Billing & Payment Ideas

kylebeach

The Subscription Auto Renew Job currently cannot be diabled. Instead, you must define a start time for the job. When migrating in data and running go-live processes this is a significant problem. This means that all migration and go live processes including CUBR must be complete and in place before the tenant’s daily Subscription Auto Renew job completes. When migrating in large data sets including accounts, orders, running CUBR and any necessary workflow jobs; with the API rate limits and concurrent connection limits it is impossible to complete go live processes in a single day prior to the required Subscription Auto Renew Job set as late as 23:00 hrs and cannot be disabled. This causes the unnecessary need to delete the orders created with the unnecessary Subscription Auto Renew Job. Please support disabling "Subscription Auto Renew Job" for the benefit of you future customers. Additionally, properly scheduled Bill Runs negate the need for a required "Subscription Auto Renew Job"

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.

Rossi

Feature Request: Add a "View All" link under "Subscriptions-Invoiced" tab Status: under evaluation Reference Number: ACS-457 Business Need: When viewing the Account detail page, the tap "Subscriptions-Owned" has a link "View all" but under the tab "Subscriptions-Invoiced" there IS NO tab "View all".

jaltman · ‎04-10-2019

When entering a credit card number, is there a way for Zuora to recognize when a credit card is a Visa, Mastercard, Discover, etc? Several other billing systems have this functionality and it would make for less processing (rejected payments) if this were in place.

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!!!

jgalloway · ‎04-09-2019

The check image needs to either be able to be turned off or changed to another country's setup. Canada's configuration is different than the US and there is no way to illustrate or stop confusing customers.

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.

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.

TrixabelleCP · ‎03-20-2019

I wish to be able to cancel/undo an order. ie undo the effects of a specific order. Without this functionality we must create an order that puts the subscription back into the state it was before the order occured but this is potentially very error prone as the person doing this needs to work out exactly what has changed. There is a "delete order" function but that is only for undoing clerical errors not customer changes. (note - we are using Orders rather than amendments).

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.

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.

jaltman · ‎04-10-2019

When adding the child account, we need to have the abillity to easily add the parent information to "sold to" for tax purposes. This is a step heavy process now as we have to add a contact to the child account and then it shows up in the "sold to" drop down of the child account. Also, it is monotonous since the parent account is obvoisuly already a contact in Zuora and we get a notice stating such. So, why not just make it an option in the "sold to" drop down? They are already in a parent/child relationship so it seems to make sense.

hannahapuan · ‎01-15-2019

Currently, in order to switch Payment Gateways, it must be done manually through the Zuora UI. We have asked Zuora if there is an API available to switchover via code so we can automate it, or have them automate it on their side, and this feature is currently unavailable. It would be awesome for this feature to be implemented. This would be a great feature in the case of a Payment Gateway failure (e.g. the recent Vantiv outage) so Zuora users could automatically switch their Payment Gateway and have no downtime for customers. Currently, in the case the primary Payment Gateway goes down, Zuora admins have to manually switch the Payment Gateway in the Zuora UI, which can lead to long periods of downtime for customers until the Zuora users discover the outage/service disruption and make the change.

Emmanuel · ‎12-03-2018

It's now possible to update the due date of a draft invoice through API, but what would be really useful would be to be able to update the invoice date as well. Sometimes, in B2B invoices are generated in draft, then validated, and this may take time, and at posting time, the date of the invoice should be changed. Some customers currently have to cancel the invoice and redo it, but with the risk that new items get billed on it, let aside the cumbersomeness of the process... So being able to update the date would be really useful!!

a_sichwart · ‎02-13-2019

Looking for a way to pass another value on the request string which can be passed to the gateway to be passed to the bank to finally appear on the customer's bank statement. As GoCardless only uses the field "reference", it would be great to edit this field. Example of request string sent to GoCardless Gateway RequestString: {Request = [{"payments": {"amount": "1999","currency": "EUR","reference": "INV00000134","description": "P-00000125","metadata": {"zpayment_number": "P-00000125"},"links":{"mandate":"MD000BM03xxxxx"}}}]; url = [https://api.gocardless.com/payments]}

ankurlalit · ‎10-03-2018

In our Product Catalog, RatePlan is the actual service/product item that we offer to our clients. This RatePlan always has a RatePlanCharge and Zuora did a great job exposing properties of RatePlanCharge in the BillingPreview response. (compared to SOAP BillingPreview which only contained ids). However, occasionaly a RatePlan also has a discount RatePlanCharge. We do get that in the BillingPreview REST response as an independent RatePlanCharge but there is no way to relate that this RatePlanCharge (discount) applies to the RatePlanCharge in the same RatePlan. It could be a discount RatePlanCharge for any other RatePlan. We need RatePlan information in the BillingPreview Rest response payload including ids. Also the discount InvoiceItem response does not specify whether it applies to the RatePlan or the Subscription. This has a huge implication on our preview reports that rely on BillingPreview REST.

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.

Nigel · ‎11-02-2018

Once an invoice has been created, 2 handy actions are under "More". Reverse Invoice, which does exactly that and makes a credit memo exactly reversing the Debit/Credits to AR/Revenue accounting codes, and resets the charged through dates on the charges. Write off does exactly the same except leaves the charged through dates alone. This is incorrect for accounting purposes however. The revenue should remain untouched and instead the credit memo should credit AR and debit a "bad debt" or similar code. This should be configurable, either in settings, or from the little box that pops up asking for the memo date. Currently it's a very manual process to create the credit memo manually and remember to change the accounting code.

gayendra · ‎07-04-2018

Ability to define Custom Field in Zuora as Numeric. Currently, Zuora only allows text, picklist or date. Number conversion and using Zoql against a number within text field is not efficient.

VictoriaK · ‎11-27-2018

We have noticed that sometimes Zuora fails to send emails (invoices) and just drop the issue without letting us know in any way. We have written a service (in-house) which checks Zuora to see if this has happened and notifies us of the issue. It would be great if Zuora could take care of this for us :)

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Billing & Payment Ideas

Assign two standalone Payment Methods during Accou...

Make sure HPM 2.0 Page Doesn't Cause Browser Error...

Advanced AR and Invoice Payment Object

Support disabling "Subscription Auto Renew Job"

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Add a "View All" link under "Subscriptions-Invoiced" tab

Automatically recognize credit card type

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

Hosted Payment Page ACH check image needs to accommodate international setup

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

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

Ability to cancel / undo an order

Invoice Number Sequence consumed only when the invoice is posted

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

Add the "parent name" to the child account drop down for "sold to"

Automate Payment Gateway switch on primary Payment Gateway fail

Ability to update invoice date while invoice is draft

Customise the transaction request string sent to gateway for payments

BillingPreview REST API response does not include RatePlan Name and other ids

Require option to allow price increase option on bill run

Writing off invoices (with advanced AR) should have a configurable account code

Numeric Custom Field

Invoices sending from Zuora can fail and would like notification from Zuora