Billing & Payment Ideas

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.

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.

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.

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".

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.

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.

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.

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.

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!

taowu0201 · ‎01-22-2018

Currently in the bill run process you can run all batches, or you can run one batch. Is there a way or can we have a way to run all batches but one?

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.

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.

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

smdavis · ‎09-18-2017

Currently, we have custom fields under the rate plan charge name on a subscription and would like the ability to pull that custom field into an invoice template.

Boleary · ‎08-08-2017

It would be very helpful to be able to use as merge fields the Customer Name and Invoice Owner name identified on the Subscripiton in 'basic information'.

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

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'.

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.

daniellehoag · ‎10-25-2016

We currently have 16 billing batches that our customers are separated out into based on payment method, subsidiary, etc. We have to run daily bill runs for almost all of these batches. It is tedious having to complete the same thing (but the batch # is different each time) 9 times in a row. It would be helpful if we could select certain batches that we want to run and then enter in the invoice date and target date for all the selected batches.

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.

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Billing & Payment Ideas

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

Billing an Account on specific weeks

Allow display more than the top 300 Rate Plans within Products

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

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

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

Process Multiple Batches in Billing and Payment Runs

Ability to hide the multiple bill run tab

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

Bill Run all batches but one

Support pro-rated refunds

Invoice Number Sequence consumed only when the invoice is posted

Advanced AR and Invoice Payment Object

Allow Custom Fields from the Charge on an Invoice

Add Subscription Customer Name and Invoice Owner as Invoice Merge Fields

Assign two standalone Payment Methods during Account creation

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

Payment Run via API

Ability to run/schedule bill & payment runs for multiple batches at once

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

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run