Table of contents
- 1. Overview
- 2. Solution
- 3. Video: Billing in Advance
- 4. Related
- 1. Overview
- 2. Solution
- 3. Video: Billing in Advance
- 4. Related
Overview
You can bill customers in advance directly from your bill run.
Solution
If you want to send an invoice in advance of a billing period, you must set your invoice date to be the date of your bill and your target date to be the billing period you are billing in advance. For example, if you want to send your invoice on March 1, but the billing period is for April 1 to April 30, set your invoice date to March 1 and your target date to April 30. Your customer will receive an invoice for the billing period of April 1 to April 30 on March 1.
See Bill Runs for more information.
Video: Billing in Advance
The following video demonstrates how to bill in advance:
Related
Topics
- Manage Invoice Rules and Templates
- With Z-Billing, you can easily create and manage your invoice templates. Invoice templates are used to generate PDF invoices for your bills.
- Invoices
- An invoice is generated from a bill run. Invoices are your bills that you are sending to your customers. Once your invoices are created, you can email the invoices in PDF format to your customers in batches or individually. You can also choose to print out your invoice(s) and send them to your customers via postal mail. You can change the format of your invoice (for example, by adding a logo or adding more fields to your invoice) by customizing your invoice template.
- Viewing Invoices
- You can view invoices in list or expanded view, and you can view invoices from your customer account.
- Invoice Delivery Methods
- Invoice delivery preferences refer to the method your customer has opted to receive their invoices. The available methods are Print and Email. You can specify these methods under the billing and payment terms for the customer account.
- Reviewing and Posting Bill Runs
- When reviewing a bill run, you can click into the individual invoices to verify that the proper amount is being billed. Once you have completed your review of the bill run, you can post it.
- Invoice Subscriptions to Different Accounts
- Using the Invoice Subscription to Different Accounts feature, you can configure a subscription in an account to be rated and billed by a billing run initiated from a different account. This is typically used to create a hierarchical billing situation for larger companies with many departments, divisions, or subsidiaries.
- Customer Account Dates: Bill Cycle Day
- The bill cycle day (BCD), located in the Billing and Payment Term section of the customer account page, determines the day of the month that the customer will be billed.
- Working with Invoices
- You can use the Zuora API to create, edit, and query invoices.
- Adjusting Invoices
- Zuora provides two methods that you can use to adjust Invoices: Adjusting a line item (a charge or tax) on an invoice. Adjusting the total of an invoice. To adjust a single a line item, use an InvoiceItemAdjustment (available as of version 23.0 of the API). See Invoice Item Adjustment Use Cases for more information and examples. To adjust an invoice, use an InvoiceAdjustment (available as of version 24.0 of the API). See Invoice Adjustment Use Cases for more information and examples.
Tutorials
- Generating an Invoice (Intermediate)
- Invoice Adjustment Use Cases (Intermediate)
- Invoice Item Adjustment Use Cases (Intermediate)
- Querying an Invoice Body Field (Intermediate)
- Applying Payments to an Invoice (Intermediate)
Troubleshooting
- How do I bill for recurring charges now and bill for usage later?
- How do I customize the invoice template to show transactions, show payments, and create a statement?
- How do I edit a merge field on the invoice template?
- How do I handle a negative invoice?
- How do I handle free trials in Zuora?
- How do I know my invoice was sent to the recipient?
- How do I redirect the email notifications for our scheduled billing and payment runs to a different email address?
- How do I remove the Zuora logo from my invoice template?
- How do I turn on invoice editing within a customer account?
- How do I update a Bill To or Sold To address on a posted invoice?
- How do I use an invoice number to find a payment?
- How do I use batches to optimize my billing and payments?
- How do I verify the charges on my invoice are correct?
- How does changing the bill cycle day on a customer account impact billing for that account?
References
Comments