You can preview a subscription with a draft, active, or canceled status to see the invoice charges that will be generated by the subscription. You can preview subscriptions across any time frame, and you can enter usage values to simulate usage charge calculation Preview all invoices generated for the subscription, including future invoices and taking into account any amendments to the subscription.
Zuora recommends that you preview new subscriptions to check and correct errors before activating new subscriptions.
If you have configured taxation rules in Zuora Tax, the subscription preview will calculate taxes for charges in the subscription.
Using list base price and full term pricing, you can make subscriptions that charge the price of a full term up front. Preview subscription will let you see the full term price that will be applied to a subscription.
You can preview a subscription with a draft, active, or canceled status from the Zuora UI.
You can preview a subscription during the period defined in Preview Start Date and Preview Through Date. The period between the preview start date and preview through date must be less than 60 months.
The start date of the subscription preview. The subscription start date is used by default.
The end date of the subscription preview. You can preview the invoice charges through the preview through date.
When you set the preview through date, pay attention to the following scenarios:
You can specify the preview through date with one of the following options:
This shows you the invoice charges for the next number of billing periods. The preview through date is the last invoice date plus the number of billing periods. If the subscription is not billed through the subscription term, the preview through date is the term start date plus the number of billing periods.
The preview through date is on November 1, 2021. You can preview invoice charges from January 1, 2020 to November 1, 2021.
After you specify Next number Billing periods, the preview through date is calculated automatically and displayed in the field under the Specific Date field. The invoice of the next three billing periods is showed by default. You can specify the number of periods to override the default value.
If there are more than two charges in the subscription, Zuora shows the preview through date of the invoice charges based on the shortest billing period of the charge in the subscription. For example, if there is a charge bills for every month and a charge bills for every five weeks, Zuora shows the preview through date of the invoice charges based on the monthly billing period.
This shows you what the invoice charges will be through the end of the subscription term. After you select the End of Term option, the preview through date is automatically displayed in the field under the Specific Date field.
This shows you what the invoice charges will be based on the preview through date you specified.
To preview a new subscription using the "Save and Preview" method:
To preview a draft 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.
To preview an active or canceled subscription:
If the subscription is active or canceled, the subscription's term start date, term end date, and contract effective date will be pre-populated on the preview page, and you will not be able to edit these values.