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Creation of an order for early subscription renewal in a new invoice schedule

Create an order with specific actions to facilitate an early subscription renewal for S3, including product removal, terms update, and product addition, all set to trigger on 6/1/2025.

Create an order with the following order actions to make an early renewal for S3. For more information about order actions, see Order actions tutorials .

  • Remove Product: Remove the product from which C3 is generated and set the trigger date as 6/1/2025 .

  • Terms And Conditions: Update the term start date and trigger date to 6/1/2025 .

  • Add Product : Add the same product from which C3 is generated and set the trigger date as 6/1/2025 .

When the renewal is done, S3 now contains two subscription rate plan charges:

Subscription number

Charge start date

Term (Month)

Charge number

Charge end date

Selling price

Lit price base

Billing period

S3

01-01-2025

5

C3

05-31-2025

$15,000.00

Per Year

Annual

06-01-2025

12

C4

06-01-2026

$15,000.00

Per Year

Annual

The current billing schedule of IS1 is as follows:

  • Total Amount: $45,000.00

  • Actual Amount: $36,250.00

  • Billed Amount: $30,000.00

  • Unbilled Amount: $6,250.00

  • Invoice schedule item 1:

    • Amount: $30,000.00

    • Actual Amount To Bill: $30,000.00

    • Billed Amount: $30,000.00

  • Invoice schedule item 2:

    • Amount: $15,000.00

    • Actual Amount To Bill: $6,250.00

    • Billed Amount: -

The Actual Amount of IS1 is different from the Total Amount because the term of C3 was reduced from 12 months to 5 months.

Actual Amount = $15,000.00+$15,000.00+($10,000.00-($15,000.00÷12)×3) = $36,250.00

In the equation above, ($15,000.00÷12)×3 represents the credit for C3’s removed service period from 1 June 2025 to 31 August 2025.