Community - About bsanders

apurva-desai · ‎05-10-2020

Hi all, I am very excited to announce that Audit Trails will be Generally Available in Zuora soon! The feature is being prepared to rollout with our Platform Launch in the coming weeks. We will be publishing documentation, announcements, and other resources as part of this launch. Thank you so much for all your feedback and interest. Please keep the discussions going as we continue to invest in this feature! Best, Apurva

Alexis · ‎04-28-2020

The ability to select multiple batches for bill runs is now available. For more information see the details listed under step 2 on the Creating Bill Runs page on the Knowledge Center.

Alexis · ‎02-14-2020

The ability to create nested tables on an invoice template is available in Zuora. For information on how you can configure your invoice templates to display usage charges and invoice items in nested tables click here. To see examples on the Knowledge Center of using nested tables on invoices click here.

Alexis · ‎02-12-2020

The ability to create custom invoices using HTML has been delivered. To read more about the Workflow overview for this use case click here. For the complete use case and template code examples see the Billing: Custom Invoice page on Knowledge Center.

Madalina · ‎02-04-2020

Hi, Is there any update on this request? We might also be interested.

Karina · ‎09-23-2019

Any updates on this one? Would be very useful to be able to amend using Update a Product to change price one one time charges. Thanx for update 😄

HoMing · ‎07-01-2019

Yes I have the same use case as Madalina. If we did not bill usage say for a year or two year we get a long list of zeros for all those period with no usage record from the last invoice with usage.

jamiedavidson · ‎09-07-2018

@feisley to the rescue once again. I'm very grateful that you've posted your templates for others to learn from, I've already managed to solve a few long standing problems that I wasn't sure were possible to fix. You've saved me so much time

nathanc · ‎08-03-2017

@kshah will reach out separately via email, we are currently running an Orders early adopter program but need to see if you would be a good fit first.

chris · ‎05-01-2017

@bsanders - we are trying to stay away from timing estimates pre-release since this is hard to nail in advance, but we'll do our best to update as we have news here.

feisley · ‎03-17-2017

@vgopal1207 based on @nharlow's comments previously about introducing a Billing Profile and setting the flag on it, you would presumably be able to create profiles to mimic what you referred to as Subscription Groups (i.e. S1 to S10 assigned to BP1, S11-S20, assigned to BP2, and so on...) Then on the Billing Profile you would specify whether or not to group the subscriptions that are part of it vs invoice them separately. This has the added benefit of allowing you to group some subscriptions, while invoicing others separately based on the Billing Profile parameter.

bsanders · ‎02-15-2017

It would be very useful to be able to pull an Invoice Item report directly from an invoice in the GUI. This would ideally output the same information as the "Invoice CSV" export, except that it would be filtered for the invoice currently being viewed.

Lei · ‎01-19-2017

you can control it by placing them in the same billing profile.

nharlow · ‎01-17-2017

I have added this to the backlog for possible inclusion in a future release. Thanks.

bsanders · ‎01-13-2017

We use a third party system as our ERP so our AR group has no issues on their end with applying a payment to an invoice and then unapplying it because it needs to be applied elsewhere. Current functionality does not allow for Payments to be cancelled after a Accounting Period has been closed. According to documentation the recommended action is to issue a refund if the payment needs to be reversed, https://knowledgecenter.zuora.com/CB_Billing/K_Payment_Operations/E_Cancelling_Voiding_and_Deleting_Payments . This is an issue since we represent our customers payments on our invoices. If a Payment is applied to the incorrect invoice and this is not noticed until after the Accounting Period has closed the customers invoice will always reflect the incorrect payment. While issuing a payment refund will re-open the invoice balance, it does not un-apply or cancel the original payment. When the invoice is regenerated as a result of the refund the invoice template now shows both the original incorrect Payment and the subsequent refund we have had to issue to resolve the balance.

bsanders · ‎12-28-2016

@chris- The misalignment happens when the report is exported and saved as .csv (default export type) rather than opened and then saved as .csv - possible solution is to change the default export type to be Tab seperated rather than .csv

bsanders · ‎12-28-2016

@chris- Yes, if we could link the Billing Preview into other objects within the reporting tool that would be a good solution

bsanders · ‎12-28-2016

@chris - Yes that works as a stop-gap measure.

chris · ‎12-27-2016

bsanders · ‎11-15-2016

Hi @nharlow, is there any update as to the feasability of this being included in a release?

Lei · ‎11-04-2016

Thanks for the usability tip. I agree this is useful. Just to be transparent, this will be in our backlog, but unlikely to be available in the short to medium term.

Robert · ‎10-07-2016

Hi, Thank you for the steps. I was able to replicate both steps provided. I will need to send this up to our Advance Solutions Team and have them work with our Engineering Team. Robert

Lei · ‎09-21-2016

This is a good idea, but unlikely to be done in the short term.

bsanders · ‎09-21-2016

I wish i could up-vote this more than once. This would probably be the most helpful feature from a usability point of view that i have seen here. Having the ability to search from anywhere within the UI and return results either related to the current record or a completely different topic without the need to first navigate to the "Home Page" of the related group would be a huge time saver, not to mention the eliminating the frustration of not returning any results because we are searching in the wrong section. The simple results structure that @feisley mentiones (with the ability to open records in new tab) would be fine, though more functionality is always welcome.

Lei · ‎09-09-2016

chris · ‎08-24-2016

nharlow · ‎08-18-2016

Hi, As part of our credit memo project, proration credits will actually be automatically put into a credit memo object during the bill run. You can then configure the ability either to present the credit on a single invoice document or as a separate credit memo document. Thanks.

pnedyalkov · ‎07-15-2016

Is there a timeline for this to be implemented? It's very useful and I believe a lot of Zuora clients need it in order to not pollute their invoices with information that's not needed. Thanks.

bsanders · ‎06-20-2016

@OmarArroum Sorry for not responding sooner. Thanks for the above @fredkao thanks for the tip, we will look into it.

bsanders · ‎06-16-2016

@Kalpesh This does not work in the event that multiple invoices are billing usage against the same SubscriptionID. For Example a 12 month Base fee with monthly usage charges. In this event the SubscriptionID will be the same across all Usage Records which will not allow us to allocate the usage records according to which invoice they were billed against. This can be done however by pulling an extract based on the Processed Usage object which includes the Invoice, Invoice Item, and Usage objects

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