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Transfer owners of subscriptions associated with invoice schedules

Zuora

Transfer owners of subscriptions associated with invoice schedules

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 Customer Success Manager for assistance.

The Owner Transfer order action can work with the Billing Schedule feature. All the subscriptions associated with one invoice schedule must be transferred together to the same new invoice owner account, regardless of the invoice schedule status.

In this use case, you have created an order with two subscriptions for one customer account, and created an invoice schedule with two items. After one invoice schedule item is executed, you want to transfer the owner of the subscriptions to another customer account. During the owner transfer, you must transfer both subscriptions from the original account to the same new account. Otherwise, the owner transfer fails. 

To transfer the owner of the subscriptions associated with one invoice schedule, perform the following steps:

  1. Activate the Annual List Price settings.
  2. Create two recurring product rate plan charges with the Flat Fee Pricing charge model.
  3. Create and activate an order with two subscriptions to the two charges for account A1, with the total amount of $2,500.00 and the same term of 24 months from 1 January 2022 to 31 December 2023.
    Order O-001 is created with subscriptions S1 and S2 for account A1.
    Subscription number Charge number Owner Amount List price base Billing period
    S1 C1 A1 $1,200.00 Per Year Annual
    S2 C2 A1 $1,300.00 Per Year Annual
  4. On the order details page, create an invoice schedule with two invoice schedule items.
    1. Invoice schedule item 1: Set the invoice date to 01/01/2022 in the On field and the billing amount to 1200 in the Bill field.
    2. Invoice schedule item 2: Set the invoice date to 12/01/2022 in the On field and the billing amount to 1300 in the Bill field.
  5. Execute invoice schedule item 1.
    1. On the invoice schedule details page, scroll down to the Schedule Items section. 
    2. In the corresponding row of invoice schedule item 1, click the “Generate” action link in the Billing Document column to manually generate a scheduled invoice by an ad hoc bill run.
      Invoice INV001 is generated with the amount of $1,200.00 for account A1, and the status of invoice schedule item 1 changes to Processed from Pending.
  6. On the invoice details page of invoice INV001, click Post Invoice to post the invoice.
  7. Create an order to change the owner of subscription S1 from account A1 to account A2.
    The order creation for an owner transfer fails, because all the subscriptions associated with one invoice schedule must be transferred together to the same new invoice owner account.
  8. Create an order to change the owner of both subscriptions S1 and S2 from account A1 to account A2.
    Order O-002 is created with the successful owner transfer. The account of the invoice schedule changes from account A1 to account A2.
  9. Execute invoice schedule item 2.
    1. On the invoice schedule details page, scroll down to the Schedule Items section. 
    2. In the corresponding row of invoice schedule item 2, click the “Generate” action link in the Billing Document column to manually generate a scheduled invoice by an ad hoc bill run.
      Invoice INV002 is generated with the amount of $1,300.00 for account A2, and the status of invoice schedule item 2 changes to Processed from Pending. 
  10. On the invoice details page of invoice INV002, click Post Invoice to post the invoice.

Both subscriptions associated with the invoice schedule are transferred from account A1 to account A2. Invoices INV001 and INV002 are generated and posted with the scheduled amount.