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Change the Invoice Owner for a Quote

This article describe how to change the invoice owner of quotes.

Prerequisites

To use the invoice owner transfer feature: 

  • You must have the Owner Transfer Amendment permission for your Zuora tenant.
  • You must have Zuora 360 installed. If Zuora 360 is not installed, the Invoice Owner field will not be available. 
  • You must enable the Enable Invoice Owner option on the Quote Configuration Settings page on the Zuora Config tab. See Configure Quotes Settings for the detail about the setting.
  • You must be using Zuora API version 32.0 or above, up to version 38.0. The API URL setting on the Zuora Connection Settings page must be configured as described in Zuora Connection Settings.

Add a Change Invoice Owner Button to Quote Detail Page Layouts

Add the Change Invoice Owner button to the Quote Detail page in order to allow your users to change the invoice owner for a quote.

To add the Change Invoice Owner button to the Quote Detail page:

  1. Navigate Setup > App Setup > Create > Objects.
  2. Click Quote in the Custom Objects list.
  3. In the Page Layouts section, click Edit for the latest version of the quote page layout, such as Quote Layout - Amendment v7.0.
  4. In the user interface palette on the upper portion of the page, click Fields to display the list of available fields. 
  5. Click and drag the Invoice Owner field onto the quote layout.
  6. In the user interface palette on the upper portion of the page, click Buttons to display the list of available buttons. 
  7. Click and drag the Change Invoice Owner button onto the Custom Buttons area of the quote layout.
  8. Click Save to save your changes to the page layout.
  9. Repeat the above steps to add the Change Invoice Owner button on the following Amendment and Renewal Quote layouts:
    • Quote Layout - Amendment
    • Quote Layout - Renewal

Set the Invoice Owner for a New Subscription Quote

When you create a New Subscription quote, you can specify a different billing account as the invoice owner.  You can select any active, not cancelled billing account that is currently available in your Salesforce organization as the invoice owner. 

If the Invoice Owner field is set to a valid billing account, when the quote is sent to Zuora, the invoice owner of the new subscription will be set to the corresponding billing account in Zuora.

If the Invoice Owner field is set to a billing account that is no longer available in Zuora, the subscription creation will fail and will display an error message warning that the billing account no longer exists in Zuora.

Change the Invoice Owner for an Amendment Quote

When creating an Amendment quote, the Invoice Owner field defaults to the existing subscription invoice owner, but you can change the existing subscription invoice owner to a different billing account.  

If you select a different billing account as the subscription invoice owner when creating an Amendment quote, after the quote is sent to Zuora, an Owner Transfer amendment will be created to transfer the original subscription invoice owner to the new billing account. 

If you leave the Invoice Owner field empty, once the quote is sent to Zuora, an Owner Transfer amendment will be created to transfer the original subscription invoice owner to the subscription owner billing account.

If you create other types of amendments after the quote is sent to Zuora, the Owner Transfer amendment is always the first amendment created before Terms and Conditions, Renewal, New Product, Update Product, and Delete Product of amendments.

If you set Invoice Owner to a Billing Account that is no longer available in Zuora, the subscription creation will fail and will display an error message warning that the billing account no longer exists in Zuora.

Change Invoice Owner for a Quote

To change the invoice owner for a quote:

  1. Open the quote you want to change.
  2. On the Quote Detail page, click Change Invoice Owner.
  3. On the Change Invoice Owner page, click the lookup icon, and select the new invoice owner in the Invoice Owner field.
  4. Click Save.
  5. On the Quote Detail page, the Invoice Owner field shows the new billing account that you selected as the invoice owner.
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