Billing & Payment Ideas

trevorvogt

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.

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

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 · ‎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

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.

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.

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

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.

Karina · ‎08-21-2020

We would really like the ability to suspend and resume a subscription on the same day. I see this Community post - but I could not find it posted as an idea. So the use case we would like Zuora to support is the fact that we often see the need to resume a suspended subscription on the same day. Scenarios could be: Customer pays immediately Subscription was suspended by mistake (not frequent but can happen) The solutions proposed in the linked community post: Use Suspend date from yesterday Delete the Suspend amendment rather then resume etc ...are not really viable for us. Nbr 1 will create a proration for deviating amounts (missing one day as far as I see in my tests) Nbr 2 we are loosing tracebility and suspention history. So this would be a huge benefit for us - if we get this supported! Do you have any plans for this? Kind regards Karina

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

kylebeach · ‎08-14-2020

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."

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.

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

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!!!

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

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

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Billing & Payment Ideas

Specify refund date for credit balance refund

Massive Payment Create/Update API including custom fields

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

Enable Upon a Specific Date on PRPC

Discount end date to be considered

Multiple callout notifications on the same object

Ability to write-off a credit memo

Ability to undo an invoice reversal

Request for autocomplete

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.

Suspend and Resume a Subscription on the same day

Reduce rate plan explosion by creating alternative configuration options

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

Proforma Billing

Customisable external payment method type

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

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

Ability to name or tag recurring bill runs

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Allow Custom Fields from the Charge on an Invoice

Allow ability to preview a bill run