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Ability to calculate the revenue generated so far in the month at month end without actually generating the invoice

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Ability to calculate the revenue generated so far in the month at month end without actually generating the invoice

Our Invoice number format is INV{XXXXXXXX}. for e.g. 'INV00012790' . On every month end , we need to capture all revenue so far in the month esp. the usages sitting as ‰Û¡ÌÝÌápending processing‰Û¡ÌÝå» for the closing month. Zuora does not provide a running calculation of the amount due so far in the month without running the actual bill run. 

We currently are running a month end bill run  to capture all revenue so far in the month ( as per Zuora's suggestion) . But we do not post this since the customer's bill cycle day is the day of their subscription activation and does not align with the month end. Hence we have to cancel the invoices that we generate at month end to capture the revenue of pending processing usage.

We perform the above process for each account per month. In the process, we are using up the invoice numbering sequences quicker. Is there a way to capture the ‰Û¡ÌÝÌápending‰Û¡ÌÝå» revenue amount without having to perform a bill run/actually generating an invoice (kind of a running total till date for the current month if the billing period is monthly)?

Or if bill runs are necessary, can Zuora re-use cancelled invoice numbers since they are not ‰Û¡ÌÝÌáposted‰Û¡ÌÝå»? What happens once the invoice number sequence value reaches the maximum value of the current pattern i.e. 'INV999999999'? 

4 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni

Billing Preview Runs can be used for this purpose.

 

https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/BillingPrevi...

 

There is also an app within Connect that will allow you to run this API and export the results along with information from other related objects (Account, Product, etc).

Zuora Alumni
Status changed to: Implemented