Invoice Data Source

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Invoice Data Source

Use this data source to export invoice data, such as invoice amount, balance and dates. Each invoice represents one row in the export. This data source also includes associated data such as account, payment method, bill to and sold contacts on the account.

Using Invoice to Generate Reports

With the Invoice data source, you can generate reports such as:

  • A list of Committed Monthly Recurring Revenue (By Product, By Pricing Plan, By Account)
  • TCV By Account
  • History of Monthly Recurring Revenue By Account

Objects Available in the Data Source

Invoice_Data_Source.jpg

Data Source Detail

Base Object Description

Descriptions for the base Zuora object.

Zuora Object Description

Invoice

Invoices that you issued to your customers to increase the amount your customers owned you. It includes the following fields:

  • Adjustment Amount
  • Amount
  • Amount Without Tax
  • Auto Pay
  • Balance
  • Comments
  • Created By ID
  • Created Date
  • Credit Balance Adjustment Amount 
  • Due Date
  • ID
  • Includes One Time
  • Includes Recurring
  • Includes Usage
  • Invoice Date
  • Invoice Number
  • Last Email Sent Date
  • Payment Amount
  • Posted By
  • Posted Date
  • Refund Amount
  • Source
  • Source ID
  • Status
  • Target Date
  • Tax Amount
  • Tax Exempt Amount
  • Transferred To Accounting
  • Updated By ID
  • Updated Date

Related Object Descriptions

Descriptions for related Zuora objects are listed in alphabetical order.

Object Description
Account The account number to whom the invoice belongs.
Bill To Contact The contact of the entity/person to whom you bill for your product or service.
Bill To Contact Snapshot

A copy of the bill to contact information used to generate invoices.

Entity

The entity that the data relates to. Part of the Multi-entity feature.

Sold To Contact The contact of the entity/person to whom your product or service is sold.
Sold To Contact Snapshot

A copy of the sold to contact information used to generate invoices.

Invoice The invoice, the base object for this Data Source Export.
Default Payment Method The default payment method of the customer account, to whom the invoice belongs.
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