Billing & Payment Ideas

Madalina

Hello, We would like to be able to configure multiple callouts notifications (notifications on all events) on the same object. To be more precise, we would like, for example, when a customer is created, the system to send the notification to two different systems by using two different callback URL for "Account is created". By multiple systems, I mean one ERP system which should have the account created for sending the customer transactions and one system that will be doing the provisioning for that customer. Thank you.

pask · ‎08-25-2020

Hi, we are experiencing problems in massive payment creation with invoice settlement enabled. We are using MPU (Massive Payment Upload) functionality but this feature doesn't include custom field and they are necessary for almost every flow that we have. We need massive APIs also for other objects CreditMemo,DebitMemo,Refund but with lower priority. Is it possible to add it in roadmap? Thanks in advance Pasquale

Madalina · ‎09-16-2020

Hi, We are having an issue related to the discount end date. Some of our business units offer discounts to the customer which are not aligned to the billing period of the customer; such as the billing period is quarterly, but the discount should be applied for 4 months, or the billing period is annual and the discount should be applied only to 6 months out of 12. There is the end date setting on the rate plan charge of the discount product, but that is not considered (even if it is set as a fixed period after the charge is triggered or specific date). What happens is that the discount will be applied to the full billing period. We need to find a way to cover this use case. From my perspective, using that discount end date setting would be the best, because that is supposed to end the charge when we are saying to it to end. Thank you.

amandash · ‎06-15-2020

Zuora's proration calculations are on the Rate Plan Charge level and therefore Rounding Rules are applied on this level as well. However, it doesn't make sense that a customer can be charged or credited for a penny whenever Orders are created to reflect a net-zero impact. For Example as part of 1 Order: Subscription A is cancelled for $500 & Subscription B is created for $500. * In this scenario, depending on the # of days in the bill cycle, it can cause a penny Invoice or Credit Memo to be generated, regardless of Rounding Rule configurations. I'm sure there are a couple of solutions/designs for this but here are a couple I can think of: (1) Logic to enforce $0 billing transactions for Net-$0 impacting Orders (2) Enable flexibility surrounding Rounding Rules (Order-level vs Rate Plan Charge-level) Related API: https://www.zuora.com/developer/api-reference/#operation/POST_Order (RunBilling = TRUE)

Karina · ‎09-27-2020

We have a Business Unit that work with quite big orders. They do big software implementations out at customers and they start invoicing charges upon implementation delivery. So basically they create subscriptions and orders to get services provisioned but the charges will be triggered for billing on different dates. For this use case they would like the ability to set Billing Trigger Condition to Upon Specific Date on the Product Rate Plan Charge with no date specified. So on Subscription creation they will populate the planned date. Today this condition is only available on Subscription Rate Plan Charge. In short: for the products where we do not know when we will start billing (and each charge in a product potentially can start billing on different dates) it would be beneficial to have "Upon a Specific Date" available as trigger condition in the Product Rate Plan Charge. Thank you for considering! Karina

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.

Karina · ‎08-21-2020

We would really like the ability to suspend and resume a subscription on the same day. I see this Community post - but I could not find it posted as an idea. So the use case we would like Zuora to support is the fact that we often see the need to resume a suspended subscription on the same day. Scenarios could be: Customer pays immediately Subscription was suspended by mistake (not frequent but can happen) The solutions proposed in the linked community post: Use Suspend date from yesterday Delete the Suspend amendment rather then resume etc ...are not really viable for us. Nbr 1 will create a proration for deviating amounts (missing one day as far as I see in my tests) Nbr 2 we are loosing tracebility and suspention history. So this would be a huge benefit for us - if we get this supported! Do you have any plans for this? Kind regards Karina

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.

TrixabelleCP · ‎07-02-2020

If you have an invoice that needs writing off (due to customer not paying or due to a system correction) it's super simple - you click More - Write off. However if the system correction results in a credit memo, it's tricky to write this off. You have to manually craft a debit memo (not a particularly easy task) and then apply the CM to the DM. It would be great if Credit memos had a built in Write off feature like Invoices do.

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.

kylebeach · ‎08-14-2020

Users in the Zuora Web UI frequently receive this error when attempting to delete items from the WebUI: "Only the most recent legal document for an account can be unposted." This error is not very helpful since "legal document" is not defined. What does zuora consider a legal document? It appears this includes invoices, credit memos and possible orders? Generally legal documents are signed contracts or court orders. There is really nothing in zuora that can be considered a legal document. It would be more helpful to update this error to define the zuora objects that must be deleted first. For example : "The most recent invoice, credit memo, or order must be deleted first."

kylebeach · ‎11-19-2019

Request: Add CreditMemoApplication.AppliedAmount as an available merge field on the Invoice PDF. Issue: Zuora invoices can be paid with applied credit memos, however applied credit memos cannont be displayed on the invoice PDF. Use case: We use credit memos to apply "store credit" to a customrs invoice. This is a form of payment as it can be applied directly to the Invoice data object to pay the invoice. However, we have no way of reflecting this credit memo payment on the customer's invoice PDF.

TrixabelleCP · ‎02-11-2020

When someone reverses an invoice this is a one-way action that's impossible to undo. This in turn means we can't unpost > cancel > delete the invoice, which in turn means we can't delete the associated order. This is something that's occassionally caused us a real headache as we then need to work out how to do a corrective order to try and undo the effects of the previous one (which is possible in some cases but not in all including undoing a renewal). It would therefore be very helpful if it was possible to undo an invoice reversal.

ConnorRoebuck · ‎07-17-2020

Along with bill run and payment run, it would be good to have the option for a refund/credit run. A sub-option of this would be refunding accounts with a credit balance to their automated payment method, providing no MRR is active on the account. There is the option of refunding credit balances manually from customer accounts back to thier auto-pay method, so an automated process would speed this up.

KrisGalata · ‎01-28-2020

Modern browsers have a feature to remember credit cards. Our Sales team is using hosted payment pages to setup information for our customers . We would like to prevent credit card save in browser because it would remember cards of our customers and it is PCI DSS issue for us. Setting the ‘autocomplete’ value on the html form and input tag should turn off this feature for browser. So our suggestion is to add an ability to specify value for form and input autocomplete attribute via Hosted Payment Page setup screen or javascript configuration using Z-pages More information - https://www.w3schools.com/howto/howto_html_autocomplete_off.asp Similar request - https://community.zuora.com/t5/Billing-Payment-Ideas/HPM-Suggestion-autocomplete-quot-off-quot/idi-p/4574

TrixabelleCP · ‎07-06-2020

It would be great to have improved search filters on invoices such as: - Paid / unpaid / all - Currency - Amount (eg invoice over XXX)

mikemartin · ‎01-09-2017

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. Resultant non-sorted country drop down list 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'.

skennedy · ‎10-31-2017

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.

TrixabelleCP · ‎02-04-2020

Customer have 14 days to change their mind on a purchase and therefore a renewal may need to be rolled back / undone (this happens in our business from time to time). Out the box the only way to achieve this is to delete the renewal order. This has several downsides. The first and most important is that it's not tracked in any way so we can't report on it. Secondly, if we accidentally reverses the invoice for the renawal, the invoice can't be deleted and therefore you can't delete the order either (we've seen this a few times). We can't cancel the subscription because we sell perpeptual licenses for some of our products and cancelling a subscription cancels the license. Also the customer still may come back and purchase support at a future date. Our current workaround is to create a "corrective order" and assuming the renewal term ran from 1st Jan 2020 to 31st Dec 2020, then you can change the current term so it's only 1 day long (eg 1st Jan 2020 to 2nd Jan 2020) and then write off the resultant invoice. However ideally Zuora would provide a way to either: - delete an order (but make that an audited/traceable action) or - set the dates back to what they were before the renewal was done

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.

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Billing & Payment Ideas

Multiple callout notifications on the same object

Massive Payment Create/Update API including custom fields

Discount end date to be considered

Ability to suppress $0.01 (Penny) Invoices and Credit Memos for Net-Zero Orders

Enable Upon a Specific Date on PRPC

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Suspend and Resume a Subscription on the same day

Invoice Number Sequence consumed only when the invoice is posted

Ability to write-off a credit memo

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

Improve error message: "Only the most recent legal document for an account can be unposted."

Invoice PDF: CreditMemoApplication.AppliedAmount should be an available merge field

Ability to undo an invoice reversal

Refund Run

Request for autocomplete

Improved searching on invoices

Payment page countries should be in alphabetical order for non-English

Billing Batch assigned to subscription not Account

Provide a (tracked) way to roll back a renewal if customer changes their mind

Require option to allow price increase option on bill run

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run