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Knowledge Center > What's New > Previous Zuora Releases > 2010 New Features > March 2010 New Features

March 2010 New Features

Overview

This release enhances the data flexibility in Zuora with the general availability of Custom Fields, improves automation with auto-post and auto-email of invoice bill runs, and allows greater insight into subscriptions through additional views and usability enhancements.

Z-Billing

Custom Fields

Customers may now add custom fields to the Account, Subscription, Product, and Product Rate Plan objects. These custom fields may be entered, updated, and viewed via the UI or API (there is some additional modification to the WSDL to access via the API). The account custom fields can also be imported and exported via the account export.

This is a powerful feature that should be carefully reviewed before implementing. If you would like to enable this feature, please log a case so that customer care can guide you through successful use of this feature.

Suppress E-mailing $0 Invoices

For customers who have pricing configured to generate $0 charges on invoices (e.g. for optional usage charges), Zuora now gives you the option to exclude those customers from receiving e-mails when sending out mass invoice e-mails. This feature can be selected when creating a bill run.

To access this setting, go to Billing Operations > Bill Run > New Bill Run or New Scheduled Bill Run and look under Processing Rules.

Auto-Post and Auto-E-mail Bill Run

Zuora now allows users to increase billing automation for certain types of businesses by automatically posting and e-mailing invoices after a bill run is complete.

This is a powerful feature that should be carefully reviewed before implementing. If you would like to enable this feature, please log a case so that customer care can guide you through successful use of this feature.

Usability Enhancements

Zuora has added several usability enhancements to help users more easily enter and maintain subscriptions.

  • New Subscription Charge Displays – the subscription view now allows you to see products on the subscription grouped by trigger condition, by key statistics, or grouped by product. The new views allow easy access to view when charges are actually triggered on a subscription as well as the ability to see key metrics like TCV, MRR, and Next Billing Date along with charge history.
  • Expired Subscription View – users can now easily view a list of “expired” subscriptions (i.e. subscriptions that are still active that have reached the end of their term) by clicking on the view on the right side subscription list view page. This is useful for taking actions on those subscriptions – e.g. extending term, renewing, or canceling.
  • Easy MMDDYYYY Date Entry – users may now enter dates without entering ‘/’ between month, day, and year.

Additional Proration Options to Prorate Based on 30-day month

Customers now have additional flexibility to configure their proration calculations. New options include:

  • When Prorating a Month, assume 30 days in a month or use actual days – this setting allows proration to be calculated based on an assumption that all months have 30-days vs. the actual number of days in the month (as is current behavior).
  • When Prorating Periods Greater Than a Month Prorate by Month First or use Actual # of Days – For customers who use annual, semi-annual, or quarterly charges, this setting allows proration to be calculated using whole months first then the remaining days prorated over a month, or purely based on days.

Z-Payments

Test Payment Gateway

You can now set up a test gateway in a tenant that will allow testing without requiring a login to a Payment Gateway. All payments “processed” against this test gateway will show up as successful. Zuora recommends that before going live, tests be run against an actual gateway, but this feature may help out with ad-hoc or early implementation testing.

Last modified
16:32, 12 Feb 2015

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