In this section, you can configure the default account configuration used when a Zuora Billing Account is generated by the Subscription Suite.
Bill Cycle Day
Bill Cycle Day (BCD) can be the same for all customers, or it can vary from customer to customer e.g. to align with the day a subscription is purchased. For example, Company A might be billed on the "first of the month" while Company B is billed on the "fifteenth of the month." Some companies choose to have a single BCD for ALL their customers (for example, first of the month, fifteenth of the month, or even the end of the month). Other companies choose to bill throughout the month (for example, because they do anniversary billing).
For more information on BCD checkout Zuora's Knowledge Center: Bill Cycle Day
0 = Auto-set
- Standard setting for Zuora set-ups with daily bill runs.
- BCD to be set to the same day as the triggering date of the first recurring charge on the account.
- E.g. customer subscribes on the 17th of the month, the bill run will get triggered on the 17th of each month.
1 = 1st of the month
- BCD to be set to the first day of the month.
- E.g. customer subscribes on the 17th of the month, the bill run will get triggered on the 1st of each month.
[...]
30 = 30th of the month
- BCD to be set to the 31st day of the month.
- E.g. customer subscribes on the 17th of the month, the bill run will get triggered on the 31st of each month.
EOM = End of Month
- BCD to be set to the end of the month.
- E.g. customer subscribes on the 17th of the month, the bill run will get triggered on the end of each month.
Please ensure that you have activated the settings in Zuora as well.
Billing -> Define Billing Periods -> Customize Billing Period Start days
Is Zuora Tax Disabled
Check this box if Zuora tax feature is NOT active on your sandbox or production tenant. To enable Zuora tax, submit a request to Zuora Support.
Use Salesforce Country Codes
Ticking this box will enable the use of the Alpha-2 code country codes when having a Salesforce instance connected.
Explicitly define Tax Exempt Countries
Countries in this list will be set to "Tax Exempt" when the account is created in Zuora. The VAT ID and Certificate ID fields will be populated with the value entered by the user on the billing information page.
List the countries in the input field below that shall be tax exempt. Use Alpha-2 code country codes.
Country Codes that can never be Tax exempt
Countries in this list will explicitly NOT be set to "Tax Exempt" when the account is created in Zuora.
List the countries in the input field below that shall never be tax exempt. Use Alpha-2 code country codes.
Enable EU VAT ID Validation
Enable the validation of a European VAT ID against the VIES VAT number validation. The validation will be carried out for countries in the "Explicitly define Tax Exempt Countries" list.
Multi Payment Methods Allowed
Yes - Zuora allows multiple electronic payment methods to be stored on the billing account. However, only ONE default payment method is supported. Enabling this setting will allow the customer to change the default payment method in the customer center for payments collected through Zuora's payment runs (for billing accounts with auto-pay activated).
For customers with electronic payment methods but auto-pay not activated, this also permits them to choose between stored payment methods when paying an invoice directly in the customer center using the "pay now" feature.
No - Once a new payment method gets entered is set to the default payment method in Zuora and will be the only visible payment method in the customer center.
Click on Save to store your changes.