Table of contents
Overview
When selecting a product and rate plan to add to your subscription, Z-Billing displays up to 15 products and rate plans in the list. If your company has more than 15 products or rate plans, you can easily search for your desired product or rate by using our type ahead feature.
Solution
To use the type ahead feature, enter at least three characters contained in the product or rate plan name you want to search for in the Product or Rate Plan field. Z-Billing will display all products and rate plans that match.
- To search for a product, begin by typing in the full or partial name of the product and select the desired product from the Product list. When typing in the partial product name, enter at least three characters contained in the name of the product you want to add, and Z-Billing will display all products that match.
- After you select the product, Z-Billing will display a list of available rate plans for such product. Select the rate plan that you want to add from the Rate Plan list. If your rate plan is not listed, search for the rate plan using our type ahead feature: enter the partial product or rate plan name (enter at least three letters of the name) and Z-Billing will display all the rate plans that match.
See Adding Products and Rate Plans for more information.
Video: Using the Type Ahead Feature
Related
Topics
- Subscription Charge Display
- In the subscription, under Product & Charges, you can view your charges grouped by product, trigger condition, or key statistics. You can also view the date in which the charge was invoiced through and the history for that charge.
- Subscription Views
- Use the Subscription Views area (located in the upper-right of the Subscriptions page) to quickly see the status of your subscriptions, and view subscriptions by status.
- Creating Subscriptions
- You must first create your customer accounts before you can create your subscription. Once you have a customer account, you can create subscriptions for that account in three different ways. The easiest way to create a subscription is from the Customer Accounts page. You can also create a subscription from the Subscriptions page or from a product page.
- Previewing a Subscription
- You can preview a subscription at any time (when the subscription is in draft, active, or canceled status) to see the invoice charges that will be generated by the subscription.
- Invoice Subscriptions to Different Accounts
- Using the Invoice Subscription to Different Accounts feature, you can configure a subscription in an account to be rated and billed by a billing run initiated from a different account. This is typically used to create a hierarchical billing situation for larger companies with many departments, divisions, or subsidiaries.
- Subscription and Amendment Dates
Troubleshooting
- How do I allow my customers to increase or decrease the units associated with a subscription?
- How do I amend subscriptions? (Upgrades, downgrades, add-ons)
- How do I automatically notify my customers of subscriptions coming up for renewal?
- How do I create a refund in UI and API (including shutting off a subscription)?
- How do I determine current RatePlanCharges and map back to active subscriptions?
- How do I expire a product so that it is no longer sold?
- How do I handle free trials in Zuora?
- How do I handle subscriptions that do not auto-renew at the end of the subscription term?
- How do I properly cancel or downgrade customers to avoid issuing a credit or refund?
- How do I set up a monthly fee and a fee for storage?
- How do I set up a per user pricing model?
- How do I stop billing a customer who discontinued their subscription?
- How do I undo a change made to a subscription (delete an amendment)?
References
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