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Edit due dates of draft standalone invoices

Zuora

Edit due dates of draft standalone invoices

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.

After a standalone invoice is created without posting, you can edit the due date of the standalone invoice in Draft status through the Zuora UI or REST API.

Assume that after creating a draft standalone invoice, you want to edit its due date to another date for some reason. In this scenario, you can edit the due date of the draft standalone invoice through the Zuora UI and REST API.

Edit the due date on draft standalone invoices through the Zuora UI

To edit the due date of a draft standalone invoice through the Zuora UI, perform the following steps:

  1. Navigate to Billing > Invoices.
  2. On the All Invoices page, click the invoice that you want to edit the due date for.
  3. On the invoice details page, click more > Edit Invoice.
    The invoice editing page is displayed.
  4. In the Basic Information area, specify the date when the payment for the invoice is due in the Due Date field. 
  5. Optional: In other areas, update other information for the invoice if needed.
  6. Click Save Updates to save the changes.

The due date of the standalone invoice is updated, and its details page is displayed directly after editing.

Edit the due date on draft standalone invoices through the REST API

You can use the Update an invoice operation to edit the due date of a draft standalone invoice, or the Update invoices operation to edit the due date for multiple draft standalone invoices in one single request.

In the aforementioned scenario, you have to provide a new due date in the request body of the Update an invoice operation.

To create a standalone invoice while creating a product rate plan charge through the Zuora REST API, perform the following steps:

  1. Determine the mandatory fields that you need for editing the due date of a standalone invoice, including:
    • Path parameter: invoiceId
    • Request field: dueDate
  2. Use the Update an invoice operation to edit the due date of a draft standalone invoice.

The following sample API request edits the due date of a draft standalone invoice:

Request PUT /v1/invoices/{invoiceId}
Request body
{
   "dueDate": "2021-09-01",
   "autoPay": false
}

After the sample API request is submitted, the following sample API response is returned:

Request PUT /v1/invoices/{invoiceId}
Response body
{
  "id": "2c92c8fb7ae2ed7b017ae5d4647d693b",
  "number": "INV00001508",
  "accountId": "2c92c8fb7ae2ed67017ae5c126a361ea",
  "invoiceDate": "2021-07-27",
  "currency": "USD",
  "targetDate": null,
  "dueDate": "2021-09-01",
  "postedOn": null,
  "postedById": null,
  "status": "Draft",
  "amount": 10.000000000,
  "taxAmount": 0.000000000,
  "totalTaxExemptAmount": 0.000000000,
  "balance": 10.000000000,
  "comment": "",
  "autoPay": false,
  "transferredToAccounting": "No",
  "creditBalanceAdjustmentAmount": 0.000000000,
  "createdDate": "2021-07-26 19:38:59",
  "createdById": "2c92c8fe78a9a0740178a9b0b06c007a",
  "updatedDate": "2021-07-29 02:57:04",
  "updatedById": "2c92c8fe78a9a0740178a9b0b06c007a",
  "cancelledOn": null,
  "cancelledById": null,
  "InvoiceNumber__c": null,
  "Invoice_Text_Required_Default__c": "Invoice Default Text",
  "Invoice_Date_Required__c": null,
  "IntegrationId__NS": null,
  "IntegrationStatus__NS": null,
  "Invoice_Picklist_Required_Default__c": "inv_first",
  "Invoice_Text_Optional__c": null,
  "Invoice_Picklist_Optional__c": "inv_first",
  "Invoice_Date_Optional__c": null,
  "Entity__c": "STD",
  "SyncDate__NS": null,
  "success": true
}