When a customer subscribes, several properties need to be set in Zuora to ensure correct billing, payment, and finance processes. For example, you need to specify the invoice template and communication profile for the customer, as well as payment term and billing batch. Usually, these properties depend on parameters that have been set by the customer, e.g. language, country, and payment method.
Mappings allow you to define how the properties should be set if certain criteria are met. You can enter languages, country codes, and payment methods as comma separated strings. The customer matches the language, country code, or payment method setting if the corresponding list of the mapping contains his language, country, or payment method.
The mapping that matches most of these three properties will be used for the customer.
Lets look at one example. BikeShare is based in Germany but also operates in Austria, Switzerland and France.
We are going to want to set up different profiles for these different user types to make sure that French customers get the French Communication Profile in Zuora and have the correct French invoice template configured when their accounts are created in Zuora.
The Germans, Austrians and Swiss all speak German so they can all get the Default Communication profile.
Trying to find the Communication Profile IDs? Try this article on retrieving them with Postman
Set up the same thing for the Invoice Templates. The Invoice Templates are easy to find in Zuora in the Billing settings / Manage Billing Document Configuration / show ID:
Add the Invoice Template ID in the settings:
French Profiles will also need to be set up, as well as an English profile for customers who would like to be communicated with in English. After everything is set up, you're settings should look like this:
This can get even more complex with different Payment Terms. For example customers that pay by credit card should have a payment term "Due Upon Receipt" but ones that pay by Direct debit might have a payment term of "Net 7" as the payment processing takes longer. Payment by invoice is also still quite well established in the B2B world in Europe.