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Set up Invoice Numbering App in Connect

How do I set up an Invoice Numbering App in Connect?



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Zuora Alumni

Re: Set up Invoice Numbering App in Connect

About Invoice Numbering App

This app applies custom invoice numbering on billrun completion or invoice post events

 

Versions

There are currently 2 versions of the app, the latest version should be installed (currently V2)

 

Requirements

  • active connect license
  • a Zuora sandbox, services, or production tenant
  • administrative rights for the Zuora Tenant
    • configure callouts
    • create custom fields
  • have a valid tenant login configuration for the tenant you would like to add the app to

 

Get the App

  • navigate to the Connect Marketplace 
  • search for Invoice Numbering
  • select V2 and select the Add to Tenant tab/button
     Screen Shot 2017-04-07 at 10.19.11 AM.png
  • select the login for the tenant you would like add the app to
    Screen Shot 2017-04-07 at 10.19.20 AM.png
  • if you receive a message about tenant provisioning, please create a ticket with Zuora Global Support

 

Configure the Zuora Tenant Custom Fields

  • Account > Entity field : Picklist : this is where you will store the entity name
    ex: Entity
  • Invoice > Entity numbering field : Text (255) : this is where the app will keep track of the current sequence
    ex: EntityInvoiceNumber
  • Additional Reference : Creating Custom Fields in Zuora

 

Initial One-Time configuration - Invoice Numbering V2

  • In My Connect > Tenants
    Screen Shot 2017-04-07 at 10.34.14 AM.png
  • select APPS for the tenant you have added the app to
  • hover over (don't click) Invoice Numbering V2
    Screen Shot 2017-04-07 at 10.35.09 AM.png
  • select the LAUNCH action
    Screen Shot 2017-04-07 at 10.35.17 AM.png
  • in the top right OPTIONS menu, select Settings from the drop down
    Screen Shot 2017-04-07 at 11.23.08 AM.png
  • select the custom fields
    • Entity field > select the custom field you created on the Account object
    • Entity Number Field > select the custom field you created on the Invoice object
    • Save
    • then select HOME

      Screen Shot 2017-04-07 at 11.53.58 AM.png
  • from the HOME screen, select the ENTITY SETUP tab
    Screen Shot 2017-04-07 at 11.59.29 AM.png
    • then click NEW ENTITY
  • Fill out the New Entity fields
    • Entity
      • name of the entity (e.g.- My Company Name)
    • Prefix
      • prepend prefix to numbers
    • Length
      • sequence length after the prefix
    • Next Number
      • where to start the sequence from

 

Configuring Callouts

 

  • In Connect : in the top right navigate to Options > API Token
    Screen Shot 2017-04-07 at 11.23.08 AM.png
  • Make a note of the urls for
    • 'GET' Process Batch Process:
      ex: /api/v1/process_billrun?BillRunID=:id
    • 'GET' Process Single Invoice:
      ex: /api/v1/process_invoice?invoice_id=:id
  • In Zuora : Administration > Billing > Setup Profiles Notifications and Email Templates
    • Create callouts
      • Bill Run Completion
      • Invoice Posted | Invoice Posted Manually
      • Invoice Posted | Invoice Posted via API
    • Example
      Screen Shot 2017-04-07 at 12.16.41 PM.png
      • Base URL : refer to the details of the URLs in the API Token options in Connect
      • do not add the parameter name to the Base URL
      • ADD PARAMETER : BillRunID
        • Parameter Value : BillRun.ID
        • Method : GET
        • Callout Authentication : Username/Password
          • Username - CAN BE ANY VALUE - THIS IS NOT USED
          • password - the TOKEN From the API Token options in Connect
    • Additional Reference: Configuring Callouts in Zuora

 

 

 

 

 

 



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Zuora Staff

Re: Set up Invoice Numbering App in Connect

Zuora Alumni

Re: Set up Invoice Numbering App in Connect

Thank you ZKevin... for the information!



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