About Kstahl

Kstahl · ‎06-18-2018

Can you please let me know if this is something now supported? as I cannot seem to find out how to do it in Zuora, but I see the initial comment on this matter was over 2 years ago

Kstahl · ‎06-18-2018

I 100% agree with this, we would like the additional email address from the billing and payment section to be able to receive not only a CC of the original invoice, but also be CC'ed on the past due notice, It doesn't seem to be doing that now when i have the communication profile set to 'All Contacts' for past due reminders.

Kstahl · ‎04-24-2018

We are having this same issue, but our problem is a bit more complex. We have a number of products that do not have deferred revenue accounts, so the products in Netsuite are not assigned a DefRev account, nor a revenue template. With that being said, when invoices come over, a schedule is not assigned and the revenue is recognized immediately. As of earlier this year, we've had numerous invoices with these 'no defrev schedules' begin failing for the SAME reason as the screen shot above. the issue is that the products don't have defrev schedules, so they shouldn't be failing. Any ideas why we could be getting this error when the DefRev piece is taken out of the equation? is this a recent update that requires a DefRev account? Thanks

Kstahl · ‎04-24-2018

NetSuite recently released an update to their system, which has now caused a number of our customer accounts/payments to error our when running our NetSuite integration to push over data. The error reasons are below: Customers: NetSuite Warning: Warning received from NetSuite for record "EX00000033": (Error executing Netsuite operation: ; nested exception is: java.net.SocketException: Connection reset) Payments: NetSuite Warning: Warning received from NetSuite for record "P-00012280": (Error executing Netsuite operation: Only one request may be made against a session at a time) These were not errors prior to this NetSuite release, and this is causing a huge issue as a number of our payments, customer accounts are now not being synced over to NetSuite. Is there is a fix for this? I would imagine Zuora would need to stay on top of NetSuite updates to ensure failures like this do not happen with the Zuora product 'Z-Suite Connector'. I've already placed a Zuora Support ticket, but wanted to post here as well to see if any other tenant are having this issue, or if anyone can help. Thanks

Kstahl · ‎04-26-2016

I know that it has already been implemented to allow a pdf copy of the invoice to be attached to the Invoice Due notifications, but I would like to also request that this option be available when using the past due, account summary notifications. We send out all of our past due notifications on the 15th of the month, and received multiple requests back from our customers asking for copies of the invoices. I am aware that the summary notifications could include multiple past due invoices, if there is an option to add pdf copies of any invoice referenced in the past due summary that would save countless emails and time on our end. I previously commented on another idea thread with this and was told to create a new idea and include the below informaiton. I am hoping this will be an easy fix as it's already implemented for the past due notifications. I am eager to hear your feedback and see if this is something we can expect to see in the near future. Zuora-Support wrote: Feature Request: Ability to attach past due invoices with "Invoices Past Due, Account Summary Default Email Template" Business Need: 1. By attaching the invoices past due in the notification, speeds up the process for customers to pay for past due invoice as they do not have to locate the invoices separately.

Kstahl · ‎04-18-2016

Thank you that does help for a further explanation, but unfortunately we have multiple customers that get billed for different services around the same time, so we would like to avoid sending separate emails for each of their invoices becomming past due, this is why we like to use the past due notification so it will summarize all invoices on the account. I recently attended the Zuora conference in San Fran and was mistakenly told that multiple pdf invoices could be attached to that email template. Is this something I should start a new idea for, so it doesn't get lost in comments? thanks!

Kstahl · ‎04-18-2016

As a note we have also played around trying to create a "read only" account, by creating a role and unchecking everything.. We were still able to download customer accounts/product catalog/payments/etc. into excel, and we were also able to import files, which would ultimately update all accounts, this was the major red flag we found when trying to implement. In the read only account, all abilities to import documents would need to be turned off.

Kstahl · ‎04-18-2016

Our company also has many ramped deals, for example we will have a 3 year contracts and up front we know year 1 = X dollars, year 2 = X dollars, year 3 = X dollars and if set to auto-renew it will renew at X price. The only way we can set this up currently in Zuora is to push through a quote from Salesforce at year 1 price, and create 3 amendments to amend for year 2, 3 and renewal. It would be great to be able to input in the quote Year 1,2,3, etc. price without having to do these amendments.

Kstahl · ‎04-18-2016

Can you please let me know how this was implemented? We are using the invoice past due, account summary to send out our past due invoices. I see that the ability to attach the pdf invoice has only been added to the feature of invoice due - 30 days past due, which does not help us as this only sends 1 past due notices, and then not again... We often have customers who have not paid after 30 days past due and we need to send past due notices every 30 days until they pay. Is this going to be implemented for the invoice past due, account summary? Thank you

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Re: Include more contacts in the past due summary ...

Re: Include more contacts in the past due summary ...

Re: Netsuite Sync Error

Z-Suite Connector ERROR with recent NetSuite relea...

Attach invoice to past due, account summary notifi...

Re: Attach Past Due Invoices with Account Past Due...

Re: Read-only user account (Z-Billing and Z-Paymen...

Re: Ability to Quote Ramped Deals

Re: Attach Past Due Invoices with Account Past Due...