Best Practices to Migrate to Zuora, specially handling any Proration
Currently, we are moving all the 'active' user subscriptions from Braintree to Zuora, with BT Subscriptions "Next Billing date = Zuora's Subs Contract Effective Date", that means most of these users would be get added to Zuora as if they are on trial, and an invoice would be generated for the next billing period. This is good, but we discovered an edge case we need to solve. If one of our users tried to upgrade/change before the CED, then a new subscription would be created from that date, but users would lose out on any positive balance that they could have received, for the duration between Upgrade date and CEH. How do you suggest we handle such scenarios?
In a way, are there any step-by-step guides for migrating the Subscriptions & Payment data from a different system like BT to Zuora? We appreciate the help in this regard.
Re: Best Practices to Migrate to Zuora, specially handling any Proration
Have you tried to transfer the positive balance to a "credit balance" and then apply that balance to the new invoice generated for the new subscription?