Billing & Payment Ideas

Share your billing, collections, tax, payment methods, gateway ideas here!

New Idea
Renaldo Zuora Staff

Zuora Staff

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.

Renaldo Zuora Staff

Zuora Staff

Help reduce rate plan explosion by providing alternative product rate plan charge configuration options.

 

  • Billing frequency should be a set of multi-select checkboxes
  • Tax Mode and Tax Code should be dynamically selected based on pre-configured region settings.
  • Country specific pricing, i.e. same currency, different country, different price

 

Najwa Zuora Staff

Zuora Staff

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 11th Invoice draft created would have invoice number : TMP00000011 when posted invoice number applied would be INV00000006 as this invoice is the 6th invoice posted.

jhileman Valued Scholar

Valued Scholar

Create Callout for New Payment Method Added

Status: New Idea
by Valued Scholar jhileman on ‎05-22-2018 09:17 AM

Hello,

 

Please create a standard callout for new payment method added. Currently, there is a callout only for payment method updated. I understand that it may be possible to create our own custom notifcations/callouts Ideally, we wouldn't be required to do this. Here is the use case:

 

We have built a overdue balance and collections process leveraging Zuora's suspend/resume amendments. Our middleware looks at each account daily and take action against accounts with a balance due greater than $100. We notify the customer via email several times over a 14-day period. If the account still has a balance due of > $100 on the 15th day, we suspend all the subs on the account, notify the customer again, and callout to our products removing access. 
 
The notifications we send to the customer give them direction on how update their payment method(s). we have enabled the "payment method update" callout and that works fine, for when a customer updates an existing payment method. But if they add a new payment method entirely, we are not able to notify our middleware and therefore unable to collect on the account and resume service.
 
A callout for payment method added would be perfect. or the ability to create our own custom callouts. (reference above) if the latter, we need to know what condition to use in order to trigger the callout.
skennedy Tutor

Tutor

our Billing really depends on the type of products purchased (or complexity of the deal).   Currently Billing Batches are assigned per Account.  But we'd like to assign Billing Batches per subscriptions

 

Example: Support subscription - is paid annual up front - so that can go out as soon as order is processed no issues.  But a second order for professional services - is split into multiple payments, that are dependent on customer acceptance or milestone.  Upon processing the order - we know what the payments are split (30/20/20/20/10%) and we may have target projected dates in the SOW that each of those may be invoiced on.  BUt we can't invoice those split payments until the cusotmer actually accepts each milestone.

 

So A.  Splitting the inovice into these payments %, and giving them dates - once you post the invoice - it posts for all 5 payments.  We need to have the ability to put this subscription in a seperate "customer acceptance" billing batch - that will have to be hand held/coordinate with project management to confirm that we have the acceptance and cand send the next invoice out, or if not,need to edit the invoice date and push the date out. 

 

** this also spurrs another idea - for split invoicing, to be able to post the invoices individually. 

rdeloach Scholar

Scholar

Invoices Email sends URL not PDF

Status: New Idea
by Scholar rdeloach on ‎05-01-2018 05:58 AM

To help get through the various spam filters, can Zuora manage sending a link in an email to download the invoice PDF without a login or other authentication?  This would greatly help in email delivery.

nmartelliere Scholar

Scholar

invoice creation tool

Status: New Idea
by Scholar nmartelliere on ‎02-21-2018 12:05 PM

Managing invoice templates with Word is very demanding.
Tools such as BIRT or Crystal Report, for example, offer much more advanced invoice model creation possibilities.

kcavanaugh Scholar

Scholar

Hi Team, 

 

With the number of daily bill runs we process, it's inevitable that someone will accidentally fire off an 'All Batches' bill run in error due to the default settings populating 'All Batches' as the target. 

 

This happens maybe once a quarter at most, but each time it basically shuts down normal billing functions as we wait for that to complete (since there is no way to cancel these All Batch bill runs once they are kicked off). In our tennat, the whole run takes about 2 hours and then we are left with thousands of unneeded invoices. 

 

I do understand that these are created due to an error on the user's end, but if the default value could be set to the specific Billing Batch dropdown instead of 'All Batches' this would siginifcantly decrease (or probably eliminiate) these being generated. Thanks!

paulkaiser Scholar

Scholar

I would like to see support for billing periods that are measured in a number of days that is not evenly divisible into weeks or months. I am seeing more demand for terms like this, especially for discounted incentive terms. It seems like a fairly simple thing to add given the way subscription rate plan charges are managed. Renewal should occur based on the completion of the N-day term. The support for N-day billing period to go with N-day terms is necessary for proper proration.

 

robinryan Honor Student

Honor Student

Proforma Billing

Status: New Idea
by Honor Student robinryan on ‎09-28-2017 08:16 AM

We would like the option of creating a proforma billing that we can send to our customer in order to request payment in advance of recording an actual bill.  The proforma bill does not generate a GL transaction but is visible on the account somehow so when payment is received we can identify the account.

mikemartin Partner

Partner

For non-English speakers, the country field in payment pages should be in Alphabetical order.

 

When passing in a locale to the payment pages that's not in English, Zuora should display the country drop down in alphabetical order. Currently it doesn't which leads to poor customer experience.

 

Locale preview

Resultant non-sorted country drop down list

Screen Shot 2017-01-09 at 13.40.29.png

 

Customers who speak French, German etc shouldn't have to have in their heads what the english name is, then translate to the german name for example when choosing their country from the drop down. E.g. Germany begins with G in English but D (Deutschland) in German, therefore Deutschland should appear in the 'D' part of the drop down. Likewise Spanish customers should be looking at the 'E' part of the drop down, not having to scroll much further down for 'S'.

Status: Implemented
Jeffrey Zuora Staff

Zuora Staff

Zuora has an AutoPay flag on the Invoice object and can only be set by an Update API call. It would be convientent to set this value on the Subscribe call to not make additional calls.

Zuora-Support Community Manager

Community Manager

Customer Statements

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:27 AM

Zuora really needs customer account statements. These should be able to be pulled at any time without running an invoice. It would combine charges, payment, and balance information in one place. Customers often request at least a year's history. The workaround to use a custom invoice is clunky and doesn't really cut it. Every other accounting system that I have used has this capability.  

Status: Under Consideration

We are in the early stages of the design process for statements. We'll let you know how this is proceeding. Thanks.

masberg Tutor

Tutor

We would like to have the opportunity to not send any automatic reminders on specific invoices. For example, if we have an ongoing discussion with a customer regarding a specific invoice we would like to silent that invoice so that no further reminders are being sent on that invoice. However, the customer may have other unpaid invoices which should recieve reminders. In this case you do not want to change the customer's communication profile, but only the invoice which is under dispute. 

 

Zuora recommending setting up communication profiles to filter these customers. But the issue is not the entire customer account nor the entire customer's outstanding payment, but only a specific invoice. If we would send an automatic notification regarding service termination that would harm our relationship with the customer. Basically, it would be a good idea if you could turn off notifications on specific invoices rather than change number of notifications on the customer account. 

 

Thank you.

masberg Tutor

Tutor

Email notification whenever an email fails

Status: New Idea
by Tutor masberg on ‎06-14-2017 07:01 AM

As of today, we do not recieve any notification if we post invoices and the deliver of email fails. This could mean that our customers never recieves their invoices. In addition, we would have no idea if any invoices fails to be delivered. 

adas Advanced Tutor

Advanced Tutor

Hi,

 

we need the ability to transfer credit balance and apply credit balances in between billing accounts.

 

Thanks,

Alka

BScott Advanced Tutor

Advanced Tutor

Split Invoice Feature - Dollar Amount option

Status: New Idea
by Advanced Tutor BScott on ‎08-09-2017 01:57 PM

Currently, the invoice split can only do percentage split.  It would be great if we could have the option to split invoices by dollar amounts, it would save a lot of time especially when have to have all percentage splits equal to 100%

Renaldo Zuora Staff

Zuora Staff

Merchants want the ability to check if a credit card already exists in the system. 

 

An API that results in a true/false will give the merchant the abilty to decide a course of action.

smdavis Savvy Scholar

Savvy Scholar

Viewing Unprocessed Invoices/Payments

Status: New Idea
by Savvy Scholar smdavis on ‎08-07-2017 12:01 PM

Currently when payment runs are completed you are shown the number of and amount of unprocessed payments.  I would like a report that showed me what invoices those were or what accounts those belong to.  That would help me to see what is going on with those accounts and why payments are not processing.

 

Thank you!