Zuora Billing Release 272, March 2020

Invoice.CreditMemoAmount merge field available in invoice templates

Zuora now supports the Invoice.CreditMemoAmount merge field in invoice templates. When you define invoice templates, you can now set the merge field to display the total amount of the credit memos that are applied to the invoice.

Support for updating invoice date when posting invoices or bill runs

When posting invoices or bill runs, you can now update the invoice date through both the Zuora UI and API.

• When posting an invoice through the Zuora UI, you can now update the invoice date in the posting confirmation dialog for the invoice.
• When posting a bill run through the Zuora UI, you can now update the invoice date in the posting confirmation dialog for all invoices involved in the bill run.
• Through the API, you can use the invoiceDate field of the "Update invoices" operation to update the invoice date for specific invoices.
• Through the API, you can also use the Status and InvoiceDate fields of the "CRUD: Post bill run" operation to specify the new invoice date for all invoices involved in the bill run.

If you choose to update the invoice date, the due date of the corresponding invoice will be recalculated accordingly during the posting process. By default, the new invoice date is the date when you post the invoice or bill run. You can view the update history of the invoice date in the History area on the invoice details page.

See Update invoice dates for more information.

More options available for updating credit memo date

Zuora now supports more options to update the memo date for credit memos through the Zuora UI and API.

• When posting credit memos or bill runs through the Zuora UI, you can now update the memo date for credit memos in the posting confirmation dialog. 
• Through the API, you can use the Status and InvoiceDate fields of the "CRUD: Post bill run" operation to specify the new memo date for all credit memos involved in the bill run.

If you choose to update the credit memo date through the Zuora UI, the new credit memo date defaults to the date when you post the credit memo or bill run. You can view the update history of the credit memo date in the History area on the credit memo details page.

Prefix and numbering configuration for payments and refunds

Zuora now supports the configuration of prefixes and starting numbers for payments and refunds. You can perform the following steps to manage payment and refund prefixes and starting numbers: 

1. Click your username at the top right, and navigate to Billing > Define Numbering and SKU Formats.
2. In the Define Prefixes, Numbers and Sequence Sets area, configure prefixes and starting numbers for payments and refunds.

See Prefix and numbering configuration for more information.