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Billing Profiles

The ZAB Billing Profile is a record which instructs the system how to transfer & transform ZAB Charges from a Subscription/ Subscription Item onto the NetSuite transactions defined by your ZAB Preferences.

billing_profile_all_key_sections.png

 

Before you begin

  • When creating transactions, the system will use the following order of operations when evaluating the Billing Profile:
    • Separate the necessary charges onto separate transactions
    • Combine the necessary Charges onto Transaction Lines
    • Sort the transactions appropriately
    • Add the appropriate transaction headers and/or subtotals
  • ZAB Billing Profiles reference Charge Field Definitions (out-of-the-box and custom)
  • Billing Profiles may be shared across Customers or specific to Customer(s).

Note: In legacy ZoneBilling bundles, billing consolidation across ZAB Subscriptions could be driven by the ZAB Billing Profile. This functionality is deprecated in versions 2019.12.19.2 and greater. Billing consolidation can now be driven at the ZAB Subscription level.

 

Key Characteristics

A ZAB Billing Profile can dictate:

  • Payment Terms or Payment Method to be set on the transaction
  • Custom Transaction Forms to be used when creating the transaction
  • Default approval status of transactions created
  • Certain charges triggering a separate transaction being created
  • The grouping of multiple charges onto a single line of the transaction
  • The sorting of charges to appear in a certain order on the transaction
  • Adding headers or subtotals based on sorting

 

Creating a new Billing Profile

There are three pathways for creating new Billing Profiles:

  • Option 1: From the Setup menu, under Zone Advanced Billing Setup > Billing Profiles
  • Option 2: In the Global Search bar Type: “pa: New ZAB Billing Profile.”
    creating_a_new_billing_profile.png
  • Option 3: On the ZAB Subscription, navigate to the “Preferences” tab, hover over the Billing Profile field and click the + sign next to the field or select “-New-” in the drop down menu.
    billing_profile_dropdown.png

 

  1. Choose one of the pathways above to create a new Billing Profile
  2. Next, assign a Name to the Billing Profile. This is typically descriptive enough to allow the user to read the name in a dropdown list and understand the Billing Profile’s purpose.
    • Note: (Deprecated in versions 2019.12.19.2 and greater) - the fields for Consolidate Subscriptions and Consolidation Entity are now disabled. See ZAB Subscription fields for Consolidate Billing in conjunction with the Bill To Customer for billing consolidation options.
  3. Assign Transaction Defaults (Optional). The following fields may be set on the Billing Profile. If a Subscription has this Billing Profile assigned, all its resulting Transactions will use these default values:
    • Payment Terms: Enter the default Payment Terms (e.g. Due on receipt, Net 30, etc.) you would like to use for Transactions created by this Profile. This is an optional field and if left blank, the default Payment Terms for the Bill To Entity will be used.
    • Payment Method: Enter the default Payment Method you would like to use when creating Transactions from this Profile. This is an optional field and if left blank, the default Payment Method set in your account will prevail.
      • Note: you may choose a Payment Term or a Payment Method, but not both.
    • Transaction Type: This value indicates which type of Transaction should be generated when Charges for Subscriptions using this Billing Profile are billed.
      • If there is no value selected on the Billing Profile, the Transaction Type configured on the Subscription Item, Subscription, or ZAB Preferences will apply. Learn more here.
      • Do not set this field unless all Subscriptions using this Billing Profile should produce the same Transaction Type.
      • Cash Sales are currently unsupported by ZAB Revenue functionality. Please ensure that Sales Order or Invoice is selected for ZAB Revenue contracts.
    • Default Sales Order Approval Status: Optionally select a default approval status (Pending Approval or Pending Fulfillment) for Sales Orders created using this Billing Profile.
  4. Optionally select a default Transaction Form to be used when converting Charges from this Subscription into a Transaction. This setting will override the defaults set in ZAB Preferences.
    • Default Sales Order Form
    • Default Invoice Form
    • Default Cash Sale Form
    • Default Credit Memo Form
    • Optionally customize the way Charges are separated, combined and sorted on Transaction Lines under the Billing Profile Subtabs.
  5. Save
  6. Once saved, the Billing Profile can be added as a ZAB default on the Customer record or to select Subscriptions

 

Billing Profile Subtabs

 

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