Zuora Release 2022.05.R1

Zuora Quotes 

We recently released several patch releases on top of Zuora Quotes version 10.5. The latest version is 10.5.3.

For the latest changes of Zuora Quotes, see Zuora Quotes version 10 release notes.

HTML Templates feature available for credit and debit memos

With the HTML Templates feature, you can now design and customize HTML templates for credit memos and debit memos by using an online editor. All public objects and fields are available for presence on the templates, including custom objects and custom fields. 

In the HTML templates for credit memos and debit memos, you can perform the following operations:

• Configure tables with flexible data manipulation including grouping, filtering, and sorting on all available fields.
• Format date and numeric fields based on the default locale or a specified locale.
• Drag and drop predefined table components, including credit memo details table, debit memo details table, tax summary table, and so on.
• Preview credit memos and debit memos in HTML templates with the real data within the online editor.
• Export and import HTML templates for credit memos and debit memos.

Transaction component available in HTML invoice templates

Through the online HTML template editor, you can now drag the Transaction component with a predefined Transaction table into HTML invoice templates. The table displays the transactions that are associated only with the corresponding invoice. 

The predefined Transaction table displays the transaction type, transaction number, transaction date, description, and applied amount. If the transaction is Payment or Refund, the table also displays the payment method type and payment method number.

• If you have the Invoice Settlement feature enabled, information about Credit Memos and Payments are displayed in the transaction table.
• If you have the Invoice Settlement feature disabled, information about Payments, Refunds, Invoice Adjustments, Invoice Item Adjustments, and Credit Balance Adjustments are displayed in the Transaction table.

For more information, see Transactions table.

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Enhancements on stored credential transaction support for Adyen v2.0

We now support stored credential transactions for the following card brands on Adyen Integration v2.0:

• American Express
• Discover
• Diners Club
• JCB

For more information, see Support for stored credential transactions overview.

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Snowflake integration available for early adopters

If your organization uses Snowflake, you can now access your Zuora data within your organization's Snowflake account.

Our integration with Snowflake enables you to run reports and perform analytics on your Zuora data using your preferred business intelligence tool. When you set up the integration, we use Zuora Secure Data Share for Snowflake to ensure that you have read-only access to the latest data from your Zuora tenant. You can then query your Zuora data as if it were stored in your organization's Snowflake account. You can also combine your Zuora data with other data in Snowflake to perform holistic analysis.

We launched our integration with Snowflake on April 15, 2022.

For more information about this feature, see Using Zuora Secure Data Share for Snowflake to access Zuora data.

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