Create and configure prepaid funds and drawdown charges, including validity, drawdown behavior, rollover, and tax settings for your product rate plan.

1. On the product details page, find the rate plan that you want to edit.
2. Add a new plan.
3. Enter a name and optional description for the plan.
4. Specify the plan start and end dates.
5. Select the required currencies from the Active Currencies list.
6. In the Charges section, click Add Charge.
7. Enter a name and optional description for the charge.
8. From the Charge Function list, select Prepayment to create a prepaid fund that can be consumed by eligible drawdown charges.
9. In the Rates section, select a One-Time or Recurring charge type, and then select charge model.
   Note: The delivery and calculated charge models are not supported as a prepayment charge.
10. In the Pricing table, enter pricing information for each currency.
11. Select Unit in the Prepayment Type option.
12. Configure the prepayment settings as described in the following table:

    Field	Description
    Prepayment UOM	Unit of measurement for this prepayment charge. For example, minutes, GB, seats, or tokens.
    Prepayment Units	Number of prepaid units granted by the charge. Must be positive and can be decimal.
    Credit Options	Credit calculation method. Available options are Time Based, Consumption Based, and Full Credit.
    Validity Period	Defines the length of time during which the prepaid units are valid to use.
    Specific Validity Period Length*	Specifies the duration when you use a specific validity period length in days, weeks, months, or other supported units. This option is displayed only when either Specific Days, Specific Weeks, or Specific Months are selected for Validity Period.
    Validity Period Alignment*	Specifies when the fund validity period begins. Available values are Charge Start, Term Start, and Term End.
    Validity Period Proration*	Determines how units are granted when the charge starts in the middle of a validity period. Available options are: Prorate Units No Prorate

    Note: Fields marked with an asterisk (*) are available only when the Enhanced Unit-Based Prepaid with Drawdown (PPDD) feature is enabled. To enable this feature, submit a support ticket through Zuora Global Support.
13. Configure the following drawdown behavior settings on the prepayment charge:

    • Priority - Controls the consumption order for eligible funds. Lower numbers are consumed first. For funds with the same priority, Zuora uses a first-expired-first-out tie breaker.

    • Scope - Determines the applicable scope of the prepaid fund. Available options are:

      • Subscription Level - Only usage charges within the same subscription can draw down the fund.

      • Account Level - Only usage charges within the same account can draw down the fund.

    • Allow Child Accounts to Draw From This Fund - Controls whether child accounts can consume funds from a parent accounts centralized fund pool. This option is displayed only when Account Level is selected for Scope. Enable this option to allow the usage charges from the child accounts to draw down the fund.

      Note: All these fields are available only when the Enhanced Unit-Based Prepaid with Drawdown (PPDD) feature is enabled. To enable this feature, submit a support ticket through Zuora Global Support.
14. Toggle the Rollover switch to enable rollover and allow unused prepaid units to be carried forward to future validity periods.
15. Configure the rollover settings described in the following table:

    Field	Description
    Rollover Fund Priority*	Specifies the consumption priority assigned to rollover funds. Lower priority values are consumed before higher priority values.
    Rollover Application Option	Determines whether rollover funds are consumed before or after the current validity period’s prepaid funds. Available values are Apply First and Apply Last.
    Rollover Period	Select one of the following options: Rollover By Validity Period - Rolls over unused prepaid units for the number of validity periods specified in Rollover Periods. Custom Single Rollover Period - Creates a rollover fund with a custom validity period that is shorter than the original prepayment validity period. When this option is used, the rollover occurs only once.
    The following options are displayed when the Rollover By Validity Period option is selected.
    Rollover Periods	Specifies the maximum number of validity periods during which unused prepaid units can continue to roll over. If a custom rollover period is configured, set this value to 1. The maximum supported value is 3.
    Rollover End Date Type*	Specifies when the rollover fund expires. For example, Subscription Term causes the rollover fund to expire at the end of the subscription term. This option is displayed for both Rollover By Validity Period and Custom Single Rollover Period options.
    The following options are displayed when the Custom Single Rollover Period option is selected.
    Rollover Period Length*	Specifies the validity period of the rollover fund, in months, when you want it to be shorter than the original prepayment validity period. For example, an annual prepaid fund can roll over into a fund that is valid for only two months. The rollover fund created through this option cannot be rolled over again.
    Rollover Period Type*	Specifies the unit of time used for the rollover period. Available values are Day, Month, Quarter, and Annual. The selected value determines how the rollover period duration is calculated when configuring a custom rollover period.

    Note: Fields marked with an asterisk (*) are available only when the Enhanced Unit-Based Prepaid with Drawdown (PPDD) feature is enabled. To enable this feature, submit a support ticket through Zuora Global Support.
16. In the Trigger Condition field, specify the event that triggers creation of the rollover fund. For example, select Contract Effective to create the rollover fund when the contract effective date is reached.
17. In the Tax Mode field, specify how tax is applied to the prepayment charge. Available options are Non-Taxable, Tax Inclusive, and Tax Exclusive.
18. To configure the Finance section, see Defining accounting and revenue accounts on charges.
19. Click Done to save the charge.

Create a usage-based drawdown charge in a product rate plan, configure its rating and billing settings, and save the charge.

1. In the same product rate plan, click Add Charge.
2. Enter a name and optional description for the charge.
3. Select Usage from the Rates section.
4. Select a supported non-flat fee usage charge model, such as, Per-Volume, Unit, or Tiered.
5. Select the required currencies from the Active Currencies list.
6. From the Charge Function list, select Drawdown.
7. Configure the drawdown charge settings as described in the following table:

   Field	Description
   Drawdown UOM	Specifies the unit of measurement used by the drawdown charge. This UOM determines how eligible usage is measured and consumed from the prepaid fund. To enable fund drawdown, the associated drawdown usage charge must be configured with both a drawdown UOM and a drawdown rate.
   Rating Group	Specifies the rating group used to process usage records for the drawdown charge. By billing period - Rates and processes usage records based on the billing period in which the usage occurs. By usage start date - Rates and processes usage records based on the usage start date. By usage upload - Rates and processes usage records based on when the usage records are uploaded to Zuora.
   Trigger Condition	Specifies the event that activates the drawdown charge. For example, Contract Effective activates the charge when the contract effective date is reached.
   End Date	Specifies when the drawdown charge ends. For example, Align to Subscription End Date keeps the charge active until the subscription ends.
   Billing Periods	Specifies how often the drawdown charge is billed.
   Billing Day	Specifies the billing day used for the drawdown charge.
   Billing Period Alignment	Specifies how the billing periods of the drawdown charge are aligned.
   Proration Option	Specifies how the drawdown charge is prorated when the charge starts or ends in a partial billing period.
   Usage Record Rating Option	Specifies how usage records are rated for the drawdown charge.
   Tax Mode	Specifies how tax is applied to the drawdown charge. Available values are Non-Taxable, Tax Inclusive, and Tax Exclusive.

8. Click Done to save the drawdown charge.