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View invoices

Zuora

View invoices

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You can view invoices in list or details view, and you can view invoices from your customer account.

With the new user interface, you can hide zero-amount invoice items on the reinvented invoice details page. If you have usage-based invoices and most usage charges are zero amount, this feature can help you find non-zero charges efficiently. This feature is only available if you have the Enable New Zuora Experience setting enabled. For more information, see New user interface.

Invoice status

Invoices can have one of the following statuses. You can see an invoice's status by clicking the invoice number on the list view to check its details. The invoice status might also be set by the bill run. For example, if you post your bill run, all invoices created from that bill run will have a status of Posted.

  • Draft: The invoice has been created but has not been posted, or the invoice was posted but then the post was canceled. The bill run that the invoice is a part of has also not been posted.
  • Posted: The invoice has been posted either individually or as a part of the bill run that has posted. The invoice is now ready for a payment to be collected.
  • Canceled: The invoice has been canceled individually or as a part of a bill run that was canceled. When an invoice is canceled, you will not be able to collect a payment for it.

When an invoice has been canceled, you cannot post it again. If you need to create the invoice again, you can create the invoice from a new bill run, or you can wait for the next scheduled bill run if you have one scheduled.

Invoice fields

In Zuora Billing, the details view of an invoice shows the information listed in this section.

Field Description
Customer Name This shows who the invoice is for.
Account Number The customer account number.
Status The status of the invoice.
Generated On The date the invoice was generated.
Posted On The date the bill run was posted.
Tax Status

The status of tax calculation related to the invoice.

  • Complete: The tax calculation is successful and complete.
  • Error: An error occurs in tax calculation.

This field is only applicable to tax calculations by third-party tax engines.
Tax Message

The message about the status of tax calculation related to the invoice. If tax calculation fails in one invoice, this field displays the reason for the failure.

This field is only applicable to tax calculations by third-party tax engines.
Source The ID of the run from which the invoice was generated.
Target Date The target date of the invoice.
Auto-Pay Whether invoices are automatically picked up for processing in the corresponding payment run.
Transferred to Accounting

Whether the invoice was transferred to an external accounting system, such as NetSuite.

You can only edit this field if the invoice is posted. Editing this field for draft invoices is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support. 
Total Amount The total amount being billed on the invoice.

Line item fields

The following fields are displayed for line items in invoices. 

Field Description
SKU The SKU number for the product or service being billed.
Name

The name of the product rate plan charge.

  • If a charge is billed for a partial month or period, the charge name ends with Proration.
  • For a charge that is credited back, the suffix appended to the charge name depends on the setting of the Use system default suffix for credit items billing rule:
    • Yes: If a charge is partially credited back, the charge name ends with Proration Credit.
    • Yes: If a charge is fully credited back, the charge name ends with Credit.
    • No: If a charge is partially credited back, the charge name ends with Proration.
    • No: If a charge is fully credited back, the charge name does not have any suffix.
Service Period The period being billed.
Charge Date The date for the charge.
UOM The unit of measure.
QTY The quantity for the product or service being billed. The value is always 1 for the Delivery Pricing charges.
Number of Deliveries The number of deliveries dedicated to the Delivery Pricing charges. To view this field, you must configure this page and add this field first.
Subtotal The total before applying any taxes or adjustments.
Discount The discount amount, the value is negative. 

Discount fields

If you click a discount value link in the Discount column, you can view the following discount fields.

Field Description
Discount name The name of the discount.
Revenue Schedule The revenue schedule number.
Service Period The discount duration. For more information, see Manage Enhanced Discount.
Discount Amount The discount amount, the value is negative.