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Amount Invoiced monthly by Product

Is there a way to create a report that will show Amount Invoiced per month by Product? It doesn’t look like I can add a Product field to the Invoice data source under the reporting section.






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Support SME

Re: Amount Invoiced monthly by Product

Use the INVOICE ITEM data source instead of the Invoice data source. Invoice Item is linked to the Product object fields. You can add the "Product: Name" field to your report. Example:

 

 

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Zuora Staff

Re: Amount Invoiced monthly by Product

Another resource on this topic can be seen HERE in this forum discussion. It covers how to create a report on the gross billing by product over time. It's addressing the same question and adds a bit of color in the process. 

Newly Enrolled

Re: Amount Invoiced monthly by Product

To charge by invoice, you must create the bills to give to your customers. One option is to use a computer accounting program, such as QuickBooks or Peachtree. Once you sell your product or render your service, you input the information into your computer and generate a buscado an invoice. Details on the bill may include your logo and contact information, invoice number, date of purchase, amount and type of product or service, total due, and sales tax, if any. Once you have completed recording the transaction, your program will keep a record of the invoices you generate and when payment is made, if you update your system when the money is received.