Create a billing preview run

Creates a billing preview run for multiple customer accounts.

The maximum supported preview duration is 20 years, calculated from the current date to the target date.

You can run up to 20 billing preview runs in batches concurrently. A single batch of customer accounts can only have one billing preview run at a time. So you can have up to 20 batches running at the same time. If you create a billing preview run for all customer batches, you cannot create another billing preview run until this preview run is completed.

Note that the preview results for each billing preview run will be stored in the system for 180 days; after that they will be purged.

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-version
string

The minor version of the Zuora REST API. See Minor Version for information about REST API version control.

This header affects the availability of the following request fields:

  • batch
  • batches
Request Body schema: application/json
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 memeo 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.

batch
string <= 255 characters

The customer batch to include in the billing preview run. If not specified, all customer batches are included.

Note:

  • Note: By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.
  • This field is not available if you set the zuora-version request header to 314.0 or later available versions.
batches
string <= 1000 characters

The customer batches to include in the billing preview run. You can specify multiple batches separated by comma. If not specified, all customer batches are included.

Note:

  • By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.
  • This field is only available if you set the zuora-version request header to 314.0 or later available versions.
chargeTypeToExclude
string

The charge types to exclude from the forecast run.

Possible values: OneTime, Recurring, Usage, and any comma-separated 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

Whether evergreen subscriptions are included in the billing preview run. By default, evergreen subscriptions are not included.

storageOption
string

The saving options. The default value is Csv.

Enum: "Csv" "Database"
targetDate
required
string <date>

The target date for the billing preview run. The billing preview run 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.

The value for the targetDate field must be in YYYY-MM-DD format.

If the target date 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.

Responses
200
post/v1/billing-preview-runs
Request samples
application/json
{
  • "assumeRenewal": "None",
  • "batches": "Batch1, Batch2",
  • "chargeTypeToExclude": "",
  • "includingDraftItems": "false",
  • "includingEvergreenSubscription": "true",
  • "targetDate": "2017-01-10"
}
Response samples
application/json
{
  • "success": true,
  • "billingPreviewRunId": "402890b757d1ec1b0157d5aa3d6802aa"
}