Invoice delivery preferences refer to the method your customers have selected for receiving their invoices. The available methods are Print and Email. You can specify these methods in the Billing and Payment Info section on the customer account detail page.
Navigation: Customers > Customer Account in the left-hand navigation section.Access the customer account and scroll to Billing and Payment Info section. Click edit to select Invoice Delivery Preferences.
Selecting Print as the Invoice Delivery Preferences option indicates that your customer wants to receive a hard copy of the invoice, such as by postal mail. You can download the invoice PDF for print from the Invoice Detail page.
From any invoice and select Invoice PDF from the view drop-down.
You can do the following when viewing the PDF invoice:
Zuora will automatically regenerate an invoice PDF after you change information that is presented on the invoice PDF. An invoice PDF will regenerate after you:
Truein the SOAP API
You can regenerate an invoice PDF at any time. From any invoice in the Zuora UI, choose Regenerate Invoice PDF from the more menu.limits
If you select Email in the Invoice Delivery Preferences field for a customer, the customer can receive an invoice if it is emailed from a bill run or emailed from the invoice details page. Invoices are not automatically emailed upon posting.
If you do not select Email, but the Bill To contact has an email address in their contact record, the invoice can be emailed to the customer from within the invoice details page.
If the email delivery option is not selected and an email address is not in the contact record, an invoice can still be emailed from the invoice details page. In this case, you can specify an email address for delivery.
You can also email PDF invoices for an entire bill run by finding your bill run in Expanded view and then clicking Email invoices.
A bill run must be posted before you can email invoices.
In the History section on the invoice detail page, you can check when the invoice was emailed.
If the email was sent, but your customer still hasn't received it, you can resend it by clicking email invoice on the invoice detail page. The History section will show both the original and resent emailing activities.
If you set your Bill Run settings to automatically send email on posting invoices, the following conditions must satisfy for the invoice to be successfully emailed:
In the History section on the invoice detail page, you can perform the following: