Billing & Payment Ideas

a_sichwart

Looking for a way to pass another value on the request string which can be passed to the gateway to be passed to the bank to finally appear on the customer's bank statement. As GoCardless only uses the field "reference", it would be great to edit this field. Example of request string sent to GoCardless Gateway RequestString: {Request = [{"payments": {"amount": "1999","currency": "EUR","reference": "INV00000134","description": "P-00000125","metadata": {"zpayment_number": "P-00000125"},"links":{"mandate":"MD000BM03xxxxx"}}}]; url = [https://api.gocardless.com/payments]}

hannahapuan · ‎01-15-2019

Currently, in order to switch Payment Gateways, it must be done manually through the Zuora UI. We have asked Zuora if there is an API available to switchover via code so we can automate it, or have them automate it on their side, and this feature is currently unavailable. It would be awesome for this feature to be implemented. This would be a great feature in the case of a Payment Gateway failure (e.g. the recent Vantiv outage) so Zuora users could automatically switch their Payment Gateway and have no downtime for customers. Currently, in the case the primary Payment Gateway goes down, Zuora admins have to manually switch the Payment Gateway in the Zuora UI, which can lead to long periods of downtime for customers until the Zuora users discover the outage/service disruption and make the change.

Emmanuel · ‎12-03-2018

It's now possible to update the due date of a draft invoice through API, but what would be really useful would be to be able to update the invoice date as well. Sometimes, in B2B invoices are generated in draft, then validated, and this may take time, and at posting time, the date of the invoice should be changed. Some customers currently have to cancel the invoice and redo it, but with the risk that new items get billed on it, let aside the cumbersomeness of the process... So being able to update the date would be really useful!!

Rossi · ‎12-13-2018

In a Bill Run page, something like below is displayed: Total Customers Processed: 3746 Number of Invoices Created: 3606 With currenty Product design, it's not possible to view the unprocessed Accounts. We need the ability to export the 140 Accounts that didn't have Invoices generated. Same applied to Payment Run where we would like to export a list of Accounts that don't have Payment applied.

VictoriaK · ‎11-27-2018

We have noticed that sometimes Zuora fails to send emails (invoices) and just drop the issue without letting us know in any way. We have written a service (in-house) which checks Zuora to see if this has happened and notifies us of the issue. It would be great if Zuora could take care of this for us :)

ankurlalit · ‎10-03-2018

In our Product Catalog, RatePlan is the actual service/product item that we offer to our clients. This RatePlan always has a RatePlanCharge and Zuora did a great job exposing properties of RatePlanCharge in the BillingPreview response. (compared to SOAP BillingPreview which only contained ids). However, occasionaly a RatePlan also has a discount RatePlanCharge. We do get that in the BillingPreview REST response as an independent RatePlanCharge but there is no way to relate that this RatePlanCharge (discount) applies to the RatePlanCharge in the same RatePlan. It could be a discount RatePlanCharge for any other RatePlan. We need RatePlan information in the BillingPreview Rest response payload including ids. Also the discount InvoiceItem response does not specify whether it applies to the RatePlan or the Subscription. This has a huge implication on our preview reports that rely on BillingPreview REST.

loganjones · ‎06-26-2018

Currently, Zuora does not 'officially' support 27% of desktop browser usage in the US (stats here). While we can be perscriptive about browser use for our internal Zuora users, this is a fairly major concern implementing Payment Pages. It's not practical for us to A) hope customers can use the Payment Page despite their browser being unsupported, or B) require customers who can use our product just fine to switch browers to pay us. Since Safari (9%), IE (11%), and Edge (7%) collectively make up 27% of browser use, Zuora should prioritize including these browers in their support policy.

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.

yipei · ‎01-17-2019

Hi there, When we are configuring the email templates for auto renewal reminder and manual renewal reminder, we can only choose the Subscription Name as a kind of ID number for the customers to locate which subscription is going to be renewed. However, a sequence of number normally does not make too much sense to a customer. We would like to request adding Product and Rate Plan related merge field for the email templates so we can make the email notifications more sense for our customers. Thanks,

doniahj · ‎01-16-2019

Hello, Currently, we don't find the unit price mentioned within the invoice details, we would like to have this information along with the existing one such as the quantity and the amount. It would be very useful to differentiate between the various products mentioned in the same invoice based on their unit price. Thank you!

Nigel · ‎11-02-2018

Once an invoice has been created, 2 handy actions are under "More". Reverse Invoice, which does exactly that and makes a credit memo exactly reversing the Debit/Credits to AR/Revenue accounting codes, and resets the charged through dates on the charges. Write off does exactly the same except leaves the charged through dates alone. This is incorrect for accounting purposes however. The revenue should remain untouched and instead the credit memo should credit AR and debit a "bad debt" or similar code. This should be configurable, either in settings, or from the little box that pops up asking for the memo date. Currently it's a very manual process to create the credit memo manually and remember to change the accounting code.

gayendra · ‎07-04-2018

Ability to define Custom Field in Zuora as Numeric. Currently, Zuora only allows text, picklist or date. Number conversion and using Zoql against a number within text field is not efficient.

yuliya_papl · ‎01-09-2019

In multiple cases chargeback amout differs from the initial payment amount due to currency conversion. At the moment only chargebacks where chargeback amount equals payment amount are processed, meaning that all chargebacks affected by currency conversion are not reflected in Zuora. This limitation leads to some chargebacks being missed and incorrent handling of a customer acount due to incomplete information.

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.

mrichmond · ‎08-14-2018

There is a deficiency in the Orders creation endpoint where the response returned from the creation does not contain Invoice IDs, only Invoice Numbers (see below). The problem with that, is there is no REST endpoint that allows us to look up an Invoice by InvoiceNumber. { "success": true, "orderNumber": "O-00000014", "accountNumber": "A00000001", "status": "Completed", "subscriptionNumbers": [ "A-S00000012" ], "invoiceNumbers": [ "INV00000003" ], "paymentNumber": "P-00000001", "paidAmount": 5.03 } By not providing an endpoint to look up an Invoice by InvoiceNumber, we're forced to execute a ZOQL query to retrieve invoice data, but we cannot readily model our data consistently as we would be able to if there was a REST endpoint that provided an Invoice object, just looked up by InvoiceNumber instead of Id. We propose either of the following solutions: Creation of an additional REST API endpoint that will retrieve an Invoice object by InvoiceNumber Provide the Invoice ID (not just Number) back in the payload of the Order Creation response.

martingillen · ‎12-28-2018

When I created products in the product catalog using Zuora web UI, I uploaded images for each product. Now in my web application which uses Zuora API I would like to show the product images to my users. Can a GET method be added to get the image associated with a product in the catalog?

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

Rolando · ‎10-01-2018

(Opening this Ideas RFE on the behalf of a customer) Request to increase the character limit for Invoice Comments. It currently taps out at 255 characters. We run into this error often when we need to document/include specific invoice information for our clients. This was previously requested on PMT-1886.

antonio · ‎12-17-2018

We need to be able to select the accounting code for a refund of a Payment. In attachment the printscreen. I examplain you the business use case.: 1. We create a payment of one invoice. 2. This payment is linked to the accounting code of our BANK1 3. We synch with our Accounting System and we insert this transaction. 4. Now we Refund the payment in Zuora and we need antoher line on the same accounting code with negative amount for then synchronising our Accounting System and have 0 balance on this BANK1 accounting code. I hope that it is clear. A workaround proposed by Zuora is to link an accounting code to a payment method and use payments methods. The problem is that a we have more banks than payments methods. The issue that we have is discribed here: https://support.zuora.com/hc/en-us/requests/154713 Now it is blocking for us Thank you

skennedy · ‎10-31-2017

our Billing really depends on the type of products purchased (or complexity of the deal). Currently Billing Batches are assigned per Account. But we'd like to assign Billing Batches per subscriptions Example: Support subscription - is paid annual up front - so that can go out as soon as order is processed no issues. But a second order for professional services - is split into multiple payments, that are dependent on customer acceptance or milestone. Upon processing the order - we know what the payments are split (30/20/20/20/10%) and we may have target projected dates in the SOW that each of those may be invoiced on. BUt we can't invoice those split payments until the cusotmer actually accepts each milestone. So A. Splitting the inovice into these payments %, and giving them dates - once you post the invoice - it posts for all 5 payments. We need to have the ability to put this subscription in a seperate "customer acceptance" billing batch - that will have to be hand held/coordinate with project management to confirm that we have the acceptance and cand send the next invoice out, or if not,need to edit the invoice date and push the date out. ** this also spurrs another idea - for split invoicing, to be able to post the invoices individually.

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Billing & Payment Ideas

Assign two standalone Payment Methods during Accou...

Make sure HPM 2.0 Page Doesn't Cause Browser Error...

Advanced AR and Invoice Payment Object

Customise the transaction request string sent to gateway for payments

Automate Payment Gateway switch on primary Payment Gateway fail

Ability to update invoice date while invoice is draft

Ability to export unprocessed Accounts in Bill Run/Payment Run

Invoices sending from Zuora can fail and would like notification from Zuora

BillingPreview REST API response does not include RatePlan Name and other ids

Improve Browser Support for 27% of Desktop Users (Safari, IE, Edge)

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

Include Product and Rate Plan merge fields in Email Templates

Add more information in the invoice detail section

Writing off invoices (with advanced AR) should have a configurable account code

Numeric Custom Field

Create refund entry of a charged back payment in case of amount mismatch

Require option to allow price increase option on bill run

REST API Endpoint for Invoice Retrieval by InvoiceNumber

Allow download of product image via the API

Reduce rate plan explosion by creating alternative configuration options

Invoice Comments - request to increase the 255 Character Limit

Possiblity to select the accouting code in a Refund (as it is possible for Payments)

Billing Batch assigned to subscription not Account