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Knowledge Center > Billing and Payments > Billing Operations > Usage

Usage

Consumption of a billable service or resource (such as database storage space or bundles of emails sent) provides the basis for some charge models - simple usage, tiered pricing, or volume pricing. To make this work, usage must be tracked in the system and usage charges must be calculated and invoiced. Usage is always billed in arrears - for example, you might bill customers in February for their January usage. Usage can be billed on a recurring monthly, quarterly, semi-annual, or annual basis.

Viewing Usage Data

When you click Usages from Billing Operations, Zuora Billing displays a list of all usage imported into Zuora Billing over time. This list can be sorted by its column headers.

Use the following column headers to sort usage that has been uploaded.

  • Account ID
  • Subscription ID
  • Charge ID
  • Start Date
  • End Date
  • UOM (unit of measure)
  • QTY (quantity)
  • Status
  • File Name
  • Submission

Adding Usage Data

To add usage data:

  1. Navigate to Billing > Usages in the left-hand navigation section.
  2. Click Add Usages, located at the upper-right corner of the page.
  3. Click Choose File and navigate to the location of the CSV file. You can download a usage file template in Excel CSV format. 

Please zip the CSV or XLS file if the size exceeds 4MB. For usage import results, please setup the appropriate Import Notification or use the appropriate API call.

Update Usage Data 

With the correct permissions, users can update custom usage fields. To update usage information:

  1. Navigate to Billing > Usages in the left-hand navigation section.
  2. Find the record to update and click Status
  3. Edit the fields and click Update.

Update Usage

Delete Usage Data

With the correct permissions, users can delete usage data. To delete usage information:

  1. Navigate to Billing > Usages in the left-hand navigation section.
  2. Click on the Account ID.
  3. Scroll down the Customer Accounts page to the Usage area.
  4. Locate the record that contains the file to delete and click Source.
  5. Verify that the selected file is correct and click delete.

Delete Usage

Usage-related Billing Options

Rate Aggregated or Individual Usage

Zuora allows you to rate (calculate charges) based on the total usage for a particular type of charge (e.g., the total call minutes for a month) or on individual usage records (e.g., a separate charge for each call). Rating aggregated usage, the default approach, is simpler and works best for most applications, but rating individual charges allows you to list each usage record and its charge on the invoice, which is preferable for things like traditional long-distance billing. See Define Billing Rules for more information.

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

Roll Up Child Usage

To have usage roll up to a parent account, you must have a subscription at the parent level with a unit of measure that matches the UOM on the usage record that is imported to the child account. 

You can import usage with the same UOM to any number of child entities, and all of the usage will roll up to the parent and be on the same invoice. The usages will still be separate line items on the invoice, and you can customize the invoice template to include the name of the child entity the usage is associated with on each line item.

See Aggregate the Usage Billing of Child Accounts for more information about configuring and using this feature. 

Bill Recurring Charges Now and Bill Usage Later

When generating an invoice for your recurring charges, you can filter out Usage in the bill run (under Filter Charges). 

By unchecking the box for Usage, you can exclude usage charges from being included in this bill run. The usage can be billed at a later time in a subsequent bill run.

See Bill Runs for more information. 

Custom Fields

After your usage has been processed, all non-custom fields are locked and cannot be changed. However, custom fields can be changed to allow further business processes.

Last modified
00:22, 15 Nov 2016

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