Billing & Payment Ideas

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.

steve

Asking for a customer. Thanks!

CharlieG

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

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

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

kkuhlaltendo

Within the Order API allow the OrderDate field to have a date and time element. We are pulling these into our ERP, and it would be helpful to have a time element to know which transactions we have moved to our ERP vs which ones are new.

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Billing & Payment Ideas

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

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.

Allow Order API to have date/time for OrderDate field

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

Billing an Account on specific weeks

Edit Invoice DAte