Knowledge Center

Knowledge Center > Billing and Payments > Billing Settings > Prefix and Numbering Configuration for Billing Documents

Prefix and Numbering Configuration for Billing Documents

Table of contents

The Credit and Debit Memos feature is only available if you have the Advanced AR Settlement feature enabled. The Advanced AR Settlement feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

You can configure the number format of the following billing document types:

  • Invoice
  • Credit Memo
  • Debit Memo

Zuora billing document numbers comprise a custom prefix followed by a sequential document number. For example, a company named Grand Hotels might use invoice numbers such as GHINV00000142. We recommend that you use meaningful prefix names so that they are easy to understand and manage.

Configuration

You can use Prefix and Starting Document Number to set the number of the next document to be generated by Zuora. When you change the prefix or starting document number, Zuora does not modify the document numbers of previously generated documents.

Navigation: Click your username at the top right and navigate to Billing > Manage Billing Document Configuration, then select the Prefix & Numbering tab. 

The following table lists Zuora default prefixes and starting document numbers. 

Document Default Prefix Default Starting Document Number
Invoice INV 1
Credit Memo CM 1
Debit Memo DM 1

Limitations:

  • The starting document number must be greater than or equal to the displayed Min start number for the prefix. This limitation ensures that document numbers of previously generated documents are not reused in the future.
  • The prefix must contain at least 1 character and at most 16 characters.
  • The prefix can only contain alphanumeric characters, underscores, and dashes.
  • The first character of the prefix cannot be an underscore or a dash, and the last character of the prefix cannot be a digit.
  • If a prefix has been used with one type of the billing document, you are not allowed to use it for other types of documents. For example, you use MO as the prefix for credit memos. Then you rename the prefix to CM for credit memos. You are not allowed to use MO as the prefix for debit memos or invoices. You can only use MO as the prefix for credit memos.
  • You are not allowed to use the following prefixes that are reserved for internal uses:
    • PREVIEW-
    • TMP-INV-
Last modified
23:04, 10 May 2017

Tags

This page has no custom tags.

Classifications

(not set)