Happy Business Starts Here

Newly Enrolled

Creating a Manual Invoice

Hello,

 

Still new to Zuora and getting use to all the tool.

 

I have an account customer that wants to purchase a bulk of the product we are offering.

 

I'm trying to create a manual invoice where I can add the quanity and give a discount off the rate plan.

 

Am I doing this right?  I want to create a invoice tailored to the request and then process payment.

 

Thanks

1 REPLY 1
Zuora Staff

Re: Creating a Manual Invoice

Hi Kvinston, 

 

 

Hope you had a lovely weekend.

 

Manually editing the Quantity and Price on Subscription Rate Plan level could do that trick but too manual and might prone to user error. Best way is to create a Discount charge so that when the invoice is generated, it will have a label showing how much discount got deducted. Here is the Knowledge Center for your reference on how to use this Discount charge model.



If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √