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Invoice Data Source

Zuora

Invoice Data Source

Use this data source to export invoice data, such as invoice amount, balance and dates. Each invoice represents one row in the export. This data source also includes associated data such as account, payment method, bill to and sold contacts on the account.

Using Invoice to Generate Reports

With the Invoice data source, you can generate reports such as:

  • A list of Committed Monthly Recurring Revenue (By Product, By Pricing Plan, By Account)
  • TCV By Account
  • History of Monthly Recurring Revenue By Account

Objects Available in the Data Source

Invoice_Data_Source.jpg

Data Source Detail

Base Object Description

Descriptions for the base Zuora object.

Zuora Object Description

Invoice

Invoices that reflect the subscription rate plan charges that have not been billed. The object includes the following fields:

  • Adjustment Amount
  • Amount
  • Amount Without Tax
  • Auto Pay
  • Balance
  • Comments
  • Created By ID
  • Created Date
  • Credit Balance Adjustment Amount 
  • Credit Memo Amount
  • Currency
  • Due Date
  • E-Invoice Error Code
  • E-Invoice Error Message
  • E-Invoice File ID
  • E-Invoice Status
  • Entity
  • ID
  • Includes One Time
  • Includes Recurring
  • Includes Usage
  • Invoice Date
  • Invoice Group Number
  • Invoice Number
  • Last Email Sent Date
  • Payment Amount
  • Payment Link
  • Payment Term
    The payment term that is used to calculate the due date on the invoices, which is generated from the corresponding subscription. The value of this field is the name of the payment term. If the payment term is not specified at the subscription level, the field value is null at the invoice level.
  • Posted By
  • Posted Date
  • Refund Amount
  • Retry Status
  • Reversed
  • Sequence Set ID
  • Sequential Invoice Number
  • Source
  • Source ID
  • Source Type
  • Status
  • Target Date
  • Tax Amount
  • Tax Exempt Amount
  • Template ID
    This field has a value only if you have the Flexible Billing Attributes feature enabled. 
  • Transferred To Accounting
  • Updated By ID
  • Updated Date

Related Object Descriptions

Descriptions for related Zuora objects are listed in alphabetical order.

Object Description
Account The account number to whom the invoice belongs.
Bill To Contact The contact of the entity/person to whom you bill for your product or service.
Bill To Contact Snapshot

A copy of the bill to contact information used to generate invoices.

Entity

The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:

  • Address 1
  • Address 2
  • City
  • Country
  • Created By ID
  • Created Date
  • Display Name
  • Email
  • ID
  • Name
  • Postal Code
  • State
  • Updated By ID
  • Updated Date
Sold To Contact The contact of the entity/person to whom your product or service is sold.
Sold To Contact Snapshot

A copy of the sold to contact information used to generate invoices.

Invoice FX Data

Contains Home Currency and Reporting Currency information.

To enable this option, submit a request at Zuora Global Support.
Invoice The invoice, the base object for this Data Source Export.
Default Payment Method The default payment method of the customer account, to whom the invoice belongs.
Invoice Bill To Contact The bill-to contact that is associated with the invoice, which is generated from the corresponding subscription. If the bill-to contact not specified at the subscription level, the value is null at the invoice level.