An invoice is generated from a bill run. Invoices are the bills that you are sending to your customers.
Zuora billing and rating engine generates chargeable events for timely and accurate invoices. The invoices are generated automatically and driven by the configuration of products, rate plans, and billing schedules. When it is time to invoice, you can process them thousands at a time, do it on-demand, or one at a time as your customers need it. You can generate real-time invoices immediately after refunds on payments or subscription changes. The prorated charges can be included in the invoice amount calculation to ensure that your customers are billed correctly when subscriptions start partway through a billing period.
You can create a custom invoice template. For example, you can add a logo and branding, line-item details, filtering, and more to your invoice. See Creating a Custom Invoice Template for more information.
You can also customize the format of invoice numbers. For more information, see Manage Billing Document Configuration.
After your invoices are created, you can choose the invoice delivery methods:
- Email invoices in PDF format to your customers in batches or individually.
- Print your invoices and send them to your customers via postal mail.
Transactions in Zuora
A transaction is an exchange or transfer of money between you and your customer (Billing Account). A transaction impacts the total invoice balance or credit balance, and can be transferred to an accounting system.
Invoice Adjustment is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustment instead.
Invoices item adjustments exist only in relation to the invoice. (These transactions cannot stand alone.)
The credit balance adjustment represents increases and decreases to the credit balance. You can refund money to a customer from the payment or from the credit balance.
You can quickly find your invoices by searching on the following invoice fields:
- Account Name
- Account Number
- Invoice Number
- Run Number
You can also find an invoice by navigating to Billing Operations, clicking the Invoices tab, and then browsing from there.
Cancel posted invoices
To cancel a posted invoice, complete the following steps:
- Log in to the Zuora application and navigate to Billing > Invoices.
- In the invoice list, find the target invoice and open the invoice detail page by clicking the invoice number.
- On the invoice detail page, click more > Cancel Post. This operation unposts the invoice and changes its status to Draft.
- To cancel the invoice, click more > Cancel Invoice.
If your bill run is canceled, you cannot do a mass cancel post of invoices.
For more information, see Deleting Incorrect Invoices.
For information about adjusting existing invoices, see Invoice Item Adjustments.