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E-invoicing with Sovos

Zuora

E-invoicing with Sovos

This guide is intended for Zuora Global Service engineers and customer developers who wish to configure e-invoice file templates for Sovos integration.

The Zuora E-Invoicing feature provides the extensibility and configurability to empower you to build country- and customer-specific integrations with Sovos E-Invoice solution including:

  • Create e-invoice file templates to streamline integration for new countries
  • Customize standard e-invoice file templates to meet specific customer requirements

Pre-integrated countries

Zuora is pre-integrated with some countries supported by Sovos, which streamlines the integration process with Sovos if you want to e-invoice customers in these countries. For example, Zuora provides default e-invoice file templates and response field mapping for these countries.

Note that you can always e-invoice customers in any country supported by Sovos, including those not pre-integrated with Zuora.

The following table lists all pre-integrated countries:

Country Default e-invoicing file template for Invoice Default e-invoicing file template for Credit Memo Default e-invoicing file template for Debit Memo Country specific configurations
India Yes Yes Yes See Configurations for India.
Italy Yes Yes Yes See Configurations for Italy.
Saudi Arabia Yes Yes Yes See Configurations for Saudi Arabia.

Standard business documents for Sovos

When e-invoicing with Sovos, Zuora generates electronic billing documents (standard business documents) based on Sovos-compliant e-invoicing file templates and then sends the documents to Sovos.

Each document sent to Sovos consists of the following parts:

  • Standard Business Document Header (SBDH): Provides semantic information required for the routing, processing, and business domain context of the document.
  • Sovos Document (SD): Contains a Sovos Canonical Invoice (SCI) or a Sovos Local Document (SLD).
    • Sovos Canonical Invoice: details of the billing document.
      SCI is a standard created by Sovos based on the Universal Business Language (UBL2.1). For more information about SCI and a spreadsheet with country-specific details, see Sovos Canonical Invoice.
    • Sovos Legal Document: local format for a specific country or document encoded in Base64, optionally including Additional Data.
      Note that Zuora does not support Sovos Legal Document for now.

For more information, see Standard Business Document.

Prerequisites

Before integrating with Sovos, complete the following prerequisite tasks:

  • Enable the E-Invoicing feature in Zuora. For more information, see E-Invoicing Overview.
  • Register a Sovos account by performing the following steps:

E-Invoice Integration Process

You can follow the tasks below to complete integration with Sovos and customize e-invoice file templates:

  1. Configure Sovos sandbox environment
  2. Configure Zuora E-Invoicing feature
  3. Configure e-invoice file template and complete end-to-end testing
  4. Launch on production environment

e-invoicing with sovos process diagram.png