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Unified Invoicing

Zuora

Unified Invoicing

The Unified Invoicing feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Unified Invoicing provides key capabilities to help companies grow subscription and non-subscription revenue by monetizing hybrid offerings within the Zuora ecosystem.

  • The standalone invoice allows you to sell physical goods, services, or other items on a non-recurring basis to your subscription customers. You can quickly create a standalone invoice under a customer account through the Zuora UI or REST API, without creating a subscription, an order, or even a product catalog.
  • The consolidated invoice allows you to unify the billing experience for both subscription and non-subscription transactions and to have a single view of your subscriber. You can generate a consolidated invoice through Orders or bill runs.

Enablement

To enable the Unified Invoicing feature, perform the following steps:

  1. Submit a request at Zuora Global Support to request access to the Unified Invoicing feature. 
    Currently, it requires you to enable the Invoice Settlement feature first.
  2. Create a custom Billing user role with the following Billing permissions:
    1. Create Standalone Invoice
    2. Modify Invoice

Tutorials 

Click into each tutorial to see how standalone and consolidated invoices apply to your common business scenarios. 

Working with other features

The following table lists how Unified Invoicing works with other features.

Feature Compatibility
Invoice Settlement

To use the Unified Invoicing feature, you must enable the Invoice Settlement feature first.

If you enable both Invoice Settlement and Unified Invoicing, you can perform the common operations on standalone or consolidated invoices:

Data Query

Data Query supports both standalone and consolidated invoices, and can retrieve some new fields added on the InvoiceItem object:

  • BookingReference
  • ItemType
  • PurchaseOrderNumber
  • RevRecCode
  • RevRecTriggerCondition
  • RevenueRecognitionRuleName

See a sample query in the View standalone charge line item details in Zuora Billing tutorial.

Zuora 360+ Zuora 360+ supports synchronizing standalone and consolidated invoice data to Salesforce in real time. 
Zuora Finance

If you enable both Zuora Finance and Unified Invoicing, a new finance setting called Manage Non-Subscription Items is available on the Finance Settings page. 

You can define the default accounting codes and revenue recognition rule for non-subscription invoice items. See Manage Non-Subscription Items for more information.

Notes on billing document templates for standalone invoices

Standalone invoices can be created without a subscription, an order, or even a product catalog. Therefore, subscription-related and product-related merge fields in billing document templates are correspondingly impacted for standalone invoices.

See the following articles for more information about the specific impacts:

Subscription-related merge fields 

A standalone invoice is on a one-time basis without a subscription associated. The invoice item is not associated with a subscription rate plan charge. Similarly, when a credit or debit memo is created from a standalone invoice, the memo item is not associated with a subscription rate plan change.

The subscription-related data fields from the following objects become irrelevant and will be empty on the corresponding billing documents, including invoices, credit memos, and debit memos.

  • Subscription
  • Subscription rate plan
  • Subscription rate plan charge
  • Subscription owner

Product-related merge fields

A standalone invoice can be created from an existing product rate plan charge in the Zuora product catalog. It can also be created without the product catalog as the product can be in an external system or even ad-hoc. 

In this case, the invoice item is not associated with a product rate plan charge. Similarly, when a credit or debit memo is created from a standalone invoice, the memo item is not associated with a product rate plan change.

The product-related data fields from the following objects become irrelevant and will be empty on the corresponding billing documents, including invoices, credit memos, and debit memos.

  • Product
  • Product rate plan
  • Product rate plan charge

Notes on tax app templates for standalone invoices

Similar to billing document templates, tax app templates can also be impacted if you enable Unified Invoicing. See Context object for rendering tax app templates for more information.

Known limitations

Currently, the Unified Invoicing feature has the following known limitations:

  • When you create a standalone invoice, the maximum number of invoice items supported is 1,000 if you use the Zuora REST API; and 20 if you use the Zuora UI.
  • All charges added to the standalone invoice are treated as a one-time charge in the per unit pricing model.
  • Invoice Item Adjustments and Credit Balance are not supported yet. Before they are supported, Invoice Settlement is required to use Unified Invoicing.
  • Zuora Revenue is not supported yet.
  • The UI pages of creating and editing standalone invoices do not support Data Access Control.
  • The product rate plan charges created for standalone invoices can use any charge model except for discount charge models.
  • Creating standalone invoices in batches is not supported.
  • Standalone or consolidated invoices cannot be split.