Hi Zuora Community,
We have run into several use cases where our customers wish to e.g. extend the term of a 12 month subscription by e.g. 1 month. The subscription should then continue in a regular auto-renew cycle after a totla of 13 months.
This often happens when a customer is unsatisfied or could not access the service and it gives customer support a simple way to make the customer happy.
However, this is not an easy use case to solve in Zuora due to the way the product cataloge is configured and especially from Salesforce.
How do you deal with this kind of use case?
Thanks in advance,
Andrew
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Hi!
We came up with this process for one Zuora customer who had a similar use case. Their end users often wanted to "merge" subscriptions and allign billing periods for the same reasons you mentioned.
Do you have a license / quantity based pricing model? If so you might want to try this process on your sandbox (you'll need to activate the LA feature "transfer invoice owner"):
1. Find the Account with the most recent Subscription start date. This will be the "merge" account. 2. Create Amendments for the other two accounts making the "merge account" the new invoice owner of their subscriptions
3. Do this for all the accounts that need to be merged. 4. Now, create cancellations for the same accounts, with contract effective date today.
5. Create an amendment for the new invoice owner, adding the number of licenses / new products cancelled in the previous step. This will allign the billing periods of all the licenses to the one you selected in the beginning (if you are adding products, they also have to be correctly configured in order to achieve this)
6. Create/Check the bill run in Zuora to make sure the prorated invoice is correct (it might look a bit crazy but the amounts should be right!)
NB.
- This can have an impact on cash flow as you might be chopping of some service period through these changes. We suggested only doing this if the customer agrees to also renew the subscriptinos through the next renewal date.
- The cancellations will show up in reporting as such
Hope this helps,
Andrew
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Hi Mohamed!
It is a little more complicated than just fetching translated invoice PDF documents.
In order to do this you'll need to follow these steps:
1. Activate the 'Invoice Localization' feature in your Zuora Tenant through Zuora Support
https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/BB_Multiple_Languages_Support_in_Invoice_Template
2. Add Communication Profiles to your Zuora Tenant and set the locales for all the languages that are in use e.g. English, German, French. MAke sure the accounts then have the correct Communication Profiles!
3. Upload translations for products, rate plans and charges in and don't forget to then activate PDF Translation
4. Upload translated invoice templates (static text) to zuora and make sure accounts thn have the correct Invoice Templates!
5. Do a bill run - or regenerate any invoice PDFs that you might want to have translated
6. Fetch the translated Invoice PDFs through the API
https://www.zuora.com/developer/api-reference/#operation/GET_InvoiceFiles
Hope this helps,
Andrew
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Hi,
As far as I know, you have to have the From Email pre-approved by the Zuora Connect Team. You will get a confirmation email from Amazon Web Services "Amazon Web Services – Email Address Verification Request in region US West (Oregon)". Once approved, the email will be available in the From Email field.
Cheers,
Andrew
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There are also addtional permissions that might need to be setup within the apps. Definately contact Zuora Global Support on this!
Andrew
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Hi Zuora Community!
Our customer would like to change the proce of a product afthre the first renewal e.g. Initial price 999€ renewal price 499.
Is the only way to achieve this by using the Default Price Change for New Termed Subscriptions with a -49.94995% price change after renewal? The rounding comes into play here then too...
Thanks
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Hi Zuora Community! Why, when Zuora automatically creates a Credit Memo from a net negative billing, is it it not automatically linked to the invoice it was created from? Is there a way to achieve this?
Example: - Customer Buys Product A and is invoiced - Customer Uses his right of withdrawal within 14 days - Subscription is cancelled to the Contract Effective Date - Billrun is done for this customer - Credit Memo is generated for the full amount of the invoice (WITHOUT reference to the original invoice) - Credit memo is applied to the invoice
In Europe, generally the Credit Memo (as should a Debit Memo e.g. Dunning fees) should refer to the document it is generated from. Thanks, Andrew
Thanks, Andrew
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Unfortunately you can’t use or display custom fields on the product or rate plan object on the invoice template. I’d love to understand WHY this is so :-) However, you CAN use custom fields on the rate plan charge. Are all the products in the same subscription?
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If you are creating the subscription manually in Zuora, you’d also have to manually start a bill run and payment run to achieve this. However, If you are creating the subscription from Salesforce with the Zuora Quotes or through the API, there is an option to automatically generate an invoice and collect a payment. In the send to Zuora processing options. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/B_Quote_Configuration_Settings Best, Andrew
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You can’t change the charge model of a charge when creating or amending a subscription e.g. from per unit pricing to volume pricing. Similarly, you can’t change the charge model of a charge in the product catalogue once the product is actively used in a subscription. Perhaps create a clone of this rate plan for new customers and change the charge model? Does this answer your question?
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I’ve also run into this “issue” if the a product doesn’t have a price defined in the same currency as the quote.
Thus, in a guided selling flow for USD, you won’t see a product if it only has a price in EUR in Zuora.
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Hi,
We anticipated the arrival of Debit notes with great expectations, as they are required for major use cases in the EU. The main one, however, seems not to work as expected.
Most often in the projects we support, the Debit Memo is a Late Fee (Dunning Fee). This fee is thus ALWAYS related to an invoice. However, when creating a Debit Memo and choosing to relate it to an invoice (not standalone), you loose the ability to add a new charge. Instead you have the original charges from the invoice. In my eyes this makes little sense.
We need to be able to add the 'Late Fee' charge ESPECIALLY when the Debit Memo is related to an invoice. We have solved this through a custom field, however this is not satisfactory as the relationship is not accessable through the data sources as it would be when actually selecting a related invoice in the UI.
Help!
Thanks
Andrew
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So there is no way to fill this field from Salesforce?
InvoiceItem.SubscriptionNotes is available to use on an Invoice Template but not
Subscription.CustomField__c
Is there another possibility in the meantime?
Thanks,
Andrew
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Hi,
We have the following similar use case.
A customer has Subscription Rate Plan Charges in Zuora which have technical custom fields that are required for an external microservice.
These Custom Fields originate in the Zuora Product Catalogue but also need to be populated when creating a new subscription.
This can be done when sending a quote from Salesforce to Zuora as custom fields on Rate Plan Charge are NOT copied to Subscription Rate Plan Charge when creating a subscription directly in Zuora.
What we did:
Create the Custom Fields in Zuora:
Type__c on Product Rate Plan Charge Object
Type__c on Subscription Rate Plan Charge Object
Set the value for Type in the product Catalogue for all Charges
Create The Custom Fields in Salesforce
Type__c on Product Rate Plan Charge Object (so the values get synced from the Zuora Product Catalogue)
Type__c on Quote Rate Plan Charge Object (FORMULA field which copies the value from =zqu__ProductRatePlanCharge__r.Type__c)
Add the custom field to the Custom Charge field set as described here: https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CA_Configuring_Z-Force_Quotes/D_Configure_Custom_Fields#Custom_Charge_Fields
Create a new Quote
Send to Zuora
Custom Fields are populated on Subscription Rate Plan Charge!
Note: If the custom field contains picklist values, the Formula will not work without a little workaround:
CASE(
zqu__ProductRatePlanCharge__r.Type__c,
'Tier1', 'Tier1',
'Tier2', 'Tier2',
'Default'
)
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Hi Zuora Community!
Many of our customers only use a single guided selling flow. The Sales teams like to have everything as streamlined as possible and often ask if we can skip the step where they have to select the flow and click the first step. They would rather jump automatically right nto the default flow (only one) after creating the quote.
Any ideas on this?
Thanks!
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@hdeschamps
No, because there is no "auto-renew" option for evergreen subscriptions. However, the second option of temporarily putting the customer into another Billing Batch (which is not included in the scheduled bill-runs) sounds like the most effective way of handling this.
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The Bill-cycle day is not accessible to the sales team in order to avoid errors, so we've written an APEX trigger to set the Bill-cycle Day to be equal to the service activation day. Works fine too :)
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Something like this should work:
{ IF { MERGEFIELD Quote.Previewed_Discount } = 0 "" "
Discount:" }
The line break is also in the IF statement so it only gets inserted if there is a discount.
Use the same logic for the actual discount amount:
{ IF { MERGEFIELD Quote.Previewed_Discount } = 0 "" "
{ MERGEFIELD Quote.Previewed_Discount }" }
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Hi!
We have the following use case with a customer when creating a subscription via Zuora Quotes.
Account
Bill cycle day set to “auto-set”.
Subscription
Subscription type: Evergreen
Contract Effective Date: 18.08.2017
Service Activation Date: 01.09.2017
Products
Product A
399 € one-time charge
(10 % Discount)
Trigger condition: Contract effective date
Product B
Trigger condition: Service activation date
49 € / month
“Generate Invoice” is selected so that the customer receives an invoice immediately on 18.08.2017 for Product A and then on each following 1 st of the month for product B.
Usually, Zuora correctly sets the bill-cycle day to the 1 st of the month. However: if the one-time fee happens to contain a discount charge, the bill cycle-day is then improperly set to 18 th of the month. Since discount charges are considered to be a “recurring” charge, this seems to be the criteria for setting the bill-cycle day.
Should discounts not be considered to be a “fourth” charge type beside the usual “one-time, recurring and usage”?
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Hi Lukasz, Unfortunately I cant nail down the exact chain of events as it was the customer who (inadvertantly) caused this. I dont know if they globally enabled 2FA for all users (would this activate it for API Users too?) or somehow went through and activated for each individual user including the API users. API Users are not granted UI Acces. I noticed in the morning that I was asked to set up 2FA for my system user, but thought nothing of it. We were later testing a quoting flow in SFDC and the "create quote pdf" was constantly redirecting to the Zuora home page instead of creating the pdf / Word documents. I found this handy article https://community.zuora.com/t5/Zuora-for-Salesforce/Why-getting-redirected-to-the-Zuora-login-page-when-trying-to/td-p/16646 which brought me to the root of the issue: The Salesforce API user we's set up also had 2FA activated. I saw some other integrations with their own API users were not working either and realized all of them had 2FA activated. Simply deactivating it solved everything, obviously. I haven't gotten to the bottom of how this actually happened, the idea above would just prevent inadvertantly setting up 2FA for API Users used for external integrations and then not realizing why evrything stops working after :) Thanks, Andrew
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One of our customers managed to turn on 2FA for all users, including the API users for different integrations (sfdc, customer center, etc.). It took a while for us to figure out why all of a sudden nothing was working.
Perhaps it would be a good idea to disable 2FA for API users all together?
Cheers,
Andrew
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As far as I know, neither TableFilter.GroupBy or Nested Tables are supported in quote templates yet, in the way they are for invoice templates.
This should be a priority for any future release! Our customers often want a similar structure on quotes as on invoices, but this makes it impossible if using nested tables in the invoice template...
Cheers,
Andrew
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Hi @joel_buaron, What do you think on this? We ended up having to create a custom formula field which calculates the subscription end date as Quote.SubscriptionEndDate returns "null" on new subscriptions.
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I'm not sure if this is the same issue, but perhaps, as the screenshot above was also from a "new quote". I am attempting to display the "Term End Date" on a new quote, without success. It returns a "null" on the quote PDF.
We would like to be able to display "By accepting this offer, you agree your subscription will renew for «Quote.RenewalTerm» month(s) on «Quote.SubscriptionEndDate»" on the quote.
Thanks,
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Hi, we are having this issue repeatedly :( Just did a sandbox refresh, reconnected Zuora, did the above steps (cleanups and syncs) but to no avail. Update,INVALID_FIELD:Foreign key external ID: XXXXX not found for field zqu__ZuoraId__c in entity zqu__BillingEntity__c,2c92c0f956bc8faa0156bd3005fd23e7,,,,,,,,,,,
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Is it also possible to have an operator "is not equal to" in the filter settings for guided selling?
This might be helpful for, e.g. excluding countries for a regional availability of a product.
Thanks,
Andrew
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