Configure file name pattern for billing documents
You can configure the name patterns for the files that are generated for billing documents, including invoices, credit memos, and debit memos.
The Credit and Debit Memos feature is only available if you enable the Invoice Settlement feature.
With configurable file name patterns, you can reflect more information in the names of the files that are generated for billing documents.
Configuration
You can use the supported merge field tags to configure the name patterns for the files that are generated for billing documents. A supported merge field tag consists of a supported data source object and its corresponding field.
The following table lists the default file name patterns for billing documents.
Billing Document Type | File Name Pattern |
---|---|
Invoices | <Invoice.InvoiceNumber>_<Account.AccountNumber>_<Invoice.InvoiceDate> |
Credit memos | <CreditMemo.MemoNumber>_<Account.AccountNumber>_<CreditMemo.MemoDate> |
Debit memos | <DebitMemo.MemoNumber>_<Account.AccountNumber>_<DebitMemo.MemoDate> |
You can manage file name patterns for billing documents with the following operations from the Zuora UI:
Supported data source objects
A supported merge field tag consists of a supported data source object and its corresponding field.
The following table lists the data source objects supported by invoices, credit memos, and debit memos.
Billing Document Type | Invoices | Credit memos | Debit memos |
---|---|---|---|
Supported Data Source Objects |
|
|
|
Limitations
When configuring file name patterns for billing documents, keep the following limitations in mind:
- The file name pattern configured for billing documents can contain a maximum of 300 characters.
- The file name pattern configured for billing documents can only contain supported data source merge field tags, alphabetic letters, digits, underscores, and dashes.
- The file name pattern configured for billing documents must contain at least one supported data source merge field tag.
- The name of files generated for billing documents can contain a maximum of 255 characters.
- The final name of files generated for billing documents can contain only alphabetic letters, digits, dashes, and underscores. For example,
INV00000013_A00000005_
.05132019.doc - In the name of files generated for billing documents, any continuous spaces, dashes, and dots are replaced with only one dash; any other characters are removed from the final file name.
- In the names of files generated for billing documents, the format of date type fields is MMDDYYYY. For example,
INV00000391_A00000610_04242019.pdf
.