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Invoice Settlement Harmonization UI

Zuora

Invoice Settlement Harmonization UI

If Invoice Settlement Harmonization is enabled, the following section outlines the differences in UI between the Invoice Adjustments, Invoice Settlement harmonization, and Invoice Settlement features.

When Invoice Settlement Harmonization is enabled and the Invoice Adjustment is still in use, you can see both the Invoice Adjustments and Invoice Settlement features in the UI.

The following UI comparisons show few of the end-user facing changes:

Billing Menu

Invoice item Adjustment (IIA) Invoice Settlement Harmonization(ISH) Invoice Settlement(IS)
Billing Menu-IIA.png Billing Menu-ISH.png Billing Menu-IS.png

Billing Settings

Under the Billing Settings, you can see a difference in the available settings. The settings can differ based on the type of IIA/ISH/IS environment you belong to. Also, settings like Manage Billing Document Configuration, Manage Custom Fields will have changes.

Invoice Item Adjustment
BillingSettings-IIA.png
Invoice Settlement Harmonization
BillingSettings-ISH.png

When Invoice Settlement Harmonization is enabled, you can see the Invoice Settlement Harmonization Settings under the Billing Settings. For more information, see Invoice Settlement Harmonization Settings.
Invoice Settlement
BillingSettings-IS.png

Manage Billing Document Configuration under Billing Settings

Invoice Item Adjustment
Manage Billing Document Configuration-IIA.png
Invoice Settlement Harmonization
Manage Billing Document Configuration-ISH .png
Invoice Settlement
Manage Billing Document Configuration-IS.png

Manage Custom Fields under Billing Settings

Invoice Item Adjustment Invoice Settlement Harmonization Invoice Settlement
ManageCustomFields_BillingSettings-IIA.png ManageCustomFields_BillingSettings-ISH.png ManageCustomFields_BillingSettings-IS.png

Customer Accounts

Under customer accounts, when you view the details of a customer account, the display information for Key Metrics of Account Details, Billing Payment Info of Account Details, and Transactions of Account Details will have varied information based on the environment you belong to.

Key Metrics of Account Details under Customer Accounts

Invoice Item Adjustment Invoice Settlement Harmonization Invoice Settlement
KeyMetrics_AccountDetails_CustomerAccounts-IIA.png KeyMetrics_AccountDetails_CustomerAccounts-ISH.png KeyMetrics_AccountDetails_CustomerAccounts-IS.png

Billing Payment Info of Account Details under Customer Accounts

Invoice Item Adjustment
BillPayInfo_AccountSettings_CustomerAccounts-IIA.png
Invoice Settlement Harmonization
BillPayInfo_AccountSettings_CustomerAccounts-ISH.png
Invoice Settlement (invoice, cm, dm template)
BillPayInfo_AccountSettings_CustomerAccounts-IS.png

Transactions of Account Details under Customer Accounts

Invoice Item Adjustment
Transactions_CustomerAccounts_IIA.png
Invoice Settlement Harmonization
Transactions_CustomerAccounts_ISH.png
Invoice Settlement
Transactions_CustomerAccounts_IS.png

Action Menu under Invoice Details

Invoice Item Adjustment Invoice Settlement Harmonization Invoice Settlement
InvoiceMenu_ActionSettings-IIA.png InvoiceMenu_ActionSettings-ISH.png InvoiceMenu_ActionSettings-IS.png