Generate a billing preview

Generates a preview of future invoice items for one customer account. Use the BillingPreview call to calculate how much a single customer will be invoiced from the most recent invoice to a specific end of term date in the future.

Additionally, you can use the BillingPreview service to access real-time data on an individual customer's usage consumption.

The BillingPreview call only calculates taxes for charges in the subscription if you use Zuora Tax and the product rate plan charge associated with the invoice item uses the tax inclusive mode; otherwise, this call does not calculate taxes.

If you have the Invoice Settlement feature enabled, you can also generate a preview of future credit memo items for one customer account. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

Request
header Parameters
Idempotency-Key
string <= 255 characters

Specify a unique idempotency key if you want to perform an idempotent POST or PATCH request. Do not use this header in other request types.

With this header specified, the Zuora server can identify subsequent retries of the same request using this value, which prevents the same operation from being performed multiple times by accident.

Accept-Encoding
string

Include the Accept-Encoding: gzip header to compress responses as a gzipped file. It can significantly reduce the bandwidth required for a response.

If specified, Zuora automatically compresses responses that contain over 1000 bytes of data, and the response contains a Content-Encoding header with the compression algorithm so that your client can decompress it.

Content-Encoding
string

Include the Content-Encoding: gzip header to compress a request. With this header specified, you should upload a gzipped file for the request payload instead of sending the JSON payload.

Authorization
string

The value is in the Bearer {token} format where {token} is a valid OAuth token generated by calling Create an OAuth token.

Zuora-Track-Id
string <= 64 characters

A custom identifier for tracing the API call. If you set a value for this header, Zuora returns the same value in the response headers. This header enables you to associate your system process identifiers with Zuora API calls, to assist with troubleshooting in the event of an issue.

The value of this field must use the US-ASCII character set and must not include any of the following characters: colon (:), semicolon (;), double quote ("), and quote (').

Zuora-Entity-Ids
string

An entity ID. If you have Zuora Multi-entity enabled and the OAuth token is valid for more than one entity, you must use this header to specify which entity to perform the operation in. If the OAuth token is only valid for a single entity, or you do not have Zuora Multi-entity enabled, you do not need to set this header.

Zuora-Org-Ids
string

Comma separated IDs. If you have Zuora Multi-Org enabled, you can use this header to specify which orgs to perform the operation in. If you do not have Zuora Multi-Org enabled, you should not set this header.

The IDs must be a sub-set of the user's accessible orgs. If you specify an org that the user does not have access to, the operation fails.

If the header is not set, the operation is performed in scope of the user's accessible orgs.

Request Body schema: application/json
required
targetDate
required
string <date>

The target date for the billingPreview call. The billingPreview call generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the TargetDate.

If the TargetDate is later than the subscription current term end date, the preview invoice item data and credit memo item data is generated from the first day of the customer's next billing period to the current term end date. If you want to generate preview invoice item data and credit memo item data past the end of the subscription current term, specify the AssumeRenewal field in the request.

Note: The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

accountId
string <= 255 characters

The ID of the customer account to which the billing preview applies.

Note: When posting billing preview, you must specify either accountId or accountNumber in the request body.

accountNumber
string

The number of the customer account to which the billing preview applies.

Note: When posting billing preview, you must specify either accountId or accountNumber in the request body.

assumeRenewal
string

Indicates whether to generate a preview of future invoice items and credit memo items with the assumption that the subscriptions are renewed.

Set one of the following values in this field to decide how the assumption is applied in the billing preview.

  • All: The assumption is applied to all the subscriptions. Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.

  • None: (Default) The assumption is not applied to the subscriptions. Zuora generates preview invoice item data and credit memo item data based on the current term end date and the target date.

    • If the target date is later than the current term end date, Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the current term end date.

    • If the target date is earlier than the current term end date, Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.

  • Autorenew: The assumption is applied to the subscriptions that have auto-renew enabled. Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.

Note:

  • This field can only be used if the subscription renewal term is not set to 0.

  • The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

chargeTypeToExclude
string

The charge types to exclude from the billing preview.

Possible values: OneTime, Recurring, Usage, and any combination of these values.

includingDraftItems
boolean

Whether draft document items are included in the billing preview run. By default, draft document items are not included.

This field loads draft invoice items and credit memo items. The chargeTypeToExclude, targetDate, includingEvergreenSubscription, and assumeRenewal fields do not affect the behavior of the includingDraftItems field.

includingEvergreenSubscription
boolean

Indicates if evergreen subscriptions are included in the billingPreview call.

Responses
200
post/v1/operations/billing-preview
Request samples
application/json
{
  • "accountNumber": "A00000001",
  • "assumeRenewal": "None",
  • "chargeTypeToExclude": "",
  • "includingEvergreenSubscription": "true",
  • "targetDate": "2017-05-10"
}
Response samples
application/json
{
  • "accountId": "402890b75972406c0159724cd4d00011",
  • "creditMemoItems": [
    ],
  • "invoiceItems": [
    ],
  • "success": true
}