About Alexis

Alexis · ‎04-29-2020

UsageRecordRatingOption is in the request body schema for creating and updating the ProductRatePlanCharge via the API. See the CRUD: Create product rate plan charge and CRUD: Update product rate plan charge API documentation for more information.

Alexis · ‎04-29-2020

In Zuora, you can cancel an ad hoc payment run while it is in Pending status which means you can only cancel it after the payment run is created but before the payment run is completed. For more information, see the Cancel Payment Runs page on the Knowledge Center.

Alexis · ‎04-29-2020

Users can create a UOM via API using a POST call. For more information, see the Zuora Developer documentation for CRUD: Create UnitOfMeasure.

Alexis · ‎04-29-2020

Currently there are several ways to make debit adjustments to invoices. Users can use Invoice Item Adjustments (IIAs) and debit memos. Only users of the Invoice Settlement feature have access to debit memos, so for more information on enablement please contact Zuora Global Support. However, at this time Zuora is no longer investing in improving IIA performance and functionality since debit memos were developed initially as the recommended alternative.

Alexis · ‎04-28-2020

Completed bill runs that do not produce invoices can be canceled and then deleted.

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 · ‎04-28-2020

In Zuora Reporting, users have the ability to create a usage report that can display processed usage totals and their corresponding invoice numbers. To do so, the fields invoice item quantity or UOM and invoice number are available.

Alexis · ‎04-28-2020

The merge field Invoice.CreditMemoAmount can be used on invoices to show the total amount of the credit memos that are applied to the invoice. However, this field is only available to Invoice Settlement users.

Alexis · ‎04-28-2020

Zuora supports the ability to create a payment run via API. See the Create Payment Run page on Zuora's API Reference documentation for more information.

Alexis · ‎04-28-2020

Zuora currently supports the following Arabic language country codes: ar-AE ar-JO ar-SY ar-BH ar-SA ar-YE ar-EG ar-SD ar-TN ar-IQ ar-MA ar-QA ar-OM ar-KW ar-LY ar-DZ ar-LB

Alexis · ‎04-28-2020

This is an interesting idea. Along the lines of data retention, how long do you typically need to keep usage data around? If we only provided access to usage data that’s 1/3/6 months old, would that impact the business and how so? How is older usage data be used? If only a few periods of data were to be kept within Zuora, would previous historical data be valuable to you?

Alexis · ‎04-28-2020

This idea is a duplicate of the following idea that has been implemented. Currently Zuora supports updating invoice date when posting draft invoices or bill runs through the UI and API.

Alexis · ‎04-20-2020

Alexis · ‎04-20-2020

Ah then apologies, I misread the idea. Since the request is for creating new Zuora users and not customer accounts, this has not been implemented. I'll change the status back to New Idea.

Alexis · ‎04-20-2020

The ability to import customer accounts via a CSV file is currently available in Zuora. For more information on how, check the Knowledge Center's Import Customer Accounts page.

Alexis · ‎03-31-2020

Zuora now supports the ability to display the total amount of the credit memos that are applied to the invoice; this can be done using the merge field Invoice.CreditMemoAmount. This merge field is only available to users of Invoice Settlement. For a complete list of merge fields currently supported for invoices, see here: https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Creating_a_Custom_Invoice_Template/Merge_Fields_for_Invoices

Alexis · ‎03-31-2020

The ability to update invoice date upon posting is generally available for tenants. However to update credit memo dates, the tenant must have the the invoice settlement feature.

Alexis · ‎03-25-2020

Currently within Zuora, "Specific Weeks" is supported as an available billing period. However, when Billing Period is set to "Specific Weeks", Billing Day of "Default from Customer Account" is not supported and therefore cannot be selected at the same time. For more information on billing periods see the Knowledge Center's Billing Periods page.

Alexis · ‎03-25-2020

Zuora now supports updating invoice date when posting invoices or bill runs through the UI and API. See Update invoice dates for more information on how to update invoice dates.

Alexis · ‎03-25-2020

Currently in Zuora, prefix and numbering configuration for payments and refunds is supported. If no prefix is defined for payments or refunds in a sequence set, the payments and refunds created will adopt the default payment prefix P- and the default refund prefix R- . To learn more about managing payment and refund prefixes and starting numbers see Prefix and Numbering configuration for more information.

Alexis · ‎03-18-2020

The ability to update the invoice date when posting invoices or bill runs will be available soon.

Alexis · ‎03-18-2020

This idea is a duplicate of the following delivered idea: https://community.zuora.com/t5/Billing-Payment-Ideas/Creating-Bill-Run-with-Invoice-Date-in-Closed-Accounting-Period/idi-p/4517.

Alexis · ‎03-18-2020

Currently, when creating a bill run with an invoice date in a closed accounting period an error message is delivered. This message notes that bill runs cannot be created in a closed accounting period and promps users to enter another Invoice date.

Alexis · ‎03-18-2020

The ability to configure prefixes and starting numbers for payments and refunds will soon be supported. Prefixes for IIAs will not be supported.

Alexis · ‎03-13-2020

@sub_future thanks for commenting that, the extension was what I was going to go suggest next if applicable to @Karina's use case

Alexis · ‎03-12-2020

In the Zuora UI you can add comments and attachments at an invoice level when an invoice is selected individually. Currently, Zuora does not support the ability to leave invoice notes at a customer or product level.

Alexis · ‎03-12-2020

This idea is a duplicate of the following idea which has been implemented: https://community.zuora.com/t5/Billing-Payment-Ideas/Deselect-all-or-Select-all-when-applying-a-payment-to-customers/idi-p/9764.

Alexis · ‎03-12-2020

The filters are there in the event a rate plan carries multiple rate plan charge types. In Zuora there are 3 rate plan charge types: One-Time, Recurring, and Usage. Checking all of these charge types for the filter option simply means you want the charges from all 3 types to be picked up by the bill run for generating the invoice. If you only check one of the charge types, only the data from the charges that are the selected charge type will be taken/picked up for the invoice. This same logic applies if you run a bill run for multiple accounts. In the picture above, this rate plan (Rate Plan 1) has 3 charges. These charges fall under two charge types (One-Time and Recurring). If you were to run a bill run for an account that has a Rate Plan 1 subscription on a product and you only checked the "Recurring" box, only charge 3 would show up on the invoice. Since charges 1 and 2 are One-Time charges and you did not check the One-Time charges box, these charges will not show up on the invoice.

Alexis · ‎03-12-2020

You can now select multiple specific batches of customer accounts to be included for scheduled and adhoc bill runs (selecting multiple payment runs currently not supported) through both the Zuora UI and SOAP API. UI resource: https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/G_Bill_Runs/Crea... API resources: https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/BillR... https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/Zuora_SOAP_API_Version_History

Alexis · ‎03-12-2020

You can now select multiple specific batches of customer accounts to be included for scheduled and adhoc bill runs (selecting multiple payment runs currently not supported) through both the Zuora UI and SOAP API. UI resource: https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/G_Bill_Runs/Crea... API resources: https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/BillR... https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/Zuora_SOAP_API_Version_History

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