When processing a refund credit balance, the user is not allowed to change the refund date. It would be helpful to allow the user to select a date (which should not be beofre the credit balance was generated) to assist with month end processing. We typically may need to back date credit balance refunds to faciliate month end as we need to move the credit balance to a different billing account.
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We want to be able to sent out past due notifications to our Bill to / sold to contact + the additional emails. Is this possible or what should be the best practice?
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What is the rationale for not including negative invoice amounts in the account balance? These invoices are not included in the account balance and you need to manually transfer them to credit balance once you are aware of them? Not a very efficient process
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Completely agree with this! From an accounting perspective it is more relevant to update at the posted status as values can change between draft and posted status.
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Currently any user in Zuora can edit the description on a feature. This should be enabled to be locked down to have permissions available to limit access to edit the feature description.
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Agree 100% - the default setting for the bill run screen should not be defaulted to all batches all customers - the risk of the user running it with these settings is extremely high!
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