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How to generate invoices X date before the due date?

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Community Manager

Re: How to generate invoices X date before the due date?

Scenario:

We'd like to create and email invoices X days before the invoice payment is due.

Solution:

Let's use 30 days in this example.

- First, check your existing payment terms in Settings > Z-Billing Settings > Payment TermsNet 30 or a similar term (with number of days set to 30) should be enabled.

term.JPG

 

- Set the desired account's Payment Term to Net 30(**).

- If you want to send invoices early only for a subset of customers, or if you'd like to configure separate terms for different customer types (e.g. consumer VS corporate), you can assign different Billing Batches for these as desired. Let's go for Batch2 in our example.

term2.JPG

 

- Create a Bill Run for customers in Batch2 and select the following two options enabled (please note, auto-posting and emailing invoices will prevent you from reviewing your invoices before they're sent to your customers):

 

term3.JPG

 

Supporting references:

**To mass update accounts, see: http://knowledgecenter.zuora.com/CB_Billing/A_Customer_Accounts/A_Import_Customer_Accounts

http://knowledgecenter.zuora.com/CB_Billing/W_Billing_and_Payments_Settings/K_Define_Payment_Terms

http://knowledgecenter.zuora.com/kb/How_do_I_use_batches%3F



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