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Zuora Billing

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Create invoice schedules for ramp deals

Example 1: Create a ramp deal with an invoice schedule

This task provides a step-by-step guide to creating an invoice schedule for a 3-year ramp deal, including setting up ramp intervals and schedule items.

The following diagram shows a basic example of creating an invoice schedule for a 3-year ramp deal.

Biling schedule for ramp deal

To create an invoice schedule for the ramp deal, perform the following steps:

  1. Create a 3-year ramp deal containing an annual recurring rate plan charge with the following three ramp intervals. For more information, see Create a Ramp Deal.

    • Interval 1 start date: 2023/01/01, end date: 2023/12/31, charge price: $1000/year

    • Interval 2 start date: 2024/01/01, end date: 2024/12/31, charge price: $1200/year

    • Interval 3 start date: 2025/01/01, end date: 2025/12/31, charge price: $1400/year

  2. Create Invoice Schedule #1 with the following four schedule items. For more information, see Create Invoice Schedules .

    • Schedule Item 1: run date 2023/01/01, amount $600

    • Schedule Item 2: run date 2023/06/01, amount $600

    • Schedule Item 3: run date 2024/01/01, amount $1200

    • Schedule Item 4: run date 2025/01/01, amount $1200

The following invoices and underneath invoice items are generated for the preceding schedule items:

  • Invoice #1, $600

    • Product A: 2023/01/01 - 2023/08/07

  • Invoice #2, $600

    • Product A: 2023/08/07 - 2023/12/31

    • Product A: 2024/01/01 - 2024/02/29

  • Invoice #3, $1200

    • Product A: 2024/03/01 - 2024/12/31

    • Product A: 2025/01/01 - 2025/02/20

  • Invoice #4, $1200

    • Product A: 2025/02/21 - 2025/12/31

As follows, Invoice #1 and Invoice #2 are used to explain how dates are calculated:

  • For Invoice #1, according to the amount of $600, Zuora calculates and displays the actual time period 2023/01/01 - 2023/08/07 in Ramp Interval 1, which consumes the amount of $600.

  • For Invoice #2, according to the amount of $600, Zuora calculates and displays the actual time periods 2023/08/07 - 2023/12/31 (in Ramp Interval 1 with rest of $400) and 2024/01/01 - 2024/02/29 (in Ramp Interval 2 with day consumption $1200/365), which together consume the amount close but not more than $600.

Last updated: November 21, 2025