It seems like currently though customer/domain is provisionined their connect access, every signed-up user's access needed to be updated by support/connect to give access to the system. In any case, having ability for customers to have thier own admin user and manager users would be a great option.
Can Zuora Lock the "Post" buttons in the Bill runs and Invoices if the InvoiceNumbering App is correctly setup and active? This way users would only press post after being unlocked. Currently users press "Post" without knowing if the InvoiceNumbering App has finished, and it should be transparent to them.
Basically we need lock the post button and details editing if the InvoiceNumbering App is doing it's magic.
My company is using the Promo Codes app as part of our Zuora solution. I am told that there are no reporting capabilites for the Promo Codes app.
Knowing which codes are used the most/least would help us to know which are/are not working.
And at a more basic level, the inability to report on Promo Codes activity is a fairly serious omission.
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...
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.
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
Zuora Invoice Number
(invoice balance is 395.48)
(invoice balance is 3767.27)
(invoice balance is 464.86)
(invoice balance is 423.23)
(Invoice balance is 4379.88)
1 payment for 1 invoice
Hi Zuora team,
prepaid drawndown balance can be configured on the subscription or account level. In the case where the invoice owner differs from the subscription owner, the prepaid drawndown balance can only sit on the subscription object. This is applicable in a scenario where there's a reseller or distributor involved in the transaction.
- end-customer purchases a product and makes a prepayment of $10,000
- customer purchased from a reseller
- financial transaction is between manufacturer (me) and reseller
- reseller is set to invoice owner of the end-customer's subscription
with the current functionality, the ppdd balance must sit on the subscription object in this scenario. However, this will create a problem if we are creating multiple subscriptions for the end-customer, for which we want to drawdown from. In our zuora environment, we create one subscription per drawndown product. If we put multiple products on one sub, this wouldn't be an issue.
The idea is to support ppdd balance on the account object when the invoice owner is different from the subscription owner. Without this, the ppdd connect app would look at the reseller account object for the ppdd balance, which isn't appropriate as the ppdd balance is customer specific.
I raised this idea with product management back in Feb/18 through our solutions architect. I was informed that it was deteremined to be a viable use case and that the PM team would set expectations as to when this would be supported. I spoke with Roben Howery at Subscribed this year. Unfortunately, I haven't heard from him since Subscribed after several attempts to contact him.
Thanks Zuora team and I look forward to speaking with you regarding this idea. Have a great weekend!
Couple things that I would love to see on Configurable Lockbox:
- Ability to use invoice sequence numbers instead of Zuora OOTB assigned invoice number. Our customer's only see the sequence numbers and reference these on payments. (Makes it hard to automate this application for our payments application team)
- One format for Wires/ACH and checks. Currently we need to create two formats and uploads for payments. One for checks and another one for wires.
Hello Zuora Community!
We would love a way to have permissions that are read only (or even run only) for Zuora Connect! This will allow us to have our front line staff track the progress of the workflows for errors and only engage our back-end/IT team when an issue comes up!
The promo codes [Connect] app is cool and serves it's purpose. THIS post does a great job explaining installation and how to use them.
However, promo codes must be applied via API. This makes it challenging to create a quick proof of concept. As a non-developer, I have to now rely on my development team to build an interface just for testing or a PoC. I think this is a big miss!
I propose adding a feature so customers with the Promo Code Connect app, can apply a promo code when creating a subscription. See screenshot below.
Refer to initial post HERE