Billing & Payment Ideas

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.

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.

steve · ‎07-24-2019

How to create a discount rate plan that is to be applied to a one-time charge. Discounts, whether fixed amount or percentage are only available under the monthly plan. You can specify that the discount be applied to just the one-time charge, but it will show up on the invoice under the monthly charges. This can be confusing - are there plans to change this so a discount can be applied to a one-time charge that does not show up as monthly on an invoice?

Emmanuel

Currently, there's a way to extract IBANs (which are otherwise retrieved as masked only) as encrypted using a user-provided public key. It is then up to the user to decode the encrypted IBAN. (see "Encrypted Data Source" option in KB). The ability to get that encrypted IBAN is ONLY through data exports/Aqua which makes it difficult to use in an online flow... The suggestion is then to improve the PaymentMethod GET APIs so that they could also return that encrypted IBAN (maybe only if asked, and of course, only if the user-provided public key is setup on that tenant)

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

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

abhishek_grover · ‎06-17-2019

When using "Email documents after Auto-Post is complete" flag for our bill run to send emails to the customers automatically. After the bill run ends and the email is sent, the flag - "Documents Emailed:" is not set to "Yes". We would expect the flag to be set to "Yes" as well, so that when we look at the bill run at a glance we know that we do not need to (or by mistake) reinitiate the email sending manually. Currently, this flag is apparently only set on manual email initiation, but should be set upon automatic email send as well.

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!!!

ZRemi · ‎07-05-2019

Hello, It would be great to be able to retrieve via an API (or ZOQL query) the remaining units of a usage charge with model "Overage Pricing" or "Tiered with Overage". Indeed, even though these can only be billed at the end of the period, rollovers mean the reamining units is variable. Also in case of Active Rating, since these are rated immediately we shall be able to have an estimate of the remaining unit at any time during the month. Thanks Rémi

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 · ‎05-15-2019

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"

antonio · ‎07-26-2019

Hi, in the Prefix & Numbering feature it should be good that with a sequence set you can define: A) a prefix and numbering for invoices with amount >0 B) a different prefix and numbering for invoices with price lower than 0 (credit notes) At the moment only 1 prefix and numbering is possible for one sequence set and no difference among invoices and credit notes

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.

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.

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.

ankurlalit · ‎05-13-2019

Recently (21st April 2019) Zuora Production US upon upgrading their Network Systems failed to process the BillingPreviewRun requests. This left a running request stalled for over a week wreaking mayhem on our reporting processes. Despite we figuring out the issue after a week, we could not solve the problem ourselves because the BillingPreviewRun only supports create and query calls and one cannot start a new request for all batches if the previous request is still processing. I request Zuora to provide a Cancel a BillingPreviewRun that is processing.

Stephanietang · ‎07-12-2019

How do you report on emails that have bounced?

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.

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.

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Billing & Payment Ideas

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow display more than the top 300 Rate Plans within Products

Create a discount rate plan that is to be applied to a one-time charge.

Ability to retrieve encrypted IBAN using APIs (and not only through Data exports)

Ability to name or tag recurring bill runs

Customisable external payment method type

Bill Run: Set the "Documents Emailed" flag to "Yes" even when invoice emails are sent automatically

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

Usage | Expose "remaining/available" included units via an API

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

Invoice Number Sequence consumed only when the invoice is posted

Support disabling "Subscription Auto Renew Job"

Prefix & Numbering for invoices with price lower than 0

Automatically recognize credit card type

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

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

BillingPreviewRun needs to support a cancel request

Reporting on Emails that have Bounced

Require option to allow price increase option on bill run

Numeric Custom Field

Assign two standalone Payment Methods during Account creation

Make sure HPM 2.0 Page Doesn't Cause Browser Errors (even innocuous ones)

Advanced AR and Invoice Payment Object