Configure e-invoicing profiles for accounts
When creating or updating a customer account, you can configure an e-invoicing profile for the account through the Zuora UI or REST API. This profile stores the business detail information as a buyer.
To configure and manage e-invoicing profiles for customer accounts through the REST API, use the following Accounts operations with the einvoiceProfile field:
Configure e-invoicing profiles for accounts through the Zuora UI
To configure an e-invoicing profile for a new customer account through the Zuora UI, perform the following steps:
- When creating an account, navigate to the New Customer Account page.
- In the E-Invoice section, set Generate E-Invoice for Customer to Yes.
- In the displayed Business Profile subsection, configure the e-invoicing profile settings.
- Click Save to save the configurations.
The e-invoicing profile is configured for the customer account.
To configure an e-invoicing profile for an existing customer account through the Zuora UI, perform the following steps:
- When editing a customer account, navigate to the account details page.
- In the E-Invoice section, click the down arrow next to the section name to expand the section, and then click Edit.
- Set the displayed Generate E-Invoice for Customer field to Yes.
- In the displayed Business Profile subsection, configure the e-invoicing profile settings.
- Click Save to save the configurations.
If the e-invoicing profile is already configured for the customer account, the E-Invoice section is expanded by default. To update the profile settings, click Edit to make changes.
E-invoicing profile settings for accounts
The following table lists the e-invoicing profile settings to configure for a customer account.
| UI field | API field | Required by India | Required by Saudi Arabia | Required by Italy | Description |
|---|---|---|---|---|---|
| Business Category | BusinessCategory | No | No | Yes |
The following three options are available:
For Italy, specify the field as B2B or B2G. |
|
Generate E-Invoice for Customer |
enabled |
Yes |
Yes |
Yes |
Enable the e-invoicing profile for the customer account. If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format:
|
|
Legal Business Name |
businessName |
Yes |
Yes |
Yes |
In the Legal Business Name field, specify the full official name that the Buyer is registered with the relevant legal authority. |
|
Legal Business Number |
businessNumber |
Yes |
Yes |
Yes |
In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with. For example, you must use a GSTIN for India. |
|
Business Number Schema Id |
businessNumberSchemeId |
No |
No |
No |
In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person. |
|
Trade Name |
tradeName |
No |
No |
No |
In the Trade Name field, specify the name that the Buyer is known as, other than the legal business name. |
|
Tax Register Number |
taxRegisterNumber |
No |
No |
No |
In the Tax Register Number field, specify the Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status. |
|
E-Invoice Destination Code |
endpointId |
No |
No |
Yes |
In the E-Invoice Destination Code field, specify the Buyer's electronic address, to which the application-level response to the invoice/billing document might be delivered. |
|
E-Invoice Destination Code Schema Id |
endpointSchemeId |
No |
No |
No |
In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Buyer’s electronic address. |