that uniquely identifies the current version of a charge line. Absent this, it would use a better proxy key. For example, the Mass Order Entry Template already includes RatePlanCharge.ChargeNumber under the heading "Charge Name." The proxy composite key RatePlanCharge.ChargeNumber + RatePlanCharge.IsLastSegment = TRUE more accurately identifies the current charge lines on a subscription.

 

Zuora could implement this chage without impacting customers that rely on the current Mass Order Entry function by switching to a new proxy key based on the current template requirements. If the development team has concerns about this approach, you could invoke the new proxy key only when the current proxy key returns an error.

bsanders Valued Scholar

Valued Scholar

Current functionality with Subscription Amendments in the UI is that only a single Product Rate Plan can be Added / Edited / Removed per Subscription Amendment. This results in multiple amendments to start, amend, or end a subscription when multiple rate plans are being processed together. It would be very useful to be able to Select Multiple Specific / All when Remove Product amendment is selected, and be able to add / edit multiple rate plans per New Product / Update Product amendment.

Status: Coming Soon
jbrown Scholar

Scholar

Add Align to Billing Term Option

Status: New Idea
by Scholar jbrown on ‎09-15-2016 03:27 AM

The Billing Period Alignment options allow for "Align to Charge" and "Align to Term."  However, if you want all of your recurring charges to invoice on the same schedule, no matter what the renewal term or billing term, there is no setting.

 

We use "Align to Term" now and if customers have matching Billing Period and Renewal Term (Monthly billing and 1 month Renewal, for example), a mid-term change will generate a prorated invoice for the remainder of the month and then pick up all charges at the next billing period.  This works great.  But when we have a customer that has Quarterly billing period and monthly renewals for example, a mid-term change misaligns those same charges with the same settings.  Since charges are configured by Billing Frequency, we only have the ability to configure our Quarterly charge with one option.  So changes for this customer are manual every time. 

bsanders Valued Scholar

Valued Scholar

Update Product One-Time Charge

Status: Unlikely
by Valued Scholar bsanders on ‎12-07-2016 08:19 AM

In current UI functionality if a One-Time rate plan charge has been added to a subscription but not yet billed, there is no way to Amend the value of the One Time Fee. The Update Product amendment will not allow you to change either the price or quantity. While I can understand this if it was already invoiced, not being able to update an unbilled One-Time fee is a real issue. The only workaround i have been able to find is to remove the product and add it back again, requiring two amendments (Remove Product and New Product) instead of one (Update Product).

Status: Unlikely
Zuora-Support Community Manager

Community Manager

The subscriptions that are not renewed ( either manual or auto) on the renewal due date should be marked as 'expired' once the renewal due date is past.

Currently, it continues to be displayed as 'Active' which is misleading.

Status: Unlikely

We will be adding this capability, but it will not be coming within the next few quarters.

fredkao Partner

Partner

Upgrade / Downgrade Amendment

Status: Coming Soon
by Partner on ‎08-04-2016 12:19 PM

 

Create a new amendment type of "Upgrade" or "Downgrade" that combines a Remove Product and New Product amendment.  This would be more convenient than trying to figure out if the two amendments (Remove + New) are related and what direction (Up or Down) the change is going.

 

Currently, we use delta MRR to see if it's an upgrade (positive MRR) or downgrade (negative MRR).  But there are some cases where the delta MRR is 0, but from a product standpoint, it may be an upgrade or downgrade.

 

Thanks for reading!

Status: Coming Soon
daniellehoag New Student

New Student

It would be really helpful if we could add/remove columns under Subscriptions & Amendments - Subscriptions-Owned on the customer account. Example: if we wanted to remove the List of Products column and replace it with the rate card instead.

 

Screen Shot 2016-10-24 at 5.09.02 PM.png

Status: Unlikely

This is a good suggestion, but unlikely to come soon as it's relatively low in priority.

cplummer Student

Student

Make the amend API transactional

Status: New Idea
by Student cplummer on ‎11-15-2016 09:30 AM

Currently, if an amend() call is made, the Zuora API will sometimes respond with a 504 - Gateway Timeout.  However, the amend continues in the background for an indeterminate period of time until it completes.  The problem is that when we receive an error from Zuora, we assume it failed, so we attempt to retry it until it succeeds.  This leads to billing the customer multiple times for the same item, since we don't know if it succeeded or failed.

 

We've attempted to use a read-ahead before doing the amendments to ensure that the rate plan charges do not exist on the subscription, but that doesn't work when the amend call is still running in the background for some indeterminate period of time.  Since there's no way to know how long is "long enough" to wait for it to finish, the only way for client code to guarantee that something is billed exactly once is to amend until it succeeds, then read the subscription back afterwards and remove duplicate rate plan charges that may have been created accidentally.

 

Since that solution is very onerous to all clients, instead the Zuora amend API should be transactional - that is, if an error code is sent to the client, the entire operation should fail and roll back.  This is the typical, expected pattern when it comes to billing software.

KimBenito Zuora Alumni

Zuora Alumni

Mass Order Entry -Please add Custom Field handling

ChrisSwanson Senior Tutor

Senior Tutor

On the account screen when you click on View All for Subscriptions this list should include the Subscription/Product Name.

 

Currently this is missing, making it difficult to distinguish/pick the correct the subscription.

 

This should be easy as these names already exist on the table visible from the account screen.

Status: Coming Soon
Zuora-Support Community Manager

Community Manager

The problem we are facing is that--today--our only mechanism for adding new products (and rate plans, charges) and updating products/rate plans/charges is through the UI. This can be prone to human error as each entry must be keyed in separately and manually. We will be adding and updating Products/rate plans/charges at an increasing frequency and manual keyed entries will not scale.
We would like a bulk update tool that is usable by a business/non-technical user.
Without diving too deeply into a solution, I believe we would be well served by having a simple tool that accepted, validated, and set up new and updated items through some upload process--for example of a comma-separated value file--with manual steps only to verify the data to be added/updated. This could be through the UI or a RESTful API.
Another possible solution could be more of a "grid-view" into the products/rate plans/charges that allow for multiple data entries on a single pane of view, but this may not be effective for certain use cases.

 

sbradley Honor Student

Honor Student

Ability to combine / merge subscriptions

Status: Unlikely
by Honor Student sbradley on ‎02-26-2016 07:30 AM

We are just coming into Zuora, and we have many scenarios where our customers may have multiple products with multiple different renewal dates.  This is translating into multiple subscriptions as we get them loaded into the system.

 

Going forward, our reps would love to be able to combine and co-terminate these subscriptions to make things simpler for our customers where possible, but at the moment we're telling them that they have to manually transfer all of the lines from the old subscriptions to the new subscriptions because there is no capacity to join these together.

 

This would be a great help for us, and I'm sure for many other new customers coming on to the Zuora platform!

Status: Unlikely
MikeDillon Student

Student

Contact API call in REST

Status: Under Consideration
by Student MikeDillon on ‎07-12-2016 02:53 AM

The ability to create, query, update and delete account contacts exists within the SOAP API, but not yet in REST: https://knowledgecenter.zuora.com/DC_Developers/SOAP_API/E1_SOAP_API_Object_Reference/Contact

 

This would be really useful to add to the REST API too please.

Zuora-Support Community Manager

Community Manager

Improvements to Product Catalog UI

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:27 AM - last edited on ‎01-22-2016 05:05 PM by Support Moderator

Feature Request:  

The client has reported the following quirks in the Zuora UI. They are not show-stoppers, rather quality of life issues that make "managing the Zuora product catalog an unpleasant experience".

When viewing the product catalog, the List View only shows 6 items at a time unless you click the Expanded View tab and then move back to the list view tab, then it shows 25 items. Why can't it show 25 items by default?

Proposed Solution - Make the product catalog via show 25 items by default

After selecting a catalog view, if you then select an item in the catalog and then select ‰Û¡ÌÝÌ back to Product Catalog List‰Û¡ÌÝå , you are not brought back to the view you left, but are instead brought back to the default catalog view. This makes managing the product catalog maddening when you have lots of products, especially when combined with the next item.

Proposed Solution - Selecting "back to Product Catalog List" should take users to the previous view, not the default view


When selecting a catalog view, it takes two clicks (4 if you count clicking between expanded and list views) to get to the view. You must first expand the items under Base/Addon/Misc, and then select Current underneath. It would be much better to just select (for instance) Base Products and be shown all the active base products.

Proposed Solution - When selecting a catalog view, users should be able to just select, for instance, Base Products and all active base products should be shown. The number of clicks should be reduced.


It would be helpful to us if we could define additional product categories. For now we are just dumping all the categories not supported under misc, but it would be better if we could define new categories and have them show up under Catalog Views. This would make it much easier to manage things like hardware, setup fees, etc.

Proposed Solution - Users can create custom product categories

Reference Number: DE7635

Business Need: Users are spending more time than needed to navigate through the product catalog.

EvelinTagen Honor Student

Honor Student

In our company we often have yearly subscriptions for our customers. It happenes from time to time that a customer cancels their subscription, but want to use our services for a couple of months into the new subscription period but not the whole subscription period.

 

At the moment you can not cancel a subscription in Zuora that has not had auto-renewal. It seems that for Zuora this subscription exists til the next auto-renewal date and not after that. 

 

In practice this means that we have to have a list of changes in subscriptions outside of Zuora and remember to add this information through amendments once the auto-renewal has been executed by Zuora.

 

We would like to have a possibility to add information about cancellation or other changes to subscription even before the auto-renewal has been executed. This would defenintely make our lives a lot easier.

Status: Unlikely

Can you

1) Do a T&C Amendment to change auto renewal to no and specify a renewal term

2) Do a renewal amendment

3) Cancel the subscription in the renewal term?

 

You can potentially use APIs to automate so that it's not as cumbersome.

 

Lei

 

Zuora-Support Community Manager

Community Manager

Charge multipliers

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:27 AM - last edited on ‎01-28-2016 10:30 AM by Support Moderator

It would be great if Zuora could allow the ability for one charge to affect another. Perhaps Zuora could develop a Charge model which multiplies price of tiers in another charge based on the quantity of units purchased in the multiplier charge. This is a current challenge we have at the business I'm working with at the moment.

 

Charge A

  • charge model: Volume pricing
  • Tier A: 1-10 £10
  • Tier B: 11-20 £11
  • charge name: Magic Software Suite
  • default quantity: 11
  • UOM: Users

 

Charge B

  • Charge model: Multiplier tier charge
  • Tier A: 1 - 5: 5%
  • Tier B: 6 - 10: 4%
  • UOM: "Support Cover Points"
  • Product Rate Plan Charge ID: Charge A
  • (perhaps this can be applied to Rate Plan Charge Level, Rate Plan Level, Subscription Level in the same way discount charge model works?)

 

In this example, the Quantity of Support Cover Points in Charge B multiply the charges generated by Charge A by the chosen flat fee percentage.