Invoice Data Source

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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

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

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 to whom the invoice belongs.
Bill To Contact	The contact of the entity/person to whom you bill for your product or service. It contains the bill-to contact data associated with the account.
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. It contains the sold-to contact data associated with the account.
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.
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. It’s not null in 2 scenarios: Invoice is generated from the corresponding subscription and the bill-to contact is specified at the subscription level. The value is null at the invoice level if the bill-to contact is not specified at the subscription level. It is a standalone invoice and the bill-to contact is specified at the invoice level. For more information, see Create a standalone invoice. To specify a bill-to contact on the invoice or subscription level, you need to enable the Flexible Billing Attributes feature. Keep in mind that the fields for Invoice Bill To Contact are the bill-to contact data on the invoice, while the fields for Bill To Contact are the bill-to contact data on the account.
Invoice Sold To Contact	The sold-to contact that is associated with the invoice. Invoice Sold To Contact is not null in the following scenario: It is a standalone invoice and the sold-to contact is specified at the invoice level. For more information, see Create a standalone invoice. To specify a sold-to contact on the invoice, you’ll need to enable the Flexible Billing Attributes feature. If the Invoice sold-to contact is not specified on the standalone invoice or the invoice is generated from a subscription or an order line item, Invoice Sold To Contact is always null. Note that the invoice-level sold-to contact is null even if the sold-to contact is specified at the subscription level and the invoice is generated from the corresponding subscription. It is because the subscription-level sold-to contact is stored at the Invoice Item level. For more information, see Invoice Item Data Source. Keep in mind that the fields for Invoice Sold To Contact are the sold-to contact data on the invoice, while the fields for Sold To Contact are the sold-to contact data on the account.