Billing & Payment Ideas

amandash

Zuora's proration calculations are on the Rate Plan Charge level and therefore Rounding Rules are applied on this level as well. However, it doesn't make sense that a customer can be charged or credited for a penny whenever Orders are created to reflect a net-zero impact. For Example as part of 1 Order: Subscription A is cancelled for $500 & Subscription B is created for $500. * In this scenario, depending on the # of days in the bill cycle, it can cause a penny Invoice or Credit Memo to be generated, regardless of Rounding Rule configurations. I'm sure there are a couple of solutions/designs for this but here are a couple I can think of: (1) Logic to enforce $0 billing transactions for Net-$0 impacting Orders (2) Enable flexibility surrounding Rounding Rules (Order-level vs Rate Plan Charge-level) Related API: https://www.zuora.com/developer/api-reference/#operation/POST_Order (RunBilling = TRUE)

TrixabelleCP

It would be great to have improved search filters on invoices such as: - Paid / unpaid / all - Currency - Amount (eg invoice over XXX)

TrixabelleCP

If you have an invoice that needs writing off (due to customer not paying or due to a system correction) it's super simple - you click More - Write off. However if the system correction results in a credit memo, it's tricky to write this off. You have to manually craft a debit memo (not a particularly easy task) and then apply the CM to the DM. It would be great if Credit memos had a built in Write off feature like Invoices do.

amandash · ‎04-09-2020

Zuora does not currently support One-Time Charges / Period charge types in terms of Invoice Service Periods and Revenue Recognition. See related pain point for Service Period issue: https://community.zuora.com/t5/Billing-Payments/One-time-charge-s-Service-Period-only-displays-as-one-day/td-p/28512 With the existing One-Time Charge type, the Revenue Recognition Rule does not work with 'Recognize Revenue Daily Over Time.' because the Invoice Item's Service Start and End Dates are the same, so ALL revenue is recognized in the same Accounting Period. There are several Products that are one-time charges across a specified period. For example, if I prepay a one-time charge of $50 on 4/16 to use a Service between 4/15 - 5/14, there should be $25 of revenue recognized in April and $25 of revenue deferred to be recognized in May. Note that to work around this, you can configure the Zuora Product Rate Plan to be a Recurring Charge / Period and limit the Subscription Term to 1 Month. However, this leads to charges on customers' bank statements showing up as "recurring" or "repeating," which is a bad customer experience. I think there should be a new charge type for One-Time Charge / Period.

TrixabelleCP · ‎02-11-2020

When someone reverses an invoice this is a one-way action that's impossible to undo. This in turn means we can't unpost > cancel > delete the invoice, which in turn means we can't delete the associated order. This is something that's occassionally caused us a real headache as we then need to work out how to do a corrective order to try and undo the effects of the previous one (which is possible in some cases but not in all including undoing a renewal). It would therefore be very helpful if it was possible to undo an invoice reversal.

TrixabelleCP · ‎02-04-2020

Customer have 14 days to change their mind on a purchase and therefore a renewal may need to be rolled back / undone (this happens in our business from time to time). Out the box the only way to achieve this is to delete the renewal order. This has several downsides. The first and most important is that it's not tracked in any way so we can't report on it. Secondly, if we accidentally reverses the invoice for the renawal, the invoice can't be deleted and therefore you can't delete the order either (we've seen this a few times). We can't cancel the subscription because we sell perpeptual licenses for some of our products and cancelling a subscription cancels the license. Also the customer still may come back and purchase support at a future date. Our current workaround is to create a "corrective order" and assuming the renewal term ran from 1st Jan 2020 to 31st Dec 2020, then you can change the current term so it's only 1 day long (eg 1st Jan 2020 to 2nd Jan 2020) and then write off the resultant invoice. However ideally Zuora would provide a way to either: - delete an order (but make that an audited/traceable action) or - set the dates back to what they were before the renewal was done

klee34 · ‎02-25-2020

I think it would be very helpful to be able to forecast future billings/invoices. I understand that we are able to see the future invoices generated by a Billing Run, but I am speaking more of a report that will include the Preview Invoices as seen under Subscription Preview. Thanks, Kevin

Jbakker · ‎02-11-2020

It would be nice to be able to specifically select a due date for invoices. We are a due upon receipt company however we charge monthly rent that we bill ahead of time due on the first. Our invoice date is then the first so our due date can be the first instead of the invoice date being today and the due date being the first. We went the rest of our invoices to be due upon receipt however.

a_sichwart · ‎02-11-2020

We create the billing document pdf ourselves outside from Zuora. When we attach our pdf to the invoice object in Zuora, we want it to be the only and most recent pdf attached to the invoice. Thus, automated pdf generation by Zuora needs to be disabled. Because it would only create pdf files we do not want and it would fill up the activity history.

tamaratamarara · ‎01-31-2020

Curerntly the Bill Run and Billing Preview are not taking into the account upcoming suspension. It would be nice if it did. E.g: the monthly subscription BCD =10. The person already paid from 1/10 till 2/10. Suspension is scheduled to be effective on 2/15. Resume is scheduled to be effective on 3/15. If I'll create invoice or request a Billing Preview with the target date before the suspension begin date, the customer will be charged for the whole month and getting a credit memo in the next invoice. In that example this customers next payment will occur on 2/10. With that target date the customer will be charged from 2/10 till 3/9 when he will be suspended from 2/15-3/15. it's be nice to pass the target of 2/10 and have customer to be prorated (2/10-2/15) because these are the only dates his subscription will be active during that month.

johnswann

I can create an invoice template using the REST API, but I can't update existing ones. Please add the functionality to update an existing one. The driver for this request is wanting to update our CI/CD pipeline to deploy Zuora artifacts, but this seems to be one thing we can't do.

KrisGalata

Hi all, I would like to submit a feature request/bug fixing. Please find the details on the case below: That is the case when a customer is tax exempt and makes a purchase. After a time the customer tax exempt status changes and they now have to pay taxes. The customer updates the product (quantity decrease): the amount of prorated taxes that should be paid by the customer is bigger than the amount of the decrease order (e.g. update product amount is -50$ and the prorated tax amount is +120$) the Preview of Billing docs returns only Credit memo details (-70$): which is complete misinformation behind the scenes: Zuora auto-cancels Credit Memo (-70$) Generates Invoice (+70$) customer is NOT charged at that moment, although "collectPayment" is set to "True" customer IS charged the Invoice amount (70$) during the next Bill run Consequances: Customer is informed about the refund amount they are to get: based on Billing Docs response Instead customer is charged the amount of money they were NOT informed about It is really needed that the Preview response for Billing Docs reflects the actual/trustworthy result of the operation and as a result "collectPayment" could behave as expected

bradleyapp · ‎05-21-2020

We have a service we offer that is priced based on the calendar days it is activated for the customer. We'd like to be able to use monthly service periods, but with the price calculated per calendar day. So the billing amount for June would be 1 day less than the billing amount for May.

jalley · ‎05-14-2020

We need the ability to place a PO number on the invoice record. We receive add on orders to the subscription and Zuora automatically places the PO from the subscription record, which is incorrect. A PO field on the invoice would solve this issue.

udaysade · ‎05-11-2020

Currently Invoice object Tax Status field shows "Complete" even if there is a tax error from Vertex integration. Tax Status field only shows an error, if the invoice is not posted. If an invoice is posted with "Skip taxation on error" flag enabled, then Tax status field is always complete even if it fails to receive a response from Vertex. We can see the error if we enable logs for Vertex integration, but the same error should have on Invoice for downstream reporting and process.

pask · ‎05-07-2020

Hi, it could be very useful to have the possibility to set sequence set ID directly on invoice, creditmemo, debit memo, payment, refund. The main problem is that now sequence set is at account level but we need to set different numbering under the same account for some categories of invoices for example and what we are doing is basically override, post, restore original sequence, this could generate wrong sequence for other documents belonging to the same account. Thanks in advance Pasquale

steve · ‎04-01-2020

Asking for a customer. Thanks!

CharlieG · ‎03-17-2020

My company is expanding into international markets and we want to create invoices that are familiar to companies in those areas. Most countries outside of the United States use the number convention of $#.###.###,## so we would like to use this same convention for their ease of understanding. It would be great to be able to specify this in a merge field or a billing option to select at the account level. Thanks!

kbickers · ‎03-12-2020

We have a product which has a tiered usage charge of less than 1 cent per unit. We'd like to use UsageSummary.RateDetail on our invoice template to display the total usage charge at each tier level. Unfortunately, the result is a rounded unit price at two decimal places which is incorrect for our use case.

sramineni · ‎03-10-2020

We have to be able to show the Unapplied Credit Memo in Invoice PDF/Word.

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Billing & Payment Ideas

Ability to suppress $0.01 (Penny) Invoices and Credit Memos for Net-Zero Orders

Improved searching on invoices

Ability to write-off a credit memo

New Charge Type: One-Time Charges / Period

Ability to undo an invoice reversal

Provide a (tracked) way to roll back a renewal if customer changes their mind

Forecast Billing/Invoices

Select invoice due date

Disable automated pdf generation completely

Take upcoming suspension into account for invoice generation and billing preview

Update Invoice Templates through REST API

Billing Docs Preview: Cancelled Credit Memo is provided in Reponse instead of Invoice

Charge Amount calculation by calendar day - "billing by day"

Purchase Order Number on Invoice

Invoice Tax Status field should have the actual Tax error with Vertex Integration

Configurable SequenceSetId on Invoice, Creditmemo, Debit Memo, Payment, Refund

Does anyone send invoices in the form of postcards rather than 8.5x11" docs via physical mail?

Swap Periods and Commas for International Billing

Allow more than 2 decimal places for UsageSummary.RateDetail mergefield

Unapplied Credit Memo Amount should be available in Invoice Template.

Add the UsageRecordRatingOption to the ProductRatePlanCharge in API

Add ability to cancel a payment run that is in progress

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