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Update a specific setting - Billing Rules

Zuora

Update a specific setting - Billing Rules

To update the values of the Billing Rules settings:

  1. Use the List all settings operation to retrieve all the available settings and supported operations of them.
  2. Search for "Billing Rules" and find the following information from the response body of the "List all settings" call.
    {
      "settings": [
        ...,
        {
          "key": "BillingRules",
          "description": "Billing Rules settings",
          "context": "Entity",
          "pathPattern": "/billing-rules",
          "httpOperations": [
            ...,
            {
              "method": "PUT",
              "url": "/settings/billing-rules",
              "parameters": [],
              "requestType": {
                "$ref": "#/definitions/BillingRules",
                "definitions": {
                  "BillingRules": {
                    "additionalProperties": false,
                    "type": "object",
                    "properties": {
                      "includeNegativeInvoice": {
                        "type": "boolean"
                      },
                      "prorationUnit": {
                        "type": "string",
                        "enum": [
                          "ProrateByDay",
                          "ProrateByMonthFirst"
                        ]
                      },
                      "prorateUsageWeeklyCharges": {
                        "type": "boolean"
                      },
                      "preGenerateInvoicePdf": {
                        "type": "boolean"
                      },
                      "notSendZeroItemsForTax": {
                        "type": "boolean"
                      },
                      "availableToCreditValidationLevel": {
                        "type": "string"
                      },
                      "timeOfDailyInvoice": {
                        "maximum": 23,
                        "type": "integer",
                        "minimum": 0
                      },
                      "invoicePastEndOfTerm": {
                        "description": "Invoice Past End-of-Term when Auto-Renew is OFF",
                        "type": "boolean"
                      },
                      "oneTimeCreditBack": {
                        "type": "boolean"
                      },
                      "taxInclusiveRoundingRule": {
                        "type": "string",
                        "enum": [
                          "RoundingNetAmount",
                          "RoundingTaxAmount"
                        ]
                      },
                      "billToTermEndWhenAutoRenew": {
                        "description": "Invoice Past End-of-Term when Auto-Renew is ON",
                        "type": "boolean"
                      },
                      "includeChildUsage": {
                        "type": "boolean"
                      },
                      "allowAutoPostBillRun": {
                        "type": "boolean"
                      },
                      "taxAddressOwner": {
                        "type": "string",
                        "enum": [
                          "SubscriptionOwner",
                          "InvoiceOwner"
                        ]
                      },
                      "recurringChargeStyle": {
                        "type": "string",
                        "enum": [
                          "Advanced",
                          "Arrears",
                          "DependsOnRatePlan"
                        ]
                      },
                      "prorateUsageMonthlyCharges": {
                        "type": "boolean"
                      },
                      "takeContactSnapshot": {
                        "type": "boolean"
                      },
                      "autoPostBillRunDefaultValue": {
                        "type": "boolean"
                      },
                      "prorateRecurringMonthlyCharges": {
                        "type": "boolean"
                      },
                      "proratePeriodOfRecurringCharge": {
                        "description": "Prorate recurring charges for partial period",
                        "type": "boolean"
                      },
                      "daysInMonth": {
                        "type": "string",
                        "enum": [
                          "Assume30Days",
                          "UseActualDays"
                        ]
                      },
                      "legalDocumentGeneratingRule": {
                        "type": "string",
                        "enum": [
                          "GroupbyChargedAmountSign",
                          "GroupByOriginalSRPC",
                          "GroupByTotalAmountSign"
                        ]
                      },
                      "prorateRecurringWeeklyCharges": {
                        "type": "boolean"
                      },
                      "transactionOnSubscription": {
                        "type": "boolean"
                      },
                      "numberAssignmentTiming": {
                        "type": "string"
                      },
                      "taxRateChangeOption": {
                        "type": "string"
                      },
                      "rateUsageIndividually": {
                        "type": "boolean"
                      }
                    }
                  }
                }
              },
              "responseType": {
                "$ref": "#/definitions/BillingRules",
                "definitions": {
                  "BillingRules": {
                    "additionalProperties": false,
                    "type": "object",
                    "properties": {
                      "includeNegativeInvoice": {
                        "type": "boolean"
                      },
                      "prorationUnit": {
                        "type": "string",
                        "enum": [
                          "ProrateByDay",
                          "ProrateByMonthFirst"
                        ]
                      },
                      "prorateUsageWeeklyCharges": {
                        "type": "boolean"
                      },
                      "preGenerateInvoicePdf": {
                        "type": "boolean"
                      },
                      "notSendZeroItemsForTax": {
                        "type": "boolean"
                      },
                      "availableToCreditValidationLevel": {
                        "type": "string"
                      },
                      "timeOfDailyInvoice": {
                        "maximum": 23,
                        "type": "integer",
                        "minimum": 0
                      },
                      "invoicePastEndOfTerm": {
                        "description": "Invoice Past End-of-Term when Auto-Renew is OFF",
                        "type": "boolean"
                      },
                      "oneTimeCreditBack": {
                        "type": "boolean"
                      },
                      "taxInclusiveRoundingRule": {
                        "type": "string",
                        "enum": [
                          "RoundingNetAmount",
                          "RoundingTaxAmount"
                        ]
                      },
                      "billToTermEndWhenAutoRenew": {
                        "description": "Invoice Past End-of-Term when Auto-Renew is ON",
                        "type": "boolean"
                      },
                      "includeChildUsage": {
                        "type": "boolean"
                      },
                      "allowAutoPostBillRun": {
                        "type": "boolean"
                      },
                      "taxAddressOwner": {
                        "type": "string",
                        "enum": [
                          "SubscriptionOwner",
                          "InvoiceOwner"
                        ]
                      },
                      "recurringChargeStyle": {
                        "type": "string",
                        "enum": [
                          "Advanced",
                          "Arrears",
                          "DependsOnRatePlan"
                        ]
                      },
                      "prorateUsageMonthlyCharges": {
                        "type": "boolean"
                      },
                      "takeContactSnapshot": {
                        "type": "boolean"
                      },
                      "autoPostBillRunDefaultValue": {
                        "type": "boolean"
                      },
                      "prorateRecurringMonthlyCharges": {
                        "type": "boolean"
                      },
                      "proratePeriodOfRecurringCharge": {
                        "description": "Prorate recurring charges for partial period",
                        "type": "boolean"
                      },
                      "daysInMonth": {
                        "type": "string",
                        "enum": [
                          "Assume30Days",
                          "UseActualDays"
                        ]
                      },
                      "legalDocumentGeneratingRule": {
                        "type": "string",
                        "enum": [
                          "GroupbyChargedAmountSign",
                          "GroupByOriginalSRPC",
                          "GroupByTotalAmountSign"
                        ]
                      },
                      "prorateRecurringWeeklyCharges": {
                        "type": "boolean"
                      },
                      "transactionOnSubscription": {
                        "type": "boolean"
                      },
                      "numberAssignmentTiming": {
                        "type": "string"
                      },
                      "taxRateChangeOption": {
                        "type": "string"
                      },
                      "rateUsageIndividually": {
                        "type": "boolean"
                      }
                    }
                  }
                }
              }
            }
          ]
        }
      ]
    }

    You can find the following information about the Billing Rules setting:

    • PUT operation endpoint of for the Billing Rules setting:

      "url": "/settings/billing-rules"

    • The request and response schema, which is the same in this case:
      "BillingRules": {
        "additionalProperties": false,
        "type": "object",
        "properties": {
          "includeNegativeInvoice": {
            "type": "boolean"
          },
          "prorationUnit": {
            "type": "string",
            "enum": [
              "ProrateByDay",
              "ProrateByMonthFirst"
            ]
          },
          "prorateUsageWeeklyCharges": {
            "type": "boolean"
          },
          "preGenerateInvoicePdf": {
            "type": "boolean"
          },
          "notSendZeroItemsForTax": {
            "type": "boolean"
          },
          "availableToCreditValidationLevel": {
            "type": "string"
          },
          "timeOfDailyInvoice": {
            "maximum": 23,
            "type": "integer",
            "minimum": 0
          },
          "invoicePastEndOfTerm": {
            "description": "Invoice Past End-of-Term when Auto-Renew is OFF",
            "type": "boolean"
          },
          "oneTimeCreditBack": {
            "type": "boolean"
          },
          "taxInclusiveRoundingRule": {
            "type": "string",
            "enum": [
              "RoundingNetAmount",
              "RoundingTaxAmount"
            ]
          },
          "billToTermEndWhenAutoRenew": {
            "description": "Invoice Past End-of-Term when Auto-Renew is ON",
            "type": "boolean"
          },
          "includeChildUsage": {
            "type": "boolean"
          },
          "allowAutoPostBillRun": {
            "type": "boolean"
          },
          "taxAddressOwner": {
            "type": "string",
            "enum": [
              "SubscriptionOwner",
              "InvoiceOwner"
            ]
          },
          "recurringChargeStyle": {
            "type": "string",
            "enum": [
              "Advanced",
              "Arrears",
              "DependsOnRatePlan"
            ]
          },
          "prorateUsageMonthlyCharges": {
            "type": "boolean"
          },
          "takeContactSnapshot": {
            "type": "boolean"
          },
          "autoPostBillRunDefaultValue": {
            "type": "boolean"
          },
          "prorateRecurringMonthlyCharges": {
            "type": "boolean"
          },
          "proratePeriodOfRecurringCharge": {
            "description": "Prorate recurring charges for partial period",
            "type": "boolean"
          },
          "daysInMonth": {
            "type": "string",
            "enum": [
              "Assume30Days",
              "UseActualDays"
            ]
          },
          "legalDocumentGeneratingRule": {
            "type": "string",
            "enum": [
              "GroupbyChargedAmountSign",
              "GroupByOriginalSRPC",
              "GroupByTotalAmountSign"
            ]
          },
          "prorateRecurringWeeklyCharges": {
            "type": "boolean"
          },
          "transactionOnSubscription": {
            "type": "boolean"
          },
          "numberAssignmentTiming": {
            "type": "string"
          },
          "taxRateChangeOption": {
            "type": "string"
          },
          "rateUsageIndividually": {
            "type": "boolean"
          }
        }
      }
      
  3. Make PUT request at the endpoint /settings/billing-rules.

    HTTP request:

    PUT https://rest.zuora.com/settings/billing-rules

    Request body:

    See the following request body example:

    {
      "oneTimeCreditBack": false,
      "prorateRecurringWeeklyCharges": false,
      "prorateUsageMonthlyCharges": false,
      "prorateUsageWeeklyCharges": true,
      "daysInMonth": "Assume30Days"
    }

    Response body:

    See the following example for the 200 response body.

    {
     "oneTimeCreditBack": false,
     "prorateRecurringWeeklyCharges": false,
     "prorateRecurringMonthlyCharges": true,
     "prorateUsageMonthlyCharges": false,
     "prorateUsageWeeklyCharges": true,
     "daysInMonth": "Assume30Days",
     "prorationUnit": "ProrateByDay",
     "allowAutoPostBillRun": false,
     "autoPostBillRunDefaultValue": false,
     "includeNegativeInvoice": false,
     "transactionOnSubscription": false,
     "takeContactSnapshot": false,
     "recurringChargeStyle": "Advanced",
     "preGenerateInvoicePdf": true,
     "timeOfDailyInvoice": 0,
     "invoicePastEndOfTerm": false,
     "billToTermEndWhenAutoRenew": false,
     "zuoraTaxRoundingDiffDispersion": false
    }