About rdeloach

rdeloach · ‎02-14-2019

We have our default invoice template set to display $0.00 invoice lines ( Do not display zero value invoice line items: is unchecked on the template) . My Gross Amount formula is a nested IF statement. When I have an invoice item that is $0.00, the formula displays "!Undefined Bookmark" instead of a usable value. FORMULA: { IF {MERGEFIELD InvoiceItem_Details.ChargeModel}="Tier*" "TIER" "{ = { MERGEFIELD InvoiceItem_Detail.Sku } = "*FREE" "$0.00" "{ = { MERGEFIELD InvoiceItem_Details.ListPrice \#0.00} * { MERGEFIELD InvoiceItem_Details.Quantity} \# $,#.00;($,#.00);$ 0.00" }" }}"} Logic: IF my charge model is a tiered model, display the word "TIER" ELSE IF my SKU ends in "FREE" THEN "$0.00" ELSE ListPrice * Quantity I need to somehow check that InvoiceItems don't exist for this line item so I can set to "$0.00".

rdeloach · ‎10-16-2018

The ability to specify the image size using { MERGEFIELD Image:Account.ImageURL__c \* MERGEFORMAT } would be very useful in using this feature. Specifying HxW in inches/pixels would be helpful in managing size.

rdeloach · ‎05-17-2018

What is the status of this? Our auditors were very concerned over the lack of this control in our billing system this past audit cycle.

rdeloach · ‎05-01-2018

We definitely have a complicated template and nested tables that demand a more robust generation tool on the Zuora platform. Totally agree with this!

rdeloach · ‎05-01-2018

We need this for our audit/controls as well. We have a large bill run that takes over 5 hours to complete and always have failed subscriptions that consume invoice numbers.

rdeloach · ‎05-01-2018

To help get through the various spam filters, can Zuora manage sending a link in an email to download the invoice PDF without a login or other authentication? This would greatly help in email delivery.

rdeloach · ‎11-16-2017

Please send me the link

rdeloach · ‎06-14-2017

One update to this, also have Zuora add the Account Number or Account Name to the Bill Runs object when a customer-specific bill run is created.

rdeloach · ‎04-21-2017

We are considering charging a late fee of 1.5% of the unpaid balances as well. But we have the added nuance of some of the invoiced charges could be disputed. We plan to issue provisional credits for these charges as a way to take them out of the aging until such time as the disputed charges are adjudicated and the provisional credit removed or a permanent credit issued (or something similar). Assessing a late fee on the unpaid balance calculated within Zuora is preferred.

rdeloach · ‎02-09-2017

Add the User object to reporting so you can decode the "Created By" etc. IDs on transactions. Currently only administrators can see user IDs so they are worthless to anyone else for auditing and reporting purposes.

rdeloach · ‎02-09-2017

If you only have one currency enabled, remove Currency from the reporting so that you don't have to remove it for every report you create.

rdeloach · ‎01-25-2017

In our use case, we have a parent with potentially hundreds of child "franchises" but the parent will be the invoice owner, child is the subscription owner. We need the child account name and other child account information on scheduled billing reports in addition to the invoice itself. We use the InvoiceItem_AccountName.AccountName field in the invoice template with nested tables to get to the child account name and child detail, but cannot get that field in reports or data sources to create reporting or use Zuora's scheduled reports feature. The only option we have is to combine multiple data extracts, match the data and create custom reporting outside of Zuora.

rdeloach · ‎12-16-2016

Echo JMorrissey's comment - is this still 2016, if not when? Will the audit log also include security event tracking (e.g. repeated failed logon attempts)?

rdeloach · ‎05-13-2016

I propose adding an optional description or comment field on the bill run so that an operator can enter a description of a manual bill run giving details what they are trying to do. Our specific use cases will have scheduled bill runs as a general rule but for certain use cases, an operator will need to create a manual bill run. As an audit point, a description of a manual bill run would be helpful.

rdeloach · ‎01-21-2016

It would be most helpful to be able to export a tenant configuration to a file, like meta-data or similar, and have the ability to import it into a tenant. There are 2 use cases for this: first, to back up and archive configurations to satisfy auditor requests to validate no unapproved configurations have changed. Second, in ensuring environment integrity in API Sandboxes or Services tenants to your source/production tenant.

rdeloach · ‎01-21-2016

This feature would be valuable if it included all options available to a tenant and which were enabled. (see attached/below). It's also impossible to know exactly what version your tenant is, what updates have been applied, etc. from within the tenant itself.

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Invoice Template MERGEFIELD for $0.00 invoice item

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