Billing & Payment Ideas

ConnorRoebuck · ‎03-04-2021

Currently, Direct Debit payments show the date the payment is processed on Zuora, when the payment does not submit/charge until a few days later. When processing direct debit payment runs, we check what date a payment will charge a customer through the gateway (GoCardless), before running the payment run in Zuora (this is so the charge date falls on the same date the invoice is due). Adding the submission date into Zuora based off the gateway means a cleaner approach to payment runs. A follow on from this would be the ability to schedule payment runs based off the direct debit charge date.

Madalina · ‎02-24-2021

Hi, We need to have a way of displaying the subscription owner information on credit and debit memo templates. On invoices, we have used the merge field << InvoiceItem.AccountName>> on each invoice item to display this information, but it doesn't work the same for credit and debit memo templates. The main reason why we need this is that we have a lot of sales done through partners or accounting offices. In these cases, the partner or the accounting office is the one receiving the invoice for the end customer(s), so the information of who is the subscription owner (the end customer) is crucial for them to be able to invoice further. I hope this is something that is considered. Thank you! Madalina

amandash · ‎06-15-2020

Zuora's proration calculations are on the Rate Plan Charge level and therefore Rounding Rules are applied on this level as well. However, it doesn't make sense that a customer can be charged or credited for a penny whenever Orders are created to reflect a net-zero impact. For Example as part of 1 Order: Subscription A is cancelled for $500 & Subscription B is created for $500. * In this scenario, depending on the # of days in the bill cycle, it can cause a penny Invoice or Credit Memo to be generated, regardless of Rounding Rule configurations. I'm sure there are a couple of solutions/designs for this but here are a couple I can think of: (1) Logic to enforce $0 billing transactions for Net-$0 impacting Orders (2) Enable flexibility surrounding Rounding Rules (Order-level vs Rate Plan Charge-level) Related API: https://www.zuora.com/developer/api-reference/#operation/POST_Order (RunBilling = TRUE)

Karina · ‎02-08-2021

In our invoice and memo pdfs we are adding InvoiceItem.Name CreditMemoItemName as merge fields on the line items. When a charge is prorated, the word "Proration" is added as part of the line item name. I get why, but as our document pds mostly are in local language (not English) this word does not always make alot of sense. One solution is of course to add a DisplayName__c on the Product Rate Plan Charge and use that field in stead. This is working. But I much rather have RatePlanCharge.Name as an available Merge Fields for Invoices, Credit- and debit memos. Is this something Zuora can consider? Karina 🙂

pask · ‎08-25-2020

Hi, we are experiencing problems in massive payment creation with invoice settlement enabled. We are using MPU (Massive Payment Upload) functionality but this feature doesn't include custom field and they are necessary for almost every flow that we have. We need massive APIs also for other objects CreditMemo,DebitMemo,Refund but with lower priority. Is it possible to add it in roadmap? Thanks in advance Pasquale

octavian · ‎02-05-2021

Currently HPM2.0 only has support for this hardcoded list of credit card types: AmericanExpress Dankort Visa MasterCard Discover JCB Diners There are Payment Gateways in Zuora (e.g. Ingenico ePayments) that allow more Credit Cards Types like Maestro and Carte Bancaire. Although you can activate them in the Gateway Settings, you won't be able to input any valid Credit Card of these types if you have Frontend Validation/Detection active for your Hosted Page as there are no BIN Range checks implemented. Please allow all valid BIN Ranges to be mapped to a Card Type like defined here: https://www.bincodes.com/bin-list/ You already seem to have a convenient library in place to add these ranges, looking at the "isCardMatching" function in the HPM2Preload JS script.

JeremyG · ‎01-27-2021

Currently the gateway reconciliation (GR) process happens once a day overnight but GoCardless updates the status of payments more regularly than this. The impact of this is that customers need to wait up to 24 hours to understand the true state of a bank transfer payment. Please can we have this GR process scheduled to occur more often or even real time.

trevorvogt · ‎01-11-2021

Hi, It would be very beneficial to be able to specify the date of an external credit balance refund. As the name specifies, the refund is external, so not linked to any other interface or gateway provider. For example, I manually enter a refund to a customer in my bank today, 11th of january, however it is paid out on the 12th, and reconciliation takes place 2-3 business days later. So if the payout was on the 12th, yet reconciliation occurs on the 13th, i have a discrepancy as my bank statement has the 12th, yet it is only possible to set the 13th as refund date in Zuora. I dont understand why the credit balance refund date cannot be changed/specified for external refunds, just the same way as payment refunds are. Thanks for taking this into consideration. Kind Regards, This would be very beneficial.

Madalina · ‎09-16-2020

Hi, We are having an issue related to the discount end date. Some of our business units offer discounts to the customer which are not aligned to the billing period of the customer; such as the billing period is quarterly, but the discount should be applied for 4 months, or the billing period is annual and the discount should be applied only to 6 months out of 12. There is the end date setting on the rate plan charge of the discount product, but that is not considered (even if it is set as a fixed period after the charge is triggered or specific date). What happens is that the discount will be applied to the full billing period. We need to find a way to cover this use case. From my perspective, using that discount end date setting would be the best, because that is supposed to end the charge when we are saying to it to end. Thank you.

Karina · ‎09-27-2020

We have a Business Unit that work with quite big orders. They do big software implementations out at customers and they start invoicing charges upon implementation delivery. So basically they create subscriptions and orders to get services provisioned but the charges will be triggered for billing on different dates. For this use case they would like the ability to set Billing Trigger Condition to Upon Specific Date on the Product Rate Plan Charge with no date specified. So on Subscription creation they will populate the planned date. Today this condition is only available on Subscription Rate Plan Charge. In short: for the products where we do not know when we will start billing (and each charge in a product potentially can start billing on different dates) it would be beneficial to have "Upon a Specific Date" available as trigger condition in the Product Rate Plan Charge. Thank you for considering! Karina

Renaldo · ‎06-11-2018

It is currently only posiible to automatically uplift subscription charge prices at the time of renewal. An option to allow (adhoc) automated price increases (product catalogue or percentage increase) should be included in the Bill Run so that merchants can target customers/charges for price changes.

Nigel · ‎04-16-2018

Is there a reason for only having monthly or weekly list price base options? We'd like to define an annual price, but have an arbitrary number of months in the term

Renaldo · ‎10-22-2018

Ability to separate charges from rate plans so that bundles can be created when subscribing. As a merchant, I would like to be able to pick and choose charges to add to my subscription when a customer is subscribing. It is not currently possible to create standalone charges (without a rate plan), or to add / remove charges to a product rate plan when subscribing.

TrixabelleCP · ‎02-11-2020

When someone reverses an invoice this is a one-way action that's impossible to undo. This in turn means we can't unpost > cancel > delete the invoice, which in turn means we can't delete the associated order. This is something that's occassionally caused us a real headache as we then need to work out how to do a corrective order to try and undo the effects of the previous one (which is possible in some cases but not in all including undoing a renewal). It would therefore be very helpful if it was possible to undo an invoice reversal.

Renaldo · ‎04-11-2018

Help reduce rate plan explosion by providing alternative product rate plan charge configuration options. Billing frequency should be a set of multi-select checkboxes Tax Mode and Tax Code should be dynamically selected based on pre-configured region settings. Country specific pricing, i.e. same currency, different country, different price

robinryan · ‎09-28-2017

We would like the option of creating a proforma billing that we can send to our customer in order to request payment in advance of recording an actual bill. The proforma bill does not generate a GL transaction but is visible on the account somehow so when payment is received we can identify the account.

KrisGalata · ‎01-28-2020

Modern browsers have a feature to remember credit cards. Our Sales team is using hosted payment pages to setup information for our customers . We would like to prevent credit card save in browser because it would remember cards of our customers and it is PCI DSS issue for us. Setting the ‘autocomplete’ value on the html form and input tag should turn off this feature for browser. So our suggestion is to add an ability to specify value for form and input autocomplete attribute via Hosted Payment Page setup screen or javascript configuration using Z-pages More information - https://www.w3schools.com/howto/howto_html_autocomplete_off.asp Similar request - https://community.zuora.com/t5/Billing-Payment-Ideas/HPM-Suggestion-autocomplete-quot-off-quot/idi-p/4574

Madalina · ‎10-20-2020

Hello, We would like to be able to configure multiple callouts notifications (notifications on all events) on the same object. To be more precise, we would like, for example, when a customer is created, the system to send the notification to two different systems by using two different callback URL for "Account is created". By multiple systems, I mean one ERP system which should have the account created for sending the customer transactions and one system that will be doing the provisioning for that customer. Thank you.

TrixabelleCP · ‎07-02-2020

If you have an invoice that needs writing off (due to customer not paying or due to a system correction) it's super simple - you click More - Write off. However if the system correction results in a credit memo, it's tricky to write this off. You have to manually craft a debit memo (not a particularly easy task) and then apply the CM to the DM. It would be great if Credit memos had a built in Write off feature like Invoices do.

vasilraykov · ‎05-28-2019

Hello, We need to set up a custom external payment method. Currently Zuora proposes External Payment Method feature which is great, but it presents a limited number of values to be set as the type of external payment method. It would be very useful to give modern business the flexibility to offer one and the ame product SKU as free and not free at the same time, based on period, and/or based on account/subscription level. Just removing the validation of the "type": " " property and allowing to add any custom alphanumerical value agianst it will benefit a lot more to anyone who has a campaigns based business model. Currently this field only accepts the following string Enum: "ACH" "ApplePay" "BankTransfer" "Cash" "Check" "CreditCard" "CreditCardReferenceTransaction" "DebitCard" "Other" "PayPal" "WireTransfer" Sincerely, Vasil, BA The FT

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Billing & Payment Ideas

Show Submission/Charge Dates for Direct Debits through Zuora UI

Subscription owner information displayed on credit/debit memo templates

Ability to suppress $0.01 (Penny) Invoices and Credit Memos for Net-Zero Orders

Add RatePlanCharge.Name as Invoice and Memo Merge fields

Massive Payment Create/Update API including custom fields

Allow Valid Credit Card Type BIN Ranges

Realtime/scheduled gateway reconciliations with GoCardless

Specify refund date for credit balance refund

Discount end date to be considered

Enable Upon a Specific Date on PRPC

Require option to allow price increase option on bill run

Allow annual list price base

Ability to separate charges from rate plans so that bundles can be created when subscribing.

Ability to undo an invoice reversal

Reduce rate plan explosion by creating alternative configuration options

Proforma Billing

Request for autocomplete

Multiple callout notifications on the same object

Ability to write-off a credit memo

Customisable external payment method type

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run