Hi. I'll be great to have this feature enabled. We are processing payments for a certain set of customers through a payment gateway, which is not supported by Zuora. So our web portal connects to the gateway directly to process the payment, and records the payment on Zuora. If we could set the Payment Method value to the name of this payment gateway, it will enable us to extract a report of all such payements at a later point in time.
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this helps a lot and is something many users of zuora are familiar with from their experience with salesforce. For our case it is helpful to add custom fields on the list view of invoices. The custom field is called InvoiceType e.g. onetime, recurring or usage invoice. If displayed in the list view, one could see the invoice type right away and does not have to guess based on the invoice amount and date which invoice type it is.
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Today, we are excited to announce that Zuora Revenue, powered by RevPro® is now generally available for purchase! Zuora Revenue is a new release of the product formerly known as RevPro.
Last week we announced the full integration of Zuora Billing with Zuora Revenue -- Zuora Revenue, the latest release of RevPro -- solidifying Zuora’s current position as the only order to revenue platform truly built for unique needs and complexities of the Subscription Economy.
All existing RevPro customers will get Zuora Revenue, and many will see our new logo today when you log into the product.
Zuora Revenue, powered by RevPro, is available for purchase by both existing Zuora Billing customers and new customers. Customers who also buy Zuora Billing and use the integrated version will benefit from the additional use of:
Continuous subscription revenue recognition to manage transaction complexity by uniting billing and revenue to enable subscription businesses to achieve a faster close
Regulatory process automation to recognize revenue while minimizing risk for financial regulations such as ASC 606, IFRS 15, Standalone Selling Price (SSP), and performance obligations under GAAP
Real-time subscription data collection and forecasting on actual revenue unlocks business growth
There has been lots of buzz around our name change to Zuora Revenue (formerly known at RevPro). We have updated our logo to Zuora Revenue, powered by RevPro -- Zuora Revenue is the latest version of RevPro, which is now fully integrated with Zuora Billing. The core functionality of Zuora Revenue is the same thing as the RevPro product.
Our suite of products now include Zuora Revenue, Zuora Billing, Zuora CPQ and Zuora Collect.
Zuora Revenue, powered by RevPro, can be used by non-subscription businesses and subscription businesses as a standalone product for all of your revenue, or as an integrated product with Zuora Billing for your subscription revenue. With our integration, Zuora Revenue is currently the only automated revenue recognition application built for subscription businesses' entire Order to Revenue process and their ASC 606 and IFRS 15 needs.
You can find out more about Zuora Revenue on our What’s New , learn more about revenue automation in a 25-minute Master Class by our partner PwC, or give Zuora Revenue a Test Drive.
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Also as promised, here is a related important resource that was referenced during the How to Do Pricing Changes En Masse webcast sessions and breakout discussions: Workflow Best Practices.
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Post updated with corrected press release link: https://www.zuora.com/press-release/zuora-launches-zuora-revenue-the-only-automated-revenue-recognition-application-for-subscription-businesses
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Q&A: How to Issue Bulk Credits & Adjustments for Customers Who Can’t Pay
Credit balance feature
Q: How can we enable credit balance?
A: Submit a ticket to firstname.lastname@example.org to enable this feature
Q: How are customers handling COVID-19?
A: Customers are providing discounts, credits to invoices, subscriptions, giving a free month, providing extended net terms on future invoices.
Invoice Adjustment vs Invoice Item Adjustment
Q: What is the difference between Invoice Adjustment and Invoice Item Adjustments?
A: Invoice Adjustments is deprecated, please do not use!! It will not create revenue schedules to offset revenue. Invoice Item Adjustments will create revenue schedules for each invoice item on the adjusted line item.
Credits in masse
Q: How can we issue credits in masse?
A: You can use API, Workflow, mass order entry, and Developer Tools
Q: Accounting code updates to bad debt, can it be done in bulk? As masse action for multiple credits?
A: Yes, you can use Workflow to do this, API call out, Developer Tools
Invoice Item Adjustments
Q: How do we add the charge back to the invoice after it was written off?
A: When creating an invoice item adjustment, if you do not see a charge box next to the credit box, then submit a ticket to email@example.com to have this feature enabled. The Enable Counter Item and Credit Balance Adjustments feature. Once added, you will enter the amount in the charge box, which will add the line item amount back to the invoice and you can collect payment. You do not have to re-open any accounting periods.
Q: How do I change the accounting code during an invoice item adjustment to a bad debt account?
A: First, you must add the bad debt account in the Finance settings > Manage chart of Accounts. Next, during the invoice item adjustment, under the Actions, click on edit link, you can then select the bad debt accounting code from the drop down menu, then save.
Q: How do I create a reason code for COVID-19 for my invoice item adjustment?
A: Click into your payment settings > Reason Codes > Select Invoice item adjustments from the dropdown menu > Click on add new reason code > enter the name of your new reason code and save. Now when you create an invoice item adjustment, you will be able to select this reason code from the drop down menu.
Credit Memo/Credit Balance Application
Q: Does a credit memo auto apply on the next payment run or must it be manually applied ?
A: In the payment run, you must check the box to apply the unapplied credit memo or credit balance to the next invoice before attempting electronic payment. You can not use this for external payments.
Q: Can you change the Accounting Code when creating a Credit Memo?
A: First, you must add the bad debt account in the Finance settings > Manage chart of Accounts. Next, during the credit memo creation, you will create and save. Then, under the Actions, click on edit link, you can then select the bad debt accounting code from the drop down menu, then post.
Q: If we create a credit balance using a negative 1x charge, how do we recognize revenue across the remaining term of the agreement?
A: You will need to create a revenue rule for the one time charge> Select daily over time > start recognizing revenue on the invoice item start date and stop recognizing revenue on the subscription end date, enter the remaining settings and save. Apply it to the one time charge.
One Time charge - Revenue over term
Q: How does Invoice Split feature work?
A: Splitting an invoice lets a customer spread out payments for a single invoice across multiple invoices. You can split an original draft invoice into multiple invoices, allocating all original charges across the new invoices on a percentage basis of your choosing. This capability is useful if you have a large original invoice that you agree to let a customer pay in several installments.
Q: Does invoice split work for Evergreen subscriptions?
A: Yes, invoice split works for terms and evergreen subscriptions
Q: Do I refund on a credit memo or the original payment?
A: You can refund on the original payment or the credit memo. If you receive an error message on the original payment, you will need to check with your Gateway for refund timelines. If the time has passed to process the refund, you may have to process the refund as a check or if the gateway allows you to directly process the refund in the Gateway, you can then complete the refund with the Gateway and enter as an external refund in Zuora with the details and reference ID they provide you.
Q: What is an external refund and electronic refund?
A: Electronic refund is processed through the Gateway/Banks electronically. External refunds do not pass through the Gateway/Banks and must be sent through manually such as a check.
Generate the CSS stylesheets for border radius, fonts, transforms, backgrounds, box and text shadows with the online CSS code generators.
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Q&A: "How to Suspend or Pause Subscriptions, but Keep Your Customers"
Q: What is the pre-work required for this feature?
A: Submit a ticket to Support@zuora.com to have this feature enabled in your sandbox and production environments.
Q: Suspend/resume, is this a leading indicator of churn?
A: Suspending subscription is a churn save. But a better leading indicator is monitoring utilization/usage. 1 in 6 subscribers can be saved. If you use this regularly, you have a 5% less churn rate on-going. This is only one strategy taking on during C-19, but others include discounting. Another is letting people downgrade subscriptions -tiered offerings. Credit forgiveness.
Q: Is the prorated fee, manual or automated upon resumption of service?
A: The prorate fee is automated when the subscription is resumed.
Q: Can we suspend the subscription and keep service going still?
A: Suspending the subscription means the customer does not have access to the system. You could keep the subscription active and add a discount approach to provide access to the system, continue to bill and discount the amount of the rate plan.
Q: Can I cancel the subscription after I suspend it?
A: You must resume the subscription first, then you can process the cancellation.
Q: Can you please confirm what setting we need to update to ensure that all credit notes generated will be applied to the customers account and offset against their next bill?
A: Go to Billing Settings > Billing Rules > Invoice/Credit Memo generation rule, test this setting out to make sure the credit memo displays as you expect. Please review the Knowledge Center for more details
Q: Is the credit memo automatically generated even if we don't recognize revenue on a deferred method?
A: Yes, the credit memo will be created. The revenue rule is associated with the credit memo by the original invoice if it’s an Invoice related credit memo or associated by the rate plan charge set up if it’s a standalone credit memo.
Q: Is Credit and Debit memos a more recent feature? My tenant doesn’t have that. How is it different from invoice item adjustments?
A: Credit/Debit Memos are part of Invoice Settlement feature. It replaces the Invoice item adjustments. Please review the knowledge center for more information.
Temporary Charges/Rate Plans
Q: How can we add a temporary rate plan charge to a subscription for a certain period of time, instead of suspending the subscription?
A: In the product rate plan charge set up > Timing and Frequency of Charge: End Date > Set to Fixed Period after the charge is triggered: Enter the # of Billing periods > finish setting up the rate plan charge and save. Next, Add the rate plan charge to the subscription, and check the subscription preview to review the subscription’s upcoming charges.
Q: We would like to suspend accounts, but charge a lower flat fee to suspend the account. How would we do that?
A: You would remove the current rate plan charge on the subscription and add a new rate plan charge with the flat fee. You would not suspend the subscription if you continue to invoice the flat fee.
Q: I tried to delete the resume amendment and received an error message. How can I delete the amendment?
A: Once you create any amendment and then create a bill run, the customer account will be picked up in the bill run and may or may not have an invoice/credit memo/debit memo created, but once the bill run is created, it locks the customers' amendments and can not be deleted. If you are not sure if the amendment may be deleted in the same day, then place the customer account in a non-billing batch so it will not be picked up in the bill run.
Q: If we suspend the subscription, will it create the Terms & Conditions amendment automatically?
A: The Terms & Conditions amendment will be created only when you choose to extend the subscription when you enter the resume date.
Q: We are looking to extend the subscribers access and next bill date by 60 days so they have access for an extra 60 days and are billed at next invoice date + 60
A: You will suspend the subscription as of your suspension date and resume 60 days later and you will then choose to extend the subscription by 60 days.
Q: What happens if a suspended sub doesn’t get to renew and the date passes?
A: The subscription will end and you will not be able to resume or renew the subscription. It must be renewed before you suspend the subscription.
Q: Can we use Suspend/Resume feature for extending the term of the subscription and not bill the customer?
A: Suspending will stop the future invoicing of this subscription. Once you resume, you have the option of extending the subscription, which will resume the subscription invoicing and terms & conditions.
Q: Would the subscription still end if you included a Terms adjustment in the suspension?
A: You will need to make sure the subscription is still active once you resume the subscription, then you can process a terms and conditions amendment. Once the subscription is suspended, you can not process any amendment.
How to Suspend/Resume in Bulk
Q: Can we suspend the subscriptions in bulk?
A: Yes, you can use API call out, Developer tools, or Workflow to suspend subscriptions
Q: Will the revenue schedules be updated on the original invoice to reflect the suspension period?
A: No, once the invoice is posted, the revenue schedules do NOT change. When you process the suspension, if it generates a negative invoice/credit memo, this will have it’s own revenue schedule to offset the revenue.
Q: Will MRR (Monthly recurring revenue) still continue if I suspend the subscription?
A: No, MRR will stop as soon as the subscription is suspended.
Q: The KC article states that suspending subscriptions and using NS is a limitation, is this a deal breaker?
A: This is not a deal breaker.Netsuite connector will not report the subscription status as suspended. Once it is suspended, it will generate a credit memo/negative invoice from the suspend date to the end of the service period date.
For example, an invoice is $600 for service period 01/01/2020-12/31/2020, the subscription is suspended 3/24/2020, the next invoice/credit memo will generate for the negative amount $459.02 for service period 03/24/2020-12/31/2020.
The original invoice and negative invoice/credit memo will each have their respective revenue schedule to offset each other, which will be sent to Netsuite.
Use Case Example Questions
Q: Is there a way to not provide any credit?
A: For Monthly subscriptions, you can suspend at the end of the invoice period to prevent a credit. For Annual subscriptions, if you are midway through the subscription, it will automatically generate the credit from the suspend date to the end of the service period. You can hold onto the credit until you resume the subscription, which will generate a new invoice for the resume date until the end of the service period, which you can then apply the credit to this invoice. Please see the example in the slides.
Q: What if we have an annual subscription plan:
Customer's renewal is on May 1, we decide to Suspend from April 1 to June 1 - would Zuora charge them on June 1 for the full annual amount? (and would the subscription renewal date for that person change to June 1, because of the suspension)?
A: You will need to renew the subscription first, next suspend the subscription on 4/1, enter the resume date 6/1. You can choose to extend the subscription after you enter the resume date. You will see a prorated credit for the 1 month suspension period from 4/1-4/30. Next invoice date: 6/1 will have a service period of 6/1-3/31, which will be a prorated amount. If you choose to extend the subscription, it will then create an additional invoice for the service period 4/1-4/30. Please test this out in your sandbox with your environment settings.
Q: What happens to an account that has a renewal during the suspended period?
A: You must process a renewal amendment to the subscription before you suspend. If the subscription is not renewed before the suspension and the subscription ends, you can not resume the subscription, the subscription ends. You will have to create a new subscription if the subscription ends.
Q: How can we suspend one time charges?
A: One time charges will not be credited back, they are billed once only. Suspensions are for recurring and usage charges.
Q: We have evergreen subscriptions but they renew annually how would renewals work during a subscription suspension? I think it wouldn’t renew, that would be ideal.
A: Renewals are for termed subscriptions only. Evergreen subscriptions do not have a renewal amendment needed since it does not have an end date.
Q: What if we'd like to offer a two month deferral. We suspend the renewal and we'd like the two months to be invoiced but not collected. We'd like month 3 renewal to collect all 3 months, is that possible?
A: In this case you are not suspending the subscription, you are offering a longer payment terms for the 3 months. When the bill run is created, you can set the invoice and target date to the 3rd month out. The invoice will reflect 3 months of charges and their service periods.
Q: We would like to categorize these suspensions as COVID-19 related. How can we do this for reporting purposes?
A: You can add a custom field on the subscription to label the Amendment as COVID-19. Please read the Knowledge Center on Custom Fields.
Q: We want to do net 90 month 1, net 60 month 2 and net 30 for all other months. How can I set this up?
A: You can use Invoice Split to split up the subscription charges by percentage and net terms.
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It's generally considered a bad practice to use the seeAllData annotation in test classes unless its absolutely necessary since it is difficult to create deterministic unit tests this way (not to mention the overhead of having all the data in the org taken into account when running tests), you always depend on the data currently in the org. In my opinion, it seems unbelievable that in 5+ years this has not been addressed.
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I too am looking for a solution to export the various roles and which permissions are enabled. This is also a requirment for SOX. I agree that it's currently a tedious process to copy them into a spreadsheet.
If there's anything that can do this currently would be good to know about. Any API options?
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Currently, when creating a bill run with an invoice date in a closed accounting period an error message is delivered. This message notes that bill runs cannot be created in a closed accounting period and promps users to enter another Invoice date.
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Could we please have an update on this? I can't understand why a standard field in Zuora cannot be reported on. I am in the process of change the Invoice Owner for a number of subscriptions, however there is no easy way for me to verify which customers have the correct Invoice Owner.
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As the coronavirus (COVID-19) continues to spread, we have a heightened awareness at Zuora of our responsibility to our communities. We have three priorities guiding our decisions during this time of uncertainty: to keep our employees safe, to ensure service to our customers and partners, and to do our part in preventing the spread of the virus. Please read the full blog post from CEO and Founder Tien Tzuo here. This FAQ below was last updated on March 10th.
1. What is Zuora doing as a company to ensure it is prepared for COVID-19, and able to continue business operations?
Answer: We have implemented comprehensive plans to ensure (1) the health and safety of our employees and (2) our ability to continue to support our customers and our business. As part of those plans we are advising employees to work from home, conduct meetings virtually, and pause non-essential travel through the end of March, at which time we will reassess. As the situation evolves, our travel restrictions will continue to map to the CDC guidance. If, at any point, the work we’ve committed to you might be impacted, we will let you know as soon as possible.
We also set up a global response team to closely monitor the COVID-19 situation and our plans in real time so we can respond to various scenarios that may occur. We have a resilient and distributed infrastructure and global workforce – already adept at remote work and virtual collaboration – to support continued 24x7x365 operations.
Additionally, Zuora maintains Business Continuity and Disaster Recovery Plans which outline the stability and recovery of our operations and services in the event of a disaster or emergency. Zuora has always held, and continues to hold, our customer commitments with the highest priority, and we are committed to doing our part to prevent the spread of the virus, while managing the balance between continuing to serve our customers and ensuring the continued safety and well-being of our employees.
2. What if someone on the Zuora services team is ill, quarantined, or unable to meet in person for my project? How will we stay on schedule?
Answer: All Zuora consultants are highly proficient in delivering our services remotely to distributed project teams. In fact, a large portion of our implementation work in the normal course happens through remote and distributed teams. We extensively leverage collaboration and communication tools like Google Docs, Slack, and Zoom.
We already have strong procedures in place to support implementation work in the event one of our team members becomes ill and cannot work. In the event that your Zuora consultant became ill and was unable to work, Zuora Implementation Methodology (ZIM) requires rigorous documentation and sharing of content with the Customer and their extended Zuora team. A replacement resource will be able to seamlessly assume responsibility for the delivery of the project and will receive knowledge transfer from the extended Zuora project team.
3. My company has all employees working from home. How can we complete our Zuora project on time?
Answer: Given our globally distributed workforce and global client base, all Zuora consultants are already highly proficient in delivering our services remotely and working with distributed teams. We extensively leverage collaboration and communication tools and are also skilled at assisting our customers in utilizing these tools to collaborate on their implementation projects.
4. How can we help ensure within reason that our Zuora implementation project will not be delayed due to COVID-19?
Answer: We recommend you and your Zuora Solution Delivery Manager (SDM) proactively engage in project continuity planning and share and enable the joint team. If executing projects remotely is something newer to your organization, your Zuora SDM can collaborate with you and share with you our best practices.
5. What if Zuora’s platforms experience an outage? How can we be sure Zuora is prepared to meet its SLA? What is Zuora’s preparedness in case your physical location(s) become inaccessible for an extended period, or you are unable to reach them?
Answer: The Zuora Technical Operations team is globally distributed and is proficient in remote incident handling in the event of an outage. An incident can happen at all times of the day and everything from our on-call paging system to our incident communication mechanisms are designed to be initiated with the assumption that individuals can be remote. There will be no disruption to maintaining our high SLA for our customers.
6. What are you doing to ensure that Zuora’s support team will remain available to help us with questions or issues? Do Zuora operations staff and support staff have remote access capabilities or alternate means to function operationally?
Answer: The Zuora Support Team is a large, globally distributed group that can easily adapt shift rotations to ensure that our 24x7x365 commitments are maintained. We have limited travel within the Zuora Support Team and our staff are already working remotely to limit potential exposure to the virus. In the event of team member illness, we will reassign all customer support tickets to healthy support staff, and all team members that worked in the same office as the sick team member will continue their duties working from home.
7. Who will be our primary point of contact if our AE and/or CSM is out for an extended period?
Answer: In the event that a Zuora AE or CSM needs to be out of work for an extended period due to illness, that team member will provide their customers with a specific Zuora point of contact for the duration of their absence. Our customer-facing team members are all cross-trained, and their ongoing thorough record-keeping enables them to step in for one another seamlessly if needed.
8. What are the plans to cover widespread employee absences in the event of a pandemic?
Answer: Our customer support teams, engineering teams, and operations teams are geographically dispersed on three continents, and are working remotely. We believe this would minimize the impact of an pandemic. We maintain Business Continuity and Disaster Recovery Plans which outline the continuity and recovery of Zuora operations and services in the event of a disaster or emergency. Zuora has always held, and continues to hold, our customer commitments with the highest priority
9. Will Zuora continue with product development and product release schedule, or will that be changed?
Answer: We are confident in our ability to maintain our product and release schedule. Our Zuora R&D organization is a globally distributed team that is already proficient in remote collaboration and software development. Our teams are also cross-trained across different parts of our systems. We have already limited travel within the Zuora R&D organization, and our staff is already working remotely to limit potential exposure to the virus. Further, in the event of illness of an R&D team member, we are confident that we can reassign work to healthy R&D team members.
10. I already signed up for the Subscribed event in June and just learned it was cancelled. Will my registration fee be reimbursed?
Answer: Yes, Zuora will reimburse any fees paid towards events that have been cancelled as a result of COVID-19. As of now, that is only Subscribed 2020 in San Jose. If you have questions, please email firstname.lastname@example.org.
11. Are you going to cancel the other regional Subscribed events in Stockholm, Zurich, New York, Chicago, London, or Sydney?
Answer: We will be making decisions on our approach to these regional events as we get closer to their scheduled dates, keeping in mind that the situation remains fluid.
12. Will the Subscribed Institute or Zuora Advisory Group events this year be cancelled? Will there be other opportunities offered to network with and learn from my fellow Zuora customers and other Zuora experts?
Answer: We will maintain our history of delivering one-of-a-kind thought leadership forums that feature speakers across all industries through a combination of locally hosted events, videos and live-streamed content. For small group local events of 25 people or fewer, such as the Zuora Advisory Group, we have not made a determination to cancel at this time, but will monitor closely and make a decision based on the situation in the local geography.
13. I am looking forward to some of the Admin Training Classes. Can we do a digital version because my company is advising me to limit travel?
Answer: There are currently two ways for learning how to administer Zuora: 1) through a “Zuora Administrator” learning path in Zuora University, which includes a sequenced set of self-paced course; and 2) by participating in a two-day in-person Zuora Administrator Master Class. We have not cancelled in-person classes at this time, but will monitor and make a determination based on the situation in the local geography. Our Product Education team is actively working on adding a third path: A virtual Zuora Administrator Master Class. We’ll post updates at zuora.com/training.
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In the Zuora UI, you can now stop payment runs after they have already started and are in "Processing" status. Once you stop a payment run, no additional payments will be processed. Additionally, the payments that have already been processed by this payment run instance are not impacted. Any future instances of scheduled payment runs will also be unaffected. To read more about stopping a payment run see this Knowledge Center article.
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This idea is a duplicate of this question and it has been implemented.
The ability to select all or deselect all invoices for payments is currently available in the UI. When creating a payment, in the "Apply Payment" box at the bottom of the Process a Payment page there is a billing document table which lists the customer's invoices and debit memos. In the top left corner of that table (top row and leftmost column) there is a check box. To select all billing documents in the table, select the check box. To deselect all billing documents in the table, uncheck the box. To read about how to create a payment in the UI see this Knowledge Center article .
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In the Zuora UI, bill runs that are in Processing status can be terminated; however this feature is in Limited Availability and only applicable for customers fitting certain criteria. To determine your eligibility for enabling the terminate bill run permission, submit a request for at Zuora Global Support.
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The ability to configure name patterns for the files that are generated for billing documents, including invoices, credit memos, and debit memos is currently available in the Zuora UI. You can add text and use supported merge field tags in file name patterns. Click here for Knowledge Center information on how to edit filename patterns for billing documents.
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Any Update on this issue - Has this been implemented?
having a bill run on last day of month is critical.
It seems from talking with the billing department the issue is that the current month must have 31 says in order to schedule a bill run on the 31st. This seems to be a UI limitation.
Is it true that is the bill run set to 31st is equivalent to the request here? Since it should run on 28, 29, 30, or 31 depending on month.
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This feature to create sequence sets is currently available in Zuora through both the UI and REST API. Users have the ability to create sequence sets in which numbering for invoices (and if Invoice Settlement is enabled credit memos and debit memos) for each set are different. The ability to edit the prefix of billing documents and change starting billing document numbers for each set is available as well. To read more about billing document sequence sets and how to create them see the following Knowledge Center article.
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With the permission "Sequential Billing Document Number", which is currently available in Zuora in Limited Availability, when enabled, numbering for invoices will be applied upon posting. This reduces the possibility of numbering gaps due to deleted draft invoices. If you wish to have access to the feature, please submit a request to enable the permission at Zuora Global Support .
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In Settings under Billing roles, the permissions for creating, updating, and deleting usaged records are available. For a list of permissions associated with Billing roles see this Knowledge Center article.
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Zuora currently supports Orders in Limited Availability where order actions represent the actions that can be performed on subscriptions, such as creating subscriptions and making changes to subscriptions. Additionally, an order can contain multiple order actions, acting against one or more subscriptions. For more information on Orders click here and for a list of supported Order actions click here.
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The ability to create credit and debit memos with the "Invoice Settlement" feature is now available in Limited Availability. If you want access to this feature, submit a request at Zuora Global Support. Additionally, Zuora supports the ability to configure credit memo numbering that is independent from invoice numbers.
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The ability to create custom invoices using HTML has been delivered. To read more about the Workflow overview for this use case click here. For the complete use case and template code examples see the Billing: Custom Invoice page on Knowledge Center.
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