Billing & Payment Ideas

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

When using "Email documents after Auto-Post is complete" flag for our bill run to send emails to the customers automatically. After the bill run ends and the email is sent, the flag - "Documents Emailed:" is not set to "Yes". We would expect the flag to be set to "Yes" as well, so that when we look at the bill run at a glance we know that we do not need to (or by mistake) reinitiate the email sending manually. Currently, this flag is apparently only set on manual email initiation, but should be set upon automatic email send as well.

vasilraykov

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

ResyConnor

We should have the ability to filter out reversed invoices in Zuora's core reporting. It would be beneficial to 1.) see how many invoices have been reversed and 2.) exclude reversed invoices from standard billing reports.

kylebeach · ‎05-15-2019

The Subscription Auto Renew Job currently cannot be diabled. Instead, you must define a start time for the job. When migrating in data and running go-live processes this is a significant problem. This means that all migration and go live processes including CUBR must be complete and in place before the tenant’s daily Subscription Auto Renew job completes. When migrating in large data sets including accounts, orders, running CUBR and any necessary workflow jobs; with the API rate limits and concurrent connection limits it is impossible to complete go live processes in a single day prior to the required Subscription Auto Renew Job set as late as 23:00 hrs and cannot be disabled. This causes the unnecessary need to delete the orders created with the unnecessary Subscription Auto Renew Job. Please support disabling "Subscription Auto Renew Job" for the benefit of you future customers. Additionally, properly scheduled Bill Runs negate the need for a required "Subscription Auto Renew Job"

ankurlalit · ‎05-13-2019

Recently (21st April 2019) Zuora Production US upon upgrading their Network Systems failed to process the BillingPreviewRun requests. This left a running request stalled for over a week wreaking mayhem on our reporting processes. Despite we figuring out the issue after a week, we could not solve the problem ourselves because the BillingPreviewRun only supports create and query calls and one cannot start a new request for all batches if the previous request is still processing. I request Zuora to provide a Cancel a BillingPreviewRun that is processing.

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!!!

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.

klee34

There may be mulitiple products on an invoice and there are times that not all products should be invoced on the same invoice. It would be helpful if we could pick and choose which products should be invoiced on the same invoice. All of these products would have the same terms.

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.

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.

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".

jgalloway · ‎04-09-2019

The check image needs to either be able to be turned off or changed to another country's setup. Canada's configuration is different than the US and there is no way to illustrate or stop confusing customers.

doniahj · ‎05-07-2019

We would like to have the ability to change the refund date in order to have accurate amounts for every accounting period

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!!

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.

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.

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.

TrixabelleCP · ‎03-20-2019

I wish to be able to cancel/undo an order. ie undo the effects of a specific order. Without this functionality we must create an order that puts the subscription back into the state it was before the order occured but this is potentially very error prone as the person doing this needs to work out exactly what has changed. There is a "delete order" function but that is only for undoing clerical errors not customer changes. (note - we are using Orders rather than amendments).

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Billing & Payment Ideas

Add Deprecated Invoice Merge Field Back - Payment.CreditCardNumberMasked

Bill Run: Set the "Documents Emailed" flag to "Yes" even when invoice emails are sent automatically

Customisable external payment method type

Filter Reversed Invoices in Reporting

Support disabling "Subscription Auto Renew Job"

BillingPreviewRun needs to support a cancel request

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

Automatically recognize credit card type

Choose Products/Items to Invoice

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

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

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

Hosted Payment Page ACH check image needs to accommodate international setup

ability to change/Edit Refund Date

Automate Payment Gateway switch on primary Payment Gateway fail

Ability to update invoice date while invoice is draft

Require option to allow price increase option on bill run

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

Numeric Custom Field

Ability to cancel / undo an order

Assign two standalone Payment Methods during Accou...

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

Advanced AR and Invoice Payment Object