Billing & Payment Ideas

TrixabelleCP

When someone reverses an invoice this is a one-way action that's impossible to undo. This in turn means we can't unpost > cancel > delete the invoice, which in turn means we can't delete the associated order. This is something that's occassionally caused us a real headache as we then need to work out how to do a corrective order to try and undo the effects of the previous one (which is possible in some cases but not in all including undoing a renewal). It would therefore be very helpful if it was possible to undo an invoice reversal.

TrixabelleCP

Customer have 14 days to change their mind on a purchase and therefore a renewal may need to be rolled back / undone (this happens in our business from time to time). Out the box the only way to achieve this is to delete the renewal order. This has several downsides. The first and most important is that it's not tracked in any way so we can't report on it. Secondly, if we accidentally reverses the invoice for the renawal, the invoice can't be deleted and therefore you can't delete the order either (we've seen this a few times). We can't cancel the subscription because we sell perpeptual licenses for some of our products and cancelling a subscription cancels the license. Also the customer still may come back and purchase support at a future date. Our current workaround is to create a "corrective order" and assuming the renewal term ran from 1st Jan 2020 to 31st Dec 2020, then you can change the current term so it's only 1 day long (eg 1st Jan 2020 to 2nd Jan 2020) and then write off the resultant invoice. However ideally Zuora would provide a way to either: - delete an order (but make that an audited/traceable action) or - set the dates back to what they were before the renewal was done

KrisGalata

Modern browsers have a feature to remember credit cards. Our Sales team is using hosted payment pages to setup information for our customers . We would like to prevent credit card save in browser because it would remember cards of our customers and it is PCI DSS issue for us. Setting the ‘autocomplete’ value on the html form and input tag should turn off this feature for browser. So our suggestion is to add an ability to specify value for form and input autocomplete attribute via Hosted Payment Page setup screen or javascript configuration using Z-pages More information - https://www.w3schools.com/howto/howto_html_autocomplete_off.asp Similar request - https://community.zuora.com/t5/Billing-Payment-Ideas/HPM-Suggestion-autocomplete-quot-off-quot/idi-p/4574

Jbakker

It would be nice to be able to specifically select a due date for invoices. We are a due upon receipt company however we charge monthly rent that we bill ahead of time due on the first. Our invoice date is then the first so our due date can be the first instead of the invoice date being today and the due date being the first. We went the rest of our invoices to be due upon receipt however.

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.

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.

verderyt · ‎01-24-2020

I am scheduling close to 100 bill runs for 2020. I would like to be able to see the Target Date displayed on the List View of Pending Bill runs w/o having to open each individual bill run...thanks!!

nmartelliere · ‎11-12-2019

Hi, Slimpay payment gateway for bank transfer payment type is available in Zuora to create SEPA mandates (https://www.europeanpaymentscouncil.eu/) however some features lack as the mandate revocation function. In Zuora, if electronic payment method is changed to Closed status there is no automatism leading to the revocation of the mandate in the Slimpay back office. Users must manually revoke the mandate in the Slimpay back office. The integration of the Slimpay mandate revocation functionality is one of the important elements for the consistency of the SEPA mandate repository. Nicolas Martelliere VIDAL France SA vidal.fr

ConnorRoebuck · ‎12-04-2019

A feature in addition to sending pdf invoices in emails to customers would be to send additional pdf's in the same email. For example, we are in the process of changing platforms for one of our services, and a great way to inform our customers would be to send a pdf document alongside invoices explaining the circumstance and any FAQ's. I understand the invoice template can be amended to include additional information, but a seperate pdf attachment would allow quicker customization. and different updates without cluttering the invoice.

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.

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.

kylebeach · ‎11-19-2019

Request: Improve the Braintree Payment Gatway integration to store the decline code in Zuora. Issue: Braintree provides decline error codes, but these are not availbale in Zuora; Instead only show a generic declined message is available. Use Case: When supporting customers inquireing about payment declines, the decline codes shuold be available in Zuora so that a support rep does not need to cross reference with the Braintree UI just to obtain the decline code. Braintree Decline codes: https://articles.braintreepayments.com/control-panel/transactions/declines Zuora Example:

trevorvogt · ‎07-03-2019

Hello, we currently have around 15 scheduled recurring bill runs, each for specific batches (our customers are assigned to specific batches), sometimes one batch may have two bill runs (one for recurring charges, one for usage charges). Now if we need to edit/ cancel/ delete a bill run for a specific set of customers we are obliged to open all bill runs in order to find the right one. It would be very practical to be able to name or tag each bill run in order to more easily identify them. As our customer base steadily grows, so does the number of batches and number of recurring bill runs. This could also apply to payment runs and would benefit all Zuora users. Kind Regards, Trevor Vogt

loganjones · ‎06-26-2018

Currently, Zuora does not 'officially' support 27% of desktop browser usage in the US (stats here). While we can be perscriptive about browser use for our internal Zuora users, this is a fairly major concern implementing Payment Pages. It's not practical for us to A) hope customers can use the Payment Page despite their browser being unsupported, or B) require customers who can use our product just fine to switch browers to pay us. Since Safari (9%), IE (11%), and Edge (7%) collectively make up 27% of browser use, Zuora should prioritize including these browers in their support policy.

vasilraykov · ‎05-28-2019

Hello, We need to set up a custom external payment method. Currently Zuora proposes External Payment Method feature which is great, but it presents a limited number of values to be set as the type of external payment method. It would be very useful to give modern business the flexibility to offer one and the ame product SKU as free and not free at the same time, based on period, and/or based on account/subscription level. Just removing the validation of the "type": " " property and allowing to add any custom alphanumerical value agianst it will benefit a lot more to anyone who has a campaigns based business model. Currently this field only accepts the following string Enum: "ACH" "ApplePay" "BankTransfer" "Cash" "Check" "CreditCard" "CreditCardReferenceTransaction" "DebitCard" "Other" "PayPal" "WireTransfer" Sincerely, Vasil, BA The FT

steve · ‎10-29-2019

Is it possbile to have consistency in Zuora UI to show customer subscription start and end dates align, so that the end date is not the same as the start date of the following term? I.e. a 1-yr subscription in 2019 should show as start: 1/1/2019, end 12/31/2019 vs what sometimes the UI shows - end: 1/1/2020

billdavis · ‎07-18-2019

In our setup of Rate plans we have more than 300 rate plans under a single product and we have encountered a HUGE obstacle when it comes to this. When we cannot view the Rate Plan that we need to update, we cannot update it at all and the data source exports will also not pull out a consistent list of rate plans, to allow an import to update the fields. What usually takes us a few seconds to updates has turned into a much longer multi-hour update. Can we have the ability to view all rate plans for a product and not have a cap on the number of rate plans visible under a product? See support ticket - 187441 for more details on the problems we have encountered.

ssoratroi · ‎10-19-2019

Hi I have defined some custom fields at account, invoice and subscription level that I would like to insert in invoice template as merge fields, but I need to translate its values. I've tried adding them to translation profile csv but Zuora doesn't accept the translation csv file. Can you please allow custom fields to be translated with translation profile? Thank you

CharlieG · ‎12-02-2019

Our company is rolling out a service where we bill customers for the customer-support level they receive. The cost of the customer-support service is based on a percentage of the whole invoice. It would be helpful to have a rate plan charge that can calculate a percentage of the invoice total in one invoice line item. I tried using a negative value in a percent discount product rate plan to calculate the customer-service charge. This works in achieving a correct invoice total but it creates a "discount" line item for each line item that already existed. Spreading the customer-service charge across multiple line items will be confusing for our customers, who would prefer to see the customer-service charge as one line item.

Emmanuel · ‎03-19-2019

Currently, for customer using usage for billing individual events, ie, create usage and bill it immediately, the process is to create the usage dated today, and then generate an invoice with target date = tomorrow. Now, this works fine most of the time, but when doing this the last day or the billing period, or the last active day of the charge then, the first usage billed for the charge results in "closing" the charge, and hence subsequent usages cannot be billed for that charge during that day. This is of course very annoying, and as more and more customer want to use usage based offering, we really need to support this!!!

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Billing & Payment Ideas

Ability to undo an invoice reversal

Provide a (tracked) way to roll back a renewal if customer changes their mind

Request for autocomplete

Select invoice due date

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

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

Displaying the Target Date for scheduled Bill Runs

SEPA - Slimpay - revoke mandate

Additional PDF in invoice email

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

Invoice Number Sequence consumed only when the invoice is posted

Braintree Integration: Store Decline Codes

Ability to name or tag recurring bill runs

Improve Browser Support for 27% of Desktop Users (Safari, IE, Edge)

Customisable external payment method type

Consistency in term dates showing in Zuora UI

Allow display more than the top 300 Rate Plans within Products

Allow custom fields in translation profile

Product Rate Plan Charge for Percentage of Total

Ability to bill several on-demand usage on the last day of the billing period

INTERNATIONALIZATION ISSUE - generate invoice in a sequence based per country

maintain a continuous invoice numbering series for processed invoices

Z Billing > Setup Profiles, Notifications and Email Templates > Invoice Due | 30 Days Past Due