Billing Schedule use cases
The Billing Schedule feature is generally available. You can enable this feature in Sandbox environments with the self-serve interface. For more information, see Enable billing features by yourself. If you want to enable this feature in your Production environments, contact your Zuora account team for assistance.
To better understand and use the Billing Schedule feature, you can read the common use cases of this feature.
- Create single-year invoice schedules on new subscriptions with the same term
- Cancel draft invoices generated in invoice schedules
- Create invoice schedules for orders containing percentage discount charges
- Create percentage-based invoice schedules for professional services during project milestone billing
- Create multiple invoice schedules for a single order within a multiyear contract
- Create multiple invoice schedules for individual charges and generate consolidated invoices
- Create invoice schedules for ramp deals
- Create single-year invoice schedules for charges with different start dates and end dates within one term
- Create multiyear invoice schedules to bill charges within the same year
- Create multiyear invoice schedules to bill second-year charges in the first year
- Create single-year invoice schedules on new subscriptions with the same odd term
- Group and bill charges with staggered start dates
- Remove charges from subscriptions associated with fully processed invoice schedules
- Remove charges from partially processed invoice schedules
- Manually review subscriptions through Subscription Renewal and create another invoice schedule
- Update invoice schedules by adding subscription charges
- Update invoice schedules by changing charge prices
- Update dates and amounts of partially processed invoice schedules
- Transfer owners of subscriptions associated with invoice schedules
- Delete partially processed invoice schedules
- Reverse the latest invoice and update custom fields of rate plan charges
- Update custom fields of rate plan charges for multiple times
- Use custom and standard billing schedules for multiyear contracts
- Use invoice schedules with Invoice Subscription Separately feature
- Create single-year invoice schedules to bill subscriptions with zero-amount prices
- Create single-year invoice schedules to bill subscriptions with zero-amount prices and staggered start dates
- Bill subscriptions early after early renewal through custom invoice schedules
- Bill subscriptions early from standard to custom billing schedules
- Consolidate unbilled charges after switching from custom invoice schedules to standard billing schedules
- Consolidate invoices for invoice schedule items during subscription and order preview
- Specify blank invoicing dates for custom invoice schedules during milestone billing schedules