Zuora Release 2023.03.R2
Welcome to the release notes for Zuora Release 2023.03.R2. This article is a consolidated page of all release notes for the following Zuora product:
For the latest release notes of Zuora Revenue, see Zuora Revenue release notes.
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For release schedule details, see this release notification.
For the planned schedule of upcoming Zuora releases, see Zuora Release Management in Zuora Community.
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Delivery Pricing charge model
The Delivery Pricing charge model is now available to be selected in product rate plan charges. The charge model uses a single list price per delivery and delivery schedule to determine a total charge price per billing period. The charge model is used to bill end customers in advance for a subscription that includes goods delivered on a recurring basis.
To enable the Delivery Pricing charge model, submit a request at Zuora Global Support and check Delivery Pricing in Billing Settings > Enable Charge Types / Models.
- The Delivery Pricing charge model is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.
- The Delivery Pricing charge model is available only in tenants with Orders or Orders Harmonization enabled.
Today, the only way to sell multiple charges together is using the rate plan object. To provide the flexibility and capability of temporarily and easily grouping charges and rate plans together without duplicating those objects, we are pleased to introduce a new feature called Offers. Use this feature to create an offer that has one or many product rate plans and charges defined with different prices across different geographic regions, sales areas, or customers based on your business needs.
For more information, see Offers.
The Offers feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.
The Offers feature is available only in tenants with Orders or Orders Harmonization enabled.
Price Book Items
In a recurring product rate plan charge, you can define only one fixed price. To provide the flexibility of defining multiple prices for a recurring charge without duplicating product rate plans and product rate plan charges, we are pleased to introduce a new feature called Price Book Items.
Price Book Item is a new object to support the scenario when multiple prices need to be defined in one charge. For each recurring charge, you can define as many price book items as needed. Each price book item can be configured with up to 50 custom attributes, which are used to distinguish different prices for each charge. Examples of commonly used attributes include billing frequency, sales organization, region, or customer group. Additionally, prices can be defined to automatically change throughout the life of the charge by using a new feature called Interval Pricing. Instead of a single price billed for that charge after it is added to a subscription, the price can automatically increase and/or decrease within certain predefined time periods. After a customer is subscribed to a charge with interval pricing, the customer will be charged according to the price book items that are defined for charges in the product offer. Price book items and interval pricing are available for one-time, recurring, and usage charges for flat fee, per unit, volume, and tiered charge models.
The Price Book Items feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.
Orders and Subscriptions
Automatic refunding after subscription cancellations generally available
The automatic refunding after subscription cancellations feature is now generally available to all Zuora customers in tenants with Orders enabled. This feature simplifies the workflow from canceling a subscription to refunding the payment.
For more information, see Cancel a subscription and refund the end customers automatically.
Additional fields for Booking Transaction object available on data source
The following fields are now available with the Booking Transaction object:
- Charge Through Date
- Subscription Invoice Owner Account Name
- Contract Liability Account Name
- Contract Asset Account Name
- Adjustment Liability Account Name
- Adjustment Revenue Account Name
- Unbilled Receivables Account Name
- Contract Liability GL Account Name
- Contract Recognized Revenue Account Name
- Contract Asset GL Account Name
- Contract Recognized Revenue GL Account Name
- Adjustment Liability GL Account Name
- Adjustment Revenue GL Account Name
- Unbilled Receivables GL Account Name
- Order Line Item
- Ramp Id
- Is Done Flag
- Business Type
For more information, see Booking Transaction data source.
Billing Transaction object available in data source and data query
The Billing Transaction object is now available in the data source and data query. Billing Transaction captures important changes on Invoice Item, Credit Memo Item, and Debit Memo Item and is mainly used for Billing Reconciliation.
This object is now only available to the tenants with Zuora Billing - Revenue Integration enabled. If you want access to this object, submit a request at Zuora Global Support.
For more information, see here.
Invoicing and Tax
Default template changed to HTML template
The default billing document template for newly created tenants has been changed to HTML, and Word templates are no longer initially made available. This change does not affect existing tenants that are currently using Word templates.
We strongly recommend using HTML templates to generate billing documents. If you need to use Word templates in a new environment, contact Zuora Global Support.
Update on minimum value for Risk Score Threshold of Google reCAPTCHA Enterprise
We have lowered the minimum value allowed for both tenant-level and page-level Risk Score Threshold settings of Google reCAPTCHA Enterprise. You can find details about the allowed value in the UI tooltips.
For more information about the Risk Score Threshold setting, see Configure Google reCAPTCHA Enterprise for Payment Pages 2.0.
Support for passing additional fields to gateways when creating or updating payment methods through REST APIs
You can now use the following fields in the REST API operations for creating or updating payment methods:
ipAddress: Use this field to pass the IP information of users to gateways.
country: Use this field to pass the country information of Bank Transfer payment methods to gateways.
The preceding fields are available in the following REST API operations:
Zuora Fraud Protection
Zuora Fraud Protection service available
By integrating with Microsoft Dynamics 365 Fraud Protection, we now provide an opt-in payment fraud protection service in Zuora known as Zuora Fraud Protection. This service leverages the capabilities of Microsoft Dynamics 365 Fraud Protection and helps protect merchants from increasing fraud risks through adaptive AI technology.
This feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters. If you want to join this early adopter program, submit a request at Zuora Global Support.
You can configure Zuora Fraud Protection to screen the following types of data:
- Transactions initiated through Zuora Hosted Payment Method (HPM) pages
- Transactions submitted by any operations that create payments through the Zuora UI, APIs, or payment runs
You can retrieve the data related to the payment fraud protection service through Data Source Export or Data Query.
For more information, see Zuora Fraud Protection.
Zuora Central Platform
Reporting and Exports
Enhancement to Reporting page navigation with unique URLs
You can now access unique URLs for each subpage under Reporting and Reporting settings, making it easier to bookmark and directly navigate to specific pages. For example, the URL for creating a new report is now different from that for managing report runs.
Previously, all pages within the Reporting and Reporting settings section shared the same path component,
Support for exporting data about Zuora Fraud Protection
To support exporting data about the Zuora Fraud Protection service that is enabled for payments, the following updates to Data Source Export and Data Query are now available:
- A new
Service Typefield is available in the
Payment Transaction Logobject.
- The following new fields are available in the
Payment Method Transaction Logobject:
- Device Id
- Hosted Page Id
- Service Type
- Existing fields in the
Payment Transaction Logand
Payment Method Transaction Logobjects have been improved to contain information about the fraud protection service.
For more information, see the following articles:
Custom objects available in Zuora Secure Data Share for Snowflake
Zuora now updates Secure Data Share for Snowflake to support the addition of custom objects. You can include your defined objects into your existing data sharing setup. Previously, the integration of Billing objects in Snowflake through Zuora was limited in scope.
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.
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.
Current WSDL version: 131
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.