Happy Business Starts Here

How do you add an Account Level charge in Zuora?

Highlighted
Tutor

How do you add an Account Level charge in Zuora?

We have Account Level discount of 10% for a campaign.

Now we need to introduce Support Plans, 5% standard support and 7% premium support that applies at the account level. How do we do this in Zuora?

 

I looked at the Uplift price setting but looks like that is only for Renewals

Tags (2)
1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Zuora Support Moderator

Re: How do you add an Account Level charge in Zuora?

@tarun - One way you could do this is to create a Discount Product with a Product Rate Plan that includes a discount charge that applies at the Account level. 

 

When you need to apply this discount to a specific customer, you can choose to add it along with the initial subscription creation, or add it in as  New Product Amendment.

 

Here is more information that may be useful:

 



If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post

2 REPLIES 2
Highlighted
Zuora Support Moderator

Re: How do you add an Account Level charge in Zuora?

@tarun - One way you could do this is to create a Discount Product with a Product Rate Plan that includes a discount charge that applies at the Account level. 

 

When you need to apply this discount to a specific customer, you can choose to add it along with the initial subscription creation, or add it in as  New Product Amendment.

 

Here is more information that may be useful:

 



If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post

Highlighted
Tutor

Re: How do you add an Account Level charge in Zuora?

We figured out a way to add support, but there are some problems.
 
Firstly -
If there is a 10% discount
and (-15%) charge for Support - this has to be applied as a -ve Discount in Zuora.
 
Ideally it should be (in our use case)
Plan = $1000.00
Discount = 10%
Support = -15%
Total = $1050.00
 
But in Zuora it is applied as 
Plan=$1000.00
Discount=10%
Total=$900.00
Support=-15%
Final Total=$1035.00
 
Second Issue:
In the Invoice Totals Section Discount is shown as $35, but this is actually the difference between the discount and charge resulting in a charge of $35 on the account.
 
The invoice will not make good sense, as we are applying the Support charge as a -ve Discount in Zuora.