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Cancel and Delete invoices in bulk using API loader

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Zuora Support

Cancel and Delete invoices in bulk using API loader

Question: 

Is there a way to mass cancel and delete invoices across many customers?

 

Solution:

Yes, it is possible to mass cancel and delete invoices using the Generic API loader. Attached is the sample file for the reference.

 

Please make sure the invoices don't have a payment or an adjustment that cannot be deleted. 

 

Steps to Cancel invoices:
1) Retrieve the InvoiceID with Data Source Export.
2) Add InvoiceID into the template - Cancel.csv


3) Open Generic API Loader and then set:
In General Tab:
Name = For example, Cancel Invoice
Run Mode = Update
Build Name = Overdrive
Select your tenant login. 


4) In the Advanced Tab:
Object = Invoice
Input = Cancel.csv

5) Create a job.
6)Checking job status.




Steps to delete invoices:
Only Canceled invoices can be deleted. 

Note: Only invoice ID is needed in the template for deletion. 

1) Retrieve the InvoiceID with Data Source Export.
2) Add InvoiceID into the template - Invoice Del.csv


3) Open Generic API Loader and then set:
In General Tab:
Name = For example, Mass Delete Invoice
Run Mode = Delete
Build Name = Overdrive
Select your tenant login. 
Capture.JPG
4) In the Advanced Tab:
Object = Invoice

Input = Invoice Del.csv

5) Create a job.
6)Checking job status.


Please refer to the supported knowledge center article:
https://knowledgecenter.zuora.com/Marketplace/Developer_Tools/Configure_Generic_API_Loader






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