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Yong

Here is what will be validated after a payment run is triggered. Step 1. Payment run collects documents (invoices and debit memos). Account’s Auto-Pay flag is enabled or not. Document’s Auto-Pay flag is enabled or not. Document is not locked by other transactions. (For example, in a very rare case, if the payment run is trying to apply a payment to a specific invoice and you triggered another apply payment API call at that time, the payment run could skip the payment creation because it has been paid off by the api created payment already. ) Documents balance is not zero. Documents Due date <= payment run target date. Step 2. After payment run collects the documents, here are the payment validations. All the above conditions again. This time is at payment level. Account’s payment method is active. Account’s gateway is active. When a payment run is triggered, if any condition from the above is not met, that speific document will not be picked up by the payment run and no payment will be generatred. Reference https://knowledgecenter.zuora.com/CB_Billing/K_Payment_Operations/CA_Payment_Runs/A_Introduction_to_Payment_Runs

Yong

The issue will be fixed in Release 259.

Yong

When previewing a subscription, you might get a message "The tax calculation call to Zuora Connect returned the following error: unknown error." Root Cause: The subscription preview must finish within 120 seconds. If this is a very large subscription and the preview periods is long, the number of line items will be high. When tax app is used to calculate the tax, zuora will send the tax calculation request to tax vendor. Tax vendor might not send the response in time and cause the subscription preview issue. https://knowledgecenter.zuora.com/Marketplace/Market_Apps/Tax Workarounds: 1. Shorten the preview billing periods. By default, it is 3 billing periods. That will make the number of line items in the request smaller too. 2. Separate the big subscriptions into smaller ones, so when preview, the number of line items in the preview request will be much smaller.

Yong

Hi @MaggieL Here is the Zuora for Salesforce (Quotes) release note https://knowledgecenter.zuora.com/A_Zuora_Release_Notes/BA_Zuora_for_Salesforce_Quotes_Release#Maintenance_Release_9.18_(Release_Date:_2019-09-23) https://community.zuora.com/t5/Release-Notifications/Zuora-for-Salesforce-Release-Quotes-9-18-Push-to-all-9-17-Orgs/ba-p/30637 Here is the Zuora billing release note homepage https://knowledgecenter.zuora.com/A_Zuora_Release_Notes Here is the Zuora billing R258 release note https://knowledgecenter.zuora.com/A_Zuora_Release_Notes/A_Zuora_Billing_Release_Notes/22_2019_New_Features/18_Zuora_Billing_Release_258%2C_October_2019

Yong

Known Issue In the invoice or payment list page, when clicking the search button again and again very quickly, for example, 4 or 5 times per second, the result might not be expected. Sometimes the full list displays. The expected result is only INV00000279 is on the list. Status This issue has been identified as a defect. Reference Number INV-1782 ETA of the Fix Currently, we cannot provide the EAT of the fix. Workaround When searching the invoice or payment, do not click the search button too quickly.

Yong

Why does the number of invoices created not match that is created by bill run? For example, BR-00000722 generated 3 invoices, but on the list, there are only 2 invoices. It happened because an invoice was canceled and deleted. The number of invoices won't change upon such deletion, because that number reflects the actual output of this bill run. When the bill run completed, if the Number of Invoices Created is 3, then it will be always 3.

Yong

Our SSL Cert deployment in NA Production completed successfully.

Yong · ‎09-09-2019

Hope this document will help Support Multiple Languages in Invoice Template

Yong · ‎09-09-2019

Please go to Zuora support portal support.zuora.com (suggested method), or send an email to support@zuora.com to create a support ticket.

Yong · ‎08-26-2019

Tax amount calculated and the rate used is included in the response from Avalara. In the Zuora to Avalara request, there are no tax amount and tax rate. We have two avalara integration solutions: https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/L_Taxes/B_Avalara_Integration/A_Configure_Integration_with_Avalara https://knowledgecenter.zuora.com/CB_Billing/J_Billing_Operations/L_Taxes/Connect_Tax_Engines The provided sample is using the first solution. The second solution is much flexible compared to the first one.

Yong · ‎08-25-2019

Hi @kbarins When Avalara integration is used, Zuora uses api call to get the tax information from Avalara. Here is a sample request to Avalara. The rounding algorithm is controlled by Avalara. The same logic is used for both INV and IIA transactions. { "addresses":[ { "country":"", "zipCode":"", "city":"", "address2":"", "address1":"", "id":"TaxOriginalAddressCode", "state":"" }, { "country":"US", "zipCode":"30305", "ShippingCity_c":"Foster", "ShippingStatec":"RI", "ShippingPostalCodec":"02825", "city":"Atlanta", "address2":"", "ShippingAddress1c":"xxxx Road", "ServiceCountryc":"United States", "address1":"xxxx Road", "county":"", "ServicePostalCodec":"94403", "taxRegion":"", "ServiceAddress1c":"xxxx Road", "ServiceCityc":"San Mateo", "ShippingCountryc":"United States", "ServiceStatec":"CA", "id":"2c92c0f9652ad8f901653594efb3xxxx", "state":"Georgia" } ], "subscriptions":[ { "id":"2c92c0f86524468701655f00ae30xxxx" } ], "documents":[ { "SerialNumberc":"", "id":"2c92c085652a7d4801655f018707xxxx" } ], "documentOwners":[ { "id":"2c92c0f9652ad8f901653594efafxxxx" } ], "productRatePlanCharges":[ { "id":"2c92c0f8644618e8016461b24b96xxxx" }, { "id":"2c92c0f864b6edb60164b8c52397xxxx" } ], "invoice":{ "SerialNumberc":"", "invoiceItems":[ { "productRatePlanChargeId":"2c92c0f8644618e8016461b24b96xxxx", "taxExemptStatus":0, "originalAddressId":"TaxOriginalAddressCode", "taxExemptCertificateType":"", "taxCompanyCode":"test", "amount":"1899", "taxExemptCertificateID":"", "quantity":"1", "vatId":"", "discountAmount":"0", "subscriptionRatePlanChargeId":"2c92c0f86524468701655f00ae48xxxx", "taxExemptEntityUseCode":"", "taxCode":"P0000000", "taxCalculationOwnerOption":0, "taxDate":"2018-08-21", "subscriptionOwnerId":"2c92c0f9652ad8f901653594efafxxxx", "taxExemptIssuingJurisdiction":"", "documentOwnerId":"2c92c0f9652ad8f901653594efafxxxx", "taxMode":0, "subscriptionName":"A-S00000033", "documentId":"2c92c085652a7d4801655f018707xxxx", "id":"2c92c085652a7d4801655f01870fxxxx", "subscriptionId":"2c92c0f86524468701655f00ae30xxxx", "destinationAddressId":"2c92c0f9652ad8f901653594efb3xxxx" }, { "productRatePlanChargeId":"2c92c0f864b6edb60164b8c52397xxxx", "taxExemptStatus":0, "originalAddressId":"TaxOriginalAddressCode", "taxExemptCertificateType":"", "taxCompanyCode":"test", "amount":"1000", "taxExemptCertificateID":"", "quantity":"1", "vatId":"", "discountAmount":"0", "subscriptionRatePlanChargeId":"2c92c0f86524468701655f00ae48xxxx", "taxExemptEntityUseCode":"", "taxCode":"FR000000", "taxCalculationOwnerOption":0, "taxDate":"2018-08-21", "subscriptionOwnerId":"2c92c0f9652ad8f901653594efafxxxx", "taxExemptIssuingJurisdiction":"", "documentOwnerId":"2c92c0f9652ad8f901653594efafxxxx", "taxMode":0, "subscriptionName":"A-S00000033", "documentId":"2c92c085652a7d4801655f018707xxxx", "id":"2c92c085652a7d4801655f018710xxxx", "subscriptionId":"2c92c0f86524468701655f00ae30xxxx", "destinationAddressId":"2c92c0f9652ad8f901653594efb3xxxx" } ], "invoiceNumber":"INV00000032", "id":"2c92c085652a7d4801655f018707xxxx", "invoiceDate":"2018-08-21" }, "subscriptionRatePlanCharges":[ { "ContactTaxTypec":"ShippingAddress", "id":"2c92c0f86524468701655f00ae48xxxx" }, { "ContactTaxType_c":"ServiceAddress", "id":"2c92c0f86524468701655f00ae48xxxx" } ], "version":"2.0", "account":{ "crmAccountId":"", "currency":"USD", "id":"2c92c0f9652ad8f901653594efafxxxx", "accountNumber":"A00000001" }, "subscriptionOwners":[ { "crmAccountId":"", "currency":"USD", "id":"2c92c0f9652ad8f901653594efafxxxx", "accountNumber":"A00000001" } ] }

Yong · ‎08-09-2019

@rferriz Could you create a customer support ticket on support portal support.zuora.com and so we can assist you to troubleshoot the Integration Pages 2.0 issue?

Yong · ‎07-25-2019

Please check "Subscription Loader Template Data Dictionary" in https://knowledgecenter.zuora.com/Marketplace/Market_Apps/Developer_Tools/Configure_API_Loader_for_Specific_Zuora_Objects/Import_CSV_Files

Yong · ‎07-25-2019

This might be related to a known issue tracked in our internal ticket SUB-9182. We need more information to confirm. Could you create a support ticket via support.zuora.com to troubleshoot this issue further? Thanks.

Yong · ‎07-15-2019

This issue has been fixed in R239.

Yong · ‎07-14-2019

Hi @ankurlalit ProxyCreateUsage is not a support field of object Usage. https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/Usage Could you share your Rest call request and response? Thanks.

Yong · ‎07-14-2019

Hi @MonicaW This issue is being tracked in our internal ticket SUB-9000 and the good news is it is scheduled to be deployed in Sandbox in the week of 07/15-07/29 and Production in the week of 07/22-08/06.

Yong · ‎07-11-2019

Hi @ankurlalit You are correct, currently Usage EndDateTime cannot be retrieved via https://www.zuora.com/developer/api-reference/#operation/GET_Usage If this is not a real time request, you can use query or aqua to get the result. https://www.zuora.com/developer/api-reference/#operation/Action_POSTquery https://knowledgecenter.zuora.com/DC_Developers/AB_Aggregate_Query_API/AA_AQuA_API_Introduction

Yong · ‎07-11-2019

Hi @itayg Maybe you can try workflow to achieve this. https://knowledgecenter.zuora.com/CE_Workflow

Yong · ‎07-10-2019

One suggestion I can think of is when adding new payment method, check the "Verify new payment method" box.

Yong · ‎07-10-2019

Hi @PhilP I think the information you are trying to retrieve via api is Time Zone, Local etc in Entity Profile. In that case, that information can be found in UI only. We do not have an API to retrieve that information yet. Please post this enhancement request in https://community.zuora.com/t5/Admin-Settings-Ideas/idb-p/AdminandSettingsIdeas

Yong · ‎07-10-2019

If you have Invoice Settlement enabled, the documentType is "Invoice" "CreditMemo" "DebitMemo". https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement If you don't have this feature yet, only Invoice will be returned because CM and DM do not exist at all.

Yong · ‎07-08-2019

Hi @manthsu Smoothing is defined on Usage Charges at the Product Rate Plan level. It is not based on Product Rateplan Charge level. Reference https://knowledgecenter.zuora.com/BC_Subscription_Management/Product_Catalog/B_Charge_Models/A_Overage_Smoothing_Charge_Model

Yong · ‎07-04-2019

HI @jehupacheco Maybe you can try Get billing documents https://www.zuora.com/developer/api-reference/#operation/GET_BillingDocuments It is real-time and has paginated.

Yong · ‎07-04-2019

Hi @Thoeff If you open the attached OOTB invoice template, you will notice how the USAGE DETAILS table Header is designed. As for the request display usage summary table only when there is record, maybe this document might help Conditional Logic (IF Fields) https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/EA_IF_Fields

Yong · ‎06-28-2019

A single batch of customer accounts can only have one BPR (Billing Preview Run) triggered at a time. If the previous submitted BPR for a specific batch is still processing, you cannot trigger another one until the first one completed. We can get the BPR status via query or Generic API Utility on BillingPreviewObject. Reference https://knowledgecenter.zuora.com/DC_Developers/G_SOAP_API/E1_SOAP_API_Object_Reference/BillingPreviewRun For example, here is a query to list all the processing BPRs. https://rest.apisandbox.zuora.com/v1/action/query { “queryString”: “Select Id, Batch, ChargeTypeToExclude, CreatedById, CreatedDate, EndDate, ErrorMessage, IncludingEvergreenSubscription, ResultFileUrl, RunNumber, StartDate, Status, SucceededAccounts, TargetDate, TotalAccounts, UpdatedById, UpdatedDate From BillingPreviewRun where Status='Processing'” } In very rare case, a BPR was stuck in Pending status and you cannot trigger another BPR against the same batch. In this case, you can use where condition Update Status='Pending' to get the stuck BPR and reach out to zuora support team to cancle that stuck BPR. Please note BPR is a backend job and it may take hours or days to complete. The factors could be the number of customer accounts included, the targetDate, assume renew or not. Reference https://www.zuora.com/developer/api-reference/#operation/POST_BillingPreviewRun If you accidentally triggered a bill run and want to terminate it, please submit a request via support portal http://support.zuora.com and let the support team know your tenant id, BPR number and support team can help you terminate it from the backend. Currently, you cannot terminate a BPR via self-service yet. If you have subscribed Zuora Developer tools, you can easily trigger Billing Preview Run, check the status in UI and query much easier. https://knowledgecenter.zuora.com/Marketplace/Market_Apps/Developer_Tools/Configure_Billing_Preview

Yong · ‎06-28-2019

After triggering Billing Preview Run api call, why does error "There is already a billingPreview run scheduled" happen and how to solve it?

Yong · ‎06-27-2019

It has been accomplished. https://knowledgecenter.zuora.com/CB_Billing/K_Payment_Operations/CA_Payment_Runs/Stop_Payment_Runs

Yong · ‎06-26-2019

The objects relationship is defined here https://knowledgecenter.zuora.com/CD_Reporting_And_Analytics/D_Data_Sources_and_Exports/AA_Introduction_to_Data_Sources Order and Subscription do not have a direct relationship. Reference https://knowledgecenter.zuora.com/CD_Reporting_And_Analytics/D_Data_Sources_and_Exports/C_Data_Source_Reference If you are familiar with sql, you can try using Data Query to get the requested info too. https://knowledgecenter.zuora.com/DC_Developers/BA_Data_Query Hope that clarifies your concern.

Yong · ‎06-26-2019

Hi @chiragjha Object Order Item might help probably. Then you can get the Order and Subscription relationship.

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