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How Do I Download Invoice PDF's in Bulk?

QUESTION:

We need to download all our Invoice PDFs from Zuora every month, to store in an intermediate system which we'll use for surfacing these to our customers.

Standard ZQL only allows us to query invoice.Body on one invoice at a time.

Is there a more efficient way to fetch our invoices from Zuora?






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Support SME

Re: How Do I Download Invoice PDF's in Bulk?

SOLUTION:

What you can do is go to "Data Exports" under "Z-Reporting" from the panel on the left hand side.

Then click on the "Exports" tab.

Select "Invoice PDF" from the drop down box labeled "Export Data".

Fill out the appropriate filters, and make sure in the "Time Frame" box, select "Custom" for the drop down box labeled "Duration" in order to select the time frame for filtering the Invoice PDF's which were created within that time frame.






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Support SME

Re: How Do I Download Invoice PDF's in Bulk?

SOLUTION:

What you can do is go to "Data Exports" under "Z-Reporting" from the panel on the left hand side.

Then click on the "Exports" tab.

Select "Invoice PDF" from the drop down box labeled "Export Data".

Fill out the appropriate filters, and make sure in the "Time Frame" box, select "Custom" for the drop down box labeled "Duration" in order to select the time frame for filtering the Invoice PDF's which were created within that time frame.






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Valued Scholar

Re: How Do I Download Invoice PDF's in Bulk?

@OmarArroum Hi, while this lets you download PDF's within a time frame, is there anyway to bulk download all invoices for a given customer?

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Support SME

Re: How Do I Download Invoice PDF's in Bulk?

Hi @bsanders,

 

Please check out the following Knowledge Centre article for the REST API method to Get Invoices.

 

Below is an excerpt of the example provided in the article.

 

Request:

 

GET https://api.zuora.com/rest/v1/transactions/invoices/accounts/A00000002

Response:

 

{
  "invoices": [
    {
      "id": "2c92c095511f5b4401512682dcfd7987",
      "accountId": "2c92c0f8511f4b9d01512680ab282370",
      "accountNumber": "A00000002",
      "accountName": "XYZ, Inc",
      "invoiceDate": "2015-11-20",
      "invoiceNumber": "INV00000002",
      "dueDate": "2015-12-20",
      "invoiceTargetDate": "2015-11-20",
      "amount": 21.1,
      "balance": 21.1,
      "createdBy": "2c92c0f84fbac224014fc55639fe11d4",
      "status": "Draft",
      "body": null,
      "invoiceItems": [
        {
          "id": "2c92c095511f5b4401512682dd017989",
          "subscriptionName": "A-S00000004",
          "subscriptionId": "2c92c0f9511f56b2015126814ad532cc",
          "serviceStartDate": "2015-11-20",
          "serviceEndDate": "2015-11-30",
          "chargeAmount": 21.1,
          "chargeDescription": "",
          "chargeName": "Annual Fee",
          "chargeId": "2c92c0f9511f56b2015126814af832d2",
          "productName": "TeamCollab Enterprise",
          "quantity": 1,
          "taxAmount": 0,
          "unitOfMeasure": ""
        }
      ],
      "invoiceFiles": []
    }
  ],
  "success": true
}

Hope this helps.

 

 






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Partner

Re: How Do I Download Invoice PDF's in Bulk?

HI @bsanders

 

Frontera Consulting offers a service called Invoice PDF exporter for use with Zuora.

 

The Invoice PDF Exporter provides a variety of filter options to enable you to select the specific set of invoices you require which can then be exported as a zip file of individual invoices or one PDF file containing all.

 

The available filters are below and can be used individually or collectively"

  • Invoice status: Draft, Posted, Cancelled (one, more or all)
  • An individual account or group of Accounts.
  • A Parent Account
  • Delivery preferences (from account): Print, Email or both
  • Country (s)
  • Currency (s)
  • Invoice date (range)
  • Target Date (range)
  • invoice template Id
  • Custom field

 

For more information or a demo, please contact: sales@fronteraconsulting.net

 

 

Frontera Consulting
Oracle, Salesforce and Zuora Consultants
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Valued Scholar

Re: How Do I Download Invoice PDF's in Bulk?

@OmarArroum Sorry for not responding sooner. Thanks for the above

@fredkao thanks for the tip, we will look into it.