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Zuora Billing Release 309, September 2021

Zuora

Zuora Billing Release 309, September 2021

Welcome to the release notes for Zuora Billing Release 309 (R309), September 2021

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

Release schedule

Subscribe to Release Notifications in Zuora Community to receive notifications about Zuora Billing releases.

REST API

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

Orders and Subscriptions

New field available on the Order Line Item object

The Order Line Items feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

You also need to enable the Orders feature to access the Order Line Items feature. Orders is generally available as of Zuora Billing Release 284 (August 2020). If you are an existing Zuora Subscribe and Amend customer and want to adopt Orders, see What is Orders Harmonization and join the Orders Harmonization community group for more information. If you want to enable Orders, submit a request at Zuora Global Support.

A new field called "Related Subscription Number" is now available on the Order Line Item object. You can use this field to relate an order line item to a subscription. 

You can access this field through the Order Line Item data source, Orders API operations, and Order Line Items API operations.

Invoicing and Invoice Settlement

Control on generating consolidated invoices

This feature is available only if you have the Unified Invoicing feature enabled. Unified Invoicing is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Zuora has introduced a new billing rule called Allow to consolidate subscriptions or order line items into standalone invoice? to control whether to consolidate subscriptions, order line items, and standalone invoices under the same account into one consolidated invoice. By default, this billing rule is set to Yes.

If this billing rule is set to Yes, you have the capability to generate consolidated invoices in the following approaches:

See Define billing rules for more information.

Finance setting available in the creation or editing of standalone invoices

This feature is available only if you have the Unified Invoicing feature enabled. Unified Invoicing is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

When creating or updating standalone invoices through the Zuora UI, you can now use the following fields to configure information related to Finance:

  • Rev. Rec. Rule: The revenue recognition rule governing the revenue schedule.
  • Rev. Rec. Acc. Code: The accounting code for the recognized revenue.
  • Deferred Rev. Acc. Code: The accounting code for the deferred revenue.

These fields are available only if you have legacy Zuora Finance and Revenue enabled.

Enhancements on writing off invoices

This feature is available only if you have the Invoice Settlement feature enabled.

Zuora has made enhancements on writing off invoices. After an invoice is written off, if an action is taken that changes that invoice balance, you can now write off the invoice again. 

For example, you can write off an invoice again in any of the following scenarios:

  • The credit memo applied to the invoice is unapplied from the invoice, and then unposted, canceled, or refunded.
  • The payment applied to the invoice is unapplied from the invoice.

Previously, an invoice could only be written off once.

See Invoice write-off for more information. 

Payments

General availability of support for Delayed Capture

The Delayed Capture feature is now generally available to all Zuora customers in the applicable payment gateway integrations. You can use the Create authorization API operation to authorize a payment amount prior to capturing the payment. Subsequently, you can use CRUD: Create a payment or Create a payment to capture the authorized amount, or use Cancel authorization to cancel the authorization.

Previously, you had to submit a request at Zuora Global Support to access this feature.

See Create authorization for more information.

SlimPay now supports Delayed Capture  

The SlimPay gateway integration now supports the Delayed Capture feature for Credit Card Reference payment methods. This feature allows you to authorize a payment amount prior to capturing the payment.

See SlimPay payment gateway for more information.

Debt repayment indicator added to credit card transaction requests sent to Chase Orbital

Zuora has enhanced the Chase Paymentech Orbital Gateway gateway integration to add the PaymentInd field to all credit card transaction requests sent to the Chase Orbital gateway. The value is D, which indicates that the transaction is repayment of an existing debt. Chase Orbital will filter this indicator and determine which transactions are applicable.

Contact your Chase representative for more information about how to qualify for the savings associated with this feature, 

Default value of Use Export Compliance changed for CyberSource v2.0

The default value of the Use Export Compliance setting on the CyberSource, Payment API v2.0 gateway configuration page has been changed to Disable Export Compliance. Previously, the default value was Enable for Auth & Payment Capture.

See CyberSource payment gateway for more information about this setting.

Resolved issue: Failed to retrieve gateway reconciliation reports for SlimPay

Previously, some SlimPay gateway reconciliation reports could not be successfully retrieved from the gateway if intermittent SFTP server connectivity issues occurred. It was because Zuora only tried once at a fixed time to retrieve all available reports. This issue has been resolved now. A retry logic has been introduced into the report retrieval process, and Zuora will retry if Zuora fails to connect to the SlimPay SFTP server. 

Reporting and Analytics

Data exports can be enabled without assistance from Zuora

Zuora platform administrators can now enable the following exports for users:

  • Invoice PDF
  • All Users List CSV

To enable these exports for a user, assign the user a Reporting role that has the Enable Exports permission. For more information, see Reporting roles.

Users can access the above exports through Reporting > Exports. For more information, see Data Exports.

If you require access to data other than Invoice PDF and All Users List CSV, Zuora recommends that you use data sources. For more information, see Introduction to data sources and Generate a data source export.

If Zuora has previously assisted you in enabling the Data Exports feature in your tenant, there is no change in the functionality available to platform administrators and users.

SOAP API

Current WSDL version: 110

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.