This integration syncs Zuora invoices and their related invoice item and taxation item information to NetSuite invoices. Zuora invoices with a negative balance are synced as NetSuite credit memos. Only invoices generated in Zuora will be synced. Invoices created directly in NetSuite will not sync to Zuora.
You can disable the Zuora invoice sync from the NetSuite Connector Advanced Settings. However, you should do this only under the guidance of Zuora Services.
This integration syncs records according to the following rules:
Yes, or is empty.
Variable, the associated Zuora subscription's NetSuite Project must be populated.
Creating Credit Memoand Transferred to Accounting is updated to
Processingto indicate the record is currently being synced and to assist with error recovery.
Sync Complete, and Transferred to Accounting is updated to
Nullin the API will appear as
Noin the Zuora UI.
See NetSuite Classifications for more information about how classifications are mapped for NetSuite transaction header and details.
If you use NetSuite for managing projects, the invoice sync can also support project-based revenue recognition for invoice charges that should be recognized based on a project delivery instead of time-of-sale or standard subscription schedules. This is common for items such as implementation services.
To set up project-based revenue:
Standardwill be synced without the project reference.
See "Delayed Revenue Recognition Logic," below, for mapping details.
This logic applies only if you have revenue recognition enabled in NetSuite and you have set the NetSuite Connector sync option NetSuite Revenue Recognition to
If a Zuora invoice syncs to NetSuite before its Revenue Recognition Date is set (determined from the subscription), any invoice charges configured with revenue recognition codes will be flagged as "delayed" revenue in NetSuite (on the transaction line, Delay Rev Rec is set to
true). Because of this, the charge amount displayed in NetSuite will not be recognized from an accounting perspective.
Once the Revenue Recognition Date is set in Zuora, NetSuite Connector will update the appropriate NetSuite transaction lines to recognize the revenue (NetSuite Connector sets Delay Rev Rec to
false) and set the revenue recognition start and end dates accordingly.
Additionally, invoices that are tied to project delivery have special revenue recognition logic that is calculated within NetSuite as work is fulfilled for that project.
No, the Rev Rec Start and Rev Rec End dates and Delay Rev Rec will be empty/
Standard, and the invoice item's Trigger Date is populated:
Use NetSuite Rev Rec Template, no Zuora value will be mapped for the Rev Rec Start Date and NetSuite will calculate based upon the configuration of the Rev Rec Template within NetSuite.
Charge Period Start, the invoice item's Service Start Date will be mapped as the Rev Rec Start Date.
Rev Rec Trigger Date, the Trigger Date will be mapped as the Rev Rec Start Date.
trueand the invoice item Service Start Date will be mapped as the Rev Rec Start Date temporarily.
Use NetSuite Rev Rec Template, no Zuora value will be mapped for the Rev Rec End Date and NetSuite will calculate based upon the configuration of the Rev Rec Template within NetSuite.
Charge Period End, the invoice item Service End Date will be mapped as the Rev Rec End Date.
Subscription End Date, the related Subscription End Date will be mapped as the Rev Rec End Date.
Tax Items and Tax Details are also transferred to NetSuite. These Tax Details are treated as invoice line items. There can be multiple Tax Lines for a single Charge.
If you want to have NetSuite perform the taxation: