Update a specific setting - Billing Rules
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Learn how to update the values of the Billing Rules settings by the Settings API.
1
Use the List all settings operation to retrieve all the available settings and supported operations of them.
2
Search for “Billing Rules” and find the following information from the response body of the “List all settings” call.
{"settings": [...,{"key": "BillingRules","description": "Billing Rules settings","context": "Entity","pathPattern": "/billing-rules","httpOperations": [...,{"method": "PUT","url": "/settings/billing-rules","parameters": [],"requestType": {"$ref": "#/definitions/BillingRules","definitions": {"BillingRules": {"additionalProperties": false,"type": "object","properties": {"includeNegativeInvoice": {"type": "boolean"},"prorationUnit": {"type": "string","enum": ["ProrateByDay","ProrateByMonthFirst"]},"prorateUsageWeeklyCharges": {"type": "boolean"},"preGenerateInvoicePdf": {"type": "boolean"},"notSendZeroItemsForTax": {"type": "boolean"},"availableToCreditValidationLevel": {"type": "string"},"timeOfDailyInvoice": {"maximum": 23,"type": "integer","minimum": 0},"invoicePastEndOfTerm": {"description": "Invoice Past End-of-Term when Auto-Renew is OFF","type": "boolean"},"oneTimeCreditBack": {"type": "boolean"},"taxInclusiveRoundingRule": {"type": "string","enum": ["RoundingNetAmount","RoundingTaxAmount"]},"billToTermEndWhenAutoRenew": {"description": "Invoice Past End-of-Term when Auto-Renew is ON","type": "boolean"},"includeChildUsage": {"type": "boolean"},"allowAutoPostBillRun": {"type": "boolean"},"taxAddressOwner": {"type": "string","enum": ["SubscriptionOwner","InvoiceOwner"]},"recurringChargeStyle": {"type": "string","enum": ["Advanced","Arrears","DependsOnRatePlan"]},"prorateUsageMonthlyCharges": {"type": "boolean"},"takeContactSnapshot": {"type": "boolean"},"autoPostBillRunDefaultValue": {"type": "boolean"},"prorateRecurringMonthlyCharges": {"type": "boolean"},"proratePeriodOfRecurringCharge": {"description": "Prorate recurring charges for partial period","type": "boolean"},"daysInMonth": {"type": "string","enum": ["Assume30Days","UseActualDays"]},"legalDocumentGeneratingRule": {"type": "string","enum": ["GroupbyChargedAmountSign","GroupByOriginalSRPC","GroupByTotalAmountSign"]},"prorateRecurringWeeklyCharges": {"type": "boolean"},"transactionOnSubscription": {"type": "boolean"},"numberAssignmentTiming": {"type": "string"},"taxRateChangeOption": {"type": "string"},"rateUsageIndividually": {"type": "boolean"}}}}},"responseType": {"$ref": "#/definitions/BillingRules","definitions": {"BillingRules": {"additionalProperties": false,"type": "object","properties": {"includeNegativeInvoice": {"type": "boolean"},"prorationUnit": {"type": "string","enum": ["ProrateByDay","ProrateByMonthFirst"]},"prorateUsageWeeklyCharges": {"type": "boolean"},"preGenerateInvoicePdf": {"type": "boolean"},"notSendZeroItemsForTax": {"type": "boolean"},"availableToCreditValidationLevel": {"type": "string"},"timeOfDailyInvoice": {"maximum": 23,"type": "integer","minimum": 0},"invoicePastEndOfTerm": {"description": "Invoice Past End-of-Term when Auto-Renew is OFF","type": "boolean"},"oneTimeCreditBack": {"type": "boolean"},"taxInclusiveRoundingRule": {"type": "string","enum": ["RoundingNetAmount","RoundingTaxAmount"]},"billToTermEndWhenAutoRenew": {"description": "Invoice Past End-of-Term when Auto-Renew is ON","type": "boolean"},"includeChildUsage": {"type": "boolean"},"allowAutoPostBillRun": {"type": "boolean"},"taxAddressOwner": {"type": "string","enum": ["SubscriptionOwner","InvoiceOwner"]},"recurringChargeStyle": {"type": "string","enum": ["Advanced","Arrears","DependsOnRatePlan"]},"prorateUsageMonthlyCharges": {"type": "boolean"},"takeContactSnapshot": {"type": "boolean"},"autoPostBillRunDefaultValue": {"type": "boolean"},"prorateRecurringMonthlyCharges": {"type": "boolean"},"proratePeriodOfRecurringCharge": {"description": "Prorate recurring charges for partial period","type": "boolean"},"daysInMonth": {"type": "string","enum": ["Assume30Days","UseActualDays"]},"legalDocumentGeneratingRule": {"type": "string","enum": ["GroupbyChargedAmountSign","GroupByOriginalSRPC","GroupByTotalAmountSign"]},"prorateRecurringWeeklyCharges": {"type": "boolean"},"transactionOnSubscription": {"type": "boolean"},"numberAssignmentTiming": {"type": "string"},"taxRateChangeOption": {"type": "string"},"rateUsageIndividually": {"type": "boolean"}}}}}}]}]}
You can find the following information about the Billing Rules setting:
-
PUT operation endpoint of for the Billing Rules setting:
"url": "/settings/billing-rules" -
The request and response schema, which is the same in this case:
"BillingRules": {"additionalProperties": false,"type": "object","properties": {"includeNegativeInvoice": {"type": "boolean"},"prorationUnit": {"type": "string","enum": ["ProrateByDay","ProrateByMonthFirst"]},"prorateUsageWeeklyCharges": {"type": "boolean"},"preGenerateInvoicePdf": {"type": "boolean"},"notSendZeroItemsForTax": {"type": "boolean"},"availableToCreditValidationLevel": {"type": "string"},"timeOfDailyInvoice": {"maximum": 23,"type": "integer","minimum": 0},"invoicePastEndOfTerm": {"description": "Invoice Past End-of-Term when Auto-Renew is OFF","type": "boolean"},"oneTimeCreditBack": {"type": "boolean"},"taxInclusiveRoundingRule": {"type": "string","enum": ["RoundingNetAmount","RoundingTaxAmount"]},"billToTermEndWhenAutoRenew": {"description": "Invoice Past End-of-Term when Auto-Renew is ON","type": "boolean"},"includeChildUsage": {"type": "boolean"},"allowAutoPostBillRun": {"type": "boolean"},"taxAddressOwner": {"type": "string","enum": ["SubscriptionOwner","InvoiceOwner"]},"recurringChargeStyle": {"type": "string","enum": ["Advanced","Arrears","DependsOnRatePlan"]},"prorateUsageMonthlyCharges": {"type": "boolean"},"takeContactSnapshot": {"type": "boolean"},"autoPostBillRunDefaultValue": {"type": "boolean"},"prorateRecurringMonthlyCharges": {"type": "boolean"},"proratePeriodOfRecurringCharge": {"description": "Prorate recurring charges for partial period","type": "boolean"},"daysInMonth": {"type": "string","enum": ["Assume30Days","UseActualDays"]},"legalDocumentGeneratingRule": {"type": "string","enum": ["GroupbyChargedAmountSign","GroupByOriginalSRPC","GroupByTotalAmountSign"]},"prorateRecurringWeeklyCharges": {"type": "boolean"},"transactionOnSubscription": {"type": "boolean"},"numberAssignmentTiming": {"type": "string"},"taxRateChangeOption": {"type": "string"},"rateUsageIndividually": {"type": "boolean"}}}
3
Make PUT request at the endpoint /settings/billing-rules.
HTTP request:
PUT https://rest.zuora.com/settings/billing-rules
Request body:
See the following request body example:
{"oneTimeCreditBack": false,"prorateRecurringWeeklyCharges": false,"prorateUsageMonthlyCharges": false,"prorateUsageWeeklyCharges": true,"daysInMonth": "Assume30Days"}
Response body:
See the following example for the 200 response body.
{"oneTimeCreditBack": false,"prorateRecurringWeeklyCharges": false,"prorateRecurringMonthlyCharges": true,"prorateUsageMonthlyCharges": false,"prorateUsageWeeklyCharges": true,"daysInMonth": "Assume30Days","prorationUnit": "ProrateByDay","allowAutoPostBillRun": false,"autoPostBillRunDefaultValue": false,"includeNegativeInvoice": false,"transactionOnSubscription": false,"takeContactSnapshot": false,"recurringChargeStyle": "Advanced","preGenerateInvoicePdf": true,"timeOfDailyInvoice": 0,"invoicePastEndOfTerm": false,"billToTermEndWhenAutoRenew": false,"zuoraTaxRoundingDiffDispersion": false,"numberAssignmentTiming": "Generating","creditMemoMirroringInvoiceItemsRule": "YesExceptForZeroItems","debookRebookSupportable": false,"allowIndistinctMapping": false,"invoiceSplit": false,"sequentialInvoiceNumber": false,"consolidateInvoices": false,"discountCreditProration": false,"zuoraNumberFormatForMergeField": false}