An invoice is generated from a bill run. Invoices are your bills that you are sending to your customers.
Zuora billing and rating engine generates chargeable events for timely and accurate invoices. The invoices are generated automatically and driven by the configuration of products, rate plans, and billing schedules. When it is time to invoice, you can process them thousands at a time, do it on-demand, or one at a time as your customers need it. You can generate the real-time invoices immediately after refunds on payments or subscription changes. The prorated charges can be included in the invoice amount calculation to ensure that your customers are billed correctly when subscriptions start part way through a billing period.
You can create a custom invoice template. For example, by add a logo and branding, line item details, filtering, and more to your invoice. See Creating a Custom Invoice Template for more information.
You can also customize the format of invoice numbers. See Manage Billing Document Configuration for more information.
Once your invoices are created, you can choose an invoice delivery method:
- Email invoices in PDF format to your customers in batches or individually.
- Print your invoices and send them to your customers via postal mail.
Transactions in Zuora
A transaction is an exchange or transfer of money between you and your customer (Billing Account). A transaction impacts the total invoice balance or credit balance, and can be transferred to an accounting system.
Invoice Adjustment is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustment instead.
Invoices item adjustments exists only in relation to the invoice. (These transactions cannot stand alone.)
The credit balance adjustment represents increases and decreases to the credit balance. You can refund money to a customer from the payment or from the credit balance.
You can quickly find your invoices by searching on the following invoice fields:
- Account Name
- Account Number
- Invoice Number
- Run Number
You can also find an invoice by navigating to Billing Operations, selecting the Invoices tab, and browsing from there.
Canceling Posted Invoices
You can cancel a posted invoice by clicking Cancel Post when you are viewing the invoice details.
Clicking Cancel Post unposts the selected invoice, which places it in
Draft status. Select more > Cancel Invoice to cancel the invoice.
If your bill run is canceled, you cannot do a mass cancel post of invoices.
For more information, see Deleting Incorrect Invoices.
See Invoice Item Adjustments for information about adjusting existing invoices.