About davidhoang

davidhoang · ‎04-18-2017

@nharlow - this could also be accomplished through custom field inheritance from catalog objects to invoice objects (ie ProductRatePlanCharge.CF__c --> RatePlanCharge.CF__c --> InvoiceItem.CF__c). From there, we could use existing invoice template functionality to display/ group those fields. I believe this is also on Keenan's backlog.

davidhoang · ‎12-05-2016

@prdpklyn - you should see those options when creating a new subscription or adding a rate plan via an AddProduct amendment. just select the product rate plan name and then click on the charge name to edit the charge parameters: From there, you can override the trigger condition and the charge end date:

davidhoang · ‎09-21-2016

Currently, the InvoiceItem table on the invoice template cannot display the name of the related charge that a discount charge has been applied to, so it can be confusing when trying to understand which discount line item is related to which charge line item. It would be great if the invoice template could show the total discount amount for each invoice item (similar to how it shows the total tax related to each invoice item in InvoiceItem.TaxAmount). That would match how the Zuora UI displays discounts - see below.

davidhoang · ‎09-21-2016

Currently, the InvoiceItem table on the invoice template cannot display any custom fields from the Rate Plan or Rate Plan Charge objects (without grouping on them), and can only display the following fields from the Product Catalog: InvoiceItem.ProductDescription, InvoiceItem.ProductName, InvoiceItem.RatePlanDescription, InvoiceItem.RatePlanName It would be great if the invoice template could display and group on custom fields from the Product, ProductRatePlan, ProductRatePlanCharge, RatePlan, or RatePlanCharge objects in the InvoiceItem table. Customers often store attributes such as product family, device names, service classes, etc in custom fields on those objects, and usually want to print those values on the invoice.

davidhoang · ‎09-16-2016

@sbradley, @IspitaSaha- each rate plan charge in a subscription can have a different start date (set charge trigger date to "Specific Date") and a different end date (Fixed number of periods after the charge is triggered or a specific end date). Those dates don't have to align to the subscription start or subscription end dates. Would that provide enough flexibility for you?

davidhoang · ‎09-16-2016

While it may be tempting to use tools external to Zuora for custom invoice document generation, there are many disadvantages to be aware of. Invoices generated outside of Zuora cannot be loaded back into Zuora, so the customization breaks the following downstream processes: retrieving invoice PDFs via Zuora API. this means invoices can no longer be displayed on self-service portals or Zuora for Salesforce. emailing invoice PDFs from Zuora after posting invoices. automatic regeneration of native Zuora invoice PDFs occurs when transactions such as payments, refunds, and invoice item adjustments occur since they change the balance of invoices. custom invoice generation must support this as well in order to keep the external documents in sync with the Zuora Invoice object. If there's an invoice use case that doesn't seem supported by standard Zuora invoice templates, be sure to check our customer solution articles to see if your question has already been answered, or post an idea to the billing and payments idea section.

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Re: Invoice templates - ability to display additional custom fields in InvoiceItem table

Re: Ability to combine / merge subscriptions

Invoice templates - ability to display total discount amount on each invoice item

Invoice templates - ability to display additional custom fields in InvoiceItem table

Re: Ability to combine / merge subscriptions

Best practice - Keep invoice generation in Zuora