Prepaid balance transactions
Explore the various types of prepaid balance transactions, including prepayment, drawdown, and adjustments, which affect the total prepaid units available during a subscription.
The following concepts are related to prepaid balance transactions.
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Prepaid Balance |
Total prepaid units available during a subscription. It is an aggregate of all funds under a subscription. |
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Prepaid Balance Fund |
Prepaid units available for use during a validity period. Each validity period has a corresponding fund. |
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Prepaid Balance Transaction |
An action that increases or decreases its associated Prepaid Balance. There are 7 types of transactions:
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Prepayment |
An action that creates a Prepaid Balance Fund, thus increasing the associated Prepaid Balance. The following actions trigger Prepayment transaction type:
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Prepayment Adjustment |
An action that updates a Prepaid Balance Fund, thus updating or decreasing the associated Prepaid Balance. Update the quantity of prepayment product in a subscription triggers Prepayment Adjustment transaction type. |
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Drawdown |
An action that decreases the Prepaid Balance associated with a drawdown charge. Uploading usage triggers Drawdown transaction type. |
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Drawdown Adjustment |
An action that updates a usage record tied to a drawdown charge, thus updating the associated Prepaid Balance. Uploading usage with a unique key triggers Drawdown Adjustment transaction type. |
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Drawdown Reversal |
An action that is generated during the automatic reversal of a usage record tied to a drawdown charge. This type of transaction is based on one Drawdown or Drawdown Adjustment transaction. The following order actions trigger the Drawdown Reversal transaction type:
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Prepayment Credit Back |
An action that decreases the associated prepaid balance to 0 due to removal or cancellation. The following order actions trigger the Prepayment credit Back transaction type:
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Prepayment Reverse Credit Back |
An action that recovers the prepaid units erased in the associated prepaid balance due to removal , cancellation, or shrinking the term . Deleting an order (the previous removal or cancellation order) triggers the Prepayment Reverse Credit Back transaction type. |
Example
Suppose you take the following actions for a customer who has subscribed to your prepaid product (10 units included per month) for one month:
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Action |
Prepayment transaction type |
Units |
|---|---|---|
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Create the subscription |
Prepayment |
10 |
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Renew the subscription for one month |
Prepayment |
10 |
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Update prepaid quantity to 15 |
Prepayment Adjustment |
5 |
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Upload one usage record with Quantity = 3 units |
Drawdown |
-3 |
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Update the previous usage record with Quantity = 4 units |
Drawdown adjustment |
3 (First recover the above 3 units ) |
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Drawdown |
-4 (Then draw down the 4 units) |
You can view the customer’s prepaid balance through the Zuora UI or Data Query.