Billing & Payment Ideas

nmartelliere

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

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.

steve

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

Madalina

Hi, We are having a hard time when trying to retrive the last version of the invoice PDF. We are having an integration between Zuora and our internal invoice distributor tool. When we send the invoice to that tool, we should be able to take only the last version of the PDF, because that contains the OCR, which is the reference for payment and is mandatory to be on the invoice. Here are the steps: 1. A new invoice is created in draft status - Zuora generates a PDF on the invoice (PDF version 1) 2. Invoice is posted - no new PDF is generated (still PDF version 1) 3. OPTIONAL: Some comments are added to the invoice (PDF version 2) 4. Integration calculates the OCR and updates a custom field in Zuora which stores this information 5. Integration tries to regenerate the PDF (PDF version 2 or 3). Also, we are having Sequential Billing document number enabled, which leads to multiple versions of the PDF (because the invoice number is going to be changed when the invoice is posted). Sometimes there are some delays and the regerenation doesn't happen in some seconds, so we cannot know for sure if the last PDF is the one regenerated by our user, since we are only receving a list of URLs to obtain the PDFs. One suggestion that we were thinking of is to add in the API also the ID of the user which created the PDF. In this way, when we will see our user's ID, we will know for sure that we are fetching the right version of it. Thanks.

ssoratroi

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

dellersiek · ‎10-14-2019

In the Zuora UI in the payments menu, I get a list of all payments that were entered. I would like to filter/search this list with the search field on the right by account name. A similar functionality is available in the invoices menu, where I can list all invoices by account.

pask · ‎10-10-2019

Hi, we would like to suggest a new functionality, similar to invoice subscription separately but applied to Usages. We need to Bill Usages Separately under the same account so that when performing a bill run for this account if we have n pending usage we will get n Invoices. Or a similar functionality could be the possibility to generate an invoice for specific subscriptions or specific usages. Thanks in advance. Pasquale

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

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.

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.

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?

Eva · ‎09-18-2019

Failed to cancel the processed refund from Zuora with below error since Vantiv payment gateway does not support cancel electronic refund with CreditCard payment method. If the customer voids the refund on Vantivdirectly, Zuora would recommend creating an external payment to offset the voided amount. The below link will show you how to do an external payment. https://knowledgecenter.zuora.com/CB_Billing/K_Payment_Operations/Create_a_Payment Can Zuora have the ability to cancel/void processed refund directly in Zuora in future, which will update the refund status from “Processed” to “Cancelled” automatically?

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!!!

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"

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.

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.

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.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Billing & Payment Ideas

SEPA - Slimpay - revoke mandate

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Consistency in term dates showing in Zuora UI

Fetching the last version of the invoice PDF

Allow custom fields in translation profile

Search payments by account name

Bill Usages Separately

Ability to name or tag recurring bill runs

Customisable external payment method type

Allow display more than the top 300 Rate Plans within Products

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

Invoice Number Sequence consumed only when the invoice is posted

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

Allow cancel the processed refund via Vantiv payment gateway

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

Support disabling "Subscription Auto Renew Job"

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.

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

Automatically recognize credit card type