Billing & Payment Ideas

trevorvogt

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.

jdande · ‎04-12-2019

The Invoice merge field, Payment.CreditCardNumberMasked was deprecated, and now there is no way to make the last four digits of the credit card used to pay the due amount of an invoice visible - please make this possible once more.

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)

KrisGalata · ‎01-28-2020

Modern browsers have a feature to remember credit cards. Our Sales team is using hosted payment pages to setup information for our customers . We would like to prevent credit card save in browser because it would remember cards of our customers and it is PCI DSS issue for us. Setting the ‘autocomplete’ value on the html form and input tag should turn off this feature for browser. So our suggestion is to add an ability to specify value for form and input autocomplete attribute via Hosted Payment Page setup screen or javascript configuration using Z-pages More information - https://www.w3schools.com/howto/howto_html_autocomplete_off.asp Similar request - https://community.zuora.com/t5/Billing-Payment-Ideas/HPM-Suggestion-autocomplete-quot-off-quot/idi-p/4574

Renaldo · ‎06-11-2018

It is currently only posiible to automatically uplift subscription charge prices at the time of renewal. An option to allow (adhoc) automated price increases (product catalogue or percentage increase) should be included in the Bill Run so that merchants can target customers/charges for price changes.

Renaldo · ‎10-22-2018

Ability to separate charges from rate plans so that bundles can be created when subscribing. As a merchant, I would like to be able to pick and choose charges to add to my subscription when a customer is subscribing. It is not currently possible to create standalone charges (without a rate plan), or to add / remove charges to a product rate plan when subscribing.

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

Renaldo · ‎04-11-2018

Help reduce rate plan explosion by providing alternative product rate plan charge configuration options. Billing frequency should be a set of multi-select checkboxes Tax Mode and Tax Code should be dynamically selected based on pre-configured region settings. Country specific pricing, i.e. same currency, different country, different price

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

trevorvogt · ‎07-03-2019

Hello, we currently have around 15 scheduled recurring bill runs, each for specific batches (our customers are assigned to specific batches), sometimes one batch may have two bill runs (one for recurring charges, one for usage charges). Now if we need to edit/ cancel/ delete a bill run for a specific set of customers we are obliged to open all bill runs in order to find the right one. It would be very practical to be able to name or tag each bill run in order to more easily identify them. As our customer base steadily grows, so does the number of batches and number of recurring bill runs. This could also apply to payment runs and would benefit all Zuora users. Kind Regards, Trevor Vogt

nmartelliere · ‎02-21-2018

Managing invoice templates with Word is very demanding. Tools such as BIRT or Crystal Report, for example, offer much more advanced invoice model creation possibilities.

jaltman · ‎04-10-2019

When entering a credit card number, is there a way for Zuora to recognize when a credit card is a Visa, Mastercard, Discover, etc? Several other billing systems have this functionality and it would make for less processing (rejected payments) if this were in place.

ankurlalit · ‎10-03-2018

In our Product Catalog, RatePlan is the actual service/product item that we offer to our clients. This RatePlan always has a RatePlanCharge and Zuora did a great job exposing properties of RatePlanCharge in the BillingPreview response. (compared to SOAP BillingPreview which only contained ids). However, occasionaly a RatePlan also has a discount RatePlanCharge. We do get that in the BillingPreview REST response as an independent RatePlanCharge but there is no way to relate that this RatePlanCharge (discount) applies to the RatePlanCharge in the same RatePlan. It could be a discount RatePlanCharge for any other RatePlan. We need RatePlan information in the BillingPreview Rest response payload including ids. Also the discount InvoiceItem response does not specify whether it applies to the RatePlan or the Subscription. This has a huge implication on our preview reports that rely on BillingPreview REST.

ConnorRoebuck · ‎07-17-2020

Along with bill run and payment run, it would be good to have the option for a refund/credit run. A sub-option of this would be refunding accounts with a credit balance to their automated payment method, providing no MRR is active on the account. There is the option of refunding credit balances manually from customer accounts back to thier auto-pay method, so an automated process would speed this up.

Renaldo · ‎06-15-2017

Merchants want the ability to check if a credit card already exists in the system. An API that results in a true/false will give the merchant the abilty to decide a course of action.

abhishek_grover · ‎06-17-2019

When using "Email documents after Auto-Post is complete" flag for our bill run to send emails to the customers automatically. After the bill run ends and the email is sent, the flag - "Documents Emailed:" is not set to "Yes". We would expect the flag to be set to "Yes" as well, so that when we look at the bill run at a glance we know that we do not need to (or by mistake) reinitiate the email sending manually. Currently, this flag is apparently only set on manual email initiation, but should be set upon automatic email send as well.

joris1 · ‎11-15-2019

As a SaaS company, business and tax rules dictate that we use the bill-to contact to calculate Sales Tax and not the sold-to contact. The sold-to contact information is still relevant for invoicing purposes (to identify the buyer). This was confirmed by Avalara as well. Given that sold-to and bill-to are both a contact object, we would value the option to configure the Tax Engine to use the bill-to address as input for tax calculation. Not having this ability forces us into custom fields which are creating a lot of noise in our data and unnecessary overhead.

nmartelliere · ‎11-12-2019

Hi, Slimpay payment gateway for bank transfer payment type is available in Zuora to create SEPA mandates (https://www.europeanpaymentscouncil.eu/) however some features lack as the mandate revocation function. In Zuora, if electronic payment method is changed to Closed status there is no automatism leading to the revocation of the mandate in the Slimpay back office. Users must manually revoke the mandate in the Slimpay back office. The integration of the Slimpay mandate revocation functionality is one of the important elements for the consistency of the SEPA mandate repository. Nicolas Martelliere VIDAL France SA vidal.fr

steve · ‎07-24-2019

How to create a discount rate plan that is to be applied to a one-time charge. Discounts, whether fixed amount or percentage are only available under the monthly plan. You can specify that the discount be applied to just the one-time charge, but it will show up on the invoice under the monthly charges. This can be confusing - are there plans to change this so a discount can be applied to a one-time charge that does not show up as monthly on an invoice?

hannahapuan · ‎01-15-2019

Currently, in order to switch Payment Gateways, it must be done manually through the Zuora UI. We have asked Zuora if there is an API available to switchover via code so we can automate it, or have them automate it on their side, and this feature is currently unavailable. It would be awesome for this feature to be implemented. This would be a great feature in the case of a Payment Gateway failure (e.g. the recent Vantiv outage) so Zuora users could automatically switch their Payment Gateway and have no downtime for customers. Currently, in the case the primary Payment Gateway goes down, Zuora admins have to manually switch the Payment Gateway in the Zuora UI, which can lead to long periods of downtime for customers until the Zuora users discover the outage/service disruption and make the change.

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

Specify refund date for credit balance refund

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

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

Request for autocomplete

Require option to allow price increase option on bill run

Ability to separate charges from rate plans so that bundles can be created when subscribing.

Suspend and Resume a Subscription on the same day

Reduce rate plan explosion by creating alternative configuration options

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

Ability to name or tag recurring bill runs

invoice creation tool

Automatically recognize credit card type

BillingPreview REST API response does not include RatePlan Name and other ids

Refund Run

How can I check if a credit card has been used before=

Bill Run: Set the "Documents Emailed" flag to "Yes" even when invoice emails are sent automatically

Configuration to use Bill-To Contact for Tax Calculation

SEPA - Slimpay - revoke mandate

Create a discount rate plan that is to be applied to a one-time charge.

Automate Payment Gateway switch on primary Payment Gateway fail

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run