Zuora 2025.Q1 release notes
Zuora publishes release notes in advance of delivery to sandbox environments to allow additional time to review and test new and changed features before they are released to production environments. These release notes are subject to changes and additions after publishing. Any changes or additions that occur after the initial publish for a particular release version are noted with a date in the Updated column in each release note table.
Customer-impacting changes delivered after the initial major release, as part of minor or patch releases during the quarter, are also added to the release notes. The minor and patch release notes are listed in order starting from the most recent release version at the top of each table. The specific minor or patch release version is noted in the Updated column. An empty Updated column indicates that the release note applies to the major release and was not added or changed after the initial publish date.
For more information about Zuora releases, see Zuora releases explained.
Billing
New and changed features
| Feature | Description | Updated |
|---|---|---|
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Orders and Subscriptions
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A new field, upsellOriginChargeNumber, has been added to the RatePlanCharge object in Reporting, Data Source, and Data Query under the Reporting module of Billing. This field allows you to track the original charge number associated with an upsell, helping to link upsell charges to their corresponding base charges. To access this field in your environment, the AddOnQuantity permission must be enabled. For SOAP queries, the minimum required apiVersion is 150. |
2025.Q1.2.0 |
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Orders and Subscriptions
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We have introduced two new objects, Rate Plan Metrics Summary and Subscription Metrics Summary, to the data query. These objects provide summarized amounts of rate plan or subscription level for key metrics, including TCV (Total Contract Value), TCB (Total Contracted Billing), and ending MRR (Monthly Recurring Revenue). | 2025.Q1.1.1 |
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Invoicing and Tax
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We have introduced a new relationship between debit memo items and order line items (OLI). When a debit memo is created from an invoice or credit memo, and the invoice or credit memo item originates from an order line item, the debit memo item will now be linked to the same order line item. This relationship also applies to debit taxation items, which are available in the data source allowing queries on related order line item attributes from debit memos and debit taxation items. | 2025.Q1.1.1 |
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Invoicing and Tax
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We now support billing negative sales Order Line Items(OLIs). These negative sales OLIs behave the same as return OLIs, meaning they are always generated into a separate credit memo, regardless of the billing rule "Allow consolidation of subscriptions, order line items, and standalone invoice items into a single invoice." | This feature was rolled back on Mar 20, 2025 |
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Invoicing and Tax
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We have introduced filtering rules in the e-invoicing business region based on both custom and standard fields from the Account object. With this update, Account fields are now available for filtering rules across various document types, including Invoice, Credit Memo, and Debit Memo, allowing users to apply filters through the following paths:
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2025.Q1.1.0 |
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Invoicing and Tax
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We have enhanced the Bill Run feature to support the 'nl' (Is Null) and 'nnl' (Not Null) operations in the UI. Currently, 'nl' (Is Null) and 'nnl' (Not Null) operations are supported through API only. This enhancement ensures that both standard and custom fields with empty values, including text, long text, picklist, number, date, and datetime fields, are supported in the filter. The Bill Run Detail UI will now correctly display the 'nl' and 'nnl' operations for historical accounts with blank or null values. | 2025.Q1.1.0 |
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Invoicing and Tax
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We have introduced a feature allowing you to separate subscription and order line item bill runs. This enhancement will enable you to bill Subscriptions and Order Line Items separately. Currently, order line items with the status "Sent to billing" are automatically included in the bill run, often combined with subscription-based invoices. This enhancement offers more flexibility and control over how invoices are generated, enabling clarity between subscription charges and order line items. | 2025.Q1.1.0 |
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Invoicing and Tax
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We have enhanced the “Create an account” API operation to support the following fields:
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2025.Q1.1.0 |
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Orders and Subscriptions
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We have enhanced the algorithm for calculating the Total Contracted Billing (TCB) value displayed on the order detail pages. This improvement ensures that the TCB value is now calculated in real time, reducing delays in its display within the Zuora UI. Previously, the TCB value was calculated asynchronously, which could lead to a delay in its presentation. |
2025.Q1.1.0 |
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Order to Revenue
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We have now introduced a button to regenerate booking transactions from the Subscriptions details page. Earlier, this function was available through an API. |
2025.Q1.1.0
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Order to Revenue
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The Order to Revenue feature now allows you to select custom fields using multi-select data type when mapping the fields between Zuora Billing and Zuora Revenue. See Manage revenue fields mapping. | 2025.Q1.0.1 Added: Feb 13, 2025 |
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Invoicing and Tax
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You can now update tax modes and codes while overwriting charges during the following order actions:
Previously, you had to use the tax modes and codes from product rate plan charges. |
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Invoicing and Tax
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To enhance the URL readability and consistency of API operations, we've updated several API endpoints to align with REST API naming conventions.
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Invoicing and Tax
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For Saudi Arabia, in the E-Invoice section of the Basic Information section on the invoice, credit memo, and debit memo detail pages, we have added the Conditional Success as a new value for the Status field accompanied by new information for the Error Code and Error Message fields. The Conditional Success status is activated when the Tax Authority sends back a SCI response code of Conditionally Accepted (CA). With this status, you can download logs from the invoice, credit memo, and debit memo detail pages and take corresponding actions according to the information provided in the Error Code and Error Message fields. | |
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Invoicing and Tax
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We have enhanced the E-Invoicing feature as follows:
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Invoicing and Tax
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The “Create a bill run” API operation now supports the Bill Run Advanced Filter feature. Previously, this feature was only supported in the Zuora UI. The Bill Run Advanced Filter feature allows you to bill your customers by selecting accounts, subscriptions, and charges based on custom filters. See Create a custom filter through Bill Run Advanced Filter and Common use cases of Bill Run Advanced Filter. |
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Invoicing and Tax
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The Sold To Contact object on Debit Memo is now available in Data Query, HTML templates for billing documents, and callout and email templates. | |
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Invoicing and Tax
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Invoice Owner was added as a related object of the Subscription data source. |
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Invoicing and Tax
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You can now expand the subscriptionowner field through the following Object Query operations:
credittaxationitems and debittaxationitems fields through the credit memo and debit memo Object Query operations listed above. |
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Invoicing and Tax
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The RatingDetail schema is now accessible in Data Query and integrated with HTML Invoice templates. The RatingDetail object is available as an array within the InvoiceItem and CreditMemoItem objects. This allows you to retrieve detailed rating information, such as pricing formulas and charge details, directly from your invoice and credit memo data. See RatingDetail schema. |
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Invoicing and Tax
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Zuora now supports multi-tax functionality for Direct Avalara Integration (SOAP API-Based) to align with tax policy updates. You can contact Zuora Support to activate this feature. | |
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Invoicing and Tax
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The Global Tax Hub Tax app now includes support for custom fields on Product and ProductRatePlan. These fields can be configured directly in the Tax Engine UI, integrated into the Tax Template, and passed to the vendor for processing. Currently, the following tax engines are part of the Global Tax Hub:
You can select from various tax engine types, including Z-Tax, Avalara, Global Tax Engine, or Connect Tax Engine. Both Global Tax Engine and Connect Tax Engine support configurable tax templates. |
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Invoicing and Tax
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The BULK PDF Export feature now ignores archived PDF files during export. A new parameter, ignoreArchivedFiles, has been added to the job request payload. When set to true, the export process automatically skips archived PDF files without causing the entire job request to fail. |
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Order to Revenue
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The Order to Revenue feature now supports account-level discounts upon billing. The corresponding billing transactions are considered as standalone invoices in Zuora Revenue. |
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Order to Revenue
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A new setting called Generate one time charge for subscription term change is now available in Revenue > Interface Settings. When the setting is configured to |
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Order to Revenue
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The Order to Revenue feature now supports additional standard and custom fields for the data mapping between Zuora Billing and Zuora Revenue, as follows:
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Order to Revenue
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A new option called Generate actual amount as standalone booking line is now available for the Fixed Amount Discount Revenue Accounting setting in Revenue > Interface Settings. |
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Order to Revenue
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We have enhanced the billing transaction mapping logic from Zuora Billing to Zuora Revenue as follows: if the debit memo is generated by reversing a credit memo, the corresponding transaction type is |
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Order to Revenue
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We have enhanced the booking transaction to set the Restrict SO Value Update field of a booking transaction to |
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Order to Revenue
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The Pending Subscription setting on the Interface Settings page of the Zuora Billing UI was renamed to Pending Subscription and Charges. |
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Orders and Subscriptions
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We have added the chargeTypeToExclude nested field to the following fields:
You can use this field as a filter to exclude charges of specific charge types from the order preview result and billing document generation. By filtering out charges of irrelevant charge types, you can have a clearer view of future invoices and metrics for the rest of the charges. The charge types available for exclusion include OneTime, Recurring, and Usage. See Create an order and Preview an order. |
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Orders and Subscriptions
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We have enhanced Orders API for one-time and recurring charges of the volume and tiered pricing charge models by adding the originalListPrice field to the following fields:
If this field is empty, the value of the price field is used as the list price of each tier. You can also preview and retrieve the orders that include this field. See Create an order. |
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Orders and Subscriptions
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You can now edit the Document Date field when generating the final invoice or credit memo in the following two operations:
The default value of the Document Date field is today’s date. See Cancel subscriptions and refund end customers automatically and Cancel subscriptions and write off all unpaid invoices. |
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Orders and Subscriptions
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You can now set a unique key to link a subscription and order line item when creating a subscription and an order line item simultaneously in an order. After the order is activated, the subscription number is automatically synced to the linked order line item. |
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Orders and Subscriptions
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We have added the Payment Term, Invoice Template, and Sequence Set fields to the Billing section of the sales order line items in the Orders UI. Previously, it was only supported in API. You can now perform the following operations through the Orders UI:
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Orders and Subscriptions
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We have changed the boolean custom field to be displayed as a picklist. From the picklist, you can set the default value of the custom field as None, True, or False. See Custom fields. |
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Orders and Subscriptions
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We have exposed the IsScheduled field on the Order object in the Data Query and Reporting to indicate whether the order is a scheduled order. |
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Orders and Subscriptions
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You can now delete an order using the “Delete an order asynchronously” API operation. With this API operation, you can avoid the following issues when deleting large orders:
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Orders and Subscriptions
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You can now create subscriptions with different invoice owner accounts within a single order using the “Create an order” and “Create an order asynchronously” API operations. |
Billing 2025.Q1 fixes
For the list of resolved issues, see Billing 2025.Q1 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.
CPQ
Zuora release 2025.Q1 corresponds with Quotes 10.38, 10.39, 10.40, and 10.40.1.
New and changed features
| Feature | Description | Updated |
|---|---|---|
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CPQ X
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The Single Subscription Quoting flow now supports asynchronous preview for improved performance and scalability. Based on the number of order actions, the system intelligently determines whether to execute the preview request using a synchronous or asynchronous API. | 10.41 |
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CPQ X
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We have introduced the following fields in the Quote object to store the Gross Ending MRR and Net Ending MRR values:
Enable the Enable Charge Segment Metrics setting in Zuora Config > Quote Studio Settings > Admin Config to populate these fields. If this setting is disabled, both fields will have null values. |
10.41 |
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CPQ X
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We have introduced the Duration field in the Z Logger object to store the duration of the executed method. This field is populated only for Info-type log records. | 10.41 |
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CPQ X
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We have optimized the number of preview API calls made from CPQ X. Now, the CPQ X checks if the request has changed before making a new call. If the request has not changed, it skips the preview call, making the overall quoting process faster in CPQ X. |
10.41 |
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CPQ X
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The Method Name field is now populated for Error logs. Previously, it was populated only for info-level log records. The User ID field, which stores the logged-in user's ID, is introduced in the Z Logger object and is populated for all the log records. | 10.41 |
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CPQ X
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Info-type log records are now recorded for Save action in Single Subscription Quoting and Multi Subscription Quoting and Submit action in Single Subscription Quoting. | 10.41 |
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CPQ X
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The info-level log records are now deleted every two days. Additionally, the Retention Days field is immediately visible or hidden if the Enable Error Logging setting is enabled or disabled. Previously, you had to save the Enable Error Logging setting and refresh the settings for the Retention Days field to display. | 10.41 |
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CPQ X
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We have introduced a new setting, Disable MSQ Amend/Renew Quote creation if only one Subscription is selected, in Zuora Config > Quote Studio Settings > Admin Config. When you enable this setting, the Amend Selected Subscriptions and Renew Selected Subscriptions buttons are disabled to prevent the amendment or renewal of Quotes when you select only one subscription. | 10.41 |
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CPQ X
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In Quote Studio, no extra or empty charge segments are now created when creating a ramp quote. Previously, if a new charge was added mid-interval, an extra Charge Segment was made with zero values from the start of the interval to the effective date of the new charge. | 10.41 |
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CPQ X
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We have introduced the following field sets exclusively for Multi Subscription Quoting (MSQ) flows:
These field sets provide greater flexibility while ensuring that MSQ and Single Subscription Quoting (SSQ) flows remain distinct. These field sets replace the following existing field sets within the child subscription section for MSQ flows:
After upgrading to Quotes version 10.40, you must manually move any custom fields added to zqu__CPQX_Quote_Information into zqu__CPQX_Child_Quote_Information and zqu__CPQX_Quote_Information_CustomFields into zqu__CPQX_Child_Quote_Information_CustomFields, if you want these fields to display in the MSQ Child Subscription section. |
10.40 |
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CPQ X
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We have introduced a new setting, Enable Error Logging, in Zuora Config > Advanced Quoting Configuration Settings. When enabled, this setting creates log records of Error and Info types. After you save and refresh the settings, a new setting, Retention Days, displays that allows you to define the number of days to retain the log records. The Log Cleanup Job is scheduled at 2:00 AM daily to clear the log records. For more information, see Error and info logging. |
10.40 |
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CPQ X
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We have introduced a new setting, Expose All Original Rate Plan Segments, in Zuora Config > Rules Engine Settings. When you enable this setting, all segments of original charges in the amend or renew quote are available in the Custom Action Plugin (CAP). Previously, only the latest charge segment of an original charge was available in the CAP. This new setting is available only when Expose All Rate Plan Charge Segments setting is enabled. |
10.40 |
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CPQ X
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We have introduced the following new fields for the Quote object to store unrounded values up to 14 digits before the decimal point.
The following existing fields have an 11-digit limit. If a value exceeds this limit, these fields are set to null, and only the new large fields are populated.
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10.40 |
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CPQ X
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Multi Subscription Quoting (MSQ) now supports the Charge Segment object functionality. To enable the Charge Segment object metrics feature for MSQ, navigate to Zuora Config > Quote Studio Settings > Admin Config and click the Enable Charge Segment Metrics setting under the Multi-Subscription Quoting column. |
10.40 |
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CPQ X
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The lag in the input fields on the Quote Studio page is now reduced when the number of charges increases, and the overall page performance has improved. |
10.40 |
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CPQ X and CPQ 9
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We have introduced the following options for the Calculate Quote Metrics Through field in the UI and default value settings for CPQ X and Legacy CPQ to give you the flexibility to define how quote metrics are calculated.
For more information, see Calculate Quote Metrics Through. |
10.40 |
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CPQ X
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You can now use the custom label to translate the Amend Selected Subscriptions and Renew Selected Subscriptions buttons in MSQ to different languages. You can modify the label based on your preferences.
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10.39 |
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CPQ X
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We have introduced a new setting, Enable Charge Segment Metrics, in Zuora Config > Quote Studio Settings > Admin Config. With this setting enabled, a new Zuora Quotes managed package object, Charge Segment, is populated with segment-level metrics when a quote is saved. This object relates to the quote, among other existing Zuora Quotes objects. These segment-level metrics represent the metrics for a charge's lifetime, across terms, for a specific period represented per charge, per interval, and discounts applied. To use Charge Segment metrics, you must have Orders enabled. For more information, see Quote and Charge metrics. | 10.38 |
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CPQ X
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In Evergreen Quote, the Number of Periods - Billing Period(s) (1 - 36) field now supports any numeric value from 1 to 36 when you select Specific Number of Periods from the Calculate Quote Metrics Through dropdown list. The default value for this field is 1. |
10.38 |
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CPQ X
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You can now add custom fields to the new zqu__Custom_Order_Query_Fields field set to get data from orders in Zuora during amendments or renewals. Previously, custom order fields were not populated on the amendment or the renewal quote as part of the stored existing product job created in the previous subscription version. |
10.38 |
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CPQ X
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We have updated the Rules CSV file to include a new TriggerEvent column. This allows the migration of each rule with any of the following values:
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10.38 |
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CPQ X
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We have enhanced the rules execution by preventing navigation to other child quotes while rules are being executed or when errors occur in the rules engine. |
10.38 |
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CPQ X
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We have updated the tooltip text for Define Behavior for making Updates before Future Dated Updates settings in Quote Studio Settings > Admin Config page. |
10.38 |
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CPQ X
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We have added the Product Rate Plan Charge under the Object (Select One) section in Quick Filters. Admins can now create filter logic for quick filters with conditions based on Product Rate Plan Charge fields. |
10.38 |
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CPQ X
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Quote Studio now supports an improved entity selection process similar to the legacy CPQ UI Multi-Entity capabilities. You can now select a billing entity before proceeding with Quote creation, eliminating the need for Administrators to define a default entity. For more information, see Create new subscription quotes.
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10.38 |
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CPQ X
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We have enhanced the charge display functionality to hide charges when they end in a previous interval based on the end date condition. For example, if a charge has an end date condition of Specific End Date and the specific end date is within interval 2, the charge is hidden in interval 3. | 10.38 |
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CPQ X and CPQ 9
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We have introduced a new field set, Retain Custom Field Data Type, for Account, Quote, Quote Rate Plan, Quote Rate Plan Charges, Quote Amendment, and Quote Order Line Item objects for backward compatibility. When the Legacy Support: Send SF Custom Fields to Zuora as String setting is enabled, the custom fields in this field set are excluded from being converted to strings when sending the quote to Zuora. |
10.38 |
CPQ 2025.Q1 fixes
For the list of resolved issues, see CPQ 2025.Q1 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.
Payments
New and changed features
| Feature | Description | Updated |
|---|---|---|
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Payments
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Zuora's hosted payment method page solution, Payment Pages 2.0, now complies with PCI-DSS 6.4.3 and 11.6.1, adhering to the following standards:
This compliance ensures that skimming codes or techniques cannot be added, and the existing anti-skimming codes cannot be removed without you receiving an alert message. |
Unplanned release Added: March 28, 2025 |
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Finance
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You can now opt to exclude non-revenue-impacting write-offs from synchronizing with Zuora Revenue. To do this, set the 'Exclude Billing Item From Revenue' field to 'Yes' when marking a write-off as non-revenue-impacting. Once set, this cannot be changed. | 2025.Q1.2.0 |
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Payments
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You can now refund part of the amount received in a payment as long as the refund amount does not exceed the original payment amount. Additionally, we have replaced Adyen’s /cancelOrRefund API with the /refund API to prevent refunding the remaining balance of the original payment amount. If you do not wish to adopt this feature at this time, submit a request at Zuora Global Support. |
2025.Q1.2.0 |
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Payments
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Events related to payment methods now trigger Instant Payment Notification (IPN). This messaging service immediately notifies Zuora about the status of the changes to the payment method. |
2025.Q1.2.0 |
| Payments |
The Checkout.com Integration in Zuora now supports the Real-Time Reconciliation feature. When enabled, the gateway submits notifications to Zuora, and the corresponding records in Zuora are automatically updated in real-time. |
2025.Q1.1.0 Added: March 21, 2025 |
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Payments
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The Payments Form feature now complies with PCI-DSS 6.4.3 and 11.6.1, adhering to the following standards:
This compliance ensures that skimming codes or techniques cannot be added to the payments pages and that the existing anti-skimming codes cannot be removed without you receiving an alert message. |
Unplanned release Added: March 21, 2025 |
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Finance
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We have enhanced the GL segmentation functionality to support Order Line Items(OLI) GL segmentation associated with the Revenue Event Item transaction type. Previously, GL segmentation functionality only supported Order Line Items (OLIs) segmentation associated with the Invoice Item transaction type. | 2025.Q1.1.1 |
| Payments |
Zuora has added support for ACH payment methods on the PayPal Commerce integration. You can implement ACH through any of the following approaches:
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2025.Q1.1.1 |
| Payments | You can now include the invoice number as metadata in the transaction to the Stripe payment gateway. The key used to pass the invoice number is configurable. To enable this support and configure the key, submit a request at Zuora Global Support. | 2025.Q1.1.1 |
| Payments | The Braintree 2.0 Payment Gateway integration now supports additional metadata to process payment transactions through custom fields. Additionally, you can use the invoice number as a custom field for payment operations. The key used to pass the invoice number is configurable. To enable this feature and configure the key, submit a request to Zuora Global Support. | 2025.Q1.1.1 |
| Payments |
To prevent payment failures and achieve better cost efficiency, we have now introduced support for reviewing whether your payment methods are verified by Plaid. The new Account verification service and Account verification status fields populate the status of the access tokens linked to the payment methods. These fields are added to the ‘List payment methods of an account’ and ‘Retrieve a payment method’ APIs. |
2025.Q1.1.0 |
| Payments |
Zuora now offers a new payment gateway integration, AmazonPay - Checkout V2, which integrates with the AmazonPay - Checkout V2 API. You can use this gateway to initiate and refund payments. You can request the addition of this payment gateway to your tenant through the Specialized Payment Connections service at an additional cost. |
2025.Q1.1.0 |
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Payments
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The PayPal Commerce Platform gateway integration in Zuora now supports the Real-Time Reconciliation feature for the following events:
See Real-Time Reconciliation events for PayPal Commerce Platform. |
Hotfix: Feb 20, 2025 SBX |
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Finance |
We have introduced a new accounting rule setting that allows you to control handling asynchronous payments within the Journal Entries (JR) and Trial Balance Reports (TBR). This new setting determines whether the accounting impact of async payments should be recorded as pending or processed status. |
2025.Q1.0.1 |
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Payments
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For Stripe v2 payment gateway integrations, a new Select the source field for Soft Descriptors to appear on statements payment rule is now available. You can use this rule to select the source from which the value is retrieved and included in the descriptor field in transactions sent to the gateway. The descriptor containing the retrieved text will be displayed on your customers’ card or account statements and help them identify transactions. |
2025.Q1.0.1 |
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Payments
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The Checkout.com payment gateway integration in Zuora now supports the Real-Time Reconciliation feature for ACH transactions. With this feature enabled, the gateway submits notifications to Zuora and the corresponding records in Zuora are automatically updated in real time. |
2025.Q1.0.1 |
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Payments
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For Credit Card payment methods on the Checkout.com payment gateway integration, by using the “Create a payment method” API operation, you can now save any combination of a Checkout.com token and clear PAN data. You can also request Checkout.com tokens for existing cards on file. When both a relevant gateway token and PAN exist at the time of transaction, Zuora will prioritize the submission of the gateway token. |
2025.Q1.0.1
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Payments
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We now support Checkout.com's Real-Time Account Updater for credit card transactions on the Checkout.com integration. This service automatically updates card details in real-time while processing a payment, such as when a card number or expiration date changes or when a card is closed and invalid. When enabled, Zuora updates the card information based on the payment response from Checkout.com. You can retrieve the card updating information through Data Query or Data Sources. |
2025.Q1.0.1
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Payments |
The Fat Zebra payment gateway integration now supports Direct Entry AU payment methods. You can create Direct Entry AU payment methods through Payment Pages 2.0. |
2025.Q1.0.0 Added: Jan 30, 2025 |
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Payments |
The Worldpay 1.4 payment gateway integration now supports Apple Pay payment methods. You can implement the support for Apple Pay through any of the following approaches:
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2025.Q1.0.0 Added: Jan 30, 2025 |
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Payments |
The Worldpay 1.4 payment gateway integration now supports Google Pay payment methods. You can implement the support for Google Pay through any of the following approaches:
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2025.Q1.0.0 Added: Jan 30, 2025 |
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Payments |
The Worldpay 1.4 payment gateway integration now supports Delayed Capture. You can authorize the availability of funds for a transaction and delay the capture of funds later. |
2025.Q1.0.0 Added: Jan 30, 2025 |
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Payments |
For Credit Card payment methods on the Worldpay 1.4 payment gateway integration, you can now save any combination of a Worldpay token and clear PAN data. You can also request Worldpay tokens for existing cards on file using one of the following options:
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2025.Q1.0.0 Added: Jan 30, 2025 |
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Payments |
We have simplified the configuration for the CyberSource Payment Method Updater (PMU) by eliminating the need to configure Java Keystore information. Zuora now uses the system Java Keystore. Existing keys are no longer used or accessible. The following configuration fields are removed from the CyberSource PMU configuration page:
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2025.Q1.0.0 Added: Jan 15, 2025 |
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Payments |
The Zuora JavaScript client library v3, used for implementing Payment Form and payment flows through Zuora JavaScript SDK, is renamed to Zuora JavaScript client library 1.4.0. See Payment Form and Implement payment flows through JavaScript SDK integration. |
2025.Q1.0.0 Added: Jan 15, 2025 |
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Finance |
A new field, |
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Payments |
The following payment method types are now available in Payment Form:
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Payments |
When configuring Payment Form, you can now add the following fields:
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Payments |
When implementing your integration code for Payment Form, the following new parameters are now available for submitting additional information:
See Create a payment session and Payment Form Implementation Guide. |
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Payments |
The following security measures are now available for Payment Form:
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Payments |
Payment Form now supports localization:
See Translate and localize payment forms and Configure payment forms. |
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Payments |
We have enhanced Payment Form to support Visa's 3D Secure (3DS) authentication guidelines. |
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Payments |
Payment Form is now generally available to all Zuora customers. You can enable this feature without going through the Early Adopter approval process. |
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Payments |
On Adyen Integration v2.0, you can now tokenize ACH payment methods using one of the following options:
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Payments |
The Checkout.com payment gateway integration now supports processing Level 2 and Level 3 data for the following card brands in the U.S.:
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Payments |
A new payment gateway integration, Alipay, is now available in Zuora for early adopters. It integrates with Alipay Auto Debit to support processing payments with Alipay China. |
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Payments |
You can now include the See Use Reporting. |
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Payments |
The Payment Method Tokens object is now available in Data Source and Data Query. You can create a data source export or a query on the Payment Method object and select to use the Payment Method Tokens object to report on details of tokens associated with payment methods. |
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Payments |
To support processing Indian local recurring payments in non-INR currencies, you can now implement a payment flow through Payment Pages 2.0 for Credit Card Reference Transaction payment methods on Stripe v2. See Implement Payment Pages 2.0 to support processing payments in India. |
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Payments |
We have improved support for the Plaid account validation solution to include the Plaid update mode. If your customer's bank credentials, which were used to connect a payment method to Plaid, are changed, the Plaid API calls made from Zuora for this payment method fail. You can prompt your customer to log in for reauthentication. Upon successful reauthentication, the existing access token for the payment method is re-activated, allowing Zuora to resume API calls for this payment method. See Enable the support for Plaid account validation solution. |
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Payments |
You can now enable the support for Plaid account validation solution in Zuora through a self-service configuration. Previously, you had to submit a request at Zuora Global Support to enable this feature. See Enable the support for Plaid account validation solution. |
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Payments |
We have automated handling surcharge debit memos when a payment containing a surcharge is unapplied and refunded. This enhancement eliminates manual intervention, ensuring seamless reconciliation and simplifying user workflows. When a payment containing a surcharge is unapplied and subsequently refunded, the system will automatically write off the balance on the associated surcharge debit memo. This automated process ensures that the surcharge debit memo no longer remains as an open balance in the account, streamlining the management of surcharge-related transactions. |
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Payments |
We now support tax computation via tax engines to compute the tax amount for write-off generated credit memos. This enhancement ensures accurate tax calculations during write-offs, aligning with your organization's tax compliance requirements. | |
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Payments |
We have enhanced the Unapply, Refund with Write-Off API to support the write-off of debit memos. This update introduces the debitMemoNumber field in the API request, enabling you to write off debit memos seamlessly, fully or partially, through the API. |
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Payments |
Currently, you can query the PSI object using the object query functionality to retrieve the PSIPayment object indirectly when querying a PSI or a Payment. However, the PSIPayment object should not be directly exposed in the Object Query API. Customers who have one PSI with multiple payments linked to it can only retrieve one payment. | |
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Payments |
We have enhanced the account search functionality to increase the flexibility of the search options while transferring payments. The enhancement focuses on refining the search based on the customer name and account number. Previously, the search operation resulted in performance issues for customers with large volumes of billing accounts. |
Payments 2025.Q1 fixes
There are currently no fixed issues reported for Payments in 2025.Q1.
Platform
New and changed features
| Feature | Description | Updated |
|---|---|---|
|
Mediation
|
The Mediation Event Store is now available in the Mediation system. It acts as an intermediate data storage, serving both as a source for data ingestion and a target for storing event data. Additionally, new backfill and replay functions have been introduced to enhance event store data management. | 2025.Q1.2.0 |
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Analytics
|
Zuora Copilot for Analytics is now generally available and accessible to all users. However, this feature is disabled by default. To activate Copilot for Analytics for your tenant, submit a request at Zuora Global Support. |
2025.Q1.2.0 |
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Analytics
|
Consumption Insights is now embeddable into your website or third-party application using Appsmith via Extension Studio. This enables fast, secure, and low-code integration with minimal effort. |
2025.Q1.2.0 |
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Workflow
|
You can now use Responsive UI Actions and add the Response Formatter Task to return a response message using HTML, while creating a new or existing UI Action Workflow. |
2025.Q1.1.1 |
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Command Center
|
Command Center now offers personalized Zuora Trust, allowing you to easily access Trust updates specific to your Zuora services. This ensures that you stay informed with the most relevant information that is tailored to your account. See Zuora Trust Status in Command Center. | Changed: Mar 11, 2025 |
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Zuora SDK
|
We have released the following version for each of the Zuora client libraries:
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2025.Q1.1.0 Added: Mar 19, 2025 |
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Events and Notifications
|
Callout templates now support the HMAC (Hash-based Message Authentication Code) authentication. This enhancement ensures data integrity and authenticity of callout notifications by using a hash function and a shared secret key between the sender and receiver, protecting against unauthorized modifications and verifying data origin. | 2025.Q1.1.0 |
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Integration Hub
|
To enhance security and perform role-based operations, the following types of Integration System User accounts in Workday Financials GL for Revenue have been introduced:
|
2025.Q1.1.0 |
| Billing Connector for Netsuite GL |
The Billing Netsuite connector now gives you the ability to configure the new Payment Sync Behaviour custom field to process data based on the following preferences:
|
2025.Q1.0.1 |
| Billing Connector for Netsuite GL | Currently, when the invoice sync processes errors due to failed invoice synchronization, the subsequent objects are not synced, and the process terminates. Now, Zuora has removed the dependency between the invoice sync status and the consequent objects to eliminate the risk of unsynced data. | 2025.Q1.0.1 |
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Custom Objects
|
You can now use the UI Builder for custom objects to configure the columns displayed in the Related Objects section on object detail pages, such as Account, Invoice, Payment, and Product. |
2025.Q1.0.1 |
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Hubspot Connector
|
New field mapping combinations are now available to synchronize custom fields to standard Zuora fields. See Field mappings for Zuora-HubSpot synchronization. | 2025.Q1.0.1 |
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Hubspot Connector
|
The HubSpot connector can now sync the discounts on a separate discount amount or percentage charge on the same rate plan similar to the base charge. With this release:
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2025.Q1.0.1 |
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Hubspot Connector
|
The connector now supports configuring the trigger condition for each deal line item based on the trigger condition options available in Zuora. If a trigger condition is not specified, the condition specified on the product rate plan charge in Zuora is used by default. Additionally, you can specify a custom date for the charge trigger. | 2025.Q1.0.1 |
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Mediation
|
Z Finance now syncs multiple exchange rates from Oanda of type Bid rate, ask rate and Mid rate. The synced rates will be used on the usage records for conversion. The following rates are available to be synced from Oanda :
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2025.Q1.0.1 |
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Deployment Manager
|
Deployment Manager now supports migration of Order to Revenue configurations. |
This feature was rolled back on Jan 16, 2025 |
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Zuora OneID
|
Unified Permission Management in OneID for Zuora Billing is now available for early adopters. It provides a centralized approach to manage user roles, permissions, and access controls across Zuora Billing tenants. It ensures a consistent and secure framework for defining and enforcing permissions, reducing complexity and improving compliance. |
This feature was rolled back on Feb 03, 2025
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Multi-Org
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The system will now preconfigure the Organization field with your default organization when you create a new bill run or perform a payment run. |
2025.Q1.0.0 Added: Jan 15, 2025
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Reporting
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We've introduced user permission control for Data Source Export generated result files. Only users with the Enable DataSource Exports Reporting permission can download the Data Source Export result files. Previously, all users could download these files regardless of the Enable DataSource Exports permission. The user permission control is turned off by default. To turn on this feature, submit a request at Zuora Global Support. |
Changed: Feb 8, 2025 |
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Data Loader
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Data Loader now supports Import, Delete, Update and Cancel actions for journal entries. |
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Data Loader
|
You can now access Data Loader from the import icon present on the list view pages of Accounts, Custom Objects, and Subscriptions. See |
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Data Loader
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Data Loader now supports the ability to bulk unapply credit memos and debit memos to enable efficient error correction in migrated data with reduced dependency on workflows. | |
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Data Loader
|
A new API section called Bulk Data is now available to manage bulk data loader services allowing developers to programmatically perform CURD (Create,Update, Read/export,Delete). See Bulk Jobs API |
Changed: Feb 14, 2025 |
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Data Loader
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Data loader now supports creating multiple contacts on a single account and supports delete action in contacts. |
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Deployment Manager
|
Zuora Audit Trail now integrates with Deployment Manager across all environments. |
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Events and Notifications
|
You can now define and send the audience, along with other custom parameters, in OAuth 2.0 requests. |
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Events and Notifications
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You can now specify the SSL certificate for your callout receiver server's domain in callout templates. This self-service certificate management feature helps eliminate SSL certificate errors (HTTP status code 495) for callout notifications. |
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Events and Notifications
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A new platform user permission called Resend Notifications is now available. Users with this permission can resend email or callout notification histories on account detail pages. See Platform roles and View and resend notifications of customer accounts. |
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Events and Notifications
|
When activating or deactivating callout templates, the following authentication settings are now retained to enhance user experience. Previously, these settings were removed during the process.
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Events and Notifications
|
You can now edit multiple notifications simultaneously in the Zuora UI. The following notification settings can be edited in bulk:
See Manage notifications. |
This feature was rolled back on Jan 28, 2025 |
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Events and Notifications
|
Email addresses specified in the To Email field of email templates now take precedence over those in the CC Email field. If an email address is included in both the To Email and CC Email of an email template, we will only list it in the To section and not in the CC section in notification emails. |
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Events and Notifications
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You can now simulate data, such as data source or advanced merge fields, when previewing email templates by assigning an ID of the base object of the linked event. For example, when you enter a subscription object ID while previewing an email template linked to the Subscription Created event, you can preview both the email format and the merge fields populated with data from the provided subscription object. |
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Events and Notifications
|
The Rate Plan Charge Key Dates event is now available for all tenants. Previously, enabling this event required contacting Zuora Global Support. See Standard events. |
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HubSpot Connector |
New field mapping combinations are now available to synchronize custom fields to standard Zuora fields. | |
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System Health
|
The following new operations are now available for System Health API to help you monitor your system performance metrics through APIs:
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Salesforce CPQ Connector
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PO Number field mapping is now available on the subscriptions, which allows consolidating invoices across multiple subscriptions. You can group and generate multiple invoices, ensuring you bill customers efficiently. Additionally, billing frequency can also be mapped between subscription and subscription rate plan charges, allowing for better flexibility. | |
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UI Enhancement
|
The Platform section in the left navigation menu has been renamed Extension Studio to better reflect its purpose. | |
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Zuora Connector for SAP
|
The Zuora Connector for SAP is now available for early adopters. With this connector you can automate the posting of summary journals from both Zuora Billing and Zuora Revenue to your S/4HANA Public Cloud, Private Cloud or EEC SAP general ledger eliminating the need to build a custom integration.To join this early adopter program, submit a request to Zuora Global Support. | |
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Zuora SDK
|
The following Zuora client libraries (also known as SDK) are now generally available and accessible to all users. Previously, these client libraries were only available to early adopters.
The latest version for each of these client libraries is 3.3.0. |
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Zuora SDK |
The Zuora C# client library version 1.0.0-beta.1 is now available. It is the beta version but we recommend that you use it to start testing or integrating with Zuora. The C# client library provides comprehensive support for Zuora’s full range of v1 API capabilities, including the Object Query API. It can streamline your integration process and accelerate your development efforts. |
Changed: Feb 11, 2025 |
Platform 2025.Q1 fixes
For the list of resolved issues, see Platform 2025.Q1 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.
Revenue
Zuora release 2025.Q1 corresponds with Zuora Revenue 37.020.00.00.
New and changed features
| Feature | Description | Updated |
|---|---|---|
|
OneID
|
As a Zuora Revenue admin user, you can now review other user roles only in the read-only mode. This change applies to tenants who have migrated to Zuora OneID. |
Added: Jan 15, 2025 2025.Q1.0.0 |
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Manual Journal Entries
|
You can now add notes, hyperlinks, and attachments to a journal entry by clicking the new Notes/Attachment button. This feature also allows you to find the uploaded data using the Search field. |
Revenue 2025.Q1 fixes
For the list of resolved issues, see Revenue 2025.Q1 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.
Zephr
New and changed features
| Feature | Description | Updated |
|---|---|---|
|
Insights
|
A new screen, User Insights, has been added to Zephr (Insights) to render dashboards reporting on data such as event streams, revenue by source (email/social), key performance indicators, revenue by cluster, and revenue by category (impressions, clicks, conversions, top revenue category, and CTR contributions). These dashboards will be available to customers using Zephr's AI Paywall feature, providing insights into the performance of their AI models. |
2025.Q1.2.0 |
|
Sites
|
You can now set separate communication profiles in Billing, allowing brand-level communication settings for different sites in Zephr. | 2025.Q1.2.0 |
|
AI Paywall
|
A new Decision Node Builder section has been added to the AI Paywall screen, allowing you to create custom nodes for use in the Rules Builder. This section lets you configure key settings such as page view limits, block durations, and source-specific block periods, for example, Facebook or Instagram. See AI Paywall. |
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AI Paywall
|
The AI Paywall option, previously located in the Extensions screen, is now a separate option in the Settings menu for users with the AI Paywall feature flag enabled. The configurations in the AI Paywall screen have been reorganized to simplify the setup process with the following changes:
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CDN
|
Zephr has upgraded its CDN and Reverse Proxy functionality to leverage the edge compute capabilities of Cloudflare’s Workers platform, delivering substantial improvements in speed, reliability, and security for all Zephr customers. |
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Component Library
|
The Cancel Subscription form in Zephr has been enhanced with new options to help retain end users by presenting them with enticing offers and gathering insights into their cancellation reasons. To support this improvement, the following changes have been made:
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Component Library
|
Zephr has been enhanced to attach metadata or custom fields to payment forms. When a user subscribes via your live site, this metadata is passed to the payment provider, enabling you to trace subscriptions back to their originating campaigns, pages, or forms. |
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Component Library
|
Zephr now supports displaying Zuora Billing's payment forms directly on a Zephr payment page (Delivery > Component Library) and subsequently on your website. By using the publishable key from Zuora Billing, you can integrate and display your custom payment form for a streamlined user experience. |
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Identity
|
To prevent brute force attacks, a new section, Failed OTP Authentication, has been added to the Settings screen (Zephr > Identity). This section allows you to configure:
These settings enhance security by blocking repeated unauthorized access attempts. Users exceeding the limit cannot request new OTPs or reset passwords until the configured ban duration ends. |
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Identity
|
The layout of the Settings screen (Zephr > Identity) has been reorganized to improve usability and clarity. Options are now displayed in separate, clearly defined sections, making it easier for you to quickly locate specific settings without navigating through unrelated options. | |
|
Identity
|
Zephr now enables administrators to limit the number of concurrent active sessions per user, helping to prevent unauthorized usage. For example, this feature can restrict a user from streaming premium content on multiple devices simultaneously.
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Passwords
|
A new option, Unblock this user, has been added to the Reset Password screen (Identity > Users > User Action > Reset Password). This allows you to unblock a blocked user account before sending the password reset email. See Reset Password. |
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Products
|
We’ve enhanced the management of Dynamic Offers promo codes by introducing updates to the validity date functionality, including time zone consistency by aligning start and end times with the earliest global time zone, allowing draft promo codes to remain fully editable until they go live, and enabling updates to validity dates for live promo codes while keeping other fields locked.
These improvements make promo code management more reliable, ensuring compliance and adaptability for evolving business needs. See Add promo codes. |
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Products
|
The following nodes in the Rule Builder screen of Zephr have been enhanced to display a tooltip with the node name and additional information when hovered over:
This improvement makes it easier to identify and understand node configurations at a glance. |
|
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Settings
|
Zephr has been enhanced to integrate with Google Analytics, allowing you to analyze user behaviour, track actions on your site, and compare outcomes to identify which ones drive better conversions.
To support this feature, a new option, Send Form Events to the Data Layer, has been added under Settings > Data Layer. This toggle allows you to enable or disable the sending of form events and form data to the data layer. Previously, there was no out-of-the-box way to capture and analyze this data. |
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User
|
We’ve introduced a two-way data sync between Zephr and Zoura Billing to enable propagation of account data, including custom fields to Zephr users. For instance, a custom field like Preferred Name, when set in Zuora Billing, can now be propagated and dynamically displayed on your website through Zephr. To support this, the following changes have been made:
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Zephr 2025.Q1 fixes
For the list of resolved issues, see Zephr 2025.Q1 fixed issues in the Support Center. Additional logon information may be required to access the Zendesk portal.
REST API
- For API documentation on Billing, Payments, and Platform, see v1 API Reference. For a summary of updates to the v1 API, see v1 API Changelog.
- For API documentation on Revenue, see Revenue API Reference.
- For API documentation on Zephr, see Zephr API Introduction. For a summary of updates to the Zephr API, see Admin API Changelog and Public API Changelog.
SOAP API
Current WSDL version: 148
For information about how to check your version and download the latest version. see Zuora WSDL.
SOAP API change history
For a summary of updates made to the SOAP API in recent Zuora releases, see Zuora SOAP API Version History.