Credit/Rebill allows users to unwind and reprocess billed Charges of any type through the use of the ZAB Credit/Rebill Suitelet. With this feature, users can initiate billing corrections while having access to robust audit tracking. They can also reopen charge periods and select specific lines to Credit/Rebill, rather than needing to reprocess an entire Invoice or Sales Order.
The Suitelet may be accessed through a Credit/Rebill button located on the billed Transaction. The Suitelet provides users with two options:
- Option to Credit/Rebill Transaction Lines (default)
- Option to Credit Transaction Lines
Before you begin
- This feature is only available for Transactions generated through ZoneBilling.
- If initiated from an Invoice created from a ZoneBilling-generated Sales Order, lines on the originating Sales Order will be utilized for the Credit/Rebill process.
- For this reason, this feature is not recommended for use if split invoicing of a single Sales Order has occurred.
- The Credit/Rebill Suitelet does not delete the original Transaction.
- Once a Transaction has had any of its lines undergo the Credit/Rebill process, it cannot be deleted.
- Credit/Rebill functionality is not compatible with Charges that have been excluded from billing. If any Charge in the period to be credit/rebilled has a status of ‘Excluded - Zero Amount’ or ‘Excluded - Zero Quantity’, the Credit/Rebill option is not supported.
- The ‘Credit Only’ option on the Credit/Rebill suitelet may be used in these scenarios.
Expected Behaviors
- In order to properly recalculate Charge information for any given period, all Charges for a specific Charge Period must be reopened.
- See Related Charges for more information.
- To Credit/Rebill a Charge and make adjustments to data, any charge periods that have been billed following the incorrect Charge, must be Credited/Rebilled (re-opened) as well.
- For example, if the Rate on a billed Charge (e.g. bill date 1/1/23) should be corrected, any Charges billed for periods following that Charge (2/1/23, 3/1/23), will also need to be Credit/Rebilled in order to capture and process new information. This scenario usually happens when an error goes unnoticed, and multiple charge periods have been billed since then.
- Not that this is not applicable to crediting, this is only relevant if you need to Rate or regenerate Charges.
Credit vs Credit/Rebill
Users have the option to either Credit or Credit/Rebill the Transaction. The difference between these two options is that the Credit option will not reopen the charge period for reprocessing. See the diagram below to learn the difference between these two options and their impact on the Charge and charge periods.
Related Charges
Related Charges are any Charges generated for the same charge period on a Subscription Item (i.e. activity for the charge period). In order to properly recalculate Charge information for any given period, all the Charges for that charge period must be reopened.
Applicable to:
- Multi-charge stream scenarios
- Prepaids (Prepaid Amount Subscription Charges and Charges from linked Subscription Items)
- Min/max Charges
- Charges that were billed together on a single Transaction Line (I.e. Billing Profile)
This will ensure complete and accurate Rating or Charge regeneration. Due to this need, additional Charges (and Transaction Lines) beyond the user’s initial selection may appear on the preview screen. Users should verify and confirm that all of these Transaction Lines will be processed in order to properly reset data.