Generate e-invoice files for billing documents
The e-invoicing process is triggered automatically when billing documents are posted. During the process, the billing documents are submitted to a third-party e-invoicing service provider to generate e-invoice files if the following conditions are met:
- The account must be configured to generate e-invoice files for billing documents.
- The billing documents must be in Posted status.
- A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.
You can also use the following REST API operations to trigger the generation of e-invoice files for billing documents, including invoices, credit memos, and debit memos:
- Generate an e-invoice file for an invoice
- Generate an e-invoice file for a credit memo
- Generate an e-invoice file for a debit memo
Generate e-invoice files for billing documents through the Zuora UI
To trigger the generation of e-invoice files for invoices through the Zuora UI, perform the following steps:
- In the left navigation section, navigate to Billing > Invoices.
- On the Invoices page, click the number of the invoice that you want to generate an e-invoice file for.
- On the invoice details page, click the more options icon, and then click Regenerate E-Invoice.
An e-invoice file is generated for the invoice. The procedure for generating e-invoice files for credit memos or debit memos is similar to the preceding procedure.
View e-invoice file status and error information through the Zuora UI
After the generation of e-invoice files for invoices is triggered, you can view e-invoice file status and error information about a billing document through the Zuora UI.
To view e-invoicing data about an invoice through the Zuora UI, perform the following steps:
- In the left navigation section, navigate to Billing > Invoices.
- On the Invoices page, click the number of the invoice that you want to view e-invoicing data about.
- On the invoice details page, view the information displayed below the E-Invoice Status field in the Basic Information section.
- If an e-invoice file is successfully generated for the invoice, Success is displayed as the status value of this field.
- If a failure occurs during e-invoice file generation, the corresponding error code and an error message are also displayed as the value of this field. You can access detailed error codes and error messages through the Zuora UI.
- If you want to learn more log information, click the "Download Logs" link below the E-Invoice Status field to download the e-invoicing log file.
The procedure for viewing e-invoice file status and error message information about credit memos or debit memos is similar to the preceding procedure.
The following table lists the common error codes, error messages, and the corresponding resolutions.
Error code | Error message | Resolution |
---|---|---|
ConfigurationError |
|
Modify the corresponding e-invoicing configurations. |
IntegrationError |
|
Download the transaction log through the Zuora UI and contact Zuora Global Support with the transaction log. |
ServiceProviderError |
Internal error | Contact Zuora Global Support or the corresponding service provider. |
Vendor-specific error codes Examples:
|
|
Verify your data or the e-invoice file templates. |