Enable and use Flexible Billing Attributes in CPQ X
Learn how to enable and use Flexible Billing Attributes in CPQ X, including prerequisites and configuration steps.
- Upgrade to version 5.16 or higher of the Zuora for Salesforce 360 package.
To utilize Flexible Billing Attributes in CPQ X, ensure that you have upgraded your Zuora for Salesforce 360 package to version 5.16 or a higher version.
- Confirm syncing service and enable Contact object sync for Flexible Billing.
- Contact Zuora Global Support by creating a ticket and provide your Zuora Tenant ID. Request confirmation that you are enabled to Sync Contact objects for Flexible Billing Attributes in CPQ X. Please note that there is no external way to verify if you are on the latest syncing service.Note: To use the Currency Billing attribute in MSQ, upgrade your Zuora for Salesforce 360 to version 5.18 or higher. Enable the subscription object in the Zuora connector to sync the amendment or renewal Subscription Currency to Salesforce.
- Trigger a mass update for Contacts in Zuora.
If you have upgraded from a previous version of the Zuora for Salesforce 360 package to version 5.16 or higher, it is likely that you will need to perform a mass update of all Contacts in Zuora. This mass update, even if no actual changes are made, will force a re-sync of all Contacts with the new data relationships required for Flexible Billing in CPQ X. Contact Zuora Support for assistance with this mass update.
- To use Currency Billing Attribute, enable the Flexible Billing Attributes and Multiple Currencies features in your connected Zuora tenant.
Ensure that you have enabled the Flexible Billing Attributes and Multiple Currencies feature in your connected Zuora tenant.
Note:Failure to complete the above steps may result in the Subscription level Bill To Contact or Subscription level Sold To Contact not being visible in CPQ X. It is crucial to follow these prerequisites to ensure the proper functioning of Flexible Billing in CPQ X.
You need to enable the Multiple Currencies feature in Zuora tenant if you want to use the Subscription Currency field in Salesforce.
Check the known restrictions and limitations of the Flexible Billing Attributes feature.
Other considerations
In renewal quotes, it is not possible to change the invoice owner.
In amendment quotes, invoice owners cannot be cleared out.
Subscription Bill to Contact and Subscription Sold To Contact fields are not supported in the New Quote with New Billing Account flow. These fields will be hidden in the SUBSCRIPTION BILLING ATTRIBUTES section of Quote Studio.
With the Flexible Billing Attributes feature enabled, you can specify billing attributes, including bill-to-contacts and payment terms at the subscription level.
If one account has subscriptions with different payment terms and bill-to contacts, you no longer have to duplicate accounts for different payment terms, sold-to contacts, and bill-to contacts. Flexible Billing Attributes allows you to specify bill-to-contacts and payment terms during subscription creation.
If you enable the Flexible Billing Attributes feature, you will need to provide the API Client Id and API Client Secret under Zuora Config > Zuora Connection Settings.
To generate API Client Id and API Client Secret, see generate authentication credentials.