Welcome to Zuora Product Documentation

Explore our rich library of product information

Billing attributes for Flexible Billing Attributes

The Flexible Billing Attributes feature in Quote Studio allows admins to customize and control subscription billing fields, including contact, payment term, and currency, for enhanced billing flexibility.

After the Flexible Billing Attributes feature is enabled, you will see a new section called SUBSCRIPTION BILLING ATTRIBUTES in Quote Studio. This section is applicable for new quotes with existing billing accounts, amendment quotes, and renewal quotes. As an admin, you can control the below SUBSCRIPTION BILLING ATTRIBUTES fields using the "zqu__CPQX_Subscription_Billing_Attributes" field set.

FieldDescriptionIntroduced in version
Subscription Bill To Contact The bill-to-contact ID associated with a subscription. For example, you can specify Steve Lee as the bill-to-contact of the invoice owner for a subscription instead of using the default bill-to-contact of the account.

If the invoice owner is not present, all associated contacts of your chosen billing account will be displayed, and if the invoice owner is selected, the Subscription Bill To Contact field will display all associated contacts of your chosen invoice owner account.

10.16
Subscription Sold To Contact The sold-to-contact ID associated with a subscription. For example, you can specify Steve Lee as the sold-to-contact of the invoice owner for a subscription instead of using the default sold-to-contact of the account.

If the invoice owner is not present, all associated contacts of your chosen billing account will be displayed, and if the invoice owner is selected, the Subscription Sold To Contact field will display all associated contacts of your chosen invoice owner account.

10.18
Subscription Payment Term

The name of the payment term associated with a subscription. For example, Net 30, which indicates that payment is due 30 days from the invoice date. The payment term determines the due dates of invoices.

It displays all the picklist values defined at the zqu__Subscription_Payment_Term__c field on the Quote object.

10.20
Subscription Invoice TemplateSpecify the invoice template associated with the subscription.10.20
Subscription Sequence SetSpecify the sequence set associated with the subscription.10.20
Invoice Group Number Customize invoice groups to bill subscriptions and order line items based on specific criteria. You can also edit this field when creating an amendment or renewal quote. This field is included as part of the Subscription Billing Attributes and is displayed in the SUBSCRIPTION BILLING ATTRIBUTES section of Quote Studio. As an admin, you can control this field using the zqu__CPQX_Subscription_Billing_Attributes field set on the Quote object. 10.28
Subscription Currency

This field has been added to the Quote object to store the subscription's currency. Ensure the currency you are trying to use is an active currency in the Zuora tenant. As an admin, you can control this field using the SubscriptionCurrency__c field set on the Quote object.

You can add the Subscription Currency to the following field sets:

  • Single Quote Flow
    • zqu__CPQX_Subscription_Billing_Attributes (Subscription Billing Attributes)
  • Multi-Subscription Quote (MSQ) Flow
    • zqu__CPQX_Parent_Quote_Information (Parent Quote Information)
    • zqu__CPQX_Parent_Quote_Info_CustomFields (Additional Fields)

For new MSQ quotes, all child quotes (subscriptions within the same Order) must share the same subscription currency. Therefore, SubscriptionCurrency__c must be defined only at the parent quote level and is hidden on child quotes. For amendment or renewal, on the Subscription Selector panel, subscriptions with the same currency value can be selected to amend or renew for MSQ.

Other considerations:

  • New Subscriptions
    • The subscription currency can only be defined during the creation of a new subscription. Once a subscription is created, it cannot be changed later.
  • Amendments, renewals, or cancellations
    • For these quote types, the Subscription Currency field is read-only.
  • Product Catalog and Quote Line Items
    • When Subscription Currency is populated, the Browse Products window and Quote Line Items reflect pricing in that currency.
    • If a subscription currency has been defined, in the Browse Products window, you will only see products assigned that specific currency within the multi-currency definition of charges in the Product Catalog.
    • If Subscription Currency is not set, the system uses the Account Currency.

Zuora recommends that you use the CPQ X Lightning Detail page to use the subscription currency attribute. The Legacy Detail Page does not show the correct subscription currency in the charge table; it uses the Account Currency.

10.47