Zuora 2024.Q4 release notes
Learn about new features, changes, fixes, and deprecations delivered in Zuora 2024.Q4 product release and subsequent release updates.
Zuora publishes release notes in advance of delivery to sandbox environments to allow you additional time to review and test features and changes before they are released to production environments. These release notes are subject to changes and additions after publishing. You can refer to the Updated column in the release note tables to identify changes or additions.
Billing
New and changed features
Feature | Description | Updated |
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Business Automation Dashboard
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In Order Entry, the AI assistant can now:
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Invoicing and Tax
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The Bill Run Advanced Filter is now generally available. Use this filter to bill your customers by selecting accounts, subscriptions, and charges based on custom filters. The advanced and custom filters allow you to create bill runs more granularly and flexibly. | |
Invoicing and Tax
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You can now specify a reason code and comments for reversing invoices and credit memos. | |
Invoicing and Tax
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You can now create, update, and delete items when editing draft standalone invoices, credit memos, and debit memos. |
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Invoicing and Tax
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You can now update the following fields through the “Update an invoice schedule” API operation, even though the
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Invoicing and Tax
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We have enhanced the tax amount validation when the following settings are specified:
Even though the Header and Item-level billing setting is specified, the system now only validates the total tax amount instead of the tax amounts on individual tax items. Previously, the system validated both the total tax amount and tax amounts on individual tax items. |
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Invoicing and Tax
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We have added sold-to and bill-to contacts to debit memos. If you create an invoice with incorrect contacts, which results in wrong tax information, you can now create a debit memo from the invoice and correct the contacts on the debit memo through the REST API. | |
Invoicing and Tax
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We have made the following two enhancements:
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Invoicing and Tax
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Six new default templates have been added to the Template Library screen of the Summary Statement (Billing > Manage Billing Document Configuration > Manage Invoice, Credit/Debit Memo Templates > Add New HTML Template). These templates offer pre-designed options for users to customize and configure summary statements. |
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Invoicing and Tax
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The |
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Invoicing and Tax |
A new version of the existing Avalara AvaTax for Sales is now available in Zuora Billing to offer an improved user experience. This configurable tax app automates real-time tax calculations based on jurisdiction and transaction details, ensuring compliance with evolving tax regulations. Additionally, a new option, Test Connection, has been added to the Setup New Tax Engine screen (Setting > Billing > Setup Tax Engine and Tax Dates) to verify the Avalara connection using authentication details. | |
Invoicing and Tax
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The Statement Management APIs have been enhanced to support Summary Statement and Summary Statement Run, which were previously accessible only through the UI. The enhanced Statement Run APIs enable creating ad-hoc statement runs for single or multiple accounts, retrieving statement run details, and listing statements within a run, with the ability to download individual statement PDFs. Also, the new Statement Template APIs allow users to create, retrieve, and update summary statement templates for accounts. |
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Invoicing and Tax
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A new field, city, is now available in the Mapping Formula section of the Create Tax Code screen (Setting > Billing > Setup Taxation Codes > Add new tax code). This field allows you to select the city name from the soldToContact object and is applicable only when using Multiple Tax Engines. | |
Invoicing and Tax
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Zuora Billing has introduced a new REST API integration for the Direct Avalara Integration, streamlining AvaTax for Sales tax calculations. This enhancement replaces the outdated SOAP API, making the integration more reliable and aligned with Avalara’s latest API standards. If you are an existing customer, no action is needed as this update will be applied automatically without requiring any manual intervention Currently, this feature is in Early Adopter (EA) status. |
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Invoicing and Tax
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You can now select both Legacy Custom Fields and Advanced Custom Fields when creating a Connect Tax Engine in the Setup Tax Engine screen (Settings > Billing > Setup Tax Engine and Tax Date). The following objects and their custom fields are now available in the tax app templates:
Previously, users could only select Legacy Custom Fields. |
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Orders and Subscriptions
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The Omni-Channel subscription feature is now available for early adopters. You can use API or Data Loader to import subscriptions from external systems, such as Apple App Store, Google Play Store, and Roku Store, and keep Zuora as the single source for your subscriptions from all channels. The imported subscriptions persist as the omnichannel subscriptions. You can perform the following operations on omnichannel subscriptions:
To turn on this feature, submit a request to Zuora Global Support. |
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Orders and Subscriptions
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We have added the following fields to the
You can now specify future dates for the |
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Orders and Subscriptions
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You can now enter an order date while reverting an order. Revert Order action is only available for the Single Version Subscription feature. |
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Orders and Subscriptions
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If the originalListPrice field is specified for the following charges through the “Create an order” or “Create an order asynchronously” API operations, you can now retrieve this field through the “List subscriptions by account key”, “Retrieve a subscription by key”, and “Retrieve a subscription by key and version” API operations.
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Orders and Subscriptions |
A new API operation called "List subscription metrics" is now available to list the gross MRR, net MRR, gross TCV, and net TCV metrics for your subscriptions. Additionally, the following operations now support listing the net TCV metric for your subscription:
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Orders and Subscriptions |
The Delivery-based Billing feature now supports Zuora Billing customers applying percentage discounts to delivery pricing charges. Previously, only Order to Revenue customers could apply percentage discounts to delivery pricing charges. To support this enhancement, the Reflect Discount in Apply To Charge Net Amount checkbox was moved from the Revenue Accounting section to the Charge Amount section on the product page in the Zuora Billing UI. |
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Orders and Subscriptions |
Order to Revenue customers can now use Change Plan order actions. |
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Order to Revenue |
We have enhanced the CCV metric for Order to Revenue customers. This new CCV metric is calculated by summing the billed amount of a charge and the preview amount for the unbilled portion of the charge. It improves the accuracy of CCV and solves the discrepancy between booking and billing amounts. |
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Order to Revenue |
The following new standard reports are available in Reporting:
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Order to Revenue |
A new user permission called Manage OTR settings is available in the Zuora Billing Standard User role. You must enable this permission for any user role that needs to access the Revenue settings in Zuora Billing. |
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Order to Revenue |
We have added the following fields to the Order Line Items page in the Zuora Billing UI. You can now configure the related revenue settings when you create or update an order line item through the UI.
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Order to Revenue |
We have enhanced the Data Migration function for the Order to Revenue feature. When you perform data migration, the revenue recognition events transactions are now also generated, in addition to booking transactions and billing transactions. |
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Order to Revenue |
We have added a new field called |
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Order to Revenue |
A script tool is now available for you to perform transaction object pre-checks before you configure, backfill, and migrate data for your Order to Revenue tenant. |
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Usage and Rating |
Unbilled Usage feature to support the Pre-Rated Pricing and High Water Mark Pricing charge models is now available for early adopters. |
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Usage and Rating |
The Prepaid with Drawdown feature now supports applying percentage discounts to prepayment charges or drawdown charges. |
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Usage and Rating |
We have added a new billing rule setting called Should the stacked percentage discount ignore or follow discount class with the following options:
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Billing 2024.Q4 fixes
There are currently no fixed issues reported for Billing in 2024.Q4.
CPQ
New and changed features
There are currently no new and changed features reported for CPQ in 2024.Q4.
Payments
New and changed features
Feature | Description | Updated |
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Finance |
Fx data and AR transactions objects/records are soft deleted, enabling you to retain deleted records within the Zuora system for reporting. See Fx Data in data source and AR Transaction Data Source. |
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Payments |
You can now update the payment retry rule specific to a payment method by using the following fields in the "Update a payment method" API operation:
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Payments |
The Bank Identification Number (BIN) information for card payment methods is now saved when creating the card in Zuora. BIN details for existing cards if available are also saved. You can retrieve the BIN details by using any of the following methods:
When creating a card payment method through Payment Pages 2.0, you can use a new See Retrieve BIN information for card payment methods and Integrate Payment Pages 2.0. |
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Payments |
The Payment Form feature is now available for the following payment method types and payment gateway integrations:
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Payments |
On the Payments setting page, the label of the Payment Form setting has been renamed from Dynamic Hosted Payment Form to Payment Form. |
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Payments |
You can now enable Payment Form through a self-service configuration. Previously, you had to submit a request at Zuora Global Support. |
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Payments |
When implementing a Google Pay™ button through the Zuora JavaScript SDK, the merchant name is required by Google Pay to render the button. You can now configure the merchant name by using either of the following approaches:
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Payments |
The payment schedule items with a canceled status are now soft deleted, enabling you to retain them within the Zuora system for later use. The deleted payment schedule/payment schedule items will not be available through the Payment Schedules API. If you require access to soft deleted payment schedules and PSIs, you can utilize data sources to export this information. | |
Payments |
Payment Profiles for subscribers are now available that allow you to associate payment methods and gateways with specific subscriptions. The Orders API now accepts additional parameters in the request body, allowing customers to populate subscription-level payment methods and payment gateways in large volume with API calls at subscription creation and thereafter. |
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Payments |
Zuora now supports the ability to apply credit card surcharges to help merchants pass on payment processing fees to end customers, offering greater flexibility in managing processing fees. Support for payment surcharges is currently in the early adopter phase and in limited availability. This capability is available for customers on Invoice settlement. |
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Payments |
The Chase Paymentech Orbital Gateway integration has been enhanced to include the surcharge information in Level 2 and Level 3 card data. If the Surcharge feature is enabled, a Level 3 line item for the surcharge is added to the line item array in the request to the gateway. If the surcharge tax is applied, the tax amount in Level 2 data includes the surcharge tax. See Level 2 and Level 3 data mapping for Chase Orbital gateway. |
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Payments |
Now, the Previously, the |
Payments 2024.Q4 fixes
There are currently no fixed issues reported for Payments in 2024.Q4.
Platform
New and changed features
Feature | Description | Updated |
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API concurrency limit
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We have introduced the following changes to the definitions of concurrency limit types:
See Concurrent request limits. |
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API versioning |
The API Versioning administration setting is now available to all entities if you have the Multi-entity feature enabled. Administrators now have flexibility to configure, test, and run API versions at the entity level. Previously, this setting was only available to global entities. See Multi-entity. |
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Data Query
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We have added a new alert message to the Data Query UI to inform users that the UI displays only the first 10,000 results. Previously, results were limited to 10,000, but it was not clear whether all results were being displayed in the user interface. The message displays: "Showing the first 10,000 records out of XXXX total records. For the complete dataset, please use the download option." This message appears only when the total output record count exceeds 10,000. |
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Events and Notifications
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We have introduced the following enhancements to the Events and Notifications feature in the Zuora UI:
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Events and Notifications
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The SFDC CPQ Connector Sync Failure event is now available for the Integration Hub System Health dashboard. You can now configure email or callout notifications based on this event to monitor data synchronization between Salesforce CPQ and Zuora. The notifications will be triggered when a data sync failure occurs within a specified time range. |
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Events and Notifications
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To align with the latest concurrent request limit policy, we have removed the following unsupported values from the API Concurrency Type parameter of the System Health API Concurrency event:
Existing notifications with these settings will no longer be triggered. |
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Events and Notifications
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We have made the following enhancements to the account detail page to improve usability when managing notifications for individual accounts:
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Integration Hub
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The Billing Connector for Salesforce CPQ is now available for early adopters. This connector integrates Salesforce CPQ with Zuora, streamlining sales-to-billing-to-revenue workflows by synchronizing Accounts, Orders, Subscriptions, Contracts, and Quotes with Zuora objects. In addition to the existing connector configuration fields, you can now customize field mappings for the following new fields:
This feature can be enabled directly from Integration Hub > Zuora Connectors. See Billing Connector for Salesforce CPQ. |
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Integration Hub
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The Appstore Connector is now available for early adopters. You can sync in-app subscription purchases made by your subscribers in the Apple App Store, Google Play Store, or Roku Pay to Zuora, making Zuora your single source of truth for subscription data across all channels and supporting omni-channel subscription management. The Appstore Connector synchronizes subscription statuses (such as active, canceled, or expired) from external platforms to Zuora, ensuring accurate subscription management, billing, and reporting. The Appstore Connector can perform the following:
Supported platforms include the Apple App Store and Google Play Store. To enable this feature, submit a request to Zuora Global Support. |
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Zuora Connectors for Data Warehouses
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You can now self-serve and provision your Data Warehousing connectors directly via the Integration Hub UI. This feature is available for the 14 new data warehousing connectors launched as EA this year. You can configure your connectors by selecting the required connector type, authentication method, and objects to sync. You can also monitor the connector onboarding status and view transfer details such as the last successful transfer time, the next scheduled transfer, and the number of rows transferred. See Available Connectors. |
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Zuora Connectors for Data Warehouses
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We now support the following objects for Zuora Data Connectors for Data Warehouses:
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Zuora Connectors for Workday Financials |
The Zuora Connector for Workday Financials is now available for early adopters. With this connector you can automate the posting of journals from both Zuora Billing and Zuora Revenue to your Workday Financials general ledger eliminating the need to build a custom integration. To join this early adopter program, submit a request at Zuora Global Support.. |
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Zuora Developer Sandbox
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Going forward, Zuora will enforce the Developer Sandbox record storage limit of 250000 records. Once the limit is reached, you can no longer add additional records to your sandbox, and you see a popup displaying the message: "You have reached the maximum limit of records in Developer Sandbox". See Limits policy for API Sandbox and Developer Sandbox environments. |
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Zuora SDK
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The Zuora client libraries (also known as SDK) version 3.x are now available to early adopters. This version integrates both the v1 API (including the Object Query API) and Quickstart API into a unified set of libraries, providing comprehensive support for Zuora’s full range of API capabilities. It offers reduced complexity, faster development, and enhanced flexibility and scalability for you to integrate with Zuora. We provide the client libraries for the following programming languages:
Note that the Java library is fully compatible with the previous 2.x version that was built on the Quickstart API, ensuring a seamless upgrade process. |
Changed: Oct 10, 2024 |
Zuora Secure Data Share for Snowflake
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You can now self-serve and provision your Zuora Secure Data Share for Snowflake connector directly via the Integration Hub UI. Using this feature, you can set up Secure Sharing by providing details such as the Snowflake account locator, region, and edition. |
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Zuora Secure Data Share for Snowflake
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We now support the following objects for Zuora Secure Data Share for Snowflake:
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Zuora Warehouse
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The |
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Zuora Warehouse
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The Data Query history page now has a new Compute Credit column displayed next to the Processing Time column. This column shows the credits consumed by Zuora Warehouse per query, calculated based on the query’s processing time and warehouse size. This information is available only for Zuora Warehouse queries and is included in the downloaded query output files. |
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Custom Fields
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You can now mask sensitive information stored in text fields on custom objects. Unauthorized users cannot view masked data through the Zuora UI or API. This feature ensures enhanced security for sensitive information such as personal identifiers or financial details. This feature is available only if the Zuora Protect feature is enabled. See Zuora Protect. |
Added: Oct 9, 2024 |
Platform 2024.Q4 fixes
There are currently no fixed issues reported for Platform in 2024.Q4.
Revenue
Zuora release 2024.Q4 corresponds with Zuora Revenue 37.019.00.00.
New and changed features
Feature | Description | Updated |
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BI views
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We have added the following fields to the BI views:
See Data entry details to download the spreadsheet containing the columns in each BI view and their sources. |
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Period Close Summarization
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The performance of the Period Close Summarization process is now improved to help you complete the process quickly. | |
Proration Credit Reversal for OTR customers
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Zuora Revenue can now cancel a CM-RO on a revenue contract for a credit issued to your customer due to a decrease in the subscription. For example, if your customer amends a subscription from 9 months to 6 months, Zuora Revenue processes a CM-RO for the 3-month subscription cancellation your customer requested and reduces the revenue that was recognized. If your customer again increases the subscription from 6 to 8 months, Zuora Revenue cancels the CM-RO and adjusts the revenue for two additional months. |
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Reporting
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We have added the following fields to the LT/ST Report:
You can add these fields to the custom layout. |
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Revenue Objects
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The following new objects are now available:
We have updated the following objects:
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User Interface
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Zuora Revenue now displays an error message code to help you understand and self-resolve the error. These messages are released in a phased manner. To review the current messages in the system, see Error messages in Zuora Revenue. |
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User Interface
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Zuora Revenue displays a banner indicating whether sandbox or production environment for Revenue tenants onboarded to OneID. If you are a Zuora Revenue admin, you can append a custom text to the banner with a limit of 128 characters by configuring the CUST_TXT_ON_TENANT_BANNER profile. You can turn off the banner by configuring the DISABLE_TENANT_BANNER profile. | |
Profiles in Zuora Revenue |
The ENABLE_MULTI_BOOK_FILE_UPLOAD profile is introduced in this release. This profile enables the Bundle Configuration data with the Primary Book ID. - |
Added: Oct 9, 2024 |
Zuora Revenue 2024.Q4 fixes
For the list of resolved issues, see Revenue 2024.Q4 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 |
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Component Library
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Zephr now includes a customizable, modular preference center, allowing you to tailor self-service pages more effectively. You can now create reusable components to build preference center pages or enhance existing third-party solutions with our functionality. The following changes have been implemented:
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Pages
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A new button, Custom Page, has been added to the Pages screen, allowing you to create tailored pages for both authenticated and unauthenticated users. You can customize the display of your content and create subpages using forms, components, and account management tools. Additionally, you have the flexibility to design your custom page with options to modify the background colour, adjust layout padding, and apply CSS configurations. |
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Roles
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The permissions system now offers more granular control over user roles in the Roles screen. You can now control specific features within modules. Admin and owner roles continue to retain full access, while any existing roles now automatically inherit the new granular settings based on their previous configurations. Previously, permissions were limited to enabling or disabling entire modules. |
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Settings
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A new field, CRM Foreign System Key, has been added to the Customer Configuration screen (Settings > Zuora Billing/ Extensions) to enable integration between Zuora Billing and external CRMs. Once this key is configured and saved, any new subscribers using the Zuora Billing payment provider will automatically have their crm_id set in their Zuora Billing Account. This crm_id links the subscriber’s information to the specified CRM. | |
Users and Endpoint
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You can now use theBULK _ADD_ACCOUNT_USERS_BY_ DOMAINS endpoint to add bulk users by specifying any domain. Previously, bulk users could only be added through the Zephr UI in the Bulk Add Users screen (B2B > Companies & Accounts > Add/Edit Account > Users section). |
Zephr 2024.Q4 fixes
For the list of resolved issues, see Zephr 2024.Q4 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: 147
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.