Invoicing and Tax

2025.Q4.1.0

Added: November 26, 2025

Orders and Subscriptions

You can now track, log, and report changes of the Subscriptions business object in audit trail.

2025.Q4.1.0

Added: November 26, 2025

Orders and Subscriptions

We have enhanced our Orders, Order Line Items, and Order Actions UI to provide support for additional advanced custom fields to utilize its functionality across all the integrated applications. See Custom fields and legacy custom fields

Added: November 18, 2025

Product Catalog

Zuora's Product Catalog now includes a Dynamic Pricing framework, allowing you to calculate prices in real time based on attributes and contextual business inputs. The system supports both Attribute-Based Pricing as well as Dynamic Pricing, which computes the price at runtime using factors such as customer segment, location, sales channel, session behavior, and product configuration.

See Dynamic Pricing.

Added: November 18, 2025

Orders and Subscriptions

We have enhanced our Orders UI and API to provide support for dynamic pricing when subscribing to a new rate plan and renewing a subscription. The list price of charges is determined based on the pricing attribute values.

For usage charges, you can also define a negotiated price table via Orders API. This table is used to calculate usage charges' prices dynamically when the usage records are processed.

Added: November 18, 2025

Invoicing and Tax

The following tax exemption–related fields are now available in the Context object for both the invoice owner account and the subscription owner account. You can use these fields to populate the required tax exemption information in your tax app templates:

• taxExemptStatus
• taxExemptCertificateID
• taxExemptEntityUseCode

See Context object for rendering tax app templates.

Added: October 29, 2025

Invoicing and Tax

We’ve enhanced the default tax template for the ONESOURCE Indirect Tax Determination App V2 to provide clearer credit and charge identification. The template now uses the ONESOURCE API field, isCredit, to indicate whether a line item is a credit. A true value means the line item is a credit for both auditing and reporting purposes.

By default, all line items in a credit memo are considered credits. However, if a credit memo contains negative items, the isCredit field will be automatically set to false for those items to identify them as charges. Similarly, when an invoice includes negative items that represent credits against previous charges, the isCredit field will be automatically set to true to identify them as credits.

See Configure Tax Engine for OneSource Indirect Tax Determination V2 app

Added: October 21, 2025

Orders and Subscriptions

When you change a product rate charge from non-dynamic pricing to dynamic pricing in the product catalog, the charges which are subscribed on the subscriptions will continue to use the non-dynamic price.

Orders and Subscriptions

The Preview an order and Preview an order asynchronously operations now allow you to skip the tax calculation in the previewOptions section. This provides additional control on the tax calculation in the individual Order preview request.

Invoicing and Tax

The Sovos E-Invoicing integration no longer requires TLS certificates, making setup faster and easier. You can now choose between TLS or Sovos’s token-based authentication, with certificates remaining optional.

You can manage multiple service providers with or without certificates, update them as needed, and use the new Test Connection button to quickly validate credentials.

To migrate, notify Sovos to update your configuration and then create a new non-TLS service provider in Zuora. This update streamlines onboarding, reduces errors, and improves efficiency.

See E-invoicing service providers configuration.

Invoicing and Tax

The Sovos E-Invoice integration has been expanded to support Mexico and Brazil, ensuring compliance with local clearance e-invoice requirements.

Zuora now provides pre-built e-invoice templates and response field mappings for both countries, simplifying setup and reducing the need for custom configurations.

This update also introduces cancellation support, allowing you to correct billing documents even after approval by the tax authority. For Mexico, all four SAT-defined cancellation reasons are supported, and cancellations can be triggered through both the UI and API.

See Country-specific configurations Sovos for Mexico and Country-specific configurations Sovos for Brazil.

Invoicing and Tax

We’ve introduced a new billing rule called Rating Detail Generation Timing in both the API and UI. This setting gives you control over when rating details—the full breakdown of charge calculations and billing information—are generated.

You can choose to generate rating details after the invoice is created (the default option, which speeds up invoice processing by delaying rating detail generation), or generate them together with the invoice (the recommended option, if you want them displayed on the invoice PDF).

This enhancement provides greater flexibility in balancing invoice performance and presentation.

See Billing Rules - Billing Document.

Invoicing and Tax

We've improved Zuora's PDF generation process to make it more reliable and reduce failures. PDFs will now generate successfully even if related data is updated during processing. If those updates are relevant to the document, you can simply re-generate the PDF to include the latest information.

As a best practice, we recommend re-generating PDFs whenever you update invoice-related data that should appear on the document. This ensures your PDFs always display the most accurate and up-to-date details.

See Manage billing document configuration.

Invoicing and Tax

We’ve optimized the performance of the FilterByRef function in HTML templates when working with standalone custom objects. A standalone custom object is one that isn’t linked to standard Zuora objects like invoices or payments. For example, you might use a standalone object to store Daily Exchange Rates. This optimization enables faster PDF generation.

Note that the improvement does not apply to non-filterable fields or to custom objects that are related to standard business objects.

The optimization does not apply to non-filterable fields or to custom objects related to standard business objects.

Invoicing and Tax

We’ve enhanced the system to let you update the invoice date for all draft invoices—whether created manually or through bill runs—directly in the UI. This ensures consistent behavior across the UI and API, making it easier to correct invoice dates before finalizing.

See Update invoice dates for draft invoices.

Invoicing and Tax

We’ve enhanced the REST API to support single account billing preview runs.

With this enhancement, customers can easily run previews for a single account, improving performance and usability.

This makes it simpler to validate billing data and invoices for high-volume or complex accounts before finalizing them.

Invoicing and Tax

Zuora now supports using Advanced Custom Fields (created via Object Manager) in the Tax Engine Mapping Formula. Fields from the Account and Sold-To Contact objects can be referenced to create flexible rules, such as routing U.S. transactions to Avalara and non-U.S. transactions to Zuora Tax.

This enhancement streamlines configuration, supports unified product catalogs, and ensures accurate tax processing across regions.

See Tax engine mapping formula.

Invoicing and Tax

The State, County, City, and TaxRegion fields on the Contact object now support up to 100 characters, expanded from the previous 40-character limit. This update resolves issues where longer regional names were being truncated.

The enhancement applies across both UI and API when creating or updating contacts, accounts, invoices, and tax engine companies. It also extends to Z-Tax imports, which can now process and store records with longer field values.

By supporting extended field lengths, Zuora ensures more accurate, complete, and consistent customer data across reporting, invoicing, integrations, and tax connectors.

Invoicing and Tax

Zuora now supports the Invoice Group Number (IGN) field in the Invoice data source within Reporting. Previously, this field was only available through Data Source Exports and Data Query.

With this enhancement, you can easily include the Invoice Group Number in reports based on the Invoice object, giving you greater flexibility to track and group invoices directly in Zuora Reporting.

Order to Revenue

We've added support for additional fields for 'bill to' and 'sold to' contact information under invoice item and rate plan charge objects within Order to Revenue.

Order to Revenue

You can now map an invoice number to Revenue when creating memo items, as long as the memo originates from the invoice in the field mapping.

Order to Revenue

If a subscription or rate plan charge is deleted, but its associated invoice items or memo items are not, these remaining billing items will now be treated as standalone billing transactions.

Order to Revenue

OTR now handles delete orders/amendments. Booking transactions will set the charge status (Revenue subscription status) to 'void' when synced to Revenue for deleted sales order lines.

Order to Revenue

We have enabled revenue standard fields mapping for FV_ELIGIBLE_FLAG.