As Zuora Billing and RevPro have different policies and requirements, some best practices are outlined to avoid certain potential issues.
With Zuora Billing - RevPro Integration enabled, you have to bear its known limitations in mind. See Known Limitations of Zuora Billing - RevPro Integration for a full list of identified limitations of Zuora Billing - RevPro Integration.
Enable Invoice Settlement before Zuora Billing - RevPro Integration
We strongly recommend that you enable the Invoice Settlement feature for your Zuora tenant before enabling Zuora Billing - RevPro Integration. It is because in any environment where multiple systems coexist, it is always the good practice to get upstream systems in place before implementing downstream ones. Otherwise, you might have to make changes to RevPro and then regression test all use cases.
Billing rules configuration
RevPro requires that the total contractual booking amount must equal the billing amount. To meet this requirement, configure the following Billing Rule settings as described below:
- Enable credit back for removing or canceling one time charges
Set this setting to Yes. When one-time charges are removed or included in a canceled subscription, RevPro automatically credits back for the remaining revenue that will be recognized on the one-time charge. It will mismatch Zuora Billing if this setting is set to No because Zuora Billing does not generate a credit back, but RevPro does. In this case, the booking data does not equal the billing data in RevPro. You need to manually reconcile in RevPro.
- Invoice Past End-of-Term when Auto-Renew is OFF and Invoice Past End-of-Term when Auto-Renew is ON
Both settings should be set to No for all future data. If both fields must be set to Yes based on your business needs, you should manually reconcile between the booking amount and billing amount in RevPro.
Change Bill Cycle Day for customers
When the Bill Cycle Day (BCD) of a customer account is changed, the actual billing amount is updated accordingly due to proration differences. However, this change is not reflected in orders, and thus will cause discrepancies between the booking value and the actual billing value. If you update BCD for customer accounts after the data is synced into RevPro, you should manually reconcile in RevPro to keep consistency.
Remove discount charges after invoicing
If you remove discount charges from a subscription in Zuora on a date within a period that has already been invoiced, the discrepancies between the booking and billing amount will occur in both Zuora and RevPro. This requires manual reconciliation to resolve this issue.
Add new discount charges to periods that have not been billed
By design, charge contractual value (CCV) is calculated as the booking value for the full period of rate plan charge. If a discount charge is applied to a regular charge that is already billed, inconsistency between CCV and the invoice amount can occur. Therefore, you should add new discount charges to only the periods that have not been billed.