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Zuora Billing Release 272, March 2020

Zuora

Zuora Billing Release 272, March 2020

Welcome to the release notes for Zuora Billing Release 272 (R272), March 2020

For more information about the release notes of other Zuora products, see Zuora Release Notes.

Release schedule

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REST API

See API Changelog for a summary of REST API updates and documentation updates in the Zuora API Reference.

Invoicing and Taxes

Invoice.CreditMemoAmount merge field available in invoice templates

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.

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.

Invoice Settlement

More options available for updating credit memo date

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.

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.

SOAP API

Current WSDL version: 102

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.