Support European Number Format in Invoice Template

[Zuora-Community]

Feature Request: Currently, Invoice template does not support European Number Format (e.g., 3.000,50 EUR). Users would like the ability to display numbers in European Number Format as they have Spanish, Norwegian, and German customers.

Status: Under evaluation

Reference Number: DE8698/PMT-382

Business Need: The numbers need to be displayed correctly to some foreign customers.

[mikemartin]

We need this.

Without it, Zuora Quotes isn't really fit for purpose for Quotes to European customers, who like their Quotes in the correct format. It's important for companies who have a global presence that currencies are displayed in the correct way / Locale.

I note that Zuora invoicing does this by taking the Locale from (I believe, pse check) the billing contact on the customer account. Hence Z-Billing correctly displays currencies.

Can't Quotes just adopt the same technique? Perhaps a Locale field on the Quote would be enough, or the ability to map the Locale that's passed to Zuora in the Z-Quotes configuration settings. What we could then do is have a formula field on the Quote which links to the CRM account which is where (in our implementations) we store locale. I'm sure you would get other use cases where the Contact would be a better place. Either way, having some solution in place is better than no solution which is what we have today.

[alexanderdemes]

Hi, 

About taking the method from invoice generation:

Currently on the invoice pdf the locale is taken from the tenant level. So this is typically not good enough for most of the Zuora users I support: because one zuora tenant can have a customer account with a bill to address in the USA and another customer in Germany. So having this at tenant level is just not good enough. 

Smart solution: add a Locale setting (just like in the communication profile) on each invoice template and each quote template. That would solve this problem once and for all.

Thanks.

[Madalina]

Hi,

This is something that we are also looking for, so we're very pleased that this will come soon 🙂

[Rajeev]

Hi Team,

Do we have any timeline for this to be released?

Regards,

Rajeev

[Alexis]

You can currently format numeric merge fields for invoice templates based on your customers' communication profile locales in Zuora. Please contact Zuora Global Support to have this feature enabled and see the Define Date and Numeric Formats for Mail Merge Fields Knowledge Center page for examples of the rendered results. 

[Madalina]

Hi @Alexis ,

And thanks a lot for the good news, this is something that we were waiting for a long time. I rolled up this feature to 3 of our business units and now one of them is going to have Invoice Settlement enabled. When I use exactly the same formula to get the right separators on the credit memo/debit memo templates, the formula is ignore. Are you aware of this not being supported on credit and debit memo templates even if the communication profile country is set to be a country in Europe?

Thank you.

[Alexis]

Hi @Madalina, it should work for credit and debit memos as well. Please submit a ticket to Zuora Support to report the issue, as you may have found a bug. Thanks!