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.
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.
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)
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.
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.
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
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:
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.
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.
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!
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.
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.
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'.
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.
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.
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.