About iulianita

iulianita · ‎01-16-2019

It would be great to see this in the UI !

iulianita · ‎11-26-2018

It would also be great if we could have an automated report on RS=not created.

iulianita · ‎10-19-2018

yes, we would need to have 3 different due dates for the same invoice !

iulianita · ‎10-19-2018

hi, that's exactly what we need too !

iulianita · ‎10-19-2018

It would be great to be able to cancel a subscription, and even an amendment if only the amendment has not been paid. Ideally, the cancellation would be done at the initial term start so that a credit note is sent to the customer.

iulianita · ‎10-19-2018

Hi, yes, it would be really useful to have "split due dates" instead of "split invoices" which is not very compliant with European regulations. This would allow payments to be triggered based on the agreed due dates with the customers. thank you

iulianita · ‎10-19-2018

We should be able to choose an amount for which we want the amendment to be taken into account on the subscription, but no invoice is created: as mentioned previously, between -10 and +10 for example. We don't send these invoices to customers because we consider the time spent on managing it is not worth it on both sides (us and the customer). We've been working like this for years and no customer has asked us for a 0€ invoice, even for audit purposes.

iulianita · ‎10-19-2018

Hi, From what I've seen of the "split invoice" functionality, this is not really compliant in Europe. We should not split invoices, but just be able to split the due dates. Example: invoice amount = 1000 €, initial due date = 1st of January We should be able to split the due dates (as many times as we wish), for example: - 500€ on the 1st of January - 300€ on the 1st of February - 200€ on the 1st of March Customers don't ask for %, but for specific dates and amounts. Thank you

iulianita · ‎10-19-2018

Hi, I just tested this in sandbox and it is not as effective as I thought .... it can't manage the invoice numbers and the credit memo numbers as Connect Invoice Numbering does it... so in the end we are stuck using the add-on instead of the out-of-the-box solution. It's a shame, this could have made a real difference for us.

iulianita · ‎10-11-2018

it would be great if this was an out of the box field, something like "add a note" that would appear on a right click on each invoice item field, and that would after show on the invoice. thank you Antonio for the idea!

iulianita · ‎09-19-2018

hello, this would be very useful for both ACH and CC ! thank you

iulianita · ‎08-28-2018

Hi Doyeli, Thanks for your reply! I actually logged a case for this, sorry for commenting here. Regards, Iulia

iulianita · ‎08-27-2018

Hello, we have this issue right now - as we just activated the orders and order metrics - but unfortunately I cannot find in Zuora the Zuora Config and Advanced Quoting Configuration Settings options. Could you tell me where I could find this ? I am a system administrator, and we do not have Zuora CPQ / Quotes. Thank you, Iulia

iulianita · ‎08-16-2018

We would also need to be able to extract a report for this! thank you

iulianita · ‎07-05-2018

We desperately need this! We should also be able to set an amount : for example between -10 and 10 € no invoice should be generated, but the quantity should be updated correctly within the subscription. Thank you! Iulia

iulianita · ‎07-04-2018

This would be useful when trying to report on Quantities in Subscriptions per accounting period or per "service start date" and "service end date". Today it is impossible to have an out of the box report that shows for example the "latest" quantities that we have invoiced to a customer in 2017. thanks

iulianita · ‎07-04-2018

This would be great if linked with subscriptions as well. We would like to have an out of the box report on Subscriptions, with current(latest quantities) quantities for a given accounting period. Right now we cannot create that for periods that are not the current year

iulianita · ‎02-27-2018

hi thanks for the info! this should be implemented for all other product types : if the total amount without tax is 0, the invoice should not be generated, but the subscribtion should still be updated with the right values.

iulianita · ‎02-23-2018

Hi, This should be linked to products as well - we should have the possibility, at the product level, to check a box for example, and to mention if a product should be prorated or not; thanks

iulianita · ‎02-23-2018

Hi, We should also be able to add a text for each invoice line: right click on the invoice item line, add in the text, and then show it on the invoice template under the line itself. thanks,

iulianita · ‎02-23-2018

Hi, I agree, this is a good idea. We have products that should have an immediate due date, and others 30 days. Ideally, we should also be able to change the due date on an invoice, or have add a payment schedule to it, with for example 3 different due dates in the future. Thanks,

iulianita · ‎02-23-2018

Hello, Is there a possibility to run the Aged Balance to date? It would be great if the current Aged Balance from "Accounting Periods" would appear in an identical format in Reporting, and to be able to run it "to date". Right now it takes into account only the end of the month, which is making things difficult when we try to see the actual "to date" situation. Thanks

iulianita · ‎02-23-2018

Hello, This feature is definitely needed in multiple cases. I would also add the fact that we need the possibility to add multiple due dates to a unique invoice, as sometimes, for large amounts, we may agree for a specific payment schedule with the customer. Thanks for your feedback, Iulia

iulianita · ‎02-23-2018

Hi, Is this already in production? Thank you, Iulia

iulianita · ‎02-23-2018

Hi, When will this feature be available? Thank you, Iulia

iulianita · ‎02-23-2018

Hello, When will this feature arrive? Thank you, Iulia

iulianita · ‎01-16-2018

Hello, I'm sorry, where is the customer account balance? I don't see that at the account level. Thank you,

iulianita · ‎01-16-2018

On the customer account, at the invoices level (transactions --> invoices), we should have a column mentioning to which subscription the invoice is related. it would be of help, because right now we have to go in each invoice and see what it is about.

iulianita · ‎01-16-2018

Today we use account numbers for loading subscriptions, as they are unique, as opposed to the Account Name. That being said, the Account Number does not appear on Subscriptions by default, although this is quite useful especially when searching for all subscriptions for a specific customer. Thank you

iulianita · ‎01-16-2018

Today we use account numbers for loading subscriptions, as they are unique, as opposed to the Account Name. That being said, the Account Number does not appear on Subscriptions by default, although this is quite useful especially when searching for all subscriptions for a specific customer. Thank you

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