Hi @Madalina, it should work for credit and debit memos as well. Please submit a ticket to Zuora Support to report the issue, as you may have found a bug. Thanks!
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The Payment fields are no longer listed as deprecated fields and Payment.CreditCardNumberMasked has been made usable again . For a complete list of available invoice merge fields see the Knowledge Center page on Merge Fields for Invoices.
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Currently the fields "InvoiceItem.ProductRatePlanCharge.CustomField" and "InvoiceItem.RatePlanCharge.CustomField" are available as merge fields on an invoice. These fields allow you to show custom fields on both the product rate plan charge and rate plan charge that are associated with this invoice item.
For the complete list of merge fields available on an invoice, see the Knowledge Center page on Merge Fields for Invoices.
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Via the API you can create Billing Preview Runs where you can retrieve a preview of future invoice items for multiple customer accounts. For more information, see the API reference documentation on Billing Preview Run. If you want to have access to the feature, please submit a request to Zuora Global Support .
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You can currently format numeric merge fields for invoice templates based on your customers' communication profile locales in Zuora. Please contact Zuora Global Support to have this feature enabled and see the Define Date and Numeric Formats for Mail Merge Fields Knowledge Center page for examples of the rendered results.
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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.
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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.
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Users can create a UOM via API using a POST call. For more information, see the Zuora Developer documentation for CRUD: Create UnitOfMeasure.
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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.
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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.
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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.
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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.
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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.
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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
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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?
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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The ability to configure prefixes and starting numbers for payments and refunds will soon be supported. Prefixes for IIAs will not be supported.
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