Zuora Release 2022.08.R1

Availability

The reinvented invoice details page is in the Beta phase. We will be releasing the reinvented invoice details page to Sandbox tenants gradually, and it will not be deployed to Production environments until further notice. If you have any further questions or feedback, fill out this form.

The Beta release is only available if you have Invoice Settlement enabled and Data Access Control disabled.

To disable the reinvented invoice details page for individual users, edit the user profile to clear the Enable New Zuora Experience setting. Note that the reinvented list views will also be disabled. To disable the reinvented invoice details page across all users within a tenant, contact Zuora Global Support.

Details about the functional enhancements in each section are as follows.

Overview section

The overview section on the top of the invoice details page has the following enhancements:

• You can now view the status of the invoice next to the invoice number.
• You can click the feedback icon next to the invoice status to submit your feedback on the reinvented invoice details page.
• The fields and buttons in this section are visible based on invoice status, defined billing rules, and user permissions. Inapplicable fields and buttons are not displayed. 
• The Created field has replaced the previous Created Date and Created By fields to present the creation information about this invoice.
• The Last Modified field has replaced the previous Last Modified and Last Modified By fields to present the last modification information about this invoice.
• You can now directly click View Invoice PDF to download the PDF file of the invoice instead of clicking View > Invoice PDF.

Basic Information section

The Basic Information section has the following enhancements:

• The Account field has replaced the previous Customer Account and Account Number fields to present the corresponding customer account information.
• You can now hover over the value link of the Account field to view the key account information in a popup window. You might still click the account link to go to the account details page.
• The Tax Status field has replaced the previous Tax Status and Tax Message fields to present the combined tax status and tax error message.
• The following fields are now available in the Basic Information section: 
  • Payment Term 
  • Comments
  • Reversed (available only if you have Invoice Reversal enabled)

Invoice Details section

The Invoice Details section has the following enhancements:

• You can now hover over the discount amount or tax amount to view discount or tax breakdown in a popup window.
• You can now hover over the tax amount in the summary section to view tax details in a popup window.
• The Invoice Comments textbox below the Invoice Details table is moved to the Basic Information section and displayed as the Comments field.

Transaction(s) associated to this Invoice section

The Transaction(s) associated to this Invoice section is now independent of the Invoice Details section and has the following enhancements:

• The Applied Amount column is eliminated from the transactions table.
• The Invoice Balance Impact column is now available to present the changes of invoice balance.

Attachments section

The Attachments section has the following enhancements:

• You can still upload, download, and delete attachment files.
• An attachment details table is now available with the following columns by default: 
  • Title
  • Description
  • Updated On
  • Updated By
• You can now add attachment files by clicking the plus (+) icon instead of the previous New Attachment button.

History section

The History section now displays historical information about an invoice in a timeline view.

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Availability

The reinvented payment details page is in the Beta phase. We will be releasing the reinvented payment details page to Sandbox tenants gradually, and it will not be deployed to Production environments until further notice.

The Beta release is only available if you have Invoice Settlement enabled.

To disable the reinvented payment details page for individual users, edit the user profile to clear the Enable New Zuora Experience setting. Note that the reinvented list views will also be disabled. To disable the reinvented payment details page across all users within a tenant, contact Zuora Global Support.

Details about the functional enhancements are as follows.

Basic Information and Finance Information sections

The following changes are made to the fields that are displayed in the Basic Information section:

• The Error Message field is added. 
• The Accounting Code field is added in the Additional Fields expandable section.
• The Auth Transaction ID, Second Payment Reference ID, Gateway Reconciliation Status, Gateway Reconciliation Reason, Payout Id, and custom fields are removed from the Additional Fields expandable section.

Meanwhile, you can now edit the Basic Information and Finance Information sections by clicking the edit icon on the right side of these two sections. Note that you can still edit the custom fields in the Edit Basic Information window.

Payment Application section

The Payment Application section now supports displaying the subscriptions and invoice items with which the payment is associated. You can click the expand icon of an invoice to view the related subscriptions and invoice items.

Payment Lifecycle section

The Payment Lifecycle section is enhanced to display detailed information about the following events:

• Apply Payment to Invoice
• Unapplied Payment
• Refund
• Electronic Payment Request 
• Electronic Payment Response

The left pane displays the supported events by the time they have happened, and the right pane displays the detailed request or response information of a selected event in JSON.