Billing & Payment Ideas

Senior Tutor

Preset Back-end Discounts

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We need the ability to pre-select back-end discounts which should be automatically applied during the bill run. These discounts should be configurable on each subscription rate plan charge, preferably managed as a percentage.

The existing functionality is not sufficient to meet our requirements.

Existing option 1 (invoice item adjustment) - We need to apply these discounts before applying minimum pricing, so it cannot be handled as a credit memo/ invoice item adjustment (after bill run). If we wait, the minimum pricing calculation will be incorrect.

Existing option 2 (amendment) - we do not want these discounts to be visible to the customer or salesperson, as it would be confusing for them. These back-end discount amounts are actually still billed to the customer through a partner.

Scholar

Allow Resume Date in Suspend/Resume functionality to be after term end date if the term is extended

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Zuora returns error "Resume Date cannot be later than the Term End Date." when trying to suspend/resume a subscription past its term end date. There is an option to "Extend the current term by the number of days (*) suspended.", but that does not resolve the error because Zuora checks for the resume date before extending the current term. I think if the option is checked, the error should not appear.

Master

PO Number should be on Subscription, not on Account

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The current schema (PO Number is on Account) seems to assume that the Zuora user has only one PO with any account. In our case, we have customers with multiple subscriptions, and they issue a PO per subscription. Not only that, they issue a PO for an amendment.

Student

Braintree support for override card verification authorization amounts

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This feels like a bug report, but Patrick Seet from Zuora Global Support has asked us to request it here:

We confirmed that passing a custom authorizationAmount to our hosted payment page does not work for Braintree gateways:

https://knowledgecenter.zuora.com/CA_Commerce/T_Hosted_Commerce_Pages/B_Payment_Pages_2.0/J_Client_P...

Scholar

Arrays in Callouts

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Support the ability to select a field and have the callout pull in an array of values

Community Manager

Display the Invoice Item for Overage if the Tiered w/ Overage Rate Plan Charge Tier has a $0 Overage Price

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Feature Request: display the Invoice Item for Overage if the Tiered w/ Overage Rate Plan Charge Tier has a $0 Overage Price (bonus) so that it can be map as well on Invoice PDF.

Status: currently being evaluated by our Product Management.

Reference Number: DE9997

Business Need: the concept of bonus impression ($0) is standard use case in the Internet Advertising agency. Dependencing on how the contract is written, the ability to bill under a declining balance or capped usage model is key in the Ad industry.

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Honor Student

Need to charge with the specific end date

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Hi Team,

I have added a new subscription and activate it with 01/01/2017.

While adding the product, I set the end date = 02/12/2018 and expecting the invoice service period date will be 19/01/2017 to 01/12/2018 but I am not getting the invoice with the specific date i.e. 01/12/2018. It comes with 31/12/2018. I want to charge for two years.

Please let me know if I missed something.

Master

per-day billing model please

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We have some products that are advertised as a certain price per day. This is very hard to coerce into Zuora. Please support per-day pricing model.

Newly Enrolled

bulk adjust invoices

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I need a way to Quickly adjust ALL invocies for an account to zero.

it takes too long to do this one by one for each account

BTW.. your solution to import CSV files for everything borders on .. i dont have resources for GUI developement

Community Manager

Netsuite Integration fields on the Product Rate Plans are populated during cloning when they should be left blank

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Feature Request: cloning Product Rate Plans should left the NetSuite custom fields blank.

Status: under evaluation

Reference Number: PMT-491

Business Need: If you fail to change the ID when you clone it, Z-Billing will sync two Z-Billing charges to the same NS Item causing lots of data issues with financial impact.

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Newly Enrolled

Grouped Invoice Items in Invoice Preview

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Hello,

I tried your technical support team, and was told that this feature is not supported. So, they suggested me to submit idea to create this feature.

Basically, we tried Zuora Soap API and Rest API to generate Invoice Preview, and the Invoice Items are always returned as 1 huge big list. For exmaple, if I preview for 3 months of a montly subscription, I get back 1 list of Invoice Items for all 3 months. Then, I have to somehow figure out a rule to seperate them into 3 groups, and display properly for my client. It's not an easy job. I could never figure out your full rule to group these Invoice Items to be the same as what Zuora shows on Zuora web UI. It's a big frustration for both our development team and our clients who rely on us.

Would you please return grouped Invoice Items?

These are 3 APIs I tried. Please take a look at their returned InvoiceItems. It's really hard to use these data.

https://knowledgecenter.zuora.com/DC_Developers/SOAP_API/E_SOAP_API_Calls/subscribe_call

https://knowledgecenter.zuora.com/DC_Developers/REST_API/B_REST_API_reference/Subscriptions/01_Previ...

https://knowledgecenter.zuora.com/DC_Developers/REST_API/B_REST_API_reference/Subscriptions/5_Update...

Thanks,

Nicole

New Student

Ability to run/schedule bill & payment runs for multiple batches at once

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We currently have 16 billing batches that our customers are separated out into based on payment method, subsidiary, etc. We have to run daily bill runs for almost all of these batches. It is tedious having to complete the same thing (but the batch # is different each time) 9 times in a row. It would be helpful if we could select certain batches that we want to run and then enter in the invoice date and target date for all the selected batches.

Status:

Would you still want to create separate bill runs for each of the batches behind the scenes? In other words, is this a usability enhancement -- make it easier to select the batches and desired dates in the UI, but still have the same number of bill runs occur? Thanks.

Senior Tutor

Allowing edit of email recipients for payment receipt email

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Community Manager

Ability to Run Bill Runs by Subscription

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We need the ability to run a BR for a specific subscription (i.e., the client wants to prepay one subscription for the next 24 months, but wants to leave another paid monthly). We'd be very grateful if this feature could be added to the bill run parameters.

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Honor Student

Gateway Reconciliation for Cybersource

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We are experiencing major reconcilation issues given the lack of connect for ACH reversals and chargebacks. This seems to be yet another feature not supported with Cybersource. Please provide the Gateway Reconcilation for the Cybersource gateway.

Labels:

gateway reconcilation

Everyone's Tags:

Community Manager

Payment Run call-out notification: include all payment run selection parameters in call-out notification

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Business Problem :
We use the payment run completion event to trigger a external custom payment run process that interfaces with payment gateways not supported out of the box by Zuora ( Buckaroo, Heidelpay, Ogone ... ). This allows customers to schedule the external payment runs from with in the Zuora UI. However none of the payment run selection parameters that can be defined for a payment run are available in the call-out notification.

Business Impact:
Customer can not execute scheduled/adhoc specific external payment runs from within Zuora as the selection parameters are not available to the external payment run process.

Work-around:
Create a custom web page on which the user customer can create specific external payment run. This how requires developing and hosting a custom website and pulls the user out of the Zuora UI.

Proposed solution:

Extended the call-out parameters for the payment run completion with all selection parameters that can be set by the user in the new payment run screen:
- All customers accounts
- Selected Accounts
- Batch Filter
- Bill Cycle Day
- Currency
- Payment Gateway
- Bill Run
- Apply Credit Balance
- Process a single payment
- Target Date

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Student

Negative Usage Import Support

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It was confirmed by a Zuora Support rep that the product does not currently support negative usage. This is a real use case for us. We currently import usage on a daily basis. In some cases, one-off adjustments need to be made for usage already submitted to Zuora. Because Zuora does not support the import of negative usage, the total counts are inflated and require manual intervention on the individual usage entries or on invoices. No alternative solution or best practice alternatives was offered by Zuora. It has been considered to send a single usage stat every month before a customer's billing date but this causes challenges with timing.

Community Manager

RFE - Expose Relationship Between Credit Proration Invoice Item with Original Invoice Item in Zuora API

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Internal RFE Request:

1. Summary of the enhancement?

Need the ability to trace credit proration invoice item back to original invoice item. This is required to retrieve original tax rate used for original invoice item, which can then be applied to the credit proration invoice item.

2. What is the business problem?

Customers need to use historical tax rates when crediting back proration invoice items. Z-Tax handles this correctly, but custom tax integrations do not have a way to retrieve the original invoice date and original tax rate associated to the proration credit.

3. What is the business impact?

Credit prorations will use incorrect tax rate without this enhancement.

4. Is there a workaround or is the customer blocked? If there is a workaround, what is it? Is the customer willing to apply this workaround?

There is no workaround available without the link between credit proration invoice items and the original invoice item.

5. What is the proposed solution (if available)?

Expose the original invoice item ID associated with the credit proration invoice item through the Zuora APIs.

6. Name of the customer(s) affected:

Citrix, Dow Jones

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Community Manager

Ability for payment gateway to failover

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Feature Request: Ability for payment gateway to failover

Reference Number: DE5566/PMT-489

Business Need: Some customers are looking for the ability for payment gateway to failover. For example, in case Payment Gateway A is down or unavailable, after reaching maximum number of payment failures, Zuora will let gateway to failover from Gateway A to Gateway B, so that customer can collect payment through another gateway.

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We're planning to add Payment Method failover as part of the Multiple Billing & Payment Profiles feature. I'll add Gateway failover as another requirement as well. It is lower priority than payment method failover, so it may or may not be implemented, depending on the time allowed to deliver this feature. It's a good idea though. Thanks.

Community Manager

Ability to create and define new Unit Of Measure (UOMs) using the Zuora API

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Feature Request: Ability to create and define new Unit Of Measure (UOMs) using the Zuora API

Business Need: Currently it is difficult to manage product catalog through only the API. In order to create and define UOM you must login through the UI and create and define UOMs. The ability to pro-grammatically create and define UOMs though API script can help speed up releasing new subscriptions.

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