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Use cases of subscription management and invoice generation

Describes the use cases of Flexible Billing Attributes for managing subscriptions and generating invoices, including pre-conditions and feature details.

Note: The Flexible Billing Attributes feature is generally available and has been enabled for all customers in Sandbox environments. If you want to enable this feature in your Production environments, contact your Zuora account team for assistance.

The following use cases are presented to showcase how you can use Flexible Billing Attributes to manage subscriptions and generate invoices.

Pre-conditions for all use cases

To simplify the explanation of each use case, the following pre-conditions apply to all use cases in the sections below.

Condition itemDetails
Customer account
  • Account number: A00001
  • Account currency: USD
  • Payment term: Net 30
  • Contact: Ray Lockman (default bill-to contact), Steve America, Tom Lee
Product rate plan charge
  • Charge number: C00001
  • Type: Recurring
  • Pricing: Flat Fee
  • List price: $100 per month
  • Billing period: Year
  • Taxable: Yes
  • Tax code: SalesTax
  • Tax mode: Exclusive
Enabled features
  • Orders
  • Invoice Settlement
  • Taxation
Taxation module
  • Tax code: SalesTax
  • Tax engine: Zuora Tax