Happy Business Starts Here

Re: Populating the description box on the invoice

Highlighted
Tutor
Tutor

Populating the description box on the invoice

We need the subscription name to appear on the invoice, but what field do we need to populate in the quote to get this to feed into Zuora?

 

lesley

 

3 REPLIES 3
Zuora Support

Re: Populating the description box on the invoice

Hi Lesley, @TVS 

 

Thanks for contacting Zuora.

 

Generally, the Subscription Name will be the Quote Name. Please check at the below screenshots from my Sbx.

 

SFDC Quote:

Capture2.JPG

Zuora Subscription:

 

Capture3.JPG

 

But it's not necessarily, the Quote Name should be the Subscription Name, it can be "Opportunity Name" or "Auto-Number" based upon the settings below:

 

Capture4.JPG

 

Related KC article:

 

Default_Value_Settings_Descriptions

 

Once the quote is sent to Zuora, if you need print the Subscription Name/Number in the Invoice PDF, you should use the below mergefield format in the template:

 

Subscription.SubscriptionNumber

 

Subscription_Fields

 

Below KC depicts "how to add a mergefield in the template"

Creating_Mail_Merge_Fields

 

I hope I have addressed your queries, If you have any further doubts/queries, please feel free to ask.

 

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

Highlighted
Tutor
Tutor

Re: Populating the description box on the invoice

Sorry no the answer wasn’t what I was looking for.  I have attached a screen shot of the box in the subscription in Zuora that I need populated from the quote in salesforce – it’s the bottom box marked ‘Notes’

 

 

Subscription:{Subscription information}

Status Active

  • set activation dates
  • cancel
  • amendment
  • more

Top of Form

Basic Information

  • edit

Customer Name:

{customer name}

Invoice Owner:

{customer name}

 
 
 

Term Setting:

Termed

Initial Term:

1 Month(s)

Current Term:

1 Month(s)

Renewal Setting:

Renew With Specific Term

Renewal Term:

0 Month(s)

Auto Renew:

No

Invoice The Subscription Separately:

No

Notes:

Sample Notes

Highlighted
Zuora Support

Re: Populating the description box on the invoice

Hi,

 

Thanks for reaching back to us. As per current design, we cannot sync the "Notes" field from Zuora. "Special Terms and Notes" is the field in SFDC under Quote object and it is not possible to sync that field. 

 

The workaround for this is to create a custom field in Quote(SFDC) and Subscription(Zuora).

 

Steps for the same:

 

1) Create a Text type custom field e.g  'subscription note' on Quote Object of salesforce end.

2) Add this custom field in Quote Fieldset  zqu__CustomQuoteFields

3) Add this custom field in a field set used in create Quote page

3) Add the same custom field , using same API name and field type on Subscription Object on Zuora

4) In create Quote flow, fill out the custom field value

5) When you send this Quote to Zuora, the Subscription record created will have the Subscription note field value copied from what you have provided during creation of the Quote.

 

Please refer the following Article:

 https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/F_Configuring_Z-Force_Quotes/D_Configur...

 

Please let me know if this helps






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √