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How do I add invoice notes from Zuora UI

Hi,

 

Can you please guide me on how I can add invoice notes at a a)Customer b)Product level on an invoice from Zuora UI?

 

Thanks,

Serene

1 REPLY 1
Support SME

Re: How do I add invoice notes from Zuora UI

For example, if you would like the Account.Notes field display on the invoice, here are the steps: 

1. Open the customer account, input the Notes you want: 

Billing.png

2. Open the Invoice Template and add the merge field Account.Notes to the invoice. 

https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/Merge_Fi...

https://community.zuora.com/t5/Billing-Payments/Screen-recording-How-to-add-a-merge-field-to-invoice...

3. Generate the invoice with the updated invoice template and the field should display in the invoice pdf file.