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Customize Invoice PDF naming convention

Feature Request: Customize Invoice PDF naming convention

Reference Number: DE5225

Business Need: Invoice PDF document names are created by Zuora according to its naming convention. Some customers are asking the ability to customize the naming convention of invoice PDF.

6 Comments
Community Manager
Status changed to: New Idea
 
Partner
When will this feature available?
Zuora Alumni
Status changed to: Coming Soon

Hi,

 

It's not clear what you mean exactly by naming convention. However, we are currently developing the ability to configure the invoice prefix and start number. This will provide flexibility and configurability around invoice numbering. Please comment with some additional information if this is not what you mean by "naming convention". Thanks.

Zuora Staff

Hi Nick,

 

I had a customer ask the same question. When we click on the invoice PDF from the tenant invoice page, it opens up with the name on top as, Invoice #Account#Date.pdf

They would like to change the name here to just invoice#, or by account name. I attached a sample invoice where the change is wanted.

 

Let me know if you need anything else.

 

Thank you,

MoniqueScreen Shot 2016-11-18 at 5.30.41 PM.png

Savvy Scholar

Hi, we would like to name the invoice pdf from currently "<InvoiceNumber>.pdf" to something like "text_<InvoiceDate>_text_<InvoiceNumber>.pdf

Zuora Product Team
Status changed to: Implemented

The ability to configure name patterns for the files that are generated for billing documents, including invoices, credit memos, and debit memos is currently available in the Zuora UI. You can add text and use supported merge field tags in file name patterns. Click here for Knowledge Center information on how to edit filename patterns for billing documents.