Creating invoices in zuora11/7/2023 ![]() To display subscription notes on invoices from a single subscription, perform the following steps: Two kinds of merge field code are available for you to use, depending on whether a single subscription or multiple subscriptions are displayed. The credit memo items and their taxation items created in the invoice reversal are applied to the corresponding invoice items and invoice taxation items respectively.Īfter you reverse an invoice, Zuora now sets some taxation item fields of generated credit memo items by copying values from the corresponding invoice taxation items.If you want to highlight the subscription notes on invoices, use the Text component in the HTML template editor to add the merge field code to display subscription notes. ![]() The specific credit memo creation during the invoice reversal might be different according to the option set for the billing rule. For zero-amount invoices composed of positive and negative invoices items or taxation items, they can be reversed no matter which option the billing rule is set to.For zero-amount invoices composed of all zero-amount invoices items and taxation items, they can be reversed only if the billing rule is set to Yes.Whether you can reverse the invoices that have the total amount of zero depends on the option of the Create credit memos mirroring invoice items billing rule. Later, you generate a new invoice (Service period: April 1 - April 30) for Subscription B. You are not allowed to reverse the invoice (Service period: March 1 - March 31), because a new invoice is generated for Subscription B. One of the subscriptions has a newer invoice generatedįor example, an invoice is generated (Service period: March 1 - March 31) and posted for Subscription A and Subscription B.The invoice includes more than one subscription.Besides, you cannot reverse an invoice when both of the following conditions are true: If a new invoice is generated for a subscription, you cannot reverse the previously generated invoices for this subscription. You can only reverse the most recently generated invoices for each subscription. See Reversing Invoices from the Zuora UI and PUT Reverse Invoice for more information.Īs a tenant administrator, you can configure the Billing user permissions to restrict users from reversing invoices. You can reverse invoices either from the Zuora UI or REST API, even in a closed accounting period. Currently, Zuora does not flag whether the invoice is reversed in the SOAP API. In the Zuora UI, the Reversed field in the Basic Information panel of an invoice detail page shows whether this invoice is reversed. Once you have reversed an invoice, you will no longer be able to cancel or change the reversed invoice and the generated credit memo. You can then amend the subscription to include the missing charge and re-run the bill run for that period to create a new correct invoice.Īfter reversing invoices, the invoices are still in Posted status. A credit memo is auto-generated with the memo amount of $100 and auto-applied to the reversed invoice. ![]() You can reverse the invoice, and generate the correct one. After you posted the invoice to your customer, you find that a charge fee is missing in the invoice. ![]()
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