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Re: Allow ZForce users to access the original invoice pdf from SFDC ZCommerce - Status changed to: More Feedback Needed

Allow ZForce users to access the original invoice pdf from SFDC ZCommerce

Feature Request: Allow ZForce users to access original the invoice pdfs from SFDC ZCommerce. This would be the original invoice pdf prior to any payments, refunds, adjustments, etc. being applied (i.e. Not the regenerated invoice).

Status: under evaluation

Reference Number: DE9989

Business Need:

On the Invoice object in SFDC, the "view invoice pdf" link works the same was as if you accessed the invoice from Zuora and selected view pdf. Those links will always display the regenerated invoice after payments, adjustments, etc. The business need is that an organization has a collections and account team that will work out of SFDC and need to access the original invoice PDF from SFDC.

If they cannot access the original from SFDC, they will have put in a request to a different group to pull the original invoice from Zuora or someone will have to manually download the original invoice from Zuora and manually upload it somewhere in SFDC. This process would require additional manpower and by itself a tedious manual process.

2 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration