Hi Lei I appreciate that you took the time to follow up with the comments made to this post. Here are some of the reasons why we need the Preview function to work past 5 years: 1) this limitation stops us from even previewing not only past but more importantly future invoices: a) if i run a renewal i cannot preview it, i would have to activate it and it forces us to run the bill run in order to view it. Which is an extra step, in addition to this extra step we would then have to cancel the draft invoice if it was just for viewing purposes at that time. b) If a customer wished to extend their subscrioption for less then 12 months we would use the terms and conditions amendment option in order to provide our sales reps quotes rather than having to figure out the calculation manually since Zuora is date sensitive, this also avoids discrepancies that may occur if we were to calcualte this manually. This was a huge bonus when we looked at Zuora as being our billing system of choice. Taking the manual calculations out of the equation like we used to have to do. c) reconciling accounts- to view past invoices ensures that we are billing our customers correctly. We uplift our customers year over year so when these uplifts happen to be challenged we need to be able to see past invoices to ensure accuracy. d) There are times when we have to create multiple subscriptions, so we currently already have to view multiple screens as it is so having to create another subsciption as a work around everytime this error occurs is just another step that is time consuming and in my opinion not efficient. e) Zuora has the Preview function so that an invoice is viewed before entering the contract effective date. And now this is not the case. In order to avoid errors this feature is used daily and on EVERY account we manage. Please take this enhancement request into consideration looking forward to your response Susana Solman Halogen Software Billing Prime Ottawa, Canada
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There shouldn't be a cap at all (60 months) to allow us to view new and historic invoices. We are starting to see this issue occur now. Why can't the 60 months be extended? Or cap simply removed? This effects us when reconciling the account, and effects our ability to preview an invoice before posting.
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