About rhagey

rhagey · ‎11-07-2019

Visa has announced new requirements for free trials. Most of these include enhanced communication to customers, easy cancellation procedures and reminders of when a free trial ends. However, there is one requirement that the conversion charge to a Visa payment card upon end of the free trial and start of the normal subscription must include a message in the shopper statement (the text that appears on a cardholder's bank statement) that indicates it came after a free trial. We do lots of free trials on credit cards and the payment goes directly from Zuora to our credit card processor (Adyen in our case). Has Zuora begun looking at what changes would be made in the application to provide a custom message that complies with the new regulation and what impact that has on our subscriptions. Today, Zuora doesn't provide any custom messaging at all for us. https://chargeback.com/visa-free-trial-and-subscription-changes-april-2020/ https://usa.visa.com/dam/VCOM/global/support-legal/documents/subscription-policy-vbn-visa-public.pdf

rhagey · ‎11-06-2019

We're seeing this show up on a ocassionally and when it happens, especially if its during a large payment run we can easily get 20+ payments stuck. Manually resolving them takes some time via the UI, is there a process that can be used to automate the resolution of these items through workflow or alternate?

rhagey · ‎10-30-2019

We use CC Reference Transaction and have been using this API for the past year in our billing profile pages for self service access for our users. We filed a support ticket requesting this be rolled back: 200531. Using the query API to pull this information in is not a good solution. No reason this API can't work for CC Reference Transaction as well. CC Reference Transaction uses a lot of the same fields as Credit Card and this API should work for both as it has for the past year.

rhagey · ‎09-19-2019

Use the callout notification and call the Orders API directly. Assuming you're on REST: https://rest.zuora.com/v1/orders. Pass the full REST call with the Account Number, dates and cancellation policy. Below is example of a "Termed" subscription end of current term cancel, but that can all be modified. { "orderDate": {{Data.Workflow.ExecutionDate | to_json }}, "existingAccountNumber": {{Data.Account[0].AccountNumber | to_json }}, "subscriptions": [ { "subscriptionNumber": {{Data.Subscription[0].Name | to_json }}, "orderActions": [ { "type": "CancelSubscription", "triggerDates": [ { "name": "ContractEffective", "triggerDate": {{Data.Workflow.ExecutionDate | to_json }} }, { "name": "ServiceActivation", "triggerDate": {{Data.Workflow.ExecutionDate | to_json }} }, { "name": "CustomerAcceptance", "triggerDate": {{Data.Workflow.ExecutionDate | to_json }} } ], "cancelSubscription": { "cancellationPolicy": "EndOfCurrentTerm"} } ] } ], "processingOptions": { "runBilling": false, "collectPayment": false } }

rhagey · ‎09-18-2019

This is a major impediment to being able to easily use this API and causes us to keep local copies of inclusive tax rates which can cause problems for customers. This should definitely be fixed per the psot above.

rhagey · ‎02-11-2019

We run approximately 24 different languages for our emails out of Zuora. Updating and importing them manually is an incredible amount of time but more so...it opens us up to errors that are directly visible by our customers since they get the emails. Being able to update the content within email templates and make changes to communication profiles in all the different locales would be a huge improvement to our ability to use the email templates quite a bit more. We have to limit what we can use today because of the cost of keeping these updated and ability to make changes. Adding an API where we could updating any email template would help in moving these between sandbox and production and deploying more.

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Complying with new payment network free trial notification rules

Re: How to update the Stuck Payment that is on Processing status?

Re: Billing Application Release 260: October 2019

Re: Handling Cancellations in Zuora Workflow

Re: Billing Preview REST API to return tax amounts (in priority for tax-inclusive)

Re: Add ability to export/import email templates and communication profiles