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Bill prepaid customers

Outlines the process of billing a prepaid customer.

Prerequisites

You are recommended to get familiar with:

Example

Suppose you have configured the following prepayment charges and drawdown charges in your product catalog:

Prepayment charge 1

Prepayment charge 2

Drawdown charge

  • Charge type: recurring

  • Charge model: Per unit

  • List price: $100

  • UOM: Minutes

  • Default quantity: 1

  • Billing period: Annual

  • Prepaid Units: 1000

  • Prepaid UOM: Minutes

  • Validity period: Subscription Term

  • Charge type: recurring

  • Charge model: Per unit

  • List price: $30

  • UOM: Minutes

  • Default quantity: 1

  • Billing period: Annual

  • Prepaid Units: 300

  • Prepaid UOM: Minutes

  • Validity period: Subscription Term

  • Charge type: Usage

  • Charge model: Per unit

  • List price: $1

  • UOM: Minutes

Billing scenarios

Take the following actions and create bill runs to bill your prepaid customer and generate invoices:

Date

Action

Result

2022-01-01

Create a 12-month subscription including Prepayment Charge 1 and Drawdown Charge for a customer.

Under the customer account:

  • Prepaid Balance: 1000 Minutes

  • Fund-1: 1000 Minutes

  • Prepaid Balance Transaction: 1 prepayment action adding 1000 Minutes

2022-01-01

Run a bill run with the target date of 2022-01-01 for this customer.

One invoice item of $100 for Prepayment Charge 1.

2022-10-01

Upload 9 usage records, each is 100 Minutes for this customer.

All 9 usage records are "Processed".

Under the customer account:

  • Prepaid Balance: 100 Minutes

  • Fund-1: 100 Minutes

  • Prepaid Balance Transaction: 9 drawdown actions each deducting 100 Minutes

2022-10-01

Run a bill run with the target date of 2022-10-01 for this customer.

No invoice item.

The customer doesn't need to pay because those 900 Minutes are drawn from the 1000 Minutes prepaid.

2022-11-01

Upload 1 usage record of 300 Minutes for this customer.

The usage record is "Pending".

Under the customer account:

  • Prepaid Balance: 0 Minutes

  • Fund-1: 0 Minutes

  • Prepaid Balance Transaction: 1 drawdown action deducting 100 Minutes

The prepaid balance is fully consumed. The remaining 200 Minutes (300 - (1000-900)) will be billed.

2022-11-01

Run a bill run with the target date of 2022-11-01 for this customer.

One invoice item of $200 for the remaining 200 Minutes.

200 Minutes * $1/Minute = $200

2022-11-01

The customer asks you to cancel the previous invoice and agrees to add Prepayment Charge 2 in the subscription.

You make the amendments for your customer.

Under the customer account:

  • Prepaid Balance: 300 Minutes

  • Fund-2: 300 Minutes (new fund created)

  • Prepaid Balance Transaction: 1 prepayment action adding 300 Minutes

2022-11–01

Run a bill run with the target date of 2022-11-01 for this customer.

The usage record changes from "Pending" to "Processed".

Under the customer account:

  • Prepaid Balance: 100 Minutes

  • Fund-2: 100 Minutes

  • Prepaid Balance Transaction: 1 drawdown action deducting the remaining 200 Minutes