Billing & Payment Ideas

Madalina

Hi, We need to have a way of displaying the subscription owner information on credit and debit memo templates. On invoices, we have used the merge field << InvoiceItem.AccountName>> on each invoice item to display this information, but it doesn't work the same for credit and debit memo templates. The main reason why we need this is that we have a lot of sales done through partners or accounting offices. In these cases, the partner or the accounting office is the one receiving the invoice for the end customer(s), so the information of who is the subscription owner (the end customer) is crucial for them to be able to invoice further. I hope this is something that is considered. Thank you! Madalina

dquenneville

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

Karina

In our invoice and memo pdfs we are adding InvoiceItem.Name CreditMemoItemName as merge fields on the line items. When a charge is prorated, the word "Proration" is added as part of the line item name. I get why, but as our document pds mostly are in local language (not English) this word does not always make alot of sense. One solution is of course to add a DisplayName__c on the Product Rate Plan Charge and use that field in stead. This is working. But I much rather have RatePlanCharge.Name as an available Merge Fields for Invoices, Credit- and debit memos. Is this something Zuora can consider? Karina 🙂

octavian

Currently HPM2.0 only has support for this hardcoded list of credit card types: AmericanExpress Dankort Visa MasterCard Discover JCB Diners There are Payment Gateways in Zuora (e.g. Ingenico ePayments) that allow more Credit Cards Types like Maestro and Carte Bancaire. Although you can activate them in the Gateway Settings, you won't be able to input any valid Credit Card of these types if you have Frontend Validation/Detection active for your Hosted Page as there are no BIN Range checks implemented. Please allow all valid BIN Ranges to be mapped to a Card Type like defined here: https://www.bincodes.com/bin-list/ You already seem to have a convenient library in place to add these ranges, looking at the "isCardMatching" function in the HPM2Preload JS script.

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

trevorvogt · ‎01-11-2021

Hi, It would be very beneficial to be able to specify the date of an external credit balance refund. As the name specifies, the refund is external, so not linked to any other interface or gateway provider. For example, I manually enter a refund to a customer in my bank today, 11th of january, however it is paid out on the 12th, and reconciliation takes place 2-3 business days later. So if the payout was on the 12th, yet reconciliation occurs on the 13th, i have a discrepancy as my bank statement has the 12th, yet it is only possible to set the 13th as refund date in Zuora. I dont understand why the credit balance refund date cannot be changed/specified for external refunds, just the same way as payment refunds are. Thanks for taking this into consideration. Kind Regards, This would be very beneficial.

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).

Madalina · ‎10-20-2020

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.

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!

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

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.

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.

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

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 · ‎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 · ‎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.

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Billing & Payment Ideas

Subscription owner information displayed on credit/debit memo templates

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

Add RatePlanCharge.Name as Invoice and Memo Merge fields

Allow Valid Credit Card Type BIN Ranges

Get Credit Memos filter by SourceId

Specify refund date for credit balance refund

Making it possible to run multiple Tokenized payment Gateway runs parallel

Multiple callout notifications on the same object

Ability to access parent account fields on Invoice template

Excel invoice format

Enable Upon a Specific Date on PRPC

Discount end date to be considered

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

Suspend and Resume a Subscription on the same day

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

Improved searching on invoices

Ability to write-off a credit memo

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run