View details of invoice schedules

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The Billing Schedule feature is generally available. You can enable this feature in Sandbox environments with the self-serve interface. For more information, see Enable billing features by yourself . If you want to enable this feature in your Production environments, contact your Zuora account team for assistance.

After an invoice schedule is created, you can view its detailed information on the invoice schedule and its items.

To view information about a custom invoice schedule through the REST API, use the Retrieve an invoice schedule operation.

View invoice schedules details from orders

To view detailed information about an invoice schedule from an associated order through the Zuora UI, perform the following steps:

In the left navigation section, navigate to Customers > Orders.
On the Orders page, click the number of the order associated with the invoice schedule that you want to view information about.
On the order details page, click the number of the invoice schedule that is displayed under the Invoice Schedule field in the basic information section.
On the invoice schedule details page, view detailed information about the invoice schedule.

You can find the details of the invoice schedule, including the status information, billing information, basic information, and item information.

View invoice schedules details from subscriptions

To view detailed information about an invoice schedule from an associated subscription through the Zuora UI, perform the following steps:

In the left navigation section, navigate to Customers > Subscriptions.
On the Subscriptions page, click the number of the subscription associated with the invoice schedule that you want to view information about.
On the subscription details page, click the number of the invoice schedule that is displayed under the Invoice Schedule field in the Billing & Payment section.
On the invoice schedule details page, view detailed information about the invoice schedule.

You can find the details of the invoice schedule, including the status information, billing information, basic information, and item information.

Status information

The following table lists the invoice schedule status information that is displayed next to the invoice schedule number at the top of the invoice schedule details page.

Status	Description
Pending	The invoice schedule still has all pending invoice schedule items to be processed.
Partially Processed	Some invoice schedule items of the invoice schedule have been processed.
Paused	The invoice schedule is paused, and its invoice schedule items are prevented from being automatically processed.
Fully Processed	All the invoice schedule items of the invoice schedule have been processed.

Billing information

The following table lists the billing information about the invoice schedule that is displayed in three data boxes below the invoice schedule number.

Field	Description
Billed Amount	The amount that has been billed during the processing of the invoice schedule.
Unbilled Amount	The amount that is waiting to be billed during the processing of the invoice schedule.
Total Amount	The total amount that needs to be billed during the processing of the invoice schedule.
Actual Amount	The actual amount that needs to be billed totally during the processing of the invoice schedule. The actual amount might become different from the total amount due to additional order changes.

Basic information

The following table lists the information about the invoice schedule displayed in the Basic Information section.

Field	Description
Customer Account	The number of the customer account that the invoice schedule belongs to.
Order Number	The number of the order associated with the invoice schedule.
Notes	The comments on the invoice schedule.

Item information

The following table lists the information about invoice schedule items displayed in the Schedule Items section.

Field	Description
#	The sequence number of the invoice schedule item.
Name	The name of the invoice schedule item.
Date	The date in the tenant’s time zone when the invoice schedule item is planned to be processed to generate an invoice.
Amount	The amount of the invoice generated during the processing of the invoice schedule item.
Billed Amount	The amount that is actually billed during the processing of the invoice schedule item. By default, the value of the Billed Amount field is the same as that of the Amount field. The actual amount might become different from the original amount due to additional order changes.
Schedule Item Status	The status of the invoice schedule item. Pending: The invoice schedule item is waiting to be processed. Executing: The invoice schedule item is being processed. Processed: The invoice has been generated during the processing of the invoice schedule item.
Billing Document	The link of the action that you can take on the invoice schedule item, or the number of the invoice that is generated within the processing of the invoice schedule item. If the number of a generated invoice is displayed in this column, you can click the link of the invoice number to visit the detailed invoice information displayed on the invoice details page. If the invoice date specified for an invoice schedule item is in the future or the invoice date has passed but no invoice has been generated, the “Generate” action link is displayed in this column. You can click “Generate” to manually generate a scheduled invoice by an ad hoc bill run. If the invoice schedule item is being processed, the “Refresh” action link is displayed in this column. You can click “Refresh” to refresh the execution status.