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Re: Invoice Number Sequence consumed only when the invoice is posted

Invoice Number Sequence consumed only when the invoice is posted

Assign the invoice number only when an invoice is posted to avoid Invoice Number Sequence Gap when creating or cancelling a draft invoice. The idea here is to apply the invoice number only when the invoice is posted, for the non-posted invoices we could have a temporary invoice number with another sequence. This should be core feature.

 

 

Ex: For the 11th Invoice draft created would have invoice number : TMP00000011 when posted invoice number applied would be INV00000006 as this invoice is the 6th invoice posted.

23 Comments
Scholar

We need this for our audit/controls as well.  We have a large bill run that takes over 5 hours to complete and always have failed subscriptions that consume invoice numbers.

Zuora Alumni
Status changed to: Coming Soon

We're implementing new capability in the billing engine to handle gapless sequencing more effectively. This is the way billing document numbers will be assigned.

Savvy Scholar

Hi,

 

I just tested this in sandbox and it is not as effective as I thought .... it can't manage the invoice numbers and the credit memo numbers as Connect Invoice Numbering does it... so in the end we are stuck using the add-on instead of the out-of-the-box solution. It's a shame, this could have made a real difference for us. 

Tutor

Is there any update on this? 

 

Ex: For the 11th Invoice draft created would have invoice number : TMP00000011 when posted invoice number applied would be INV00000006 as this invoice is the 6th invoice posted.

 

I would like to have this feature.

 

Thanks!

Zuora Staff

Hi,

 

We have a Billing Rule available to determine when the number will be assigned. Please refer to the link below :  

https://knowledgecenter.zuora.com/CB_Billing/Billing_Settings/Define_Billing_Rules#Setting_determine...

 

You can also review this other part of the documentation related to the prefix and numbering : 

https://knowledgecenter.zuora.com/CB_Billing/Billing_Settings/Prefix_and_Numbering_Configuration_for...

 

Is it what you are looking for ? 

 

Thanks,

 

Jean-Christophe

Tutor

Hi Jean-Christophe,

awesome. This is what i wanted. Can you help me on how to install it?

The Sequential Billing Document Number feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

Thanks,

Stefanie

Zuora Staff

Hi Stefanie,

 

Support will help you to enable this "Sequential Billing Document Number" feature on your environment.  You just need to raise a ticket ( support.zuora.com ) and mention on which tenant ID you want to use it. 

 

Thanks,

 

Jean-Christophe

Zuora Product Team
Status changed to: Implemented

This feature is available in Limited Availability. When enabled, numbering for invoices, credit memos, and debit memos will be applied upon posting. If you wish to have access to the feature, please submit a request to enable the "Sequential Billing Document Number" permission at Zuora Global Support.

Valued Scholar

Hi,

 

As far as I know, "Sequential Billing Document Number" feature applies only to the subscriptions which are created after the feature is enabled. What happens with the ones which have old subscriptions? Is there any plan to improve that part as well in the future or to allow those subscriptions to have temporary invoice number first?

What is the logic for applying it only to the newer subscriptions?

 

Thank you.

Zuora Product Team

Hi @Madalina, just spoke with engineering and it doesn't matter when the subscription is created. The "Sequential Billing Document Number" feature works for all new invoices, credit memos, and debit memos generated once it is enabled.