Billing & Payment Ideas

amandash · ‎04-09-2020

Zuora does not currently support One-Time Charges / Period charge types in terms of Invoice Service Periods and Revenue Recognition. See related pain point for Service Period issue: https://community.zuora.com/t5/Billing-Payments/One-time-charge-s-Service-Period-only-displays-as-one-day/td-p/28512 With the existing One-Time Charge type, the Revenue Recognition Rule does not work with 'Recognize Revenue Daily Over Time.' because the Invoice Item's Service Start and End Dates are the same, so ALL revenue is recognized in the same Accounting Period. There are several Products that are one-time charges across a specified period. For example, if I prepay a one-time charge of $50 on 4/16 to use a Service between 4/15 - 5/14, there should be $25 of revenue recognized in April and $25 of revenue deferred to be recognized in May. Note that to work around this, you can configure the Zuora Product Rate Plan to be a Recurring Charge / Period and limit the Subscription Term to 1 Month. However, this leads to charges on customers' bank statements showing up as "recurring" or "repeating," which is a bad customer experience. I think there should be a new charge type for One-Time Charge / Period.

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.

TrixabelleCP · ‎02-11-2020

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.

KrisGalata · ‎01-28-2020

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

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.

TrixabelleCP · ‎02-04-2020

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

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.

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.

akarattu · ‎03-04-2020

This is an improvement to expiry month dropdwon in hosted payment page 2.0 Current behavior: User is able to select a passed. For example i can select 01 (Jan) as card expiry month when current month is Feb(02). Proposed behavior: There is no point in adding an expired credit card for payment. So probably the months befoer current month should be disabled/hidden.

akarattu · ‎03-04-2020

Current behaviour: When doing hosted payment page 2.0 advanced implementation, which is inline style with external button the callback method in z.render method is not called on success. instead the payment form is replaced with a callback page. What is issue with current behavior? Replacing the credit card form with callback page on submit is a very odd behavior. Also when user gets an error he cannot edit the already entered data becasue the form needs a rerender and data is not persisted. Proposed solution: When user submits form using external button, if payment method is created the callback method provided as second param of z.render/ z.renderWithErrorHandler method should be called instead of rendering the callback page inside the iframe similar to how internal submit button works.

akarattu · ‎03-04-2020

This is a UI improvent for Hosted payment page 2.0 with inline style and external button. Current behaviour : Credit card fields are validated on submiting the payment form. Then user can enter correct values. But the errors don't go away. On next submit fields gets validated again and submit action works if all forms are valid. Proposed behaviour: Make the basic field validations happen when a user leaves an input by chnaging focus to next field by pressing tab or clicking somewhere else. This will also clear the errors immediately if field is valid. This can be a configurable option in the parameters of z.render method.

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

klee34 · ‎02-25-2020

I think it would be very helpful to be able to forecast future billings/invoices. I understand that we are able to see the future invoices generated by a Billing Run, but I am speaking more of a report that will include the Preview Invoices as seen under Subscription Preview. Thanks, Kevin

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

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

Renaldo · ‎10-22-2018

Ability to separate charges from rate plans so that bundles can be created when subscribing. As a merchant, I would like to be able to pick and choose charges to add to my subscription when a customer is subscribing. It is not currently possible to create standalone charges (without a rate plan), or to add / remove charges to a product rate plan when subscribing.

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.

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.

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

New Charge Type: One-Time Charges / Period

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Ability to undo an invoice reversal

Request for autocomplete

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

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

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

Invoice Number Sequence consumed only when the invoice is posted

Additional PDF in invoice email

Disable previous month from expiry month dropdown in HPM 2.0

Use js callback instead of url redirect in Hosted payment page 2.0 advanced implementation

Error validation on TAB out for hosted payment page 2.0

SEPA - Slimpay - revoke mandate

Forecast Billing/Invoices

Customisable external payment method type

Ability to name or tag recurring bill runs

Ability to separate charges from rate plans so that bundles can be created when subscribing.

Require option to allow price increase option on bill run

Allow display more than the top 300 Rate Plans within Products

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

Add the UsageRecordRatingOption to the ProductRatePlanCharge in API

Add ability to cancel a payment run that is in progress

Ability to create and define new Unit Of Measure (UOMs) using the Zuora API