By default, the optimization feature for large accounts is disabled, and bill runs generate invoices at the account level. A bill run processes all subscriptions in an account first, then generates an invoice for that account. This default method is designed for accounts with few subscriptions. It processes accounts quickly and generates invoices frequently. The amount of time a bill runs takes to complete is roughly proportional to the number of accounts in the bill run.
See Viewing Invoices for information on how to monitor the processing of accounts during a bill run.
By default, Zuora Billing consolidates all subscriptions onto a single invoice. A separate invoice is generated for each subscription with the Invoice the Subscription Separately feature enabled. This can increase the number of invoices generated. See Invoicing Subscriptions Separately for more information.
Some customer accounts, such as reseller accounts, can have thousands of subscriptions. With the default bill run method, it can take hours to process the large number of subscriptions before invoice generation can begin. Bill runs run slowly, and monitoring progress becomes difficult as no invoices are generated until all subscriptions in an account have been processed.
This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.
If you have customers with large numbers of subscriptions, consider requesting that the RBE optimization for large accounts permission be enabled on your tenant. This feature offers the following benefits when processing accounts with many subscriptions:
When Zuora Global Support enables the RBE optimization for large accounts permission on your tenant, they set a subscription threshold, e.g., 10 subscriptions. During a bill run, any accounts with a number of subscriptions equal to or greater than the threshold are flagged as large accounts, and are processed using the optimized method. All other accounts are processed using the default method, and invoices for these accounts are generated at the account level.
The optimized method works by generating invoices incrementally at the subscription level, rather than altogether at the account level. This allows for subscription processing and invoice generation to run simultaneously, and significantly reduces the time required to complete a bill run.
The optimization feature does not affect the look and feel of the generated invoice. Invoices generated with the normal method and the optimized method are identical.
During a bill run, when a large account is being processed with the optimized method, a temporary invoice is displayed in the All Invoices view. To access this view, navigate to Billing > Invoices in the left-hand navigation section.
The temporary invoice has a status of Generating, and is named
TMP-INV-AccountNo, where AccountNo is the account number of the customer, e.g.,
TMP-INV-A00000005. Once all the invoices for the account have been generated and are displayed, the temporary invoice is removed from the list.
The processing of an account with a large number of subscriptions can take a significant amount of time, so you can monitor its progress. During a bill run the details of the large account currently being processed are displayed on the bill run detail page, in a tab called Generating Invoice. Only one account is shown at any one time, and only large accounts are displayed. Accounts that have a number of subscriptions lower than the threshold do not appear in the Generating Invoice tab.
To view the Generating Invoice tab, go to Billing > Bill Runs in the left-hand navigation section and click the name of the bill run that is currently being processed. The Generating Invoice tab is only visible when the bill run status is
Processing. After the bill run completes, the tab is no longer visible.
The Generating Invoice tab displays the time the processing of the account began, and how many subscriptions in the account have been processed so far.