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Sequence Set - Activation time frame

It would be very helpful to have the possibility to set dates to a sequence set from when until when these can be used. For example when you have Invoice numbers per year, you want to make sure that a customer does not accidently get an invoice with last year's number. That's why it would be nice to deactivate sequence sets that should no longer be used. 

1 Comment
Zuora Product Team

To help with this problem, you can delete sequence sets. However, you can only delete sequence sets if no customer accounts have the sequence set selected in their billing and payment info at the account level. For example, say you have a 2019 sequence set. Now that 2019 is over, you've created a 2020 sequence set. You can go ahead and change the sequence set for customer accounts that had 2019 to 2020. After doing this if you go to your billing settings and delete the 2019 set, you will no longer be able to generate invoices with the 2019 sequence set. 

 

This will not change the prefix of posted invoices or draft invoices that were created when the previous 2019 sequence set was still active.