Hey, it's ok. Everybody makes mistakes. Zuora makes it easy to unwind them.
If you change a subscription via an amendment and then realize that you made a mistake, it is easy to delete that amendment and roll back the subscription to its original state.
You might want to delete an amendment if you simply made a typo while entering its details. Or, you might delete an amendment if the customer changes his mind immediately after requesting an amendment.
The easiest way to delete an amendment is via the Zuora UI. Here are the steps involved:
- Log in to Zuora with your user name and password.
- In the left navigation pane, use the Subscriptions link to navigate to the customer subscription whose amendment you wish to delete. Click on the View link for that subscription to bring up its details.
- In the Basic Information section of the subscription details, you will see a line for Version. Immediately before the latest version number for this subscription, you will see a link to the amendment that created it. This link will probably have a format such as
Click on that amendment link to drill into its details. Because amendments represent a sequential set of changes to a subscription, Zuora only allows you to delete the last amendment made to a subscription.
Note: Each time a subscription is amended, a new version of the subscription is created. Every amendment made to a subscription is automatically displayed in this "Version" line, thereby providing a convenient way for you to view the entire lifecycle of a subscription.
- On the resulting detail page for the amendment, click the "delete" button in the top right corner of the page:
Once an invoice has been generated for an amended subscription, Zuora will no longer allow you to delete that amendment. If you attempt to delete an amendment that has already been invoiced, Zuora will pop-up an error message signaling that the action cannot be completed.
You can also use the delete() API call on an Amendment object to delete the latest amendment made to a subscription, again presuming that an invoice has yet to be generated for that amended subscription.
A Word of Caution
Because this action completely removes all traces of the amendment within your Zuora tenant, you want to use it judiciously.
Let's suppose a customer adds twenty-five user seats to his subscription and then calls you five minutes later to change his mind. In this case, deleting the amendment makes sense.
On the other hand, suppose that on January 6, a customer adds five user seats to his subscription via an amendment. On January 12, he then calls to add seven more seats. In this case, you do not want to delete the original amendment and add another one for twelve seats total. Instead, you should keep the original amendment and simply add a second amendment for the additional seven seats. With a second amendment, the next invoice for that customer will properly reflect the business interaction you had with him -- i.e., it will calculate a prorated charge for the five additional users starting on January 6, followed by a prorated charge for seven additional users starting on January 12.
- Subscription and Amendment Dates
- When creating subscriptions in Z-Billing, you are setting up the orders that your customers have placed. Generally, subscriptions refer to orders for products or services that have recurring charges (for example, flat fee per month, quarterly per unit charge, or usage-based charges such as the number of minutes used on a cell phone plan). Subscription charges can also include one-time charges (for example, an activation fee). Once a subscription has been created, you can make changes (amendments) to it, and you can also cancel it.
- Viewing a Subscription
- Each subscription contains important information about the order that a customer has placed, such as the charges for products or services. A subscription also includes the terms and conditions for when the charges are billed. When you view an individual subscription, you will see the following information.
- 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.
- Specifying Basic Information for a Subscription
- When you create a subscription, you must enter basic information about the subscription. Some fields obtain initial values from your default subscription settings. Use the Define Default Subscription Settings page to configure the default subscription settings.
- 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.
- Changing Subscriptions (Amendments)
- In Z-Billing, amendments are used to make changes to an active subscription. In Zuora, when you create an amendment you are actually creating a new version of the subscription. The subscription's information is copied to the new version, and the Subscriptions detail page lets you view all previous versions of the subscription.
- Automated Price Change (Uplift) for Renewed Subscriptions
- Z-Billing provides the ability to automatically change subscriber pricing when termed subscriptions renew. For example, you might want to increase prices on renewal by a fixed percentage to keep pace with inflation. Or you might change subscriber pricing to the latest catalog pricing during automatic renewals. Typically, this change is a price increase, and is referred to as an uplift.
- Invoice Subscriptions to Different Accounts (Owner Transfer Amendment)
- 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.
- Using Mass Order Entry to Create Subscriptions (Beginner)
- Add a Product (Amendment) (Beginner)
- Upgrade or Downgrade a Product (Amendment) (Beginner)
- Remove a Product (Amendment) (Beginner)
- Change a Subscription's Terms and Conditions (Amendment) (Beginner)
- Previewing Amendments (Beginner)
- Deleting Amendments (Beginner)
- Using Amendments (Intermediate)
- Using Mass Order Entry to Create Amendments (Intermediate)
- Create New Subscription Quotes (Intermediate)
- Create Amendment Quotes (Intermediate)
- How do I set up concurrent annual subscriptions to always bill for the full amount? (Intermediate)
- How do I support evergreen subscriptions?
- How do I automatically notify my customers of subscriptions coming up for renewal?
- How do I allow my customers to increase or decrease the units associated with a subscription?
- How do I create a refund in UI and API (including shutting off a subscription)?
- How do I create an ad hoc charge or credit in Zuora?
- How do I determine current RatePlanCharges and map back to active subscriptions?
- How do I handle free trials in Zuora?
- How do I handle special subscription term lengths?
- How do I properly cancel or downgrade customers to avoid issuing a credit or refund?
- How do I stop billing a customer who discontinued their subscription?
- How do I use the automatic price increase (uplift) feature?