July 2011 New Features

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July 2011 New Features


We are pleased to provide you with a summary of our July, 2011 release.

New Features

This release includes the following new features and enhancements.


The following features have been added to Z-Billing.

Support for Automated Price Change (Uplift) for Renewed Subscriptions

Zuora has always provided the ability to increase the price of a subscription charge using an amendments. With this feature, you can set all of your subscriptions to automatically apply a percentage uplift (for example, a 3% uplift for inflationary costs) to all charges within the subscription upon renewal. For added flexibility and control, you can choose to apply uplift fees only to certain products or to specific subscription charges.

You can use the automated price change with Recurring Charges and Usage Charges. Because One-Time Charges do not renew, you cannot use them with the automated price change feature. You can use the automated price change feature with all charge models except for the Discount charge model.

We have also added new fields in the Z-Commerce API to support this feature:

  • The PriceIncreaseOption and PriceIncreasePercentage fields of ProductRatePlanCharge. You can use these fields with query(), update(), and create() calls.
  • The PriceIncreasePercentage field of the Subscription RatePlanCharge. You can use this field with update(), subscribe(), and amend() calls.

See Automated Price Change (Uplift) for Renewed Subscriptions for detailed information about this feature.

Ability to Add Custom Usage Fields to Invoice PDFs

Zuora has expanded support for usage custom fields to the invoice templates. You can now display usage custom fields on invoices, providing customers with more clarity and transparency into the usage they are billed for. A variety of custom fields are available to help you customize your application and to aid with integration and reporting.

To configure your invoice PDF template, navigate to Settings > Z-Billing Settings > Manage Invoice Rules and Templates. To display custom fields on your invoice PDF template, enter the custom field API name in the appropriate place on the Invoice PDF template.

See Manage Invoice Rules and Templates for more information about configuring invoice templates.


The following features have been added to Z-Payments.

Ability to Delete Payments

Payments which have been canceled, voided, or errored can now be deleted, which allows you open up an invoice and subscription for editing. This is a specialized feature that is controlled by user permissions to allow only designated users to delete invalid payments as part of a data migration migration process.

For example, you can delete a payment created by an incorrect invoice, correct the invoice, then start a new billing run.

You can use both the user interface and API calls to delete payments. You can use the delete() operation with the Z-Commerce API Payment object.

You can delete a payment if the following requirements are true:

  • You must enable the Delete payment Z-Payments role permission.
  • The payment status must be Voided, Canceled, Error, or Draft. You cannot delete payments with the Processing, Processed, or Posted status.
  • The payment cannot have any associated refunds.
  • The payment must be in an open accounting period. You cannot delete payments in closed accounting periods.
  • The payment has not been transferred to your accounting system. You cannot delete payments after they have been transferred to an accounting system.

If you delete an Error payment directly, Zuora will not update the summary of the payment run.

 Important: Zuora cannot recover deleted payments.

See Deleting Payments for more information.

Support for Non-Referenced Refunds for Verifi and Orbital Payment Gateways

Zuora has enhanced its credit balance feature to support non-referenced electronic refunds in addition to external non-referenced refunds. Non-referenced electronic refunds (for the Verifi and Chase Orbital Payment gateways) can be created to issue a credit to a customer electronically without referencing an existing payment in Zuora. The ability to issue refunds is controlled through user permissions under your Administration settings.

This feature is available only if you have enabled the Credit Balance feature; you must create a credit balance to be able to create a refund.

For example, you could create a refund for the following case:

  • A customer prepays for a service, and that payment is applied to a credit balance.
  • You create an invoice for the customer.
  • The customer uses some of the credit balance, and then asks for a refund of the remaining balance.
  • You can now create a refund and transfer money to the customer.

To enable this feature:

  • You must be using the Verifi or Orbital payment gateway.
  • You must enable the Credit Balance permission and enable the Credit Balance Electronic Refund, located in the Credit Balance category. To enable the permission, create a new Z-Payments role and set that role to specified user.

We have added the PaymentMethodId field to the Refund object to support electronic credit balance refund.

See Canceling and Refunding Credit Balances for more information.

Additional Fields for the Merchant e-Solutions Payment Gateway

In this release, we have added support for the following fields to be used with the Merchant e-Solutions (MES) Payment Gateway:

Zuora Field MES Field Description Required? Length Format Notes
Invoice number invoice_number The invoice number Yes, for preferred interchange 17 A/N Defined by Visa as 0-9, a-z, A-Z, or spaces. No special characters allowed.
Total tax on Zuora invoice tax_amount Sales/local tax amount Yes, for preferred interchange 12 Decimal required  
Sold to contact postal code ship_to_zip Ship to zip code or postal code Yes, for preferred interchange for Level III processing 5 or 9 A/N This field is used only when implementing Level III processing.

The MES Payment Gateway is in Controlled Release. Contact Zuora Global Support for more information.


The following features have been added to Z-Suite.

New Features

Our pilot customers have had success using Z-Suite product for some time, so we have made the following integrations available as part of the Z-Suite product:

  • NetSuite Customer to Zuora Customer: This option allows you to synchronize NetSuite Customer information to Zuora Customer and Contacts.
  • Sales Order Integration: This integration allows for a Sales Order in NetSuite to create a Zuora Subscription.
  • NetSuite Payment to Zuora Payment: This integration allows for a NetSuite Payment applied to a Zuora Invoice to create a corresponding payment in Zuora

Additional Z-Suite Configuration

There is a new option for Customer Account Number Mapping. This allows you to either map the Zuora Account.name to the NetSuite Customer ID or the NetSuite Company Name/First + Last Name (depending on the customer type) to the Zuora Account Number.

Resolved Issues

The following issues were resolved in this release.


The following error affected multiple Zuora applications.

Query Size Errors

To prevent export errors, data returned by queries is now limited to 20,000 fields. Zuora will alert you if the query result is greater than this return limit.


The following error affected Z-Billing.

Removed Links for Bill To and Sold To on the Bill Run Pages

When creating a bill run or viewing information about an existing bill run, the Selected Customer Accounts includes the Bill To and Sold To columns. Previously, the values in these columns were links which opened a pop-up dialog that allowed you to edit the customer's Bill To or Sold To information.

To reduce confusion and make this table easier to use, we changed the behavior of these columns, and the text values for Bill To and Sold To are no longer links to open an edit dialog.

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