September 29, 2009 New Features

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September 29, 2009 New Features


We are pleased to provide you with a summary of our September 29, 2009 release.


View Usage Charges for an Account

Prior to now, usage charges for all accounts were displayed in chronological order, making it difficult to locate an account’s specific usage charge. Today, you can now view the five most recent usage charges for any account on the account page.

Apply Adjustments to Multiple Invoices

A single adjustment can now be applied to multiple invoices, rather than just one invoice. If you need to adjust across multiple invoices, this feature will allow you to do so in one step. You will see the adjustment for multiple invoices in your adjustment export represented in the same way that invoice line items and payment line items are represented in their respective exports. Each adjustment line item will have the adjustment amount per invoice as well as the value of the entire adjustment. For example, if an adjustment for $30 is applied over 2 invoices ($20 and $10, respectively), there will be 2 line items with one containing $20 and the other containing $10. Both line items will show a total value for the entire adjustment which is $30.

Adjust Invoices with a Negative Balance

A negative invoice can now be adjusted through a Debit Memo (similar to using a Credit Memo to adjust for an invoice that is non-negative). Debit Memos can act as a quick offset for a prorated invoice that is for a negative amount, for example. Consistent with the current Boomi integration, these debit memo adjustments and the related negative invoices are not passed to QuickBooks. These adjustments will be accounted for in the customer balance only if you have the existing Admin setting to include negative invoices in the Account Balance. The export for Debit Memos will be a part of the adjustment export and the adjustment type will identify the adjustment to be a debit memo.

Invoice Post Date and Posted By Displayed

The invoice view will now display additional history which gives added visibility to user actions. Both the date for when an invoice is posted as well as who posted the invoice is now displayed. The invoice post date and posted by refers to the latest post. For example, if you unpost an invoice and then post, you will only see the post date and posted by for the most recent post. Please note that for all invoices posted prior to this release, there will not be any history tracked for invoice post date and posted by. For bill runs that use auto-post, the user that performed the bill run will be the user shown by the posted by.

Enhanced Fields in the Invoice CSV Extract

The following fields have been added to the Invoice extract to enhance reporting and tracking:

  • Subscription Start Date (mm/dd/yyyy): Date for when the subscription starts.
  • Subscription End Date (mm/dd/yyyy): Date for when the subscription ends.
  • Last Updated On (mm/dd/yyyy): Date for the last update.
  • Last Updated By (string): User that last updated the invoice.
  •  Last Email Sent Date (mm/dd/yyyy): Date for when the invoice was last emailed.
  • Created By (string): User that created the invoice.
  • Created On (mm/dd/yyyy): Date the invoice was created on.
  • Posted By (string): User that posted the invoice.
  • Posted On (mm/dd/yyyy): Date that the invoice was posted.
  • Invoice Template (string): Name of the template used for the invoice.
  • Additional Email Addresses (email): Additional email addresses that are included when the invoice is emailed.
  • Credit Card Holder Name (string): Credit card holder's name.
  • Credit Card Number (string): Masked credit card number with only the last 4 digits exposed.
  • Credit Card Expiration Year (yyyy): Year that the credit card expires.
  • Credit Card Expiration Month (mm): Month that the credit card expires.

Naming of Invoice Details CSV Extract

The naming convention of the Invoice .CSV extract has been changed to match the Zuora standard naming convention: "InvoiceExport_yyyymmddhhmmss.csv"

Asynchronous PDF Generation for Bill Run & Payment Run

We continue to improve performance by changing our processes to be asynchronous. The PDF generation for bill runs and payment runs has been changed to be an asynchronous process. This means the process runs in the background and the user can work in other areas of the application while this operation takes place.

Enhancements for AR Summary by Accounting Code Report

This report has been enhanced to now include adjustments to negative invoices so that debit memos (mentioned above) are accounted for.

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