Conditionally Add Attachment to Invoice
Current functionality in Zuora is that anything which we would want to be included with an invoice must be built into a custom invoice template This creates issues because invoice templates which include graphics can become very large and it is impractical to continuously update invoice templates to accommodate.
The business need is to be able to conditionally include attachments to invoices which are generated. ie. For the first invoice on a customer account we would want to attach an invoice rider which has an "Understanding Your Invoice" page, or if we are changing our Remittance Information we would want to include a rider calling out this information. Similarly this could be used to include organizational announcements or marketing messaging.
Having the ability to keep the rider as an invoice attachment rather than embedded in the Invoice Template would simplify both the actual templates as well as the flexibility to include extra information at the time of invoicing.
Ideally this would be a function set at two levels:
1) Initial Account Invoice Riders: From Billing Settings under Invoice Templates an option to include with all first invoices generated from a customer account
2) Ad-hoc Riders: At time of Bill Run we could select an option to include attachement which would be selected from pre-uploaded pdf's
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