Table of contents
Overview
If your invoice template is not displaying the correct merge field value, the applicable merge field name should be edited to match the value you want to display.
Solution
To edit a merge field name:
- Access your invoice template (Word document). To download a template, navigate to Settings > Z-Billing Settings, and select Manage Invoice Rules and Templates.
- Highlight the field you want to change.
- Right-click on the highlighted field.
- Select Edit Field from the list that appears.
- Change the Field Name text to match the field name.
- Click OK.
Video: Editing a Merge Field
The following video demonstrates how to use merge fields to customize the invoice template:
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.
- Creating a Custom Invoice Template
- With Z-Billing, you can easily create and manage your invoice templates. Invoice templates are used to generate PDF invoices for your bills. You can customize your invoice templates to have your company's look and feel (including adding your company's logo). You can also use merge fields to display only the billing and payments information you want your customers to see. The design for the Invoice Template is focused on flexibility and ease of use for the business user. The Mail Merge functionality provides a great framework to make changes to the look and feel of the invoice template.
- 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.
- 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
- Creating Mail Merge Fields (Beginner)
- Define the Format for Date and Number Fields (Beginner)
- Changing the Sort Order on a Table (Beginner)
- Using a Filter on a Previous Transactions Table (Beginner)
- Displaying Custom Fields on the Invoice (Beginner)
- Configuring the Transaction Table (Beginner)
- 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
- Troubleshooting Custom Invoice Templates
- How do I bill in advance?
- How do I customize the invoice template to show transactions, show payments, and create a statement?
- 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 remove the Zuora logo from my invoice template?
- How do I segment customers?
- 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 verify the charges on my invoice are correct?
References
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