Zuora Billing Release 287, October 2020
Welcome to the release notes for Zuora Billing Release 287 (R287), October 2020.
For more information about the release notes of other Zuora products, see Zuora Release Notes.
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See API Changelog for a summary of REST API updates and documentation updates in the Zuora API Reference.
Orders and Subscriptions
Support for the Allow update Subscription trigger dates feature in Orders
A new feature called "Allow update Subscription trigger dates" has been added on Orders to support updating the trigger dates of a subscription directly. With this feature, you can now update the subscription trigger dates from the subscription details page when this subscription has not been amended before. You can also use the CRUD: Update subscription operation or the Update action to make the update through the Zuora API. See Updating the Trigger Dates for a Subscription for a tutorial.
To use this feature, you must set the “Allow update Subscription trigger dates?” setting to Yes in Billing Settings > Default Subscription and Order Settings. This feature is disabled to Orders customers by default.
For Subscribe and Amend customers, Zuora introduced this setting and it is set to Yes by default. You can turn it off if you want.
Invoicing and Invoice Settlement
Support for creating tax-inclusive memos from invoices
This feature is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.
When creating credit or debit memos from invoices, you can now specify the tax-inclusive mode for tax calculation in the memos through the Zuora UI and API.
- When creating credit or debit memos from invoices through the Zuora UI, you can now select the Tax-Included check box for the corresponding invoice item. The Tax-Included check box is available only if the Tax Auto Calculation check box is selected.
- Through the API, you can use the
taxModefield of the Create credit memo from invoice or Create debit memo from invoice operation in the request body to specify the tax mode that is used to calculate taxes in the memo created from an invoice.
Previously, only the tax-exclusive mode could be used for the credit or debit memos created from invoices, regardless of the tax mode of the corresponding invoices.
Support for disabling billing document file generation
Zuora now offers the ability to configure whether to automatically generate files for billing documents upon billing document event triggers.
To disable the billing document file generation, you have to clear the Enable the billing document generation check box after navigating to Billing > Manage Billing Document Configuration.
See Disable Billing Document File Generation for more information.
Tax Identification Numbers now supported by multiple gateway integrations in Zuora
The following gateway integrations have been enhanced to support capturing the Tax Identification Numbers (For example, CPF/CNPJ in Brazil) of end customers in Latin America:
- CyberSource, Payment API v2.0
The Identity Number field in Payment Pages 2.0 is used to capture the Tax Identification Numbers information. When configuring the payment page, you can customize the field label of Identity Number for better clarity. For example, update the field label to CPF/CNPJ Number for your Brazilian customers.
If you collect payments in Latin America, the best practice is to set the Identity Number field as a mandatory field in your payment page to ensure this information is always collected.
Zuora Billing UI enhancements
The following changes are available as of this release.
- After you cancel a bill run, the "The Bill Run has been canceled." message is now displayed above the Basic Information area on the bill run details page.
- When you enter a listing page of an object, for example, the All Customer Accounts page, the cursor is now displayed in the search box in the Search area by default.
Current WSDL version: 105
See Zuora WSDL for information on how to check your version and download the latest version.
SOAP API change history
See Zuora SOAP API Version History for a summary of updates made to the SOAP API in recent Zuora releases.
Knowledge Center and Developer Center updates
Feedback feature now available
You can now directly provide feedback in both the Knowledge Center and Developer Center.
A Feedback button is available on the right-hand side of all Knowledge Center pages, and the Developer Center:
Click this button, then a feedback form is displayed. It allows you to:
- Rate your experience.
- Add comments.
- Capture and submit a screenshot of a specific area that you want to give feedback about.
Note: If you have comments that require a response or assistance from Zuora, we recommend that you submit a request at Zuora Global Support instead of using this feedback form.