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Create a prepayment subscription - Zuora UI

Create a prepayment subscription in Zuora to manage API usage with a monthly plan, including prepayment and drawdown charges.

You can create a prepayment subscription using the Zuora user interface.

  1. Follow the steps as described in Create a subscription.
  2. Select the desired product for this order.
    Create prepayment subscription
  3. Update the charges for this product if needed.
    • For prepayment charge, you can update Price , Prepaid Quantity and Validity Period.

    • For drawdown charge, you can update Price and Drawdown Rate.

  4. If you want to apply a 20% discount to the prepayment charge, you can create a percentage discount charge in the same rate plan, and apply this discount to the subscription.
  5. In the Charge Amount section, specify the following fields:
    • Charge Model: Discount-Percentage

    • Discount Percentage: 20%

    • Apply Discount To : All charges in the rate plan

    • Allow apply to billing period partially : You must not select this checkbox.

    • Reflect Discount in Apply To Charge Net Amount : Select this checkbox.

    • Recurring : Select this checkbox.

    • Include the following product charges : You must specifically select the charges to which you want to apply the discount; otherwise, it will not take effect.

  6. In the Finance section, specify the following fields:
    • Use discount specific accounting codes, rule and segment to manage revenue : You must not select this checkbox.

    • In the Finance > Revenue Accounting section, select both the Exclude Item Booking from Revenue and Exclude Item Billing from Revenue checkboxes.