About rjohnson

rjohnson · ‎08-28-2018

Hello @jhileman, Two sections on one invoice....something like current charges and last months overage charges..two invoices would confuse people I think.

rjohnson · ‎08-06-2018

Hey @ehavens, all of our customers are current in a perfect world. We bill monthly so if their payment is declined we then make six additional attempts. On the third attempt (roughly 15 days later) we suspend the account so that the user is prompted to enter updated payment information upon log in. And on the sixth attempt we write them off and cancel the account. Essentially the customer is always paid up to their next bill day unless they have declined charges which shows on the account balance. Good luck with your project, I can't wait to see what others are doing!!! Randi

rjohnson · ‎08-06-2018

Hello @Nigel, you need to first make sure that you have your bad debt accounting code configured in Zuora. When I attempt to write off an invoice I do the following: Open the invoice Create invoice adjustment Change the reason code to Write Off Change the Accounting Code to Bad Debt Enter the amount you are writing off Create invoice adjustment Please let me know if you have any other questions. Randi

rjohnson · ‎08-06-2018

Hello @yokogawa1, just to make sure I am understanding what you are asking you want to be able to input a referennce number than have the payment associated with it that way? Thank you, Randi

rjohnson · ‎08-06-2018

Hi @jhileman, as a consumer I would be more apt to have less questions on this if it was broken into two sections. Current Bill and Usage/Overage for Period xyz. The Service Period is clearly defined on your mock up but sometimes it is easier for customers when you break it up...just a though...great work though!!! Randi

rjohnson · ‎08-06-2018

Hello @Yoshihisa, has this been resolved?

rjohnson · ‎08-06-2018

Hi @Hajime, I just checked to see if I can do this as a system administrator. I was unable to do so. You may want to contact your Account Executive to get the process started in changing the tenant name. Your AE should be able to advise you in the next steps. In our business when a customer wants to change their name it is a process because it has to be updated in many systems. I would imagine it would be the same with Zuora. Randi

rjohnson · ‎07-11-2018

Hey Lana, as a user I would be interested in seeing a little better timeframe...I want to be able to see what is coming for this year, next year then maybe a beyond category. That is really the most important thing to me. Seeing where things are in the development process is beneficial but not as important to me as a ballpark timeframe of when I can expect it.

rjohnson · ‎07-06-2018

Has there been any movement on this?

rjohnson · ‎07-03-2018

Do we have an update on this?

rjohnson · ‎07-02-2018

Hi @Lana, I replied to what I could this morning...I have been so busy with our internal system migration. I am scheduling some time each week for community posts going forward. Have a great day!! Randi

rjohnson · ‎07-02-2018

Hello @sralph, I will be doing a large migration soon and have the same scenario. I will be setting up time to go over it with Zuora support to prep and will ask. I am assuming since this post was from April that you may have resolved the issue? Were you able to or are you still looking? Randi

rjohnson · ‎07-02-2018

Hello @gbordawekar, it looks like you can enable client side validation for Payment Pages 2.0 Client-Side Validation : Select Enable client-side validation to check the required fields for values. If the client-side validation is enabled, you can specify a custom error message for missing required fields in the Error Message field. Use the variable, #fieldName, in the error message to include the missing field name. For example, "Please enter a valid #fieldName to continue." If you are unable to select or view this feature you may need to put in a suppor ticket to enable it. https://knowledgecenter.zuora.com/CB_Billing/LA_Hosted_Payment_Pages/B_Payment_Pages_2.0 Randi

rjohnson · ‎07-02-2018

Hi @nivedita, from what I can tell create usage was a SOAP feature and REST uses create usage and get usage. Create Usage appears to be associated with a file upload via the API which explains the date timestamp. Get Usage retrives it I would guess based on what I read about them that create usage was replaced with two features when REST was created. https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/Usage/Create_Usage https://knowledgecenter.zuora.com/DC_Developers/C_REST_API/B_REST_API_reference/Usage/1_POST_usage https://knowledgecenter.zuora.com/DC_Developers/C_REST_API/B_REST_API_reference/Usage/2_GET_usage Randi

rjohnson · ‎07-02-2018

Hello @cch, is this your first time using the lockbox functionality? https://community.zuora.com/t5/Lockbox/Documentation-Configurable-Lockbox/gpm-p/19733 Randi

rjohnson · ‎07-02-2018

Hi @Mayank, I was able to find to articles on nesting and this one shows an example of the tax fields on invoices https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/Grouping_and_Subtotal_Functions_in_Nested_Tables/Examples%3A_Using_Nested_Tables_in_Invoices https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/L_Taxes/E_Display_Tax_Information_in_Invoices I am going to try and play with this in my sandbox and try to configure it. We are going to be taking the tax plunge too and I will be coming across the same problem you have. Randi

rjohnson · ‎07-02-2018

Have you tried running a report to ensure that product isn't on a subscription in a prior accounting period?

rjohnson · ‎06-13-2018

Hello Everyone, Looking for some fellow users in the New England area for collaborations and potential meet ups. I am based out of NH but am fortunate to be surrounded by Maine, Massachusetts and Vermont!!!

rjohnson · ‎05-08-2018

7/ Can you elaborate a little more on the payment system? We have our own UI that sends that payment info to Zuora which proceses it through our gateway. If you are looking for some sort of homegrown gateway you would need to talk to your Solution Rep

rjohnson · ‎05-08-2018

Hey @pt you may want to reach out to your Solution Rep. Some of these questions we would not be able to answer. What i can answer is below: 3/ I acces Zuora from a web browser..there is not need to install it locally 4/ Can you elaborate a little more on the need for manual data verification? 5/ You can change the prices but the approach depends on if you want to do it globally or on a per case basis. 6/ When you are looking at a customers invoices you do have the ability to sort..see below

rjohnson · ‎05-08-2018

@lukasz if you need some UAT on this I have two tenants that I am going to be merging and would happily give it a shot in my sandbox

rjohnson · ‎05-08-2018

I have been trying to solution the same....my product ID's wont necessarily match the ones in prod but I am thinking that might be the way to go without having to purchase the developer tools.

rjohnson · ‎05-07-2018

Hi Lana, what is the VIP Party?

rjohnson · ‎04-11-2018

My company is running nto this too

rjohnson · ‎04-05-2018

Hello Friends, We are building a new UI and one of the things we want to do is have Zuora drive the account status. We have been able to solution credit card declines but not ACH Returns. Has anyone experienced this problem? I can find no documentation of Authorize.Net coming back to Zuora with notificatio of a returned payment. Thank you for taking the time to read this!!!

rjohnson · ‎04-02-2018

Hello nlittlefield, I am wondering if this is something that can be done through an API or mass update.You may want to open a support ticket to inquire about the best option to go about it. I will have to follow this post to see what happens :) Thank you, Randi

rjohnson · ‎04-02-2018

Hi jingchen, I do not see Wells Fargo on the list of supported payment gateways (https://knowledgecenter.zuora.com/CB_Billing/M_Payment_Gateways/Supported_Payment_Gateways). I would suggest opening a support ticket and asking if it is something they can assist you with. Worst case scenario maybe they can submit Wells Fargo for review. Good luck!!! Randi

rjohnson · ‎04-02-2018

Hey Sandy, At my company we have been creating a separate subscription with a one time courtesy credit in instances like this. It is pretty much treated like a wash. I am not sure what others are doing. Thank you, Randi

rjohnson · ‎03-01-2018

Great Idea!!! The searches can be daunting. I hope this ones gets some good attention

rjohnson · ‎02-16-2018

This one is a little over my head, but I will look forward to seeing the outcome

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