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 ... View more

Background What kind of invoices will be selected by a payment run? The basic rule is Invoice Due date < Payment Run target date.   What is Future Invoice?  Future Invoice's Invoice Date > today's date. Future notice is introduced in Invoice Settlement tenant per Finance perspective/requirement.   For example, today's date is 06/14. INV00000141 is created and its Invoice Date is 08/01 and its Due Date is 08/31.  When trying to process a payment for INV00000141using electronic payment method and click 'create payment' button. You will get an error 'The specified effective date should be later than or equal to the invoice date' (Question 1).    Explanation When the electronic payment method is used, the payment date is today's date and cannot be changed to a future date. Today's date is 06/14 and INV00000141 Invoice Date is 08/01. If you want to create an electronic payment from invoice directly, today's date cannot be before Invoice Date 08/01, in this case, you can create the payment using this method about 1.5 months later. The solution is you can use the payment run to collect the payment immediately in this case.    After creating a payment run using today's date as target day, in this case, 06/14. You might notice INV00000141 has been paid successfully by P-00000139, but that invoice is not in the Selected Invoice (Question 2).  From the generated P-00000139, we can see that payment has been applied to INV00000141 already.    Explanation When using Data Source Export to export Payment Application, you will find the timeline is that P-00000139 is created on 6/14 and it is stored as Payment Application with effective date 6/14. Its applied to invoice effective date is 08/01 which is Invoice Date. From Finance perspective, this payment cannot be applied till its invoice date 08/01, From 6/14 to 07/31, the payment is a "standalone" payment and it does not have a relationship with the invoice.  Payment Application: Effective Date Payment Application: Apply Amount Payment: Payment Number 06/14/2019 10000 P-00000139 08/01/2019 10000 P-00000139 08/01/2019 -10000 P-00000139   So in summary, a payment without an associated invoice in payment run page is reasonable.   ... View more