Billing & Payment Ideas

ASchwarz

It would be great to get the reasoncode of a credit/debit memo as a merge field to have the abilitity to work with conditional logic in the templates dependent on the reason code.

Renaldo

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.

Nigel

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.

VictoriaK

When processing a payment from an invoice, if you update the payment amount to be less than the total balance of the invoice, the “amount to apply” field does not update. This means you have to retype what you put in the “payment amount field”. While it will not allow you to create a payment that is for more than the payment amount, it would be much better if the “amount to apply” automatically updated from the “payment amount” field. I’ve included a screenshot below

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.

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.

ALR

We need to manage the Rate Plan Charge Order in the invoice template. At the moment, It is ordered in an alphabete way. However, It would be great, if the user could select in the subscription the order in which the Rate Plan Charge should appear in the invoice template. Thanks

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.

Rolando · ‎10-01-2018

(Opening this Ideas RFE on the behalf of a customer) Request to increase the character limit for Invoice Comments. It currently taps out at 255 characters. We run into this error often when we need to document/include specific invoice information for our clients. This was previously requested on PMT-1886.

antonio · ‎10-11-2018

We need to add an editable comment at Invoice Detail (or Invoice Item or Charge) level that has to be visible in the Invoice Template. At the moment: - if we add a custom field at Charge level --> it is not visible in the invoice template - if we add a custom field at INvoice Detail level --> it is not visible in the front end UI Thank you

iprocesses · ‎10-09-2018

Hello, Idea: We think that there should be a way, via the Rest api, to retrieve a list of subscription amendments and/or the number of amendments that a subscription has - for the entire Subcription, not just a version. Justification: According to Zuora, the hard amendment limit for a subscription is 1000 - _but_ the recommended amendment limit for a subscription is 100, because after that the performance starts to degrade. In complex, high-volume environments, it may not take long to reach that 100 limit. So, we need a way to see how many amendments a subscription has, so that we can react (programmatically) to the situation in good time. Actually, our need for this is quite critical for a new B2B offering that we have. From testing, the Zuora api method https://www.zuora.com/developer/api-reference/#operation/GET_AmendmentsBySubscriptionID returns only information about an amendment for the given subscription id, not the subscription key. Using this method we would have to know all of the subscription's previous ids in order to get all the amendments. So, again we would need a Zuora Rest method that retrieves all the amendments (or even just the amendment amount would help) for a given subscription by its key, not by its version id.

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.

mrichmond · ‎08-14-2018

There is a deficiency in the Orders creation endpoint where the response returned from the creation does not contain Invoice IDs, only Invoice Numbers (see below). The problem with that, is there is no REST endpoint that allows us to look up an Invoice by InvoiceNumber. { "success": true, "orderNumber": "O-00000014", "accountNumber": "A00000001", "status": "Completed", "subscriptionNumbers": [ "A-S00000012" ], "invoiceNumbers": [ "INV00000003" ], "paymentNumber": "P-00000001", "paidAmount": 5.03 } By not providing an endpoint to look up an Invoice by InvoiceNumber, we're forced to execute a ZOQL query to retrieve invoice data, but we cannot readily model our data consistently as we would be able to if there was a REST endpoint that provided an Invoice object, just looked up by InvoiceNumber instead of Id. We propose either of the following solutions: Creation of an additional REST API endpoint that will retrieve an Invoice object by InvoiceNumber Provide the Invoice ID (not just Number) back in the payload of the Order Creation response.

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.

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.

Margo · ‎10-03-2018

Currently Taxation Items cannot be updated if Invioices are in "Posted" status. This is unusual since Invoice Items are allowed to be updated if Invoice is Posted. The use case where this is needed is when a customer wants to update Tax Items with Currency Conversion data (legal entity currency). The problem is that we cannot update the Currency conversion custom fields on Tax Items when an Invoice is in Draft status becuase the amount could change between the time when the Invoice may be Posted. Setting the currency conversion data on Tax Items is ensured to remain accurate only if you can update those custom fields after the Invoice has Posted. Adding this functionality would benefit our international business clients that deal with Legal Entity currency conversion.

dirkjmiller · ‎09-06-2018

An additional option for the price uplift to set a ceiling so the price will only increase to a certain point. There may be a better way to do this, but the use case is we do not want to increase clients who have reached a certain price level. The idea being that pushing their price too high will incentivise them to leave however leaving them at this price, they may not notice anything and stay a subscriber.

TessaGraziano · ‎08-06-2018

I submitted a ticket to the support center and was told this functionality currently wasn't available but that it would be great idea to submit here. Our normal payment terms are 30 days from the date the invoice is created. We would like to give our clients a 1% discount if the invoice is paid within 10 days of it being created. They would still have 30 days to pay, so we only want to give the discount if payment is received in 10 days. It's currently a manual process to manage this. We have to monitor the account to see if it's paid within the 10 days, then amend the subscription to add a one time discount so the invoice can be revised.

Renaldo · ‎04-11-2018

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

hopeguns · ‎09-13-2018

Need the ability to have multiple bill-to contacts per customer account and allow each contact to pay a portion (percentage or fixed amount) of each invoice. For example, a subscription for MOM, where the cost is shared by 2 or more children. Currently, we are faking this by creating multiple subscriptions, but this artificially inflates our subscription data.

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Billing & Payment Ideas

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

Advanced AR and Invoice Payment Object

Ability to create Payment Run using API

Mergefield Reason Code for Credit and Debit Memo Templates

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

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

“Amount to apply” automatically updated from the “payment amount” field

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

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

Manage the Rate Plan Charge Order in the invoice template

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

Invoice Comments - request to increase the 255 Character Limit

Add Custom Field visible at Invoice Item level

REST method to retrieve list and/or number of amendments in a Subscription

Numeric Custom Field

REST API Endpoint for Invoice Retrieval by InvoiceNumber

Invoice Number Sequence consumed only when the invoice is posted

Require option to allow price increase option on bill run

Update Taxation Items when Invoice is Posted

Let sleeping dogs lie

Discount for shorter payment terms

Reduce rate plan explosion by creating alternative configuration options

Multiple Payers for Single Subscription