Billing & Payment Ideas

Blair · ‎03-02-2016

When an Agent refunds a past payment, this results in an outstanding balance being created for the Invoice that the past payment relates to. Zuora recommend to perform an Invoice Adjustment to remove the outstanding balance on the Invoice. Unfortunately if a cancellation occurs during that Invoiced period (Month / Year) then proration does not factor in the fact that the customer had a refund and hence did not pay the full amount. Proration will instead use the orginal value of the Invoiced period for it's calculation, this will result in the customer receiving a larger prorated amount than they deserve. Example... In an Annual Subscription a customer pays £100 per year. Assume the subscription starts the 1st Jan. If that customer calls to complain about poor service during March, our Agent will give them a £20 refund and perform an Invoice Adjustment to remove the outstanding £20 balance. If that customer calls up on the 1st July (exactly halfway through the annual sub) and convinces our Agent that their experience was terrible and they want an immediate cancellation, then the Agent will perform an immediate Cancellation. This will result in a negative prorated invoice for the unused period, which we'll refund back to the customer. As we've performed an Invoice Adjustment the correct amount to give back to the customer would be (100 - 20) / 2 = £40, instead Zuora ignores the Adjustment and calculates 100 / 2 = £50 as the prorated amout.

Zuora-Support · ‎01-13-2016

Feature Request: Associate Multiple Payment Methods at the Subscription Level Reference Number: DE5571 Business Need: Currently one customer account can have one default payment method only. Some customers would like to have different products paid by different payment methods, meaning to associate one subscription with one payment method.

tak · ‎11-21-2016

Bill Run will pick up both, so eventually invoice amount will be 0 amounts. Unless applying Invoice Item Adjustment, 2 line items will be remaining forever with 0 amounts. <background> In case of cancelling with backdated cancellation date (bill in advance), it is required to refund the amount already paid by end users. If I do cancellation, subscriptions will be cancelled. And next Bill Run calculates amounts that needs to be refunded (amounts of over payment), then creates negative amount invoices. Refund function can refund the amount by specifying invoices that are already paid. In case of this, specified invoice will be treated as “not paid” Therefore, there will be 2 invoices. One invoices ( with positive amount) that is created by refund. And another invoice (with negative amount) that is created by bill run after cancellations. As for the operational point of view, both positive and negative amount of invoices are not needed. At the same time, account balance will be 0 amounts. However, both invoices will be remaining of you do not do anything. Meaning, it needs to set both invoices 0 amounts by Invoice Item Adjustment functions.

brunch43 · ‎04-28-2016

There should be a way to have a default setting in Zuora that would, by default, automatically invoice subscriptions separately.

Zuora-Support · ‎01-13-2016

When generating invoices the full state name is used instead of an abbreviation. We would like to have the option to use the abbreviated state name. So for example, instead of Massachusetts it would show "MA". We currently have to manually adjust this which is a pain and a huge mess for our auditors as it shows we have manually adjusted an invoice (a big accounting no no).

Zuora-Support · ‎01-13-2016

Currently there is no way to automatically trigger payment runs after bill runs have completed. This means if bill run completion is delayed, some of the accounts would not make it in to the scehduled payment run.

Zuora-Support · ‎01-13-2016

Larger customers request the ability to pay for monthly, auto-charge invoices with multiple credit cards. (often they are looking to spread charges across multiple departments). Ideally, we would have several credit cards on file with a percent allocation. When a monthly invoice is generated, Z would auto charge each card the appropriate amount.

zedmundson · ‎11-17-2017

We sometimes have to do IAs when IIAs do not work with the Avalara tax engine. Currently, we have to do multiple IAs for each Chart of Account impacted. In the future, if we could multi-select the GL impact and the $ value associated with the $ impact, that would be ideal for any complex IAs.

kmv129 · ‎02-15-2017

It would be great if we could batch cards that we wanted to update and send them directly to Vantiv and accept their results (we would be willing to assume PCI compliance burden). Recently we have found the the PMU updates sent to litle are not efficient and produce a lot of errors. The engineering team at Zuora hasn't provided a good reason for this. In the meantime our ability to avoid churn and successfully charge for renewals is being impacted significantly/

patxi · ‎06-01-2016

Zuora doesn't have out of the box functionality that will auto assign the currency depending on the country that is set. The workflow we are considering is: when Contact's Country is Peru, then set the Account's Currency to PEN. Best. P.

Zuora-Support · ‎01-28-2016

Feature Request: Have the preview call include the application of the CreditBalance in the ApplyCreditBalance flag is set. Reference Number: PMT-1720 Business Need: Right now Zuora supports preview flag on the Subscribe and Amend call, but it does not get reflected in the Preview call. (as it stops short of applying any payment options).

Zuora-Support · ‎01-13-2016

The default failure response for a GlobalCollect charge is the rejection code and "Not Authorised". The detailed rejection remark is available in GlobalCollect's payment console. Can the integration with the GlobalCollect gateway be enhanced to pass the specific remark back to Zuora and shown to the Zuora UI and through the Zuora api? This is similar to how failure remarks are returned for Chase failures. This update supports the following Provide sales reps taking CC payments through Salesforce with details of why the card was denied Trigger more specific error responses in the online purchase path

Zuora-Support · ‎01-13-2016

Feature Request: Ability to "recall" invoices sent if unintentionally sent twice through the bill run Reference Number: DE6098 Business Need: A user accidentally sent invoices thru the bill run twice. This will cause an issue/confussion to the end customer if a user does not have the ability to recall the invoices.

Zuora-Support · ‎01-13-2016

Feature Request: Support Discount Charge Model Fields in ProductRatePlanCharge object. Reference Number: DE6154 Business Need: Some Zuora users are looking for the ability to perform create(), update(), and query() Discount Charge Model related fields (ApplyDiscountTo, DiscountAmount, DiscountLevel, DiscountPercentage, UpToPeriods) on the ProductRatePlanCharge object. All other charge models have this ability. Currently, these users are not able to create or display Product Catalog details for Products using the Discount Charge Model or expose the NumberOfPeriod and are unable to let their customers verify how long their discount would last.

Zuora-Support · ‎01-13-2016

Issue: Currently, when doing an invoice PDF export, the individual PDFs are contained in a zip file. Customer Z don't want to have to print each one individually. Customer Z would like to have one file with 100 invoices instead of 100 files with 1 invoice each. It would be great to have the individual PDFs contained in a single PDF document instead. Work around: To consider is use Adobe Acrobat to combine the individual PDFs into a printable format, then print out the PDFs. This enhancement request is being evaluated under DE5223

Zuora-Support · ‎01-13-2016

Feature Request: increase limitation on usage uploaded via the API - currently limit is 50 records Reference Number: DE6040 Business Need: 1. Currently there is a limitation on usage uploads where you can only upload 50 usage records at a time. The idea is to batch the usage upload to prevent performance issues. 2. Customer has to change their API code to batch usage records and limit it to 50 per upload. This means with a high volume, they have to submit multiple batches. This is not a problem but 50 usage records seems to be a bit low.

Zuora-Support · ‎01-13-2016

Customer have setup a set of hierarchical accounts (1 child and 1 parent). The scheme they want to have is to use the credit balance of the child to pay for part of the invoice (invoice to is set to the parent), and then have the parent to pay for the rest of the invoice once the invoice is flow to the parent. This is not supported in Customer Hierarchy and our Product Management is reviewing this possible enhancement under tracking # DE7661.

Zuora-Support · ‎01-13-2016

Feature Request: Adding merge fields on Payment Email Notifications Reference Number: DE7038 Business Need: There are customers that are looking for the ability to add multiple merge fields tag in New Subscription notification (Email Template). Currently, Zuora only pre-defines the tags that customers can use and those tags are not enough for most users, they need to add Product.ProductName or Product.ProductDescription in the "New Subscription" and PaymentMethod.CreditCardNumberMasked and PaymentMethod.CreditCardType in the "Payment Processed" email respectively. The business need is that their partners, who these Zuora users will be using to market their products, have certain requirements for certain fields to appear on notifications. One is the product information on the New Subscription email, and the other is Credit card information (masked number, type) on the Payment Confirmation email.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to Search for Invoice# on customer account and get to the search with fewer clicks. Reference Number: DE3172 Business Need: Ability to Search for Invoice# on customer account and get to the search with fewer clicks. Better user experience.

Zuora-Support · ‎01-13-2016

Instead of having to choose the customer and then the invoice number when creating an invoice item adjustment, it would be helpful to choose the invoice number first (and have the customer account populate automatically based on the invoice you choose). With our process, the dispute analyst will have easy access to the invoice number but not the Zuora customer account number. The ability to do this would greatly simplify their process of creating invoice item adjusments.

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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

Option to allow proration to factor in Invoice Adjustments

Associate Multiple Payment Methods at the Subscription Level

New Processing Rule Option of Bill Run - offset positive and negative invoices

automatically invoice subscriptions separately

Abbreviated States on Invoice

Ability for payment runs to be triggered after bill runs automatically

Allow multiple credit cards to be used for an invoice generated from an evergreen, autopay subscription

Invoice Adjustments (IAs) w/ ability to multi-select the COA impacted

Support the ability to send and receive batch files of credit cards to Vantiv for Account Updater Up

Auto assign currency depending on the country that is set

Have the preview call include the application of the CreditBalance in the ApplyCreditBalance flag is set

Pass the remarks of a payment failure back through the API for GlobalCollect gateway

Ability to "recall" Invoices Sent

Support Discount Charge Model Fields in ProductRatePlanCharge Object

invoices combined into one single PDF

Increase the Limit on Usage Uploaded via the API

Ability to use the credit balance of the child account

Adding Merge Fields on Payment Email Notifications

Ability to Search for Invoice# on customer account and get to the search with fewer clicks.

Ability to search by invoice number when creating an invoice item adjustment