About Alexis

Alexis

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

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

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

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

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

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

Alexis

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

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

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

Alexis

@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

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

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

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

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

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

You can now select multiple specific batches of customer accounts to be included for scheduled and adhoc bill runs through both the Zuora UI and SOAP API. With this new capability, the ability to select all batches but one is now available. UI resource: https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/G_Bill_Runs/Creating_Bill_Runs API resources: https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/BillRun https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/Zuora_SOAP_API_Version_History

Alexis

Hi @Karina, at the moment this idea to set a minimum usage threshold before which an invoice will not be generated is not on the roadmap. It is an idea that we are aware of and are still investigating, however we are not committed toward building this at this time. Is a "Minimum Commitment" usage charge model (subscriber agrees to spend a minimum amount per billing period that would serve as a floor to the customer's spending) something you would be interested in?

Alexis

A list of countries that are blocked from accessing Zuora URLs can be found here on the Knowledge Center: https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Policies/Countries_Blocked_from_Zuora_URLs

Alexis

Alexis

This idea is a duplicate of the following idea: https://community.zuora.com/t5/Billing-Payment-Ideas/Ability-to-have-a-quot-threshold-quot-billing/idi-p/4418.

Alexis

Alexis · ‎03-05-2020

Hey @Madalina, sorry for not getting back to you sooner. This feature was rolled out in a way that it works for invoices that are generated after the permission is enabled. It doesn't matter when the subscription is created but it does matter when the invoice was first created. So in your case since the invoice was in draft status prior to the feature being enabled, it was not affected by the setting change. Hope that cleared it up!

Alexis · ‎03-02-2020

Hi @Madalina, just spoke with engineering and it doesn't matter when the subscription is created. The "Sequential Billing Document Number" feature works for all new invoices, credit memos, and debit memos generated once it is enabled.

Alexis · ‎02-28-2020

To access this Invoice Settlement, which is currently in Limited Availability, must be enabled (@nharlow mentioned in a previous comment that this ability would be delivered with the unapplied payments UI). The Invoice Settlement feature includes unapplied payments, credit and debit memos, and invoice item settlement. If you wish to have access to this feature, contact Zuora Global Support.

Alexis · ‎02-27-2020

In the Zuora UI, you can now stop payment runs after they have already started and are in "Processing" status. Once you stop a payment run, no additional payments will be processed. Additionally, the payments that have already been processed by this payment run instance are not impacted. Any future instances of scheduled payment runs will also be unaffected. To read more about stopping a payment run see this Knowledge Center article.

Alexis · ‎02-27-2020

Currently in the Zuora UI, the comment field for Payments is editable. To edit a comment on a payment navigate to the payment you'd like to comment on. On that page click "More" at the top right, then select "Edit Basic Information". The comment box will be unlocked and the ability to change the comments will be opened. After updating the comment, press save to save any changes.

Alexis · ‎02-27-2020

This idea is a duplicate of this question and it has been implemented. The ability to select all or deselect all invoices for payments is currently available in the UI. When creating a payment, in the "Apply Payment" box at the bottom of the Process a Payment page there is a billing document table which lists the customer's invoices and debit memos. In the top left corner of that table (top row and leftmost column) there is a check box. To select all billing documents in the table, select the check box. To deselect all billing documents in the table, uncheck the box. To read about how to create a payment in the UI see this Knowledge Center article .

Alexis · ‎02-27-2020

Now on the Zuora UI in sandbox and production under Payments, you can apply a single payment to multiple open invoices and debit memos. To read about how to create a payment in the UI see this Knowledge Center article.

Alexis · ‎02-26-2020

In the Zuora UI, bill runs that are in Processing status can be terminated; however this feature is in Limited Availability and only applicable for customers fitting certain criteria. To determine your eligibility for enabling the terminate bill run permission, submit a request for at Zuora Global Support.

Alexis · ‎02-26-2020

The ability to apply credits to invoices and debit memos within the same screen is possible in both the Zuora UI and REST API. To do so the Invoice Settlement feature, which includes unapplied payments, credit and debit memos, must be enabled. Invoice Settlement is currently in Limited Availability, contact Zuora Global Support to enable it. After a credit memo is posted, one can fully or partially apply the credit memo to one or more invoices and debit memos. However, only Billing Role users with the user permission " Apply Credit Memo " enabled can perform this action. This Knowledge Center article contains more information about applying credit memos.

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