Billing & Payment Ideas

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. 

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.  

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. 

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. 

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.

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:

1. Creation of an additional REST API endpoint that will retrieve an Invoice object by InvoiceNumber
2. Provide the Invoice ID (not just Number) back in the payload of the Order Creation response.

Other software that sends emails on behalf of a sender usually provide information about the status of an email once it is sent. I need to know whether the email was 'undeliverable', 'unopened', 'opened', or 'replied'. Since there is no place for notes without an add-on and we do not have this information, it is difficult to prove the customer received the invoice.

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

Is there a reason for only having monthly or weekly list price base options?  We'd like to define an annual price, but have an arbitrary number of months in the term

Expose a developer console or simulator to allow for testing of  Notifications and Email templates, including callouts, without having to run or wait for real world cases to happen. 

Some of the events that would be intersting to test: 
- Payment Declined (First Attempt and retries) 
- Payment Method expiration (15 and 30 day warnings) 
- etc

Thank you.

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.

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!

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.

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.

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: