Billing & Payment Ideas

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.

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.

ConnorRoebuck · ‎12-04-2019

A feature in addition to sending pdf invoices in emails to customers would be to send additional pdf's in the same email. For example, we are in the process of changing platforms for one of our services, and a great way to inform our customers would be to send a pdf document alongside invoices explaining the circumstance and any FAQ's. I understand the invoice template can be amended to include additional information, but a seperate pdf attachment would allow quicker customization. and different updates without cluttering the invoice.

nmartelliere · ‎11-12-2019

Hi, Slimpay payment gateway for bank transfer payment type is available in Zuora to create SEPA mandates (https://www.europeanpaymentscouncil.eu/) however some features lack as the mandate revocation function. In Zuora, if electronic payment method is changed to Closed status there is no automatism leading to the revocation of the mandate in the Slimpay back office. Users must manually revoke the mandate in the Slimpay back office. The integration of the Slimpay mandate revocation functionality is one of the important elements for the consistency of the SEPA mandate repository. Nicolas Martelliere VIDAL France SA vidal.fr

kylebeach · ‎11-19-2019

Request: Improve the Braintree Payment Gatway integration to store the decline code in Zuora. Issue: Braintree provides decline error codes, but these are not availbale in Zuora; Instead only show a generic declined message is available. Use Case: When supporting customers inquireing about payment declines, the decline codes shuold be available in Zuora so that a support rep does not need to cross reference with the Braintree UI just to obtain the decline code. Braintree Decline codes: https://articles.braintreepayments.com/control-panel/transactions/declines Zuora Example:

CharlieG · ‎12-02-2019

Our company is rolling out a service where we bill customers for the customer-support level they receive. The cost of the customer-support service is based on a percentage of the whole invoice. It would be helpful to have a rate plan charge that can calculate a percentage of the invoice total in one invoice line item. I tried using a negative value in a percent discount product rate plan to calculate the customer-service charge. This works in achieving a correct invoice total but it creates a "discount" line item for each line item that already existed. Spreading the customer-service charge across multiple line items will be confusing for our customers, who would prefer to see the customer-service charge as one line item.

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.

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.

vasilraykov · ‎05-28-2019

Hello, We need to set up a custom external payment method. Currently Zuora proposes External Payment Method feature which is great, but it presents a limited number of values to be set as the type of external payment method. It would be very useful to give modern business the flexibility to offer one and the ame product SKU as free and not free at the same time, based on period, and/or based on account/subscription level. Just removing the validation of the "type": " " property and allowing to add any custom alphanumerical value agianst it will benefit a lot more to anyone who has a campaigns based business model. Currently this field only accepts the following string Enum: "ACH" "ApplePay" "BankTransfer" "Cash" "Check" "CreditCard" "CreditCardReferenceTransaction" "DebitCard" "Other" "PayPal" "WireTransfer" Sincerely, Vasil, BA The FT

joris1 · ‎11-15-2019

As a SaaS company, business and tax rules dictate that we use the bill-to contact to calculate Sales Tax and not the sold-to contact. The sold-to contact information is still relevant for invoicing purposes (to identify the buyer). This was confirmed by Avalara as well. Given that sold-to and bill-to are both a contact object, we would value the option to configure the Tax Engine to use the bill-to address as input for tax calculation. Not having this ability forces us into custom fields which are creating a lot of noise in our data and unnecessary overhead.

trevorvogt · ‎07-03-2019

Hello, we currently have around 15 scheduled recurring bill runs, each for specific batches (our customers are assigned to specific batches), sometimes one batch may have two bill runs (one for recurring charges, one for usage charges). Now if we need to edit/ cancel/ delete a bill run for a specific set of customers we are obliged to open all bill runs in order to find the right one. It would be very practical to be able to name or tag each bill run in order to more easily identify them. As our customer base steadily grows, so does the number of batches and number of recurring bill runs. This could also apply to payment runs and would benefit all Zuora users. Kind Regards, Trevor Vogt

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.

billdavis · ‎07-18-2019

In our setup of Rate plans we have more than 300 rate plans under a single product and we have encountered a HUGE obstacle when it comes to this. When we cannot view the Rate Plan that we need to update, we cannot update it at all and the data source exports will also not pull out a consistent list of rate plans, to allow an import to update the fields. What usually takes us a few seconds to updates has turned into a much longer multi-hour update. Can we have the ability to view all rate plans for a product and not have a cap on the number of rate plans visible under a product? See support ticket - 187441 for more details on the problems we have encountered.

Emmanuel · ‎03-19-2019

Currently, for customer using usage for billing individual events, ie, create usage and bill it immediately, the process is to create the usage dated today, and then generate an invoice with target date = tomorrow. Now, this works fine most of the time, but when doing this the last day or the billing period, or the last active day of the charge then, the first usage billed for the charge results in "closing" the charge, and hence subsequent usages cannot be billed for that charge during that day. This is of course very annoying, and as more and more customer want to use usage based offering, we really need to support this!!!

steve · ‎10-29-2019

Is it possbile to have consistency in Zuora UI to show customer subscription start and end dates align, so that the end date is not the same as the start date of the following term? I.e. a 1-yr subscription in 2019 should show as start: 1/1/2019, end 12/31/2019 vs what sometimes the UI shows - end: 1/1/2020

Renaldo · ‎10-22-2018

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.

kylebeach · ‎05-15-2019

The Subscription Auto Renew Job currently cannot be diabled. Instead, you must define a start time for the job. When migrating in data and running go-live processes this is a significant problem. This means that all migration and go live processes including CUBR must be complete and in place before the tenant’s daily Subscription Auto Renew job completes. When migrating in large data sets including accounts, orders, running CUBR and any necessary workflow jobs; with the API rate limits and concurrent connection limits it is impossible to complete go live processes in a single day prior to the required Subscription Auto Renew Job set as late as 23:00 hrs and cannot be disabled. This causes the unnecessary need to delete the orders created with the unnecessary Subscription Auto Renew Job. Please support disabling "Subscription Auto Renew Job" for the benefit of you future customers. Additionally, properly scheduled Bill Runs negate the need for a required "Subscription Auto Renew Job"

Zuora-Support · ‎01-13-2016

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.

abhishek_grover · ‎06-17-2019

When using "Email documents after Auto-Post is complete" flag for our bill run to send emails to the customers automatically. After the bill run ends and the email is sent, the flag - "Documents Emailed:" is not set to "Yes". We would expect the flag to be set to "Yes" as well, so that when we look at the bill run at a glance we know that we do not need to (or by mistake) reinitiate the email sending manually. Currently, this flag is apparently only set on manual email initiation, but should be set upon automatic email send as well.

steve · ‎07-24-2019

How to create a discount rate plan that is to be applied to a one-time charge. Discounts, whether fixed amount or percentage are only available under the monthly plan. You can specify that the discount be applied to just the one-time charge, but it will show up on the invoice under the monthly charges. This can be confusing - are there plans to change this so a discount can be applied to a one-time charge that does not show up as monthly on an invoice?

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Billing & Payment Ideas

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

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

Additional PDF in invoice email

SEPA - Slimpay - revoke mandate

Braintree Integration: Store Decline Codes

Product Rate Plan Charge for Percentage of Total

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

Invoice Number Sequence consumed only when the invoice is posted

Customisable external payment method type

Configuration to use Bill-To Contact for Tax Calculation

Ability to name or tag recurring bill runs

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

Allow display more than the top 300 Rate Plans within Products

Ability to bill several on-demand usage on the last day of the billing period

Consistency in term dates showing in Zuora UI

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

Support disabling "Subscription Auto Renew Job"

Customer Statements

Bill Run: Set the "Documents Emailed" flag to "Yes" even when invoice emails are sent automatically

Create a discount rate plan that is to be applied to a one-time charge.

Assign two standalone Payment Methods during Account creation

Make sure HPM 2.0 Page Doesn't Cause Browser Errors (even innocuous ones)

Advanced AR and Invoice Payment Object