Hi @guillermo-cross, hope you're well!
Currently if you've already created the payment method in GoCardless you wouldn't be able to just sync it back to Zuora I'm afraid.
A way to reflect if you took a payment directly in the gateway would be to process an external payment in Zuora for the amount taken.
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Hi @ruffrey,
Thanks for bringing this to our attention, I have flagged this inconsistancy with our Documentation team now so that the Developer resource is updated.
Our recommendation for you would be to use the second endpoint as this covers all payment methods.
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Hi @AmitJ,
This sounds like a fairly straightforward scenario where you would collect all data at the start (including payment data which can be authorised before charging it depending on the gateway) and then using the contract effective and service activation dates on the subscription in order to record when customer has signed up and then accepted the T&C's.
You can find more information about the different dates involved in activating a subscription here and information about authorising credit cards before charging them here
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Hi @kconnor it is required via REST as this call is tied to the Advanced AR settlement feature which is in Limited Availability (as per the note in https://www.zuora.com/developer/api-reference/#operation/POST_CreatePayment).
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Hi @guillermo-cross - your best bet would be to log an idea on the Ideas board here. I took a quick look and cannot see one for this there yet.
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Please could we look in to the feasability of exporting the settings from the guided product selector so they can be imported in to another environment?
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Customer has raised the enhancement request that there should be the ability to get an 'Average Days Outstanding' figure from Reporting rather than having to export data and do the calculation themselves or rely on the 'Aging Buckets' currently in the system. This development would be a useful metric for tracking and forecasting.
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Answer: This field only becomes active when your invoice is in Posted status. If the field is not modifyable the chances are that the invoice is in draft status. To remedy this, post the invoice and then the field will become modifyable so you can then change the 'Transferred to Accounting' field from 'No' to 'Ignore'.
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Question: I am using Z-Suite to sync my invoices to NetSuite. I am trying to change the field "Transferred to Accounting" to Ignore as I do not want this invoice to sync but there is not a drop down to select this, all that shows is a static option of 'No'. Why can I not change this to 'Ignore'?
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Please could a report which details declined payments, the invoices they are linked to and the product rate plan charges involved be investigated? This would provide customers more visibility on decline details which currently require multiple extracts/reports.
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Answer - You just need to visit our trust site and click the 'Subscribe to Updates' button, then you can select how you would like to be notified.
Currently we can notify you via email, webhook notification, Atom feed or RSS feed.
You can also follow @ZuoraSupport on Twitter.
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Answer - While 5 years is the longest specific time period that you can select from the drop down, if you need a longer billing period you can use the 'Specific Months' option. For example, if you wanted a 10 year billing period you would simply make the period 120 months.
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Question - I am setting up a Product Rate Plan Charge and want the billing period to be 10 years. Currently the longest option I have is for 5 years. How can I set the billing period to longer than 5 years?
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Answer - No, the trial widget is fixed at 90 days. What we recommend is making a record of your settings in your current widget set up (Billing Settings > Manage NetSuite Integration) and then when the widget expires, simply create a new one using the settings that you have a record of.
See here for instructions on creating a new widget.
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Answer - the reason that subtotals are not displaying in this example is due to the positioning of the Account: Currency field. Reporting will not sum across currencies to avoid any potential issue with these totals.
If you move Account: Currency to the first position (furthest left) in the row groups this will then enable subtotals to be calculated in the report as per the below screenshot.
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Question - I have set up a report with subtotaling enabled as per the screenshot below but no subtotals are showing in the preview, why is this?
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Answer: We have detailed instructions on how to prepare your Zuora tenants for multi currency transactions in our Knowledge Centre here.
This article covers activating additional currencies, configuring your product catalogue, creating customer accounts in these new currencies, creating a bill run and selecting a payment gateway.
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Answer - Currently it is not possible to change the definition of a week to start on a different day. There is an idea logged for our Product Managers to evaluate (https://community.zuora.com/t5/Reporting-Ideas/Be-able-to-define-the-week-start-and-end-days/idi-p/16652#M750). If you would be interested in seeing this enhancement please comment and upvote the idea.
What we would suggest as an alternative is to simply select the required date range in the report filters
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Question - Currently Reporting defines a week as starting on Monday and ending on Sunday. Our business starts the week on a different day to Monday, is it possible to update the 'week' date period option to start on a different date?
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Are we able to add an option to explicitly define when a week in Reporting starts and ends? Currently I believe that it is Monday to Sunday but some businesses use different definitions e.g. Sunday to Saturday
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Answer: Normally if you have just "Invoice Split" activated on your tenant when you split an invoice a number of new invoices (with new invoice numbers) are created and the original invoice is no longer displayed. This behaviour can cause some regulatory issues in certain countries.
If you also have "Sequential Invoice Numbering" active on your tenant the behaviour above will not occur, what will happen is that the new invoice numbers will be created (as before) but the original invoice will still display in the UI in cancelled status.
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Question: I have "Invoice Split" and "Sequential Invoice Numbering" active on my tenant. What happens if I split an invoice in this scenario?
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Answer: If incorrect rates have been loaded you will need to create a support ticket detailing the date range of the incorrectly loaded FX rates and the tenant ID they were uploaded to. Support will then delete these records and you can then upload the correct rates for that date range.
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