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Zuora Staff

Report on Draft, Cancelled, or Error Invoices

How can I generate a report displaying invoices that are still in draft, cancelled, or showing an error?

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Zuora Staff

Re: Report on Draft, Cancelled, or Error Invoices

This report is called "Draft, Cancelled, or Error Invoices". 

 

You can take a look by going to your reporting section, then go to:

Standard reports > Billing > Actions folder.

Then edit the DRAFT, CANCELLED, OR ERROR INVOICES report.

 

As the report name states, this will show you any invoices that have not posted successfully and are showing as still in draft status, cancelled or throwing an error. It’s a pretty useful report right OOTB, but you can always add in objects that might make it even more applicable to your business use case. You can also edit the filters for a certain period of time. 

errorinvoice1.png

errorinvoice2.png

 

Here is what the report will look like and note that the invoice number is clickable to see that specific invoice in more detail. 

errorinvoice3.png

 

Schedule as a Recurring Report

As usual, you can go to RUN REPORT, and click SCHEDULE. Select summary or detailed report, and choose your formatting options. Add any individuals or teams who need to receive this report by email and set the report to recur daily, weekly, monthly - it’s up to you.