New Idea
Emmanuel Valued Scholar ZEO

Valued Scholar ZEO

With the new CM/DM functionality reaching LA stage this month, client willing to switch to it (or start using it) AND needing sequential invoice numbering will not be able to generate sequential sequences for posted CM/DM... 

This is a gap in the overall functionality...

 

You may say: yes, but then they already have different sequences for Invoice and CM/DM... which was one of the reason why they needed invoice numbering before (ie, to differentiate sequences of <0 and >0 invoices)... so, now they don't need invoice numering anymore...

 

I'd say: nope... because invoices as well and CM/DM can be cancelled, and this would create gaps in sequences... so a need for the ability to create true sequences for Posted document remains...

 

 

Renaldo Zuora SME

Zuora SME

Promo Code Management App

 

The ability to override price and billing frequency, in addition to adding discounts would be very helpful in building campaigns/promotions.

 

In a campaign, there is often a mix of rate plans and charges.  Specific charge prices are often reduced when they form part of a bundle.  A discount is then applied over the top of the reduced price.

 

As a further step/enhancment, it would be great to add the Price Books (app) to campaigns, which would achive similar to the request above.

0 Kudos
Jim Scholar

Scholar

Banks will receive a single check payment for multiple invoices. For Canadian clients this can be up to 50% of all payments.

 

The solution or way to handle this scenario is through the file format or layout.  The mock up the file layout on the left that’s what is currently in use.  This layout creates a payment per row.  So it doesn’t accurately create the 1 payment received but it creates 2 payments, one for each invoice.

 

But if it was structured in a way like on the right, then you can see that 1 Check payment for a total of $4162.75 applies to 2 invoices.  So that would correctly create 1 payment record in Zuora that would then apply to 2 invoices.

 

 

Zuora Invoice Number

Payment Amount

Check Number

Payment Date

 

Check Number

Payment Amount

Payment Date

Zuora Invoice Number

 

INV00708401

395.48

123

10/2/2017

 

123

4162.75

10/2/2017

INV00708401

(invoice balance is 395.48)

INV00707646

3767.27

123

10/2/2017

   

 

INV00707646

(invoice balance is 3767.27)

INV00709861

464.86

456

10/2/2017

 

456

5267.97

10/2/2017

INV00709861

(invoice balance is 464.86)

INV00710197

423.23

456

10/2/2017

   

 

INV00710197

(invoice balance is 423.23)

INV00707548

4379.88

456

10/2/2017

   

 

INV00707548

(Invoice balance is 4379.88)

INV00707705

6930.77

789

10/2/2017

 

789

6930.77

10/2/2017

INV00707705

1 payment for 1 invoice