Billing & Payment Ideas

Najwa · ‎11-23-2017

Assign the invoice number only when an invoice is posted to avoid Invoice Number Sequence Gap when creating or cancelling a draft invoice. The idea here is to apply the invoice number only when the invoice is posted, for the non-posted invoices we could have a temporary invoice number with another sequence. This should be core feature. Ex: For the 11 th Invoice draft created would have invoice number : TMP00000011 when posted invoice number applied would be INV00000006 as this invoice is the 6 th invoice posted.

Renaldo · ‎06-21-2016

Many European merchants require the ability to produce invoice and credit numbering for specific document types, geographical regions, channels or business units. These number sequences should be definable by the user including length, prefix, starting number, value, etc.

Zuora-Support · ‎01-13-2016

Feature Request: No invoices to be genrated for 0 qty usage Reference Number: DE7853 Business Need: Customers want invoices to be generated with $0 amounts as long as they have usage quantity on them for that month. However if the customer's usage for the month is 0, they do not want an invoice generated. So the customer will not get invoices for 0 usage amount.

leemariemcmahon · ‎04-29-2016

If We have Nexus in that state even when that line item has zero $ value;the Tax Calculatoins are the same Avalara calculates any applicable tax (state,county,city,special tax) against the zero dollar line item and charges me for those transactions if they are the greater of the line item count,tax call count or invoice count To reduce the operational cost on zero dollar revenue : Can I filter for Zero on line item prior to using the Avalara Connector ? I'd love a Z setting that states: if the line item or even the total value of invoice = 0 do not import line item into Avalara Connector Thanks,

kimbuckner950 · ‎06-13-2016

Our finance team has requested the ability to Deselect all or Select all when applying a payment to a larger customer’s open invoices. They are finding it challenging to manually unflag all and isolate correct one to apply payment.

Zuora-Support · ‎01-28-2016

We want to have a permission for Cancel / Delete Invoice in the custom role settings.

Boleary · ‎06-07-2016

The ability to only create usage invoices for accounts with usage greater than 0 should be an added feature. The inability to do this has created issues for our usage reporting specifically when we want to load usage in separate batches or need to go back in and make corrections after posting the invoices. Having to delete posted documents is a control issue and not a good practice.

ewaktola · ‎08-11-2016

We would like an ability or process for handling tax corrections when using Avalara Integration Use Case: A customer moves from taxing jurisdiction to a non-taxing jurisdiction in January but does not communicate until August. The customer now wants a refund on all taxes paid from January to August. We would like the ability to correctly account for the tax part of the refund transaction in zuora ie. credit A/R and debit Sales Tax Liability. This includes invoices that are either fully paid or in a closed period or both.

bsanders · ‎05-02-2016

It would be a really big improvement for Invoice Template layouts if the ability to nest related tables was available, ie InvoiceItem and Subscription. With current functionality while the SubscriptionNumber is available from the InvoiceItem table when it is displayed on an invoice it gets listed out on each line (which makes sense since this is just another field). However, we would like to be able to lay-out the InvoiceItem table as it apears in the Zuora UI where the Invoice Line Items are listed grouped by Subscription (see below). This would be especially benificial when multiple subscriptions are billing on a single invoice, where it can be confusing to keep track of how many line items roll up to a single subscription. By being able to nest the InvoiceItem into the Subscription table we would also be able to include custom fields which are maintained on the Subscription without having to list out a second table on the template just to display that information.

AmyLy · ‎07-20-2016

The addresses located in the "Additional email" field in the Account record are only included when sending out Invoice Notifications. When sending out Payment Notifications, those addresses are excluded. Could we request that the Payment notifications also pay attention to the addresses in the "Additional email" field? (posting this on behalf of a customer)

Zuora-Support · ‎01-13-2016

Feature Request: Customize Invoice PDF naming convention Reference Number: DE5225 Business Need: Invoice PDF document names are created by Zuora according to its naming convention. Some customers are asking the ability to customize the naming convention of invoice PDF.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to add an 'Update a product' and 'Remove a Product' amendments before a future dated amendment Reference Number: DE3158 / PMT-586 Business Need: Ability to add an update product amendment before a future dated amendment. Customer: The best way to handle the business case is to create future dated amendments to convert a subscription from one product at the end of a period to another product (Annual to Monthly). The issue now is that Amendments of the type "Update Product" to add Qty to an in-progress subscription prior to the future dated "new" subscription will not complete because the effective date (now) is earlier than the effective date of the future dated subscription.

BobbySingh · ‎08-17-2016

We want to show the masked credit card on file that will be charged on the invoice when the account is set to Autopay

aomalley · ‎04-11-2016

It would be great to be able to flag a customer account as on hold due to payment deliquency. Have the account change color or some type of very clear identifier. Then be able to run reports off of that flag.

Zuora-Support · ‎01-13-2016

Feature Request: add the ability to filter specific accounts or an account when exporting invoice pdfs Reference Number: DE7905 Business Need: * currently, the export functionality only supports these filters: a. Bill Run Number b. Invoice Balance c. Invoice Total * the current work around is to manually download each and every invoice pdf per account, this is time consuming and requires a lot of effort. If an account has 10 invoices, the user would have to download those 10 invoices as opposed to just filtering a specific account when performing an invoice pdf export.

Zuora-Support · ‎01-13-2016

Feature Request: Add an option to recalculate tax after an invoice or invoice item adjustment is made Reference Number: DE6678 Business Need: When a customer adjusts an invoice with tax at the header or item level, they are required to determine how that adjustment affects tax and adjust the tax line as well. This creates additional work for the users and could potentially result in an incorrect tax amount after adjustments.

aomalley · ‎10-20-2016

Need the ability when applying payments to apply credits and invoices on the same payment screen. For example, on one remittance a customer may pay invoice A, B, and C. Invoice A was for $10, invoice B was for $2 and they had a credit invoice C for ($5) so their net payment was $7. The ability to select those all on one payment screen would be a huge time saver. Currently you are not able to select a credit invoice on the invoice payment screen.

robert_printz · ‎04-29-2016

It would be very helpful if the Payment Failure Emails, could be customizable based on the Gateway Response message. Example: If a customer recieves 'Do Not Honor': the email would include instructions to contact their bank. If a customer recieves 'Account Closed': the email would include instructions to update their card info in the applicaiton. If the response code did not match a specified code: the email would be generic. We are going to attempt this using the Salesforce integration and Exact Target, but it would be helpful if the Zuora platform supported this.

Zuora-Support · ‎01-28-2016

The idea is to make sure invoice PDF's can't be edited by customers by changing the rights of the PDF in such a way that it cannot be edited through tools like Adobe Acrobat Pro. Currently this is possible.

Zuora-Support · ‎01-13-2016

We should be able to define multiple shipping addresses with one billing address.

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Billing & Payment Ideas

Invoice Number Sequence consumed only when the invoice is posted

ability to produce invoice and credit numbering for specific document types

No invoices to be genrated for 0 qty usage

Avalara Tax Connector > Can I filter off zero $ line items on my invoice

Deselect all or Select all when applying a payment to customers with multiple invoices

Permission control over Cancel/Delete an Invoice.

Suppressing Posting $0 Invoices with Usage

Ability or process for tax corrections when using Avalara integration

Nested Tables on Invoice Template

Additional email contacts and Payment notifications

Customize Invoice PDF naming convention

Ability to add an amendment before a future dated amendment

Ability to Show selected Masked CreditCard Number on invoice for autopay

On Hold Status for Account

add the ability to filter specific accounts or an account when exporting invoice pdfs

Add an Option to Recalculate Tax after an Invoice or Invoice Item Adjustment is made

Apply credits on the same screen as invoices

Payment Failure Emails - Response Code Specific Messaging

Make invoice PDF's read-only (no editing through for example Adobe Acrobat Pro)

Multiple Shipping Addresses

Assign two standalone Payment Methods during Accou...

Make sure HPM 2.0 Page Doesn't Cause Browser Error...

Advanced AR and Invoice Payment Object