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.
Account and Invoice Owners
A subscription has an owner account and an invoice owner account. You can use an Owner Transfer amendment to change the subscription owner account, the invoice owner account, or both.
The subscription owner and the invoice owner accounts must use the same currency settings.
Each subscription now includes an Invoice Owner field. You can use this to assign the invoice responsibility of a subscription to a customer account that is not the owner of the subscription.
All existing subscriptions will use the Customer Name as the default invoice owner.
This feature is in Limited Availability. If you want to have access to the feature, submit a request at Zuora Global Support.
If the Invoice Subscription to Different Accounts permission has been enabled for your tenant, make note of the following in the Zuora UI:
- Can select from the Invoice Owner drop-down to select the invoice owner account when creating a subscription. If this feature is not enabled, the Invoice Owner field is read-only.
- The Subscriptions-Invoiced tab is enabled in the Subscriptions & Amendments section of the Customer Account detail page. This tab lists the subscriptions that are invoiced to this customer account.
- A field on the Owner Transfer Amendment page to change the invoice owner of a subscription.
Change the Subscription or Invoice Owner
You can create an Owner Transfer amendment to change the subscription owner or the invoice owner. To create an Owner Transfer amendment, select a subscription to view its detail page, then click more > Owner Transfer.
This opens the Subscription Owner Transfer dialog:
You can specify a New Owner Account, New Invoice Owner Account, or both. In addition, you can specify a Name for the amendment and provide a Change Description. If no amendment name is provided, one is auto-generated by Zuora.
Click save after setting the new subscription owner or invoice owner accounts. This creates the Owner Transfer amendment, and transfers ownership to the new account automatically.
The Zuora SOAP API includes the following support for this feature:
- The Subscription object includes the
InvoiceOwnerIdfield, used to indicate the invoice owner of the subscription. (Supported from WSDL 32.0+)
- The Amendment object includes the
DestinationInvoiceOwnerId, used to indicate the destination invoice owner during an Owner Transfer Amendment. (Supported from WSDL 33.0+)
Use these fields with the
query() API calls. You must have the Owner Transfer Amendment permission to be able to edit and change these fields. For more information about the payment method that is used to pay invoices in the subscribe() call, see Payment Method Used in the Subscribe SOAP API Call.
See Subscriptions for more information.
Payment Methods and Account Hierarchy
When using the parent-child hierarchy, if the child account's invoice owner is the parent account, a charge for the child account's subscription will be charged in an invoice displayed under the parent account. The credit card on the parent account will only pay for invoices of the parent. If you want to use the same credit card to pay for the child account, Zuora recommends that you create the same payment method for the child account. This is because account hierarchies are used only for displaying structure. Parent accounts do not naturally pay for child accounts, unless the invoice owner of subscriptions on the child account is set to the parent account.
We recommend that you re-create the payment method because of the following scenario:
- The customer has parent accounts with non-existent subscriptions but with valid credit card information.
- Under these parent accounts are child accounts which are the active subscriptions, but with no credit card information.
- The child accounts use the parent account’s credit card details.
- However, because Zuora deletes invalid subscription credit card details from the parent accounts after 180 days, the child account payments will not be able to be processed.
Owner Transfer with Future-dated Amendments on Subscription
You can change the subscription or invoice owner when certain types of future-dated amendments exist on the subscription.
See Future-dated Amendments for more information about supported types of future-dated amendments.
After you transfer the ownership of a subscription or its invoices, any associated revenue will continue to use the customer account of the original owner.
For example, let's say you transfer ownership of a subscription from Customer A to Customer B. Any revenue schedules associated with the subscription, even those created after the transfer of ownership, will continue to show the associated customer account as Customer A.