Billing & Payment Ideas

johnyarham · ‎05-11-2021

Once invoices are posted, they should not be modified. However we have noticed that if the Bill-To/Sold-To contact details on the invoice billing account are updated, then all historical invoices show the 'new' contacts rather than than the contacts that were there when the invoice was originally posted. This causes confusion in the UI and in reporting. To get the original contact information in reports we have to use a different field called 'Bill-To Snapshot' but in the UI there is no way to see the 'true' invoice contacts. Worse, it is possible to regenerate the invoice PDF at any time, including years after the original was paid. If this happens after the contacts have been updated, the 'latest version' of the invoice PDF is a Paid Invoice with the new contacts listed which is an invalid legal document. This is not only confusing, but could cause audit difficulties. There appears to be no way to 'lock' invoices from future modification which would solve this problem. To attempt to mitigate the issue, we are changing our processes to avoid editing the contacts on a billing account but there seems to be no way to actually prevent this from happening either.

jdande · ‎04-12-2019

The Invoice merge field, Payment.CreditCardNumberMasked was deprecated, and now there is no way to make the last four digits of the credit card used to pay the due amount of an invoice visible - please make this possible once more.

ConnorRoebuck · ‎03-04-2021

Currently, Direct Debit payments show the date the payment is processed on Zuora, when the payment does not submit/charge until a few days later. When processing direct debit payment runs, we check what date a payment will charge a customer through the gateway (GoCardless), before running the payment run in Zuora (this is so the charge date falls on the same date the invoice is due). Adding the submission date into Zuora based off the gateway means a cleaner approach to payment runs. A follow on from this would be the ability to schedule payment runs based off the direct debit charge date.

amandash · ‎06-15-2020

Zuora's proration calculations are on the Rate Plan Charge level and therefore Rounding Rules are applied on this level as well. However, it doesn't make sense that a customer can be charged or credited for a penny whenever Orders are created to reflect a net-zero impact. For Example as part of 1 Order: Subscription A is cancelled for $500 & Subscription B is created for $500. * In this scenario, depending on the # of days in the bill cycle, it can cause a penny Invoice or Credit Memo to be generated, regardless of Rounding Rule configurations. I'm sure there are a couple of solutions/designs for this but here are a couple I can think of: (1) Logic to enforce $0 billing transactions for Net-$0 impacting Orders (2) Enable flexibility surrounding Rounding Rules (Order-level vs Rate Plan Charge-level) Related API: https://www.zuora.com/developer/api-reference/#operation/POST_Order (RunBilling = TRUE)

pask · ‎08-25-2020

Hi, we are experiencing problems in massive payment creation with invoice settlement enabled. We are using MPU (Massive Payment Upload) functionality but this feature doesn't include custom field and they are necessary for almost every flow that we have. We need massive APIs also for other objects CreditMemo,DebitMemo,Refund but with lower priority. Is it possible to add it in roadmap? Thanks in advance Pasquale

Najwa · ‎11-23-2017

Assign the invoice number only when an invoice is posted to avoid Invoice Number Sequence Gap when creating or cancelling a draft invoice. The idea here is to apply the invoice number only when the invoice is posted, for the non-posted invoices we could have a temporary invoice number with another sequence. This should be core feature. Ex: For the 11 th Invoice draft created would have invoice number : TMP00000011 when posted invoice number applied would be INV00000006 as this invoice is the 6 th invoice posted.

Najwa · ‎07-05-2018

Currently, Zuora generates Invoice even if the total amount is 0. Some Zuora clients would like to have the possibility to not generate invoice when total amount 0. In most of EU countries, if an invoice is generated (even if total amount is 0), it has to be send to the end customer specially for B2B customers and this is very confusing.

Madalina · ‎02-24-2021

Hi, We need to have a way of displaying the subscription owner information on credit and debit memo templates. On invoices, we have used the merge field << InvoiceItem.AccountName>> on each invoice item to display this information, but it doesn't work the same for credit and debit memo templates. The main reason why we need this is that we have a lot of sales done through partners or accounting offices. In these cases, the partner or the accounting office is the one receiving the invoice for the end customer(s), so the information of who is the subscription owner (the end customer) is crucial for them to be able to invoice further. I hope this is something that is considered. Thank you! Madalina

Madalina · ‎09-16-2020

Hi, We are having an issue related to the discount end date. Some of our business units offer discounts to the customer which are not aligned to the billing period of the customer; such as the billing period is quarterly, but the discount should be applied for 4 months, or the billing period is annual and the discount should be applied only to 6 months out of 12. There is the end date setting on the rate plan charge of the discount product, but that is not considered (even if it is set as a fixed period after the charge is triggered or specific date). What happens is that the discount will be applied to the full billing period. We need to find a way to cover this use case. From my perspective, using that discount end date setting would be the best, because that is supposed to end the charge when we are saying to it to end. Thank you.

Karina · ‎02-08-2021

In our invoice and memo pdfs we are adding InvoiceItem.Name CreditMemoItemName as merge fields on the line items. When a charge is prorated, the word "Proration" is added as part of the line item name. I get why, but as our document pds mostly are in local language (not English) this word does not always make alot of sense. One solution is of course to add a DisplayName__c on the Product Rate Plan Charge and use that field in stead. This is working. But I much rather have RatePlanCharge.Name as an available Merge Fields for Invoices, Credit- and debit memos. Is this something Zuora can consider? Karina 🙂

octavian · ‎02-05-2021

Currently HPM2.0 only has support for this hardcoded list of credit card types: AmericanExpress Dankort Visa MasterCard Discover JCB Diners There are Payment Gateways in Zuora (e.g. Ingenico ePayments) that allow more Credit Cards Types like Maestro and Carte Bancaire. Although you can activate them in the Gateway Settings, you won't be able to input any valid Credit Card of these types if you have Frontend Validation/Detection active for your Hosted Page as there are no BIN Range checks implemented. Please allow all valid BIN Ranges to be mapped to a Card Type like defined here: https://www.bincodes.com/bin-list/ You already seem to have a convenient library in place to add these ranges, looking at the "isCardMatching" function in the HPM2Preload JS script.

JeremyG · ‎01-27-2021

Currently the gateway reconciliation (GR) process happens once a day overnight but GoCardless updates the status of payments more regularly than this. The impact of this is that customers need to wait up to 24 hours to understand the true state of a bank transfer payment. Please can we have this GR process scheduled to occur more often or even real time.

mikemartin · ‎01-09-2017

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. Resultant non-sorted country drop down list 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'.

skennedy · ‎10-31-2017

our Billing really depends on the type of products purchased (or complexity of the deal). Currently Billing Batches are assigned per Account. But we'd like to assign Billing Batches per subscriptions Example: Support subscription - is paid annual up front - so that can go out as soon as order is processed no issues. But a second order for professional services - is split into multiple payments, that are dependent on customer acceptance or milestone. Upon processing the order - we know what the payments are split (30/20/20/20/10%) and we may have target projected dates in the SOW that each of those may be invoiced on. BUt we can't invoice those split payments until the cusotmer actually accepts each milestone. So A. Splitting the inovice into these payments %, and giving them dates - once you post the invoice - it posts for all 5 payments. We need to have the ability to put this subscription in a seperate "customer acceptance" billing batch - that will have to be hand held/coordinate with project management to confirm that we have the acceptance and cand send the next invoice out, or if not,need to edit the invoice date and push the date out. ** this also spurrs another idea - for split invoicing, to be able to post the invoices individually.

kylebeach · ‎11-19-2019

Request: Add CreditMemoApplication.AppliedAmount as an available merge field on the Invoice PDF. Issue: Zuora invoices can be paid with applied credit memos, however applied credit memos cannont be displayed on the invoice PDF. Use case: We use credit memos to apply "store credit" to a customrs invoice. This is a form of payment as it can be applied directly to the Invoice data object to pay the invoice. However, we have no way of reflecting this credit memo payment on the customer's invoice PDF.

trevorvogt · ‎01-11-2021

Hi, It would be very beneficial to be able to specify the date of an external credit balance refund. As the name specifies, the refund is external, so not linked to any other interface or gateway provider. For example, I manually enter a refund to a customer in my bank today, 11th of january, however it is paid out on the 12th, and reconciliation takes place 2-3 business days later. So if the payout was on the 12th, yet reconciliation occurs on the 13th, i have a discrepancy as my bank statement has the 12th, yet it is only possible to set the 13th as refund date in Zuora. I dont understand why the credit balance refund date cannot be changed/specified for external refunds, just the same way as payment refunds are. Thanks for taking this into consideration. Kind Regards, This would be very beneficial.

Renaldo · ‎06-11-2018

It is currently only posiible to automatically uplift subscription charge prices at the time of renewal. An option to allow (adhoc) automated price increases (product catalogue or percentage increase) should be included in the Bill Run so that merchants can target customers/charges for price changes.

Karina · ‎09-27-2020

We have a Business Unit that work with quite big orders. They do big software implementations out at customers and they start invoicing charges upon implementation delivery. So basically they create subscriptions and orders to get services provisioned but the charges will be triggered for billing on different dates. For this use case they would like the ability to set Billing Trigger Condition to Upon Specific Date on the Product Rate Plan Charge with no date specified. So on Subscription creation they will populate the planned date. Today this condition is only available on Subscription Rate Plan Charge. In short: for the products where we do not know when we will start billing (and each charge in a product potentially can start billing on different dates) it would be beneficial to have "Upon a Specific Date" available as trigger condition in the Product Rate Plan Charge. Thank you for considering! Karina

Nigel · ‎04-16-2018

Is there a reason for only having monthly or weekly list price base options? We'd like to define an annual price, but have an arbitrary number of months in the term

robert_s · ‎08-14-2017

Hi, We have a problem with the "Hosted Domain" required field on the Hosted Payment Page configuration page. This limits the payment page to only one domain, which poses increasing developer overhead for us, because we have multiple different test environments, which should share the same Payment Page. Instead we have to create a new payment page for every new test domain we want to use. This does not scale, as we have to update an increasing number of payment pages every time we want to roll out a change to the styling or other functionality of the page that needs to be changed through the Hosted Pages settings. This is also preventing us from using developer workflows like Heroku's Review Apps, which spins a new instance of our application on a custom subdomain for each new feature we're developing. Thus we'd like to request for the "Hosted Domain" configuration field to be upgraded to support adding wildcards and multiple domains, or even turn off that check entirely. This would greatly help us in our Zuora developer and testing workflows. Thank you

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Billing & Payment Ideas

Prevent invoices being modified after posting

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Show Submission/Charge Dates for Direct Debits through Zuora UI

Ability to suppress $0.01 (Penny) Invoices and Credit Memos for Net-Zero Orders

Massive Payment Create/Update API including custom fields

Invoice Number Sequence consumed only when the invoice is posted

Option to 'Do not generate invoices with 0 Invoice Total'

Subscription owner information displayed on credit/debit memo templates

Discount end date to be considered

Add RatePlanCharge.Name as Invoice and Memo Merge fields

Allow Valid Credit Card Type BIN Ranges

Realtime/scheduled gateway reconciliations with GoCardless

Payment page countries should be in alphabetical order for non-English

Billing Batch assigned to subscription not Account

Invoice PDF: CreditMemoApplication.AppliedAmount should be an available merge field

Specify refund date for credit balance refund

Require option to allow price increase option on bill run

Enable Upon a Specific Date on PRPC

Allow annual list price base

Extend the functionality of the "Hosted Domain" setting on Payment Pages or allow to turn it off

Add sub total of rate plan charge when creating Credit/Debit memo with multiple charges

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice