Overview
Customers often complain that they haven’t received an invoice. And the question you have is, “How do I know that the invoice I emailed from Zuora was actually sent?
Solution
To find out if and when an invoice was sent:
- Navigate to an Invoice.
- Scroll to the bottom of an Invoice. The last section is the History section which documents all the activity associated to this invoice, including when it was created, posted, and last but not least, emailed. Now you have a record of the date and time of when your e-mail was invoiced.
If the email was sent, but your customer still hasn't recieved it:
If a customer still hasn't received an invoice, you can always resend it by clicking on the Email Invoice button on the top right corner of the page. When you do, the History section will show both the resend and the original instance.
If you still cannot find the email:
If you've streamlined your Bill Runs to generate, post and email in one process, you might think it's safe to assume that the invoices were successfully set to their customer. But don't forget to keep in mind that there are certain attributes to determine the invoice delivery:
While you may have set your Bill Run settings, to automatically email on posting the invoices, there are other factors that determine whether than invoice will be sent:
- The Work Email address must be provided on the Bill-To Contact.
- The customer account's Invoice Delivery Preferences must be set to Yes.
Related
- 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.
- 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.
- 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)
- 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 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 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 verify the charges on my invoice are correct?
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