Bill your customers
- Configure HTML templates for billing documents
- Provides a list of articles to help you learn how to use the HTML Templates feature.
- Automate billing document generation
- Introduces features that can help you to automate the generation of billing documents.
- Bill for usage or prepaid products
- Introduces features that can help you manage your consumption-based subscription business.
- Bill for both subscription and non-subscription transactions
- Introduces the features that can help you unify the billing experience for both subscription and non-subscription offerings.
- Bill customers at subscription level
- Introduces the feature that you can use to manage billing, taxation, and payment at a more granular level other than the Account level.
- Manage invoices
- Introduces the changes that you can make to invoices before payment is collected, such as canceling, splitting, or deleting invoices.
- Adjust invoice amounts
- Introduces features that can adjust the invoice amounts for your customers to pay.
- Electronic Invoices
- Introduces what are electronic invoices and Zuora's support for electronic invoices.
- Create Word templates for invoices
- Provides a table of contents for articles related to invoices
- Overview of creating Word template
- Customize billing document templates using Word Mail Merge
- Avoid complex invoice templates
- Support multiple languages in billing document templates
- Define date and numeric formats for Mail Merge fields
- Summarize invoice items
- Change the sort order on a table
- Display usage charge breakdown
- Display previous transactions data in Word
- Conditional logic (IF fields)
- Embed images into invoice templates
- Display custom fields on the invoice
- Configure the transaction table
- Configure the Subscription or Rate Plan Summary table
- Using barcodes in templates for invoices
- Grouping and subtotal functions in nested tables
- Troubleshooting custom Word invoice templates
- How do I specify a sort order on the invoice?
- Merge fields for invoices
- Merge fields supported in IF fields on invoice templates
- Fonts for Invoice File Generation service
- How do I change the currency symbol?