Billing & Payment Ideas

Madalina

Hello, We would like to be able to configure multiple callouts notifications (notifications on all events) on the same object. To be more precise, we would like, for example, when a customer is created, the system to send the notification to two different systems by using two different callback URL for "Account is created". By multiple systems, I mean one ERP system which should have the account created for sending the customer transactions and one system that will be doing the provisioning for that customer. Thank you.

Madalina · ‎09-16-2020

Hi, We are having an issue related to the discount end date. Some of our business units offer discounts to the customer which are not aligned to the billing period of the customer; such as the billing period is quarterly, but the discount should be applied for 4 months, or the billing period is annual and the discount should be applied only to 6 months out of 12. There is the end date setting on the rate plan charge of the discount product, but that is not considered (even if it is set as a fixed period after the charge is triggered or specific date). What happens is that the discount will be applied to the full billing period. We need to find a way to cover this use case. From my perspective, using that discount end date setting would be the best, because that is supposed to end the charge when we are saying to it to end. Thank you.

amandash · ‎06-15-2020

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)

Karina · ‎09-27-2020

We have a Business Unit that work with quite big orders. They do big software implementations out at customers and they start invoicing charges upon implementation delivery. So basically they create subscriptions and orders to get services provisioned but the charges will be triggered for billing on different dates. For this use case they would like the ability to set Billing Trigger Condition to Upon Specific Date on the Product Rate Plan Charge with no date specified. So on Subscription creation they will populate the planned date. Today this condition is only available on Subscription Rate Plan Charge. In short: for the products where we do not know when we will start billing (and each charge in a product potentially can start billing on different dates) it would be beneficial to have "Upon a Specific Date" available as trigger condition in the Product Rate Plan Charge. Thank you for considering! Karina

Karina · ‎08-21-2020

We would really like the ability to suspend and resume a subscription on the same day. I see this Community post - but I could not find it posted as an idea. So the use case we would like Zuora to support is the fact that we often see the need to resume a suspended subscription on the same day. Scenarios could be: Customer pays immediately Subscription was suspended by mistake (not frequent but can happen) The solutions proposed in the linked community post: Use Suspend date from yesterday Delete the Suspend amendment rather then resume etc ...are not really viable for us. Nbr 1 will create a proration for deviating amounts (missing one day as far as I see in my tests) Nbr 2 we are loosing tracebility and suspention history. So this would be a huge benefit for us - if we get this supported! Do you have any plans for this? Kind regards Karina

TrixabelleCP · ‎07-02-2020

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.

kylebeach · ‎08-14-2020

Users in the Zuora Web UI frequently receive this error when attempting to delete items from the WebUI: "Only the most recent legal document for an account can be unposted." This error is not very helpful since "legal document" is not defined. What does zuora consider a legal document? It appears this includes invoices, credit memos and possible orders? Generally legal documents are signed contracts or court orders. There is really nothing in zuora that can be considered a legal document. It would be more helpful to update this error to define the zuora objects that must be deleted first. For example : "The most recent invoice, credit memo, or order must be deleted first."

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 · ‎07-06-2020

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

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.

rringler · ‎11-08-2017

I've been experimenting with the REST API's BillingPreview request, and I've noticed the InvoiceItem objects that it returns do not include the productId foreign key for the associated product (which the SOAP API's InvoiceItems do include.) It would be great to have a definitive reference to the product that InvoiceItem is associated with. Side note: The REST API's BillingPreview InvoiceItem objects do contain the productName, so perhaps the table join is already being performed, and adding the id would not be terribly difficult?

JeremyG

Hi there, we have a requirement to show information relating to the parent account on generated invoices. We work in a B2B2C model and so while the invoices are generated to the consumers, we want details of the business (their parent account) to appear such as; Address Phone number Tax ID so that it is a legitimate tax invoice. Currently we can only access the parent accounts name. We have received legal advice that the invoices we are generating are not tax compliant as a result and so this is a problem. I understand that we could look at custom fields against the account for which the invoice is being generated but this is messy.

Ann

Many of our customers are quick service restaurants. It is common for a single corporate or franchise owner to own multiple restaurants. In some cases, they may own hundreds, even thousands of restaurants. Each of those restaurants has their own subscription to our service, but they all have the same invoice owner at the corporate or franchisee level. This means that it is not uncommon for our invoices to be quite large - you can imagine displaying hundreds of recurring sub charges each month on a single invoice. As a result, our larger and savvier customers often ask if they can get their invoice from us in an Excel or .csv format. I would love to find a way to do this with my Zuora invoices!

rmauriello · ‎09-10-2020

Hi, now we can have like price only week, monthly or billing period. It's useful add also day like choose. And also in billing period.

TrixabelleCP · ‎09-07-2020

In the owner transfer screen it's really frustrating that you can't see the full names of the account and yet there's half a screen unused. Can the page be better laid out?

salmdo · ‎09-02-2020

Hi, I see that we are not able to get the days before as the event parameter for the invoice template which we set up in the event. I see with Upcoming Renewal we have a merge field <Event.HowManyDaysBefore> invoice past due I think it's so great because for now if we need to create 3 invoices past due events which are 30 days, 60 days, 90 days then we need to create 3 email templates and they're just different the day number. The past-due days in the event setting: Add the day number to the invoice template: We can save resources if it has this merge field. Regards,

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Billing & Payment Ideas

Multiple callout notifications on the same object

Discount end date to be considered

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

Enable Upon a Specific Date on PRPC

Suspend and Resume a Subscription on the same day

Ability to write-off a credit memo

Improve error message: "Only the most recent legal document for an account can be unposted."

Ability to undo an invoice reversal

Improved searching on invoices

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

REST API: BillingPreview Response is Missing productId

Ability to access parent account fields on Invoice template

Excel invoice format

Add Day like billing model and list price

Owner Transfer screen - make better use of the space so you can see account names

Get the days amount the invoice pasts due

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run