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.

kylebeach · ‎11-19-2019

Request: Add CreditMemoApplication.AppliedAmount as an available merge field on the Invoice PDF. Issue: Zuora invoices can be paid with applied credit memos, however applied credit memos cannont be displayed on the invoice PDF. Use case: We use credit memos to apply "store credit" to a customrs invoice. This is a form of payment as it can be applied directly to the Invoice data object to pay the invoice. However, we have no way of reflecting this credit memo payment on the customer's invoice PDF.

mikemartin · ‎01-09-2017

For non-English speakers, the country field in payment pages should be in Alphabetical order. When passing in a locale to the payment pages that's not in English, Zuora should display the country drop down in alphabetical order. Currently it doesn't which leads to poor customer experience. Resultant non-sorted country drop down list Customers who speak French, German etc shouldn't have to have in their heads what the english name is, then translate to the german name for example when choosing their country from the drop down. E.g. Germany begins with G in English but D (Deutschland) in German, therefore Deutschland should appear in the 'D' part of the drop down. Likewise Spanish customers should be looking at the 'E' part of the drop down, not having to scroll much further down for 'S'.

billdavis · ‎07-18-2019

In our setup of Rate plans we have more than 300 rate plans under a single product and we have encountered a HUGE obstacle when it comes to this. When we cannot view the Rate Plan that we need to update, we cannot update it at all and the data source exports will also not pull out a consistent list of rate plans, to allow an import to update the fields. What usually takes us a few seconds to updates has turned into a much longer multi-hour update. Can we have the ability to view all rate plans for a product and not have a cap on the number of rate plans visible under a product? See support ticket - 187441 for more details on the problems we have encountered.

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.

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.

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,

kcavanaugh · ‎02-12-2018

Hi Team, With the number of daily bill runs we process, it's inevitable that someone will accidentally fire off an 'All Batches' bill run in error due to the default settings populating 'All Batches' as the target. This happens maybe once a quarter at most, but each time it basically shuts down normal billing functions as we wait for that to complete (since there is no way to cancel these All Batch bill runs once they are kicked off). In our tennat, the whole run takes about 2 hours and then we are left with thousands of unneeded invoices. I do understand that these are created due to an error on the user's end, but if the default value could be set to the specific Billing Batch dropdown instead of 'All Batches' this would siginifcantly decrease (or probably eliminiate) these being generated. 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.

dustincsi · ‎04-05-2016

Would be great to edit an invoice date after it has been created in an open accounting period.

Zuora-Support · ‎01-13-2016

Feature Request: Currently, Invoice template does not support European Number Format (e.g., 3.000,50 EUR). Users would like the ability to display numbers in European Number Format as they have Spanish, Norwegian, and German customers. Status: Under evaluation Reference Number: DE8698/PMT-382 Business Need: The numbers need to be displayed correctly to some foreign customers.

mikemartin · ‎06-22-2016

In the same way that BillRun is able to be created via API, we require PaymentRun to be created via API, specifically the ability to filter on a BillRun number in the same way as the UI enables us to do. This is because we have bad debt in our system from prior months that the direct debit guarantee (and our finance dept for that matter) prohibit from collecting in a PaymentRun.

Zuora-Support · ‎01-28-2016

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

NicholasBC · ‎10-21-2016

While I can appreciate it doesn't affect the HPM in any way and submission is still possible -- it erodes customer confidence whenever they see a browser error and being asked to complete something financial in nature. It would be best if Zuora could fix this bug by either populating the header or removing it as suggested at http://community.zuora.com/t5/Integrations-Extensions/Error-X-Frame-Options/td-p/10331 Invalid 'X-Frame-Options' header encountered when loading 'https://apisandbox.zuora.com/apps/PublicHostedPageLite.do?method=requestPag[…]&field_bankTransferType=DirectDebitUK&customizeErrorRequired=true&': '' is not a recognized directive. The header will be ignored.

Guillaume · ‎05-02-2017

Hello, It would be great to be able to assign two standalone Payment Methods (CC + Bank Transfer) to a Zuora Account, using the sendToZbilling() method or a REST Create Account (with Subscription) call. This is because more and more Zuora customers want to sell goods and related services this way: A first invoice, for the goods, should be paid by credit card (less risk of chargeback). The following invoices should be paid by bank transfer (less fees, doesn't expire, etc.) The Zuora customers only want to create the Account if the 2 standalone Payment Methods are already created successfully. Unfortunately, it is not currently possible to refer to 2 standalone Payment Methods in a sendToZbilling() method or REST Create Account call. Thanks

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.

Zuora-Support · ‎01-13-2016

Feature Request: Allow customers to create an invoice prefix or set the starting invoice number on their tenant Reference Number: DE7255 / PMT-666 Business Need: Some customers have their old billing system and when they transfer to Zuora, they would like the newly generated invoices in Zuora to start from certain number so that it will be continuous from the old billing system. However, it is not supported for customers to change invoice prefix or starting number in current Zuora application. Workaround: The workaround that the customer can consider is to create a custom field in Invoice object so that they can track the invoice number from their old billing system.

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.

Rossi · ‎05-08-2019

Feature Request: Add a "View All" link under "Subscriptions-Invoiced" tab Status: under evaluation Reference Number: ACS-457 Business Need: When viewing the Account detail page, the tap "Subscriptions-Owned" has a link "View all" but under the tab "Subscriptions-Invoiced" there IS NO tab "View all".

dlu · ‎08-01-2016

Please add Amazon payment.

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Billing & Payment Ideas

Invoice Number Sequence consumed only when the invoice is posted

Invoice PDF: CreditMemoApplication.AppliedAmount should be an available merge field

Payment page countries should be in alphabetical order for non-English

Allow display more than the top 300 Rate Plans within Products

ability to produce invoice and credit numbering for specific document types

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

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

Set the 'Create Bill Run' Default Value to anything but 'All Batches'

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

Edit Invoice DAte

Support European Number Format in Invoice Template

Ability to create Payment Run using API

Permission control over Cancel/Delete an Invoice.

Make sure HPM 2.0 Page Doesn't Cause Browser Errors (even innocuous ones)

Assign two standalone Payment Methods during Account creation

Process Multiple Batches in Billing and Payment Runs

Allow customers to create an invoice prefix or set the starting invoice number on their tenant

Nested Tables on Invoice Template

Add a "View All" link under "Subscriptions-Invoiced" tab

Amazon payment integration

Support European Number Format in Invoice Template

Allow display more than the top 300 Rate Plans within Products

Add the UsageRecordRatingOption to the ProductRatePlanCharge in API