Subscriptions Ideas

Ideas about Customer Accounts, Subscriptions and Product Catalog

New Idea
zedmundson Student

Student

We have customers with multiple (about 20) active subscriptions at a time. If we want to cancel a customer account with an effective date, we have to cancel one subscription at a time rather than if the "Cancel Customer Account" feature adding a new pop-up that would let you mass cancel all pending subscriptions. This could be with the same terms for cancelling subscriptions (end of term, last invoice date), but it would be done at a larger scale and saving us time.

jmorris7 Scholar

Scholar

Issue: Inability to remove renewal amendments

 

Description: If a customer accidentally renews the wrong account or renews twice we are unable to remove this renewal. This is due to the fact you can't delete an amendment after invoicing/processing a payment. This is causing us to have to cancel the subscription, apply a credit to the account and have the customer repurchase. This happens very frequently and has caused a high level of aggravation for our customers.

gelaimr Support SME

Support SME

Issue: Currently, OriginalID and CancelledDate fields not returned via GET "https://rest.zuora.com/v1/subscriptions/accounts/{account-key}"

 

The customer can use the CRUD call, but they are trying to reduce the number of round trips and complexity of getting all the subscription information. Right now if a user has several subscriptions they need to loop through and get the two additional fields of data for each subscription, if this information could just be returned with "https://rest.zuora.com/v1/subscriptions/accounts/{account-key}" it would reduce complexity.

 

Reference: SUB-5844

 

 

nlittlefield Tutor

Tutor

Subscription Clone Feature

Status: New Idea
by Tutor nlittlefield on ‎09-01-2017 07:45 AM

It would be very helpful for our team to have the option to Clone an existing subscription in the user interface.  Ideally it would create a new one a new subscription for that account with all the same rate plans and products assigned to it as the original, having it prompt only for a new contract/activation date.

Zuora-Support Community Manager

Community Manager

The subscriptions that are not renewed ( either manual or auto) on the renewal due date should be marked as 'expired' once the renewal due date is past.

Currently, it continues to be displayed as 'Active' which is misleading.

Status: Unlikely

We will be adding this capability, but it will not be coming within the next few quarters.

bolaurent Master

Master

let me set the order in which productrateplans are displayed (on product page and in dropdown when adding to a subscription)

bsanders Valued Scholar

Valued Scholar

Current functionality with Subscription Amendments in the UI is that only a single Product Rate Plan can be Added / Edited / Removed per Subscription Amendment. This results in multiple amendments to start, amend, or end a subscription when multiple rate plans are being processed together. It would be very useful to be able to Select Multiple Specific / All when Remove Product amendment is selected, and be able to add / edit multiple rate plans per New Product / Update Product amendment.

Status: Coming Soon
kshah Senior Tutor

Senior Tutor

Currently contracted MRR shows amount without discount and doesn't consider discount sku amount. It should be amount after applying discount.

In the following example it is showing 10,080/12=  840 however, it should be really 10,080-2,580= 7,500/12 = 625. Please look into this !

 

MRR_Discount.PNG

 

MRR_Discount-1.PNG

fredkao Partner

Partner

Upgrade / Downgrade Amendment

Status: Coming Soon
by Partner on ‎08-04-2016 12:19 PM

 

Create a new amendment type of "Upgrade" or "Downgrade" that combines a Remove Product and New Product amendment.  This would be more convenient than trying to figure out if the two amendments (Remove + New) are related and what direction (Up or Down) the change is going.

 

Currently, we use delta MRR to see if it's an upgrade (positive MRR) or downgrade (negative MRR).  But there are some cases where the delta MRR is 0, but from a product standpoint, it may be an upgrade or downgrade.

 

Thanks for reading!

Status: Coming Soon
jbrown Scholar

Scholar

Add Align to Billing Term Option

Status: New Idea
by Scholar jbrown on ‎09-15-2016 03:27 AM

The Billing Period Alignment options allow for "Align to Charge" and "Align to Term."  However, if you want all of your recurring charges to invoice on the same schedule, no matter what the renewal term or billing term, there is no setting.

 

We use "Align to Term" now and if customers have matching Billing Period and Renewal Term (Monthly billing and 1 month Renewal, for example), a mid-term change will generate a prorated invoice for the remainder of the month and then pick up all charges at the next billing period.  This works great.  But when we have a customer that has Quarterly billing period and monthly renewals for example, a mid-term change misaligns those same charges with the same settings.  Since charges are configured by Billing Frequency, we only have the ability to configure our Quarterly charge with one option.  So changes for this customer are manual every time. 

conklinb Partner

Partner

Create functionality to allow an effective date for rate plan pricing.  This functionality would allow pricing to be entered in advance of the "go live" date and would be a building block for future functionality around communication of pricing increases for renewals to customers ahead of time; the ability to get a correct price if increases are coming and there are amendments taking affect during the next renewal cycle; as well as forcasting revenue with future pricing included

Status: Unlikely

This is on our longer term product roadmap to provide much more flexible pricing capability, but is unlikely in the shorter term

sbradley Honor Student

Honor Student

Ability to combine / merge subscriptions

Status: Unlikely
by Honor Student sbradley on ‎02-26-2016 07:30 AM

We are just coming into Zuora, and we have many scenarios where our customers may have multiple products with multiple different renewal dates.  This is translating into multiple subscriptions as we get them loaded into the system.

 

Going forward, our reps would love to be able to combine and co-terminate these subscriptions to make things simpler for our customers where possible, but at the moment we're telling them that they have to manually transfer all of the lines from the old subscriptions to the new subscriptions because there is no capacity to join these together.

 

This would be a great help for us, and I'm sure for many other new customers coming on to the Zuora platform!

Status: Unlikely
scott_westbrook Scholar

Scholar

The Subscribe call includes Invoice processing options which only allow for:

 

1. Invoice Date

2. Invoice Target Date

3. Processing Scope - Account or Subscription level

 

This does not allow for the optional filtering of which charge types you want to appear on this invoice i.e. Recurring, One-Time or Usage charges only or a combination of all 3. The Generate Invoice call does include these options with the inclusion of the following fields:

 

1. IncludesOneTime = Set to True or False

2. IncludesRecurring = Set to True or False

3. IncludesUsage = Set to True or False

 

Could the Susbcribe call be extended to include these fields?

Status: Under Consideration

We would consider it, but it's unlikely to come in the short to medium term.

Zuora-Support Community Manager

Community Manager

The problem we are facing is that--today--our only mechanism for adding new products (and rate plans, charges) and updating products/rate plans/charges is through the UI. This can be prone to human error as each entry must be keyed in separately and manually. We will be adding and updating Products/rate plans/charges at an increasing frequency and manual keyed entries will not scale.
We would like a bulk update tool that is usable by a business/non-technical user.
Without diving too deeply into a solution, I believe we would be well served by having a simple tool that accepted, validated, and set up new and updated items through some upload process--for example of a comma-separated value file--with manual steps only to verify the data to be added/updated. This could be through the UI or a RESTful API.
Another possible solution could be more of a "grid-view" into the products/rate plans/charges that allow for multiple data entries on a single pane of view, but this may not be effective for certain use cases.

 

vpoliseno New Student

New Student

We'd like to be able to have a template to mass update the following field:

  • Additional Email Addresses
  • Invoice Template
  • Communication Profile to the Account
  • Tax Exempt Certificate ID
  • Tax Exempt Issuing Jurisdiction?
peterscheen Tutor

Tutor

We have a general problem with the dates in zuora.

We have a lot of customer that sometimes order wrong amount, wrong type of users, more of the same user in the same month and such.

So the problem are that we aren't aloud to add on more users and so with an earlier contract effective date than the last customer acceptance date (on the same product/user).

 

This is incredibly important for us as we have many customers who like to order the same product / users multiple times during a month and we then get problem with the admission with regard to the dates.

Status: Unlikely

Today, in order to process an update amendment before an existing update amendment, you have to use the specificUpdateDate option, where all the updates trigger on the same specific date.  

 
See here.
 
 
Let me know if this helps.
bsanders Valued Scholar

Valued Scholar

Update Product One-Time Charge

Status: Unlikely
by Valued Scholar bsanders on ‎12-07-2016 08:19 AM

In current UI functionality if a One-Time rate plan charge has been added to a subscription but not yet billed, there is no way to Amend the value of the One Time Fee. The Update Product amendment will not allow you to change either the price or quantity. While I can understand this if it was already invoiced, not being able to update an unbilled One-Time fee is a real issue. The only workaround i have been able to find is to remove the product and add it back again, requiring two amendments (Remove Product and New Product) instead of one (Update Product).

Status: Unlikely
Zuora-Support Community Manager

Community Manager

Option to have Fixed Amount Discounts Prorate on early cancellation

Status: Under Consideration
by Community Manager ‎01-13-2016 11:27 AM - edited ‎01-20-2016 12:55 PM

Feature Request: Option to have Fixed Amount Discounts Prorate on early cancellation

Reference Number: DE5560 / PMT-650

Business Need: Currently if you have a Fixed Amount Discount on a subscription which is canceled early, items on the subscription other than the discount item prorate, but the discount does not. Some customers would like an option or setting that makes a fixed amount discount to behave like a flat fee item and prorate upon early cancellation just like a non-discount item.

cplummer Student

Student

Make the amend API transactional

Status: New Idea
by Student cplummer on ‎11-15-2016 09:30 AM

Currently, if an amend() call is made, the Zuora API will sometimes respond with a 504 - Gateway Timeout.  However, the amend continues in the background for an indeterminate period of time until it completes.  The problem is that when we receive an error from Zuora, we assume it failed, so we attempt to retry it until it succeeds.  This leads to billing the customer multiple times for the same item, since we don't know if it succeeded or failed.

 

We've attempted to use a read-ahead before doing the amendments to ensure that the rate plan charges do not exist on the subscription, but that doesn't work when the amend call is still running in the background for some indeterminate period of time.  Since there's no way to know how long is "long enough" to wait for it to finish, the only way for client code to guarantee that something is billed exactly once is to amend until it succeeds, then read the subscription back afterwards and remove duplicate rate plan charges that may have been created accidentally.

 

Since that solution is very onerous to all clients, instead the Zuora amend API should be transactional - that is, if an error code is sent to the client, the entire operation should fail and roll back.  This is the typical, expected pattern when it comes to billing software.

dwest Tutor

Tutor

REST action/update API should allow bulk updates to subscriptions without restrictions

Status: New Idea
by Tutor dwest ‎07-14-2017 01:45 PM - edited ‎07-14-2017 01:46 PM

I have a utility which allows our finance team to update rateplans for selected subscriptions.  The update request sets a future date for the ContractEffectiveDate field, but since the update API was migrated from the SOAP API request, this can't be updated except when the subscription is in "Draft" status.  As a result, I have to rely on updating individual subscriptions which works fine, but is much less performant considering we are updating several 1000's of records each month.

 

The request body for the action/update POST request (https://rest.zuora.com/v1/action/update) looks like this:

{
  "objects":[
    {
      "Id":"<subscription_id>",
      "RatePlanId":"<rateplan_id>",
      "ContractEffectiveDate":"2017-07-28",
      "ChargeUpdateDetails":[
        {
          "RatePlanChargeId":"<rateplancharge_id>",
          "Price":"123"
        }
      ]
    }
  ],
  "type":"Subscription"
}

 

The response that is returned from Zuora is "INVALID_VALUE: The Service Activation Date must be later than the Contract Effective Date."

 

When I send a PUT request to update the subscription directly with the exact same values, the request is successful.  (https://api.zuora.com/rest/v1/subscriptions/<subscription_id>)