About smdavis

smdavis · ‎06-01-2018

Thanks Lana....I am able to modify now.

smdavis · ‎06-01-2018

I went in yesterday and started to build my agenda, but didn't save and now today the modify button option is no longer available. Is there an update on the mobile app?

smdavis · ‎10-17-2017

We many times will set up payment plans with customers who have become past due. Right now we manually process the agreed upon payment arrangement amount and the regular monthly payment each month during the duration of the agreed plan. Is there any functionality to automate this?

smdavis · ‎09-18-2017

Currently, we have custom fields under the rate plan charge name on a subscription and would like the ability to pull that custom field into an invoice template.

smdavis · ‎09-18-2017

We have instances where either the wrong cancellation date on a subscription was used or a customer changed their mind. If the subscription was invoiced and a payment was made to that invoice, you can not cancel it. Which means you also can not cancel the cancellation amendment. The only option we have found is to re-enter the subscription over again, which is a pain for us and the customer. It would be nice to have the ability to cancel an invoice even if a payment has been made to it, once that payment is removed.

smdavis · ‎08-07-2017

Currently when payment runs are completed you are shown the number of and amount of unprocessed payments. I would like a report that showed me what invoices those were or what accounts those belong to. That would help me to see what is going on with those accounts and why payments are not processing. Thank you!

smdavis · ‎03-01-2017

When adding services to an existing subscription via an amendment the customer gets charged a prorated amount based on the start date of the added service and the existing services that have already been billed. I have never been able to come up with the same dollar amount that is billed in Zuora. I constantly have customers asking where that amount came from and insisting the amount is incorrect. Can I get a detailed explanation of how this is done?

smdavis · ‎02-21-2017

I have tried to bulid this report and it is giving me the same date that all other reports have given me which is the final version of the subscription with that value. What I'm trying to find is a report that will give me the original, version 1 TCV for each product.

smdavis · ‎02-13-2017

This is a must for us as well. We currently have to manaully create receipts for our clients, which is time consuming counter productive.

smdavis · ‎01-14-2017

How can I pull a report that will provide me with the original TCV of a subscription before it was cancelled?

smdavis · ‎12-17-2016

I run into instances often where a subscription has been cancelled using a specific date only to find out that it was supposed to be cancelled effective a different date. If I try to delete the amendment in order to undo the cancellation and re-cancel using the correct date I will get an error if invoicing has occured past the end of the previous version of the subscription. Is there a solution for how to correct this date if I'm unable to delete the original amendment to cancel the subscription?

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Re: Agenda Builder is Live

Re: Agenda Builder is Live

Automated Payment Plans

Allow Custom Fields from the Charge on an Invoice

Cancelling Invoices

Viewing Unprocessed Invoices/Payments

How is the daily rate calculate?

Re: Original Subscription TCV

Re: Create Order Receipt Template

Original Subscription TCV

Delete an amendment after invoicing has occurred past the the end of the previous version of the sub