Happy Business Starts Here

Make Invoice Numbering app Credit/Debit Memo aware

Make Invoice Numbering app Credit/Debit Memo aware

With the new CM/DM functionality reaching LA stage this month, client willing to switch to it (or start using it) AND needing sequential invoice numbering will not be able to generate sequential sequences for posted CM/DM... 

This is a gap in the overall functionality...

 

You may say: yes, but then they already have different sequences for Invoice and CM/DM... which was one of the reason why they needed invoice numbering before (ie, to differentiate sequences of <0 and >0 invoices)... so, now they don't need invoice numering anymore...

 

I'd say: nope... because invoices as well and CM/DM can be cancelled, and this would create gaps in sequences... so a need for the ability to create true sequences for Posted document remains...

 

 

1 Comment
Zuora Product Team

Within Zuora, separate from the Invoice Numbering App within our Marketplace, turning on a permission for sequential CM/DM and invoice numbering is possible. With the permission turned on, numbers for invoices and CM/DM will be assigned at posting. To enable the "Sequential Billing Document Number" permission, which is in Limited Availability, contact Zuora Global Support