Billing & Payment Ideas

kylebeach

Users in the Zuora Web UI frequently receive this error when attempting to delete items from the WebUI: "Only the most recent legal document for an account can be unposted." This error is not very helpful since "legal document" is not defined. What does zuora consider a legal document? It appears this includes invoices, credit memos and possible orders? Generally legal documents are signed contracts or court orders. There is really nothing in zuora that can be considered a legal document. It would be more helpful to update this error to define the zuora objects that must be deleted first. For example : "The most recent invoice, credit memo, or order must be deleted first."

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)

amandash · ‎04-09-2020

Zuora does not currently support One-Time Charges / Period charge types in terms of Invoice Service Periods and Revenue Recognition. See related pain point for Service Period issue: https://community.zuora.com/t5/Billing-Payments/One-time-charge-s-Service-Period-only-displays-as-one-day/td-p/28512 With the existing One-Time Charge type, the Revenue Recognition Rule does not work with 'Recognize Revenue Daily Over Time.' because the Invoice Item's Service Start and End Dates are the same, so ALL revenue is recognized in the same Accounting Period. There are several Products that are one-time charges across a specified period. For example, if I prepay a one-time charge of $50 on 4/16 to use a Service between 4/15 - 5/14, there should be $25 of revenue recognized in April and $25 of revenue deferred to be recognized in May. Note that to work around this, you can configure the Zuora Product Rate Plan to be a Recurring Charge / Period and limit the Subscription Term to 1 Month. However, this leads to charges on customers' bank statements showing up as "recurring" or "repeating," which is a bad customer experience. I think there should be a new charge type for One-Time Charge / Period.

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.

ConnorRoebuck

Along with bill run and payment run, it would be good to have the option for a refund/credit run. A sub-option of this would be refunding accounts with a credit balance to their automated payment method, providing no MRR is active on the account. There is the option of refunding credit balances manually from customer accounts back to thier auto-pay method, so an automated process would speed this up.

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.

TrixabelleCP · ‎07-06-2020

It would be great to have improved search filters on invoices such as: - Paid / unpaid / all - Currency - Amount (eg invoice over XXX)

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.

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

TrixabelleCP · ‎02-04-2020

Customer have 14 days to change their mind on a purchase and therefore a renewal may need to be rolled back / undone (this happens in our business from time to time). Out the box the only way to achieve this is to delete the renewal order. This has several downsides. The first and most important is that it's not tracked in any way so we can't report on it. Secondly, if we accidentally reverses the invoice for the renawal, the invoice can't be deleted and therefore you can't delete the order either (we've seen this a few times). We can't cancel the subscription because we sell perpeptual licenses for some of our products and cancelling a subscription cancels the license. Also the customer still may come back and purchase support at a future date. Our current workaround is to create a "corrective order" and assuming the renewal term ran from 1st Jan 2020 to 31st Dec 2020, then you can change the current term so it's only 1 day long (eg 1st Jan 2020 to 2nd Jan 2020) and then write off the resultant invoice. However ideally Zuora would provide a way to either: - delete an order (but make that an audited/traceable action) or - set the dates back to what they were before the renewal was done

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.

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.

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

ConnorRoebuck · ‎12-04-2019

A feature in addition to sending pdf invoices in emails to customers would be to send additional pdf's in the same email. For example, we are in the process of changing platforms for one of our services, and a great way to inform our customers would be to send a pdf document alongside invoices explaining the circumstance and any FAQ's. I understand the invoice template can be amended to include additional information, but a seperate pdf attachment would allow quicker customization. and different updates without cluttering the invoice.

trevorvogt · ‎07-03-2019

Hello, we currently have around 15 scheduled recurring bill runs, each for specific batches (our customers are assigned to specific batches), sometimes one batch may have two bill runs (one for recurring charges, one for usage charges). Now if we need to edit/ cancel/ delete a bill run for a specific set of customers we are obliged to open all bill runs in order to find the right one. It would be very practical to be able to name or tag each bill run in order to more easily identify them. As our customer base steadily grows, so does the number of batches and number of recurring bill runs. This could also apply to payment runs and would benefit all Zuora users. Kind Regards, Trevor Vogt

Emmanuel · ‎03-19-2019

Currently, for customer using usage for billing individual events, ie, create usage and bill it immediately, the process is to create the usage dated today, and then generate an invoice with target date = tomorrow. Now, this works fine most of the time, but when doing this the last day or the billing period, or the last active day of the charge then, the first usage billed for the charge results in "closing" the charge, and hence subsequent usages cannot be billed for that charge during that day. This is of course very annoying, and as more and more customer want to use usage based offering, we really need to support this!!!

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

nmartelliere · ‎11-12-2019

Hi, Slimpay payment gateway for bank transfer payment type is available in Zuora to create SEPA mandates (https://www.europeanpaymentscouncil.eu/) however some features lack as the mandate revocation function. In Zuora, if electronic payment method is changed to Closed status there is no automatism leading to the revocation of the mandate in the Slimpay back office. Users must manually revoke the mandate in the Slimpay back office. The integration of the Slimpay mandate revocation functionality is one of the important elements for the consistency of the SEPA mandate repository. Nicolas Martelliere VIDAL France SA vidal.fr

jaltman · ‎04-10-2019

When entering a credit card number, is there a way for Zuora to recognize when a credit card is a Visa, Mastercard, Discover, etc? Several other billing systems have this functionality and it would make for less processing (rejected payments) if this were in place.

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

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Billing & Payment Ideas

Improve error message: "Only the most recent legal document for an account can be unposted."

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

New Charge Type: One-Time Charges / Period

Ability to write-off a credit memo

Refund Run

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Improved searching on invoices

Ability to undo an invoice reversal

Request for autocomplete

Provide a (tracked) way to roll back a renewal if customer changes their mind

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

Require option to allow price increase option on bill run

Customisable external payment method type

Additional PDF in invoice email

Ability to name or tag recurring bill runs

Ability to bill several on-demand usage on the last day of the billing period

Allow annual list price base

SEPA - Slimpay - revoke mandate

Automatically recognize credit card type

Reduce rate plan explosion by creating alternative configuration options

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