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Filter reports by the invoice owner

"Data source exports pull the Account information associated with the subscription and not the Account information of the invoice owner (if it happens to be different than the account associated with the subscription). In the cases where the invoice owner is a different Account, than the Account associated with the subscription, one can obtain the Account information of the invoice owner by: 

1. Getting a report of the invoice related information

2. Getting a report of all Accounts' information

3. Identifying / pulling the Account information of the invoice owner by matching the invoice owner ID from the invoice report (step #1) with the Account ID from the Account report (step #2)". This can be performed via Excel V-Lookup.

4 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Advanced Tutor

Is there any update on this?! Its crazy how you can actually report on invoice owner name on the invoice item report (even though it shows on the invoice) 

Savvy Scholar

Getting back to this issue:

 

When we create a quote with future dated charges / or charges that are billed in arrears, where these rate plans have discount rate plans - we cannot create a Quote Template/pdf that makes sense.

 

The Quote Metrics exclude the 'charges in arrears' - The Percent-Discount rate plan does not translate into a dollar value - and are not able to display a 'Total Contract Value (less discount)' or 'Monthly Recurring Fees (MRR less discount) 

 

We're left with a Quote that shows the rates plan with charge for product list price, and a discount charge with % - no dollar value.

 

The recommendation from Support is that we adjust dates etc on the quote so that all charges are included - and then we would have to reset the dates before pushing to Zuora so that we don't invoice immediately.

 

I'm very interested to hear how others are working around this issue.

 

Thank you