Billing & Payment Ideas

leemariemcmahon · ‎04-22-2016

Can we customize template to also send at +60 + 90 Days AR ? Thanks !

Zuora-Community · ‎01-13-2016

Feature Request: INTERNATIONALIZATION ISSUE - generate invoice in a sequence based per country during Bill Run Status: under evaluation Reference Number: DE5837 Business Need: There are business requirements that are looking for the ability to have an independent sequence for each country when generating an invoice on a Bill Run. Currenrtly, When a Bill run is triggered, it happens for all customers spanning different countries. The invoice number is created out of a sequencing procedure during the bill run as some customers considers every country as a different billing entity. During the audit, the auditors raise questions about the missing invoices in the sequence for that billing entities. Some customer's financial auditing happens billing-entity wise.

Zuora-Community · ‎01-13-2016

Feature Request: Subscription subtotal on invoice PDF Status: Product Management and Engineering team are currently working on implementing this request Reference Number: DE4943 Business Need: The current subscription table includes information about the subscription such as subscription number, description, start date, end date, etc. The enhancement will summarize the current invoice charges per subscription: Charge Total (all charge types), One time Charges, Recurring Charges and Usage Charges.

Zuora-Community · ‎01-13-2016

Feature Request: Allow ability to regenerate Invoice PDF via UI & API Reference Number: DE8187 / PMT-2037 Business Need: Currently design is that Invoice PDF will not be regenerated unless there is a transaction processed or invoice comments saved. In a lot of cases, customers need to regenerate Invoice PDF so that they can send the correct invoice to their end customers.

Zuora-Community · ‎01-13-2016

Currently, there are a number of JS (20+) files being downloaded from apisandboxstatic.zuora.com (non-prod) and static.zuora.com. Some of these js files are minified but others are not. From the time the iframe request gets made by the client browser and the page renders (including downloading all the JS files etc), it is adding anywhere from 5-7secs of additional response times depending on where the request is being made from geographically (requests from Dublin, Ireland seem to suffer the most in terms of performance). We believe that we can easily increase the performance of the Zuora iframe by simply minifying and compressing all the JS files into one download which would greatly increase response times for the end user. Also, if Zuora is not using a CDN to serve up its static assets, we recommend using a CDN to deliver static content. What we want to find out from Zuora is, is this a change that you guys can do on your end? If so, when can it be made available for us to use?

Zuora-Community · ‎01-13-2016

Summary of the enhancement? Give the ability to set the gateway as part of the Create Account REST call What is the business problem? MINDBODY has 4 gateways that we currently use. We also have a custom purchase page we wrote that uses the REST API to create new accounts. The REST call does not allow us to set the gateway as part of the call. Because of this, when we turn on server-side credit card validation, new account creation fails immediately for some of our customers because they get assigned to the wrong gateway. What is the business impact? The purchase page does not work with CC validation turned on. Is there a workaround or is the customer blocked? If there is a workaround, what is it? Is the customer willing to apply this workaround? The work around is to turn off CC validation. We've done this, but it is not ideal because we were hoping to turn on CC validation. What is the proposed solution (if available)? Please update your REST API.

Zuora-Community · ‎01-13-2016

In zuora, each email template just supports a few merge fields ( the ones included in the sample template). We need the ability to include any standard field in the email template as a merge field. Sometimes we may want to display some custom information on the object on the email template. Hence it will good to get the ability to use custom fields as merge fields on the email template.

Zuora-Community · ‎01-13-2016

Feature Request: Enhance Bill Run Processing performance Reference Number: DE5224 Business Need: With the rapid growth of Zuora customers' business volume, many customers are processing tens of thousands of accounts during their bill runs, which results in the increase of time needed for processing. Therefore, some customers are requesting Zuora to enhance the bill run processing performance to reduce the time consumed for bill runs.

Zuora-Community · ‎12-29-2015

If an account has the same person as the "bill to" and "sold to" contacts, but with different addresses (i.e., shipping and billing addresses are different), neither one is clearly labeled with regard to which one is the "sold to" contact, and which one is the "bill to" contact. You can suss it out by looking at the page source, but a simple label would be very helpful here.

Zuora-Community · ‎12-29-2015

Currently when you click on Customer Accounts under Z-Billing it will pop up a list of all your customers. All statuses shown to the right say active, even though that may not be the case. If you actually click to open an account it may be canceled or disabled. It would be great if the status would reflect the real status of the account so that you don't have to click to open each one.

Navneet · ‎09-12-2019

We see many Customers going to specific weeks cadences and hence need the accounts to be billed on specific weeks - say every 2 weeks or 4 weeks and so on. Currently the only way to go about it is to bill the account every day and that doesn't sit well with customers when say they add a one time charge to a subscription and that just gets billed (whereas they expect it to be picked at the end of the period). And, use cases are to have one time charge effective on a certain date itself and hence we can't defer it off to end of anniversary.

tonglongjeff · ‎09-27-2018

When creating a bill run from a customers account, two tabs load. One for multiple bill runs and one for a single customer. I would like the ability to hide the multiple bill run option so that agents do not make mistakes when working through a list of customers. Sometimes due to loading speed of the web page, the single customer tab is not selected immediately and an agent can accidentally create a bill run that affects the entire customer base. If there could be a permission that hides the tab or makes it so an agent can only create a bill run for a single customer at a time this would reduce the chance for error.

Nest · ‎11-28-2017

Our subscription cancelation policy is that a customer can cancel anytime and receive a pro-rated refund for the unused time. For example if a user paid $10 for a monthly subscription on Apr 1 and cancelled on Apr 15, then we would end service immediately on Apr 15 and provide a $5 account credit or refund. We are requesting that Zuora support pro-rated refunds so that it is easy to support this business requirement.

sumitbahukhandi · ‎10-31-2017

Hello All, As per the KC, with Advanced AR setllement, Invoice Payment Object is depracated. Because of which no record flows back to Salesforce as part of Z 360 in Invoice Payment object. I can see Invoices and I can see Payments but no linkage b/w them. Is there any other way to check the association of Invoice and Payment records? Thanks Sumit

mattbaker · ‎11-24-2016

Payment run needed via the API or stricter controls within the UI. Ability to control payment run to prevent collection on old invoices.

ChrisSwanson · ‎06-20-2016

Would be useful to have the ability to send a notification that an invoice has been generated without sending a copy of the invoice. At the moment you do not seem to have the ability to remove the attached PDF. We have a self service portal and would like to notify customers to log into the portal to collect their invoice and billing information rather than sending them a copy invoice directly. Many companies such as BT or UPS do this in their systems.

bsanders · ‎03-17-2016

The current functionality allows the options to choose a Specific Batch or All Batches. In an environment where Customer Accounts are segregated into seperate Bill Batches; it would be very useful to be able to select multiple Specific Batches for a given Bill Cycle Date as this would drastically reduce the number of Bill Runs required per day.

Zuora-Community · ‎01-28-2016

Refunds that are coming into NetSuite from Zuora are being set to the wrong account because the connector is not setting the account at all. The account should default based on the Refund (payment) Method selected. This is how it works for payments, but this is not how it works for refunds.

Zuora-Community · ‎01-28-2016

Issue Description: When secCode is passed as "CCD" using the Zuora iFrame for ACH, Zuora hard-codes the value to "WEB" before sending it to CyberSource Payment Gateway (version 1.97). The secCode should be passed from the iFrame to Zuora to CyberSource as is. Current Workaround: The current workaround (recommended to Houzz) was to switch to the older version of Cybersource (version 1.28) that does not support the secCode field in the API. This way, no code will be sent to CyberSource and the ACH validation will not fail.

Zuora-Community · ‎01-28-2016

When creating Payment Method with Type = CreditCardReferenceTransaction, the Zuora API allows the at least the following fields to be passed in on Create() PaymentMethod. -AccountId -CreditCardAddress1 -CreditCardAddress2 -CreditCardCity -CreditCardCountry -CreditCardExpirationMonth -CreditCardExpirationYear -CreditCardHolderName -CreditCardNumber -CreditCardPostalCode -CreditCardSecurityCode -CreditCardType -Email -SecondTokenId -TokenId -Type However, the following fields are not saved and query-able after creating the Payment Method with Type = CreditCardReferenceTransaction -CreditCardMaskNumber -CreditCardType -BankIdentificationNumber Customers need ability to store and query the fields above for tokenized (i.e. CCReferenceTransaction) Payment Methods for 1. Invoice display. 2. Web Portal Display 3. Zuora 360 Sync 4. etc.

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Billing & Payment Ideas

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

INTERNATIONALIZATION ISSUE - generate invoice in a sequence based per country

Subscription subtotal on invoice PDF

Allow ability to regenerate Invoice PDF via UI & API

Optimize JS files used in HPM page

Set Gateway from the REST API call

Ability to add custom fields on objects are merge fields to Email templates

Enhance Bill Run Processing performance

Clearly label "bill to" and "sold to" contacts on accounts.

Customer Accounts: Status on right to reflect actual status of account

Billing an Account on specific weeks

Ability to hide the multiple bill run tab

Support pro-rated refunds

Advanced AR and Invoice Payment Object

Payment Run via API

Send New Invoice Notification Without PDF invoice attachment

Select Multiple Customer Account Batch Durring Bill Run

Z-Suite connector should set the appropriate account based on the refund method

Support SecCode for CyberSource Payment Gateway (version 1.97)

CCReferenceTransaction Payment Method missing fields in API Response (CreditCardMaskNumber, CreditCardType, BankIdentificationNumber)

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

Enhance Adjustment functionality to support Debit Adjustments