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No Option to Use New Invoice File Generation Service when Adding / Amending Template

I have followed the instructions to Upgrade to New Invoice File Generation Service but we do not have the option to use the new service when adding / amending the template.



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Re: No Option to Use New Invoice File Generation Service when Adding / Amending Template

Please try the following work-around in order update your Invoice Templates to 'Uses New Invoice File Generation Service':

 

  1. In your Zuora tenant go to; Settings > Billing > Manage Billing Document Configuration
  2. Click on the Invoice Template name in order to download the current invoice template document.
  3. Click on 'edit' for the same Invoice Template.
  4. Click on 'Chose File' and selected the invoice template document downloaded in step 1 above.
  5. Click 'save',
  6. The Invoice Template in question should now have a green check mark indicating that it 'Uses New Invoice File Generation Service'

 

You can repeat the process above for the each of the required Invoice Templates.



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