Create invoice schedules

Create invoice schedules on new orders

To create an invoice schedule on a new order through the Zuora UI, perform the following steps:

1. Create a subscription by creating an order where the subscription term is set to be one or more years.
2. In the upper right of the order details page, click Create Invoice Schedule.
3. On the displayed Create Invoice Schedule page, configure schedule item information in the Schedule Items section:
   1. In the On field, specify the date when the invoice is generated, or click the calendar icon to choose a date.
      Note that the date must be later than the current date.
   2. In the Bill field, specify the amount of the invoice to be generated during the processing of the invoice schedule item.
   3. Click + Add, and then repeat steps 3.a and 3.b to add more invoice schedule items, until the total amount of all items equals the total amount of the order displayed in the Basic Information section.
4. Click Create Invoice Schedule to start invoice schedule creation.
5. In the displayed Confirmation dialog, click Yes to confirm invoice schedule creation.

A custom invoice schedule is created with the specified number of invoice schedule items.

Create invoice schedules on existing orders

To create an invoice schedule on existing orders through the Zuora UI, perform the following steps:

1. In the left navigation section, navigate to Customers > Orders.
2. On the Orders page, click the number of the order that you want to create an invoice schedule for.
3. In the upper right of the order details page, click Create Invoice Schedule.
   The Create Invoice Schedule page is displayed.
4. In the Basic Information section of the Create Invoice Schedule page, edit the orders that are associated with the invoice schedule if needed.
   1. Click the "Edit orders" link next to the order number displayed in the Order Number field.
   2. In the Change Orders window that opens, enter the numbers of the orders that you want to associate the invoice schedule with in the Order Numbers (separated with comma) text box.
   3. Click Done to save the order number changes.
5. In the Schedule Items section of the Create Invoice Schedule page, configure schedule item information:
   1. In the On field, specify the date when the invoice is generated, or click the calendar icon to choose a date.
      Note that the date must be later than the current date.
   2. In the Bill field, specify the amount of the invoice to be generated during the processing of the invoice schedule item.
   3. Click + Add, and then repeat steps 5.a and 5.b to add more invoice schedule items, until the total amount of all items equals the total amount of the orders displayed in the Basic Information section.
6. Click Create Invoice Schedule to start invoice schedule creation.
7. In the displayed Confirmation dialog, click Yes to confirm invoice schedule creation.

A custom invoice schedule is created with several invoice schedule items for the existing order.

Create invoice schedules on specific subscriptions

With the Billing Schedule feature, you have the flexibility to create invoice schedules for the subscriptions eligible for creating invoice schedules while billing the other subscriptions not eligible for creating invoice schedules.

For example, if an order contains several subscriptions with different billing periods, you can create an invoice schedule on specific subscriptions with the Annual billing period, and bill the subscription charges with the Quarter billing period in the normal quarterly schedule.

To create an invoice schedule on specific subscriptions through the Zuora UI, perform the following steps:

1. In the left navigation section, navigate to Customers > Orders.
2. On the Orders page, click the number of the order that you want to create an invoice schedule for.
3. In the upper right of the order details page, click Create Invoice Schedule.
   The Create Invoice Schedule page is displayed.
4. In the Basic Information section of the Create Invoice Schedule page, edit the orders and subscriptions that are associated with the invoice schedule.
   1. Click the "Edit orders" link next to the order number displayed in the Order Number field.
   2. In the Change Orders window that opens, enter the numbers of the orders that you want to associate the invoice schedule with in the Order Numbers (separated with comma) text box.
   3. Click Done to save the order number changes.
   4. Click the "Specify subscriptions" link next to the order number displayed in the Order Number field.
   5. In the Change Subscriptions window that opens, expand the arrow next to the number of each order, and then clear the checkbox next to the number of the subscription that you want to exclude from the invoice schedule.
      By default, all subscriptions in each order are selected to associate with the invoice schedule.
   6. Click Done to save the subscription number changes.
      The number of each selected order and each subscription is displayed under the Specific Order Subscriptions field.
5. In the Schedule Items section of the Create Invoice Schedule page, configure schedule item information:
   1. In the On field, specify the date when the invoice is generated, or click the calendar icon to choose a date.
      Note that the date must be later than the current date.
   2. In the Bill field, specify the amount of the invoice to be generated during the processing of the invoice schedule item.
   3. Click + Add, and then repeat steps 5.a and 5.b to add more invoice schedule items, until the total amount of all items equals the total amount of the orders or subscriptions displayed in the Basic Information section.
6. Click Create Invoice Schedule to start invoice schedule creation.
7. In the displayed Confirmation dialog, click Yes to confirm invoice schedule creation.

A custom invoice schedule is created with several invoice schedule items for the specified subscriptions of existing orders.

For details about a specific use case, see Use custom and standard billing schedules for multiyear contracts.

Important notes

When creating invoice schedules, keep the following important notes in mind:

• The orders and subscriptions where invoice schedules are created must be activated.
• The date of an invoice schedule item must be later than that of the previous invoice schedule item, and earlier than that of the next invoice schedule item.
• All amounts of invoice schedule items must sum up to the total amount of the corresponding invoice schedule.
• The decimals of all amount fields must match the currency decimal setting.