Help reduce rate plan explosion by providing alternative product rate plan charge configuration options.
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.
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.
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!
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.
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.
Currently, the option of 'Enable Automatic Price Change when Subscriptions are Renewed?' only works with Termed Subscription. If a Subscription is designed to be monthly Evergreen, we would have to structure it as 1 Month Term Subscription, which results in a ton of Amendments.
I would like to recommend that the option also be compatible with Evergreen Subscription
When using Zuora's LA billing translation capability it's not possible to delete translations once you've created them. We'd like to be able to delete a translation after having created one.
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.
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.
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'.
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.
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.
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.
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%
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.
We have a deal, to be split invoicing for 30/20/20/20/10%
but when we split the invoice, it posts all 5 invoices. We only want to post the first one (as it's due upons contract signature) and leave the other ones as draft - so that as we pass the milestone and/or get the cusotmer acceptance we can then post those invoices.
right now if we split it and post it. we dont' have a check & balance in place to ensure the other inovices do not go out until the customer accepts the milestone. And also - we may need to push the invoice date out if the project is delayed or not.