Bill runs automatically create invoices for your customers on a set schedule, as well as create invoices for your customers, as needed. A bill run gathers information from one or more customer accounts and generates invoices for those accounts. Because of this, bill runs are also referred to as invoice runs.
Also, if you have the Invoice Settlement feature enabled, bill runs can automatically generate credit memos for negative charges based on your invoice and credit memo generation rule. The number of the billing document, invoices, and credit memos that are generated during the bill run is displayed on the bill run individual page.
Each bill run can be for a single customer, a group of customers (for example, those in a batch, or those that have the same bill cycle day), or for all customers. Bill runs can be scheduled in advance (for example, they can be scheduled to run every day at a set time), or run on an ad hoc basis (this means that you can initiate a bill run manually).
Zuora billing and rating engine generates chargeable events for timely and accurate invoices. The invoices are generated automatically and driven by the configuration of products, rate plans, and billing schedules. When it is time to invoice, you can process them thousands at a time, do it on-demand, or one at a time as your customers need it. You can generate the real-time invoices immediately after refunds on payments or subscription changes. The prorated charges can be included in the invoice amount calculation to ensure that your customers are billed correctly when subscriptions start part way through a billing period.
After invoices have been created in the bill run, they are now ready to collect for payments. This is where payment runs come in: they are used to collect cash from your customers.
You must have the Create Bill Runs permission to create bill runs. See Zuora Billing Roles for more information.
Bill Runs and Batches
If you need to create an invoice for more than one customer account, but you do not need to create invoices for every customer, you can do this easily by batching your customers so that you can process them together.
Types of Bill Runs
There are two types of bill runs: ad hoc and scheduled.
- An ad hoc bill run is one that you can run once to create invoices on demand.
- A scheduled bill run occurs on a regular interval, such as once a week or once a month. It creates invoices for you automatically on that schedule. (Scheduled bill runs are also called recurring bill runs.)
You can create a bill run for multiple or single customer accounts. After a bill run is created, you will have the options of posting invoices individually, or posting all invoices for the bill run. Invoices must be posted before you can collect payments.
See Creating Bill Runs for detailed instructions about creating bill runs.
Billing in Advance
Customers can be billed in advance directly from your bill run. If you want to send an invoice in advance of a billing period, set your invoice date to be the date of your bill and your target date to be the billing period you are billing in advance. For example, if you want to send your invoice on March 1, but the billing period is for April 1 to April 30, set your invoice date to March 1 and your target date to April 30. Your customer will receive an invoice for the billing period of April 1 to April 30 on March 1.
Charges per Invoice
20,000 charges are allowed per invoice on a bill run.
Filter Charges in Bill Runs
When generating an invoice for your recurring charges, you can filter out Usage in the bill run. Use the Filter Charges options to exclude specific types of charges from being included in this bill run.
You can include or remove the following types of charges from a bill run:
- One time
You can use these options to create bill runs for specific charges. For example, you could create one bill run for recurring charges, then bill for usage at a later time in a subsequent bill run.
A bill run can have one of six possible statuses. The status provides information about how the bill run is being processed in Zuora.
|Pending||Immediately after a bill run is executed, the status changes to pending. Pending means that a bill run is being queued up for processing.|
|Processing||The bill run is processing all accounts for that bill run.|
For successful bill runs, the status is completed. Only invoices for accounts that are due to be billed are generated. An email is sent to the user who executed the bill run to notify the user that the bill run has completed.
Although the bill run is complete, the invoices have not yet been posted. You must post the bill run, which will post the invoices and then email the invoices to complete the billing process. Typically, the Completed status for bill run is used to review the invoices for accuracy and then post/email them to your customers.
When you create the bill run, you can select an option to automate the posting and emailing of the invoices after the bill run.
|Error||If a bill run is not successful, the bill run shows an error status. An email is sent to the user who executed the bill run to notify the user that the bill run has an error.|
A bill run can be canceled if it is either pending or completed. Bill runs still processing cannot be canceled.
You can still individually cancel invoices that were all posted when an entire bill run was posted.
A bill run is posted if all invoices from that bill run were posted together. Posting a bill run means that all invoices generated as part of that run are considered committed. Once invoices have been posted, they are eligible to be processed in payment runs. Depending on how you configured your bill run settings, you might need to email invoices to your customers.
Posted invoices can no longer be edited. You must adjust for any errors that were found.
Conditions for Status Changes on a Bill Run
The following describes when the status on a bill run can change:
|Condition||Bill Run Status|
|The bill run is posted and then one invoice is deleted.||Changes from Posted to Completed|
Invoices in a bill run are deleted or posted and the last invoice is deleted.
For example, suppose a bill run is generating 10 invoices. where invoice #1 is deleted, invoices #2 through #9 are posted, and invoice #10 is deleted.
|Several invoices are posted one by one. Status changes after the last invoice is posted.||Posted|
|Invoices in a bill run are deleted or posted and the last invoice is posted.
For example, suppose a bill run is generating 10 invoices, where invoice #1 through #8 are posted, invoice #9 is deleted, and invoice #10 is posted.
View Bill Runs
You can find your bill runs by either browsing (using Expanded View or List View) or searching for bill runs specifically. You can search by bill run ID numbers.
- Expanded View: Expanded View includes basic information about your bill runs. In expanded view, you can post the bill run or cancel the bill run from this view. In expanded view, you can also see a summary of all of your bill runs to the right of the expanded list. The summary shows the number of bill runs by status (for example, fifteen bill runs pending).
- List View: List view is a list of your bill runs. From the list view, you can either view or delete a bill run, and you can sort the view by selecting the column headers.
Cancel and Delete Bill Runs
You can cancel a bill run that is completed and that has no posted invoices in it, as well as cancel a pending bill run. You cannot cancel a bill run that is processing. See Canceling Bill Runs for more information.
Once you cancel a bill run, you can delete it, which also deletes all associated invoices. See Deleting Bill Runs for more information.
Change the Recipients of Bill Run Email Notifications
Email notifications for billing runs are sent to the Zuora Billing user who created the applicable billing run. If your company has a scheduled (recurring) billing run, you can redirect the email notifications for the billing run by performing the following steps:
- Cancel the scheduled billing run.
- Have the intended recipient of the email notification recreate the scheduled billing run.