Billing & Payment Ideas

Zuora-Community · ‎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.

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.

Zuora-Community · ‎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.

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-Community · ‎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-Community · ‎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.

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

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-Community · ‎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-Community · ‎01-13-2016

Customer Z is making use of our Enterprise Billing features, and is in need of a way to sort and subtotal subscription information on parent invoices, grouped by the child account being sold to. Currently, the invoice assume that each invoice is only being sold and billed to a single account, but we understand that the ability to distinguish different child accounts and subtotal them will be a vital part of enterprise billing, so they are requesting for enhancement. DE7449 is the enhancement request for this and our Product Management are currently evaluating it.

Zuora-Community · ‎01-13-2016

To support this , Zuora has suggested that we perform a refund equivalent to the credit memo to allow for the invoice amount to be ‰Û¡ÌÝÌáopen‰Û¡ÌÝå» for credit process & application. However such a method is not sustainable impacts the bank reconciliation (particularly credit card on file for pmt), account history (unable to identify true refunds vs credit memos processed on paid invoices); additional DM entry in our other accounting applications to clean up the refund entry on the subledger. Request to build in a feature to allow process credit requests again paid invoices.

Zuora-Community · ‎01-13-2016

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

grayjoa · ‎01-13-2017

Currently the Zuora refund ID is sent to Cybersource but when a payment is made its the Zuora payment number, not ID. It would be great to be more consistent and have both be the Zuora payment/refund number. This makes reconcillation easier for customers.

terashi · ‎08-29-2016

Preview payments for an exsiting subscritpoin works well on Web UI, but not via API. An empty amendment preview is a workaround to show it, but it doesn't work for a subscription scheduled to be cancleded. We'd like to have a preview call for a subscritpion lik Web UI.

bsecrist · ‎08-12-2016

The automated payment runs should attempt payment on the oldest due invoice first. For example we had a customer who still had an open invoice due on July 1st. When running our payment run on August 1st, the August 1st invoice was paid first and then attempted on the July 1st invoice, for which the customer's card declined. For many reasons it makes logical sense to have the payment runs look for older due invoices first and attempt payment on that.

Zuora-Community · ‎01-13-2016

It would be great if the Sales Rep field in Customer Account could be accessed through your REST API.

Zuora-Community · ‎01-13-2016

Feature Request: Remove "Export Customer Account" feature for read-only users Status: under evaluation Reference Number: DE8147 Business Need: Now in Z-Billing permissions, there are 4 limitations: Delete Accounts, Create Account, Create Contact, Create PaymentMethod. Some customers would like to add "Export Customer Account" so that read-only users will not be able to export customer account information.

Zuora-Community · ‎12-29-2015

It would be great to set the additional email addresses field via the REST API. Over 80% of our customers have invoices sent to multiple addresses and this can't be set programmatically when we create the account. I'd love see it as part of the create and update calls.

bsanders · ‎08-17-2016

It would be very useful for us to have the ability to choose to have Proration Credits generate on their own invoice. The reason for this is that when service is being prorated because it is being replaced with a new Rate Plan, the net invoice amount of the new invoice will reflect both the proration credit as well as the new charge. this means that we are unable to apply the credit back to the original invoice and generate a new "clean" invoice. When the new rate plan is greater than the previous one being prorated this requires the customer pay both the original invoice and the new invoice in order to net payment to the new value. The only workaround at this time is to remove the original rate plan, generate an invoice, then add the new rate plan and then generate a second invoice. The purpose of this feature would be to allow us to process the remove and subsequent add product amendments together and then process a single Bill Run resulting in two seperate invoices; one negative for the proration credit(s), and one positive for the new charge.

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Billing & Payment Ideas

No invoices to be genrated for 0 qty usage

Suppressing Posting $0 Invoices with Usage

Ability or process for tax corrections when using Avalara integration

Ability to add an amendment before a future dated amendment

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

Ability to Show selected Masked CreditCard Number on invoice for autopay

Payment Failure Emails - Response Code Specific Messaging

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

Enhancement for Enterprise Billing to have Subtotals for Child account

Ability to process credit requests against paid invoices

Multiple Shipping Addresses

Send Zuora refund number to Cybersource

Preview canceled subscriptions via API

Payment Run Picks Up Oldest Due Invoice First

Sales Rep Field accessable through REST API

Remove "Export Customer Account" feature for read-only users

Ability to set additional email addresses via REST API

Invoice Proration Credit Separately

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run