Billing & Payment Ideas

amandash

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)

amandash · ‎04-09-2020

Zuora does not currently support One-Time Charges / Period charge types in terms of Invoice Service Periods and Revenue Recognition. See related pain point for Service Period issue: https://community.zuora.com/t5/Billing-Payments/One-time-charge-s-Service-Period-only-displays-as-one-day/td-p/28512 With the existing One-Time Charge type, the Revenue Recognition Rule does not work with 'Recognize Revenue Daily Over Time.' because the Invoice Item's Service Start and End Dates are the same, so ALL revenue is recognized in the same Accounting Period. There are several Products that are one-time charges across a specified period. For example, if I prepay a one-time charge of $50 on 4/16 to use a Service between 4/15 - 5/14, there should be $25 of revenue recognized in April and $25 of revenue deferred to be recognized in May. Note that to work around this, you can configure the Zuora Product Rate Plan to be a Recurring Charge / Period and limit the Subscription Term to 1 Month. However, this leads to charges on customers' bank statements showing up as "recurring" or "repeating," which is a bad customer experience. I think there should be a new charge type for One-Time Charge / Period.

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.

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

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 · ‎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

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.

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?

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.

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.

christang · ‎02-06-2020

Within a Lockbox upload, it currently shows the Reference ID, Invoice Number, Payment Amount, Payment Date, Status and Details. If Status = "Processed", there should also be a column showing the Payment Number that was generated.

rlacorne · ‎01-31-2020

As of right now, the iframe only changes its height when first rendered and on input error validation. This behavior should also be called when the user triggers a resize event of the browser (zoom or manual resize). CSS alone is not enough to make an iframe responsive, and therefore there should be a way for the developpers who integrate the iframe to either receive a message about the measured height of the iframe's dom, or that the iframe handles it's own measuring and resizing by itself. While it is understandable that the will not allow cross domain communication for security purpose, it should use its already eaxisting sizing function to make itself responsive.

rlacorne · ‎01-31-2020

The select elements (country, state, and especially the expiration fieldset) are currently not properly labeled and accessible to the cognitively or visually impaired. This is a major issue for accessibility and drastically lowers the trust between user and merchant.

rlacorne · ‎01-31-2020

Right now, the submit button within hpm2's iframe is an Anchor tag. (<a>) This is a very bad pattern for accessibility, as visually impaired users will read this as being a link, while for all intents and purposes, it only manages javascript functions. It should therefore be a <button> to make sure the user understands what they are activating and cognitively understand the expected behavior.

rlacorne · ‎01-31-2020

It is a very common pattern nowadays to have multiple step forms, with the possibility to navigate backwards and forwards between steps. It would be a very useful inclusion to add an optional button before the already implemented submit button, in which the developper could provide custom functions, in the same way we can customize the callback function at the moment. This would allow the iframe to fit more naturally within many more web environments and ux flows.

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.

abhishek_grover · ‎03-14-2019

We already have the ability to change the prefix for Invoice Numbers. We should have the ability to do the same for all other transactions as well -> Payment, Refund, IIA. This is especially useful in test environments, and when syncing the transactions with other systems, which might already have old historical data. We see a lot of clashes that lead to manual work.

verderyt · ‎01-24-2020

I am scheduling close to 100 bill runs for 2020. I would like to be able to see the Target Date displayed on the List View of Pending Bill runs w/o having to open each individual bill run...thanks!!

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Billing & Payment Ideas

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

New Charge Type: One-Time Charges / Period

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Request for autocomplete

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

Ability to name or tag recurring bill runs

SEPA - Slimpay - revoke mandate

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

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

invoice creation tool

Select invoice due date

Disable automated pdf generation completely

Configurable Lockbox - Provide Payment Numbers

HPM2's iframe should resize itself on resize events

Accessibility issues in HPM's iframe form

The submit button in the iframe should be a button, not an anchor

Add an optional "Cancel" button to HPM2's iframe

Automate Payment Gateway switch on primary Payment Gateway fail

Add ability to add custom prefix for payment, refund, IIA

Displaying the Target Date for scheduled Bill Runs

Add the UsageRecordRatingOption to the ProductRatePlanCharge in API

Add ability to cancel a payment run that is in progress

Ability to create and define new Unit Of Measure (UOMs) using the Zuora API