Create Billing Document Sequence Sets

Knowledge Center > Billing and Payments > Billing Settings > Prefix and Numbering Configuration for Billing Documents > Create Billing Document Sequence Sets

Create Billing Document Sequence Sets

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You can create billing document sequence sets through the REST API or the Zuora UI, allowing distinct gapless numbering sequences for invoices, credit memos, and debit memos.

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

To create a billing document sequence set through the REST API, see "Create sequence sets" for more information.

To create a billing document sequence set through the Zuora UI:

  1. Click your username at the top right, and navigate to Billing > Manage Billing Document Configuration.
  2. On the Prefix & Numbering tab, click add sequence set.
  3. In the Sequence Set area, configure the following fields:
    1. In the Sequence Set Name field, enter a name for the billing document sequence set to create.
    2. For invoices, enter a prefix in the Prefix field and a starting number in the Starting Document Number field.
    3. (Available only if Invoice Settlement is enabled) For credit memos, enter a prefix in the Prefix field and a starting number in the Starting Document Number field.
    4. (Available only if Invoice Settlement is enabled) For debit memos, enter a prefix in the Prefix field and a starting number in the Starting Document Number field.
  4. Click save to save the configurations.
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