Billing & Payment Ideas

dquenneville

When creating a Credit or Debit memo with multiple charges, it would be very helpful to have subtotal before saving.

pask · ‎01-23-2021

Hi, we need to filter credit memo by SourceId in order to get credit memos from billrun using sync REST API. It could be an enhancement of the already existing get Credit Memos API. Thanks in advance Pasquale

linus · ‎01-07-2021

Today if you have multiple TPGs setup to for example handle different batches or logic it is not possible for them to run parallel. If you would have 3 TPGs setup and have set the schedule for first to start at 1am, second at 2am and third at 3am but the first one would take 3 hours to complete then the second run in TPG 2 would not start until the first one is complete and so on. If you have alot of batches and alot of invoices and payments to handle and not being able to handle them in parallel will make TPGs run 24/7 never competing at all more or less and making it really hard to have workflows to run at certain times when you actually know that one TPG run would be complete. My idea / suggestion is to make it possible for Zuora customers to run multiple TPGs parallel (at the same time).

JeremyG · ‎10-14-2020

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 · ‎10-13-2020

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,

RichardM · ‎08-31-2020

The date format in the filename for invoices, credit memos and debit memos is hardcoded to U.S. MMDDYYYY format. This makes no sense for customers outside the U.S. It should be possible to set other date formats, the one we would prefer is YYYYMMDD.

johnswann · ‎06-23-2020

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 · ‎06-22-2020

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.

kkuhlaltendo · ‎03-06-2020

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.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Billing & Payment Ideas

Add sub total of rate plan charge when creating Credit/Debit memo with multiple charges

Get Credit Memos filter by SourceId

Making it possible to run multiple Tokenized payment Gateway runs parallel

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

Allow date format to be set on invoice filename

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

Allow Order API to have date/time for OrderDate field

Support European Number Format in Invoice Template

Allow display more than the top 300 Rate Plans within Products

Add the UsageRecordRatingOption to the ProductRatePlanCharge in API