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Zuora Release 2023.10.R2

Zuora

Zuora Release 2023.10.R2

Welcome to the release notes for Zuora Release 2023.10.R2. This article is a consolidated page of release notes for the following Zuora products:

For the latest release notes of Zuora Revenue, see Zuora Revenue release notes.

Release schedule

To receive notifications about releases, join Release Notifications in Zuora Community. For the planned release schedule, see Zuora Release Management.

Zuora Billing

here_black.png Orders and Subscriptions

Cancel & Write Off flow available in Production environments

We have released the Cancel & Write Off flow of the reinvented subscription details page in Production environments. For more information, see Cancel subscriptions and write off all unpaid invoices.

Batch Update Price flow available in Production environments

We have released the Batch Update Price flow of the Subscriptions page in Production environments. For more information, see Batch Price Update

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here_black.png Invoicing and Tax

Generate billing documents based on document status and transactions

Previously, Invoice PDFs were automatically regenerated with each customer transaction, such as refunds, invoice item adjustments or payments. However, it is now possible to configure whether or enable or disable invoice PDF regeneration after a transaction or for specific billing document statuses. For example, PDF regeneration can be disabled after the initial invoice is posted so that it will remain unchanged even after payments or refunds are applied. Configuration for the following options can be achieved separately in Manage Billing Document Configuration > Settings.

  • Allow PDF generation for draft billing documents
  • Allow PDF generation for billing documents being posted
  • Allow PDF generation for billing documents when Payments, Refunds, etc. are applied

Toggling of these settings will apply the changes to all billing documents (i.e. allow PDF generation for draft billing documents will apply the setting for generation of invoices, credit memos, and debit memos). This configuration is specific to HTML templates.

Zuora Payments

here_black.png Payments

Braintree v2.0 payment gateway integration available

A new version of the Braintree payment gateway integration called Braintree v2.0 is now available in Zuora. It integrates with the Braintree GraphQL API to support processing Credit Card Reference transactions and Level 2 and Level 3 card data.

For more information about the Braintree v2.0 payment gateway integration, see Overview of payment gateway integration for Braintree.

Support for creating tokenized SEPA payment methods on Adyen

On Adyen Integration v2.0, you can now create tokenized SEPA payment methods by using the  Create a payment method API operation through either of the following approaches:

  • Set the tokenize field to true and pass in IBAN. Tokens will be generated and stored for the payment method for recurring payment requests.
  • If the SEPA payment method has already been tokenized outside of Zuora and you want to create it in Zuora, pass in the existing tokens and the masked account number.

We also support tokenizing SEPA payment methods while processing payments. A new setting called Tokenize payment method is now available on the configuration page of the Adyen gateway instance. With this setting enabled, tokens will be generated for SEPA payment methods when processing payments through Adyen Integration v2.0.

This feature is generally available in Sandbox environments. To enable it in Production environments, submit a request at Zuora Global Support.

For more information, see Tokenize SEPA payment methods on Adyen Integration v2.0.

Support for creating tokenized BACS payment methods on Stripe v2

On Stripe v2 payment gateway integrations, you can now create tokenized BACS payment methods through any of the following approaches:

  • Use the Create a payment method API operation and pass in existing tokens and the masked account number.
  • Create the payment method through the UI and tokens will be automatically generated and stored for the payment method for recurring payment requests.

The support for passing in existing tokens through the API operation is generally available in Sandbox environments. To enable it in Production environments, submit a request at Zuora Global Support.

Previously, we have supported the creation of tokenized payment methods on Stripe through the following approaches:

  • Hosted payment pages
  • Use the Create a payment method API operation to pass in the account number and the fields that are required by Stripe for validating the tokenized payment method. Tokens will be generated and stored for the payment method.

For more information, see Overview of Stripe payment gateway integration.

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Zuora Central Platform

here_black.png Custom Objects

Related custom object records available on standard object details page

If you have a custom object linking to a Zuora standard object with a relationship-type custom field, you can now view the related custom object records in the Related Objects section on a standard object details page.

The following standard objects are now supported, and the other standard objects will be available in future releases:

  • Account
  • Invoice
  • Payment

For each custom object, at most 20 related custom object records can be displayed in the Related Objects section of a standard object details page. You can click View All to see all the records of a particular related custom object.

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REST API

For the detailed API documentation, see API Reference.

For a summary of REST API updates and documentation updates in the Zuora API Reference, see 2023 API Changelog

Quickstart API 

From 2022.09.R1, the Quickstart API is available to you if you have the Orders (or Order Harmonization) and Invoice Settlement features enabled in your tenant. The QuickstartAPI allows new integrators to swiftly integrate with Zuora, and it supports essential business use cases.

For the detailed Quickstart API documentation, see Quickstart API Reference.

For a summary of REST API updates and documentation updates in the Quickstart API Reference, see Quickstart API Changelog

SOAP API

Current WSDL version: 138

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.