Billing & Payment Ideas

TrixabelleCP

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

KrisGalata

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

Jbakker

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.

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.

verderyt

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!!

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

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

loganjones · ‎06-26-2018

Currently, Zuora does not 'officially' support 27% of desktop browser usage in the US (stats here). While we can be perscriptive about browser use for our internal Zuora users, this is a fairly major concern implementing Payment Pages. It's not practical for us to A) hope customers can use the Payment Page despite their browser being unsupported, or B) require customers who can use our product just fine to switch browers to pay us. Since Safari (9%), IE (11%), and Edge (7%) collectively make up 27% of browser use, Zuora should prioritize including these browers in their support policy.

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.

pask · ‎10-10-2019

Hi, we would like to suggest a new functionality, similar to invoice subscription separately but applied to Usages. We need to Bill Usages Separately under the same account so that when performing a bill run for this account if we have n pending usage we will get n Invoices. Or a similar functionality could be the possibility to generate an invoice for specific subscriptions or specific usages. Thanks in advance. Pasquale

ankurlalit · ‎05-13-2019

Recently (21st April 2019) Zuora Production US upon upgrading their Network Systems failed to process the BillingPreviewRun requests. This left a running request stalled for over a week wreaking mayhem on our reporting processes. Despite we figuring out the issue after a week, we could not solve the problem ourselves because the BillingPreviewRun only supports create and query calls and one cannot start a new request for all batches if the previous request is still processing. I request Zuora to provide a Cancel a BillingPreviewRun that is processing.

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.

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.

TrixabelleCP · ‎03-20-2019

I wish to be able to cancel/undo an order. ie undo the effects of a specific order. Without this functionality we must create an order that puts the subscription back into the state it was before the order occured but this is potentially very error prone as the person doing this needs to work out exactly what has changed. There is a "delete order" function but that is only for undoing clerical errors not customer changes. (note - we are using Orders rather than amendments).

HoMing · ‎08-14-2019

Hi, My customer that is using Chase payment gateway v7 no longer have the ability to validate the CVV code directly in the hosted payment page. The validations of the CVV code is now sent to Chase. Chase can validate this but does not prevent the bank from blocking an invalid 4 digit card for Master or Visa card. Because Chase is only a middle man they cannot block the transaction. It's up to the bank to decide. An invalid credit card can still be approved for some banks for this case causing a fraud issue. Adding a validation simple validation based on the card type e.g. Visa, Master card is 3 digit or AMEX is 4 digit in the hosted payment page can prevent this easily before it goes to Chase. Best regards Ho Ming Wu

mikemartin · ‎01-03-2018

We use Zuora's Enhanced Invoice Numbering app from the connect store. This is to simulate multi-entity (because we can't move to multi-entity due to the significant re-engineering costs). So, if we enable the Credit Memo functionality, when we generate the credit memo doc, the line item that's associated to the invoice refers to the Invoice.InvoiceNumber of the associated invoice. Well the Invoice.InvoiceNumber isn't the actual invoice number because we're using the Invoice Numnbering app, instead the invoice number is Invoice.Invoice_Sequence_Number__c, so we need the credit memo line item to reference this field instead of Invoice.InvoiceNumber in order to generate a tax (hmrc and european) compliant credit memo. When will Zuora support the ability for us to reference an Invoice custom field in the credit memo template so we can generate legal credit memos for customers who are forced to use the Invoice Numbering app?

jmorris7 · ‎01-07-2019

Currently when running a billing or payment run you can run it for accounts in all batches in your tenant or just one batch. Due to our high volume of accounts, we have our accounts segregrated into 8 different billing batches. We run nightly bill and payment runs for all but one of these batches. It would help us greatly, if we could schedule this with just 1 nightly bill and payment run by selecting all applicable batches, rather than having to schedule one per batch.

roantondtt · ‎05-14-2019

Currently, the key metrics displayed on the costumer screen display the account balance according to different criteria (Total, Invoice Balance, Unapplied payment balance, unapplied credit memo balance...) Our customer needs, as a general petition, to enrich/improve the information offered in the 'Account' screen. One of the concrete requests is to be able to drill down the transactions that make up each metric displayed on that section. The drill down should be displayed on a pop-up window or on a different screen. For example, for the invoice balance the drilldown should include all the invoices that are part of this balance, and the amount that they apport to it.

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Billing & Payment Ideas

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

Request for autocomplete

Select invoice due date

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Displaying the Target Date for scheduled Bill Runs

SEPA - Slimpay - revoke mandate

Ability to name or tag recurring bill runs

Improve Browser Support for 27% of Desktop Users (Safari, IE, Edge)

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

Bill Usages Separately

BillingPreviewRun needs to support a cancel request

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

Automate Payment Gateway switch on primary Payment Gateway fail

Ability to cancel / undo an order

Bring back the CVV validation

Credit Memos referencing invoice custom field

Process Multiple Batches in Billing and Payment Runs

Drilldown on account screen key metrics

maintain a continuous invoice numbering series for processed invoices

Z Billing > Setup Profiles, Notifications and Email Templates > Invoice Due | 30 Days Past Due

Amazon payment integration