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Sync Invoice Settlement Object to Salesforce using Zuora 360

Hi, I would like to suggest you a product enhancement. It would be very important for us and for our customers that all invoice settlement Objects could be synchronized from Zuora to Salesfore using Zuora 360.

In particular we would like these set of objects:

- Credit Memo: Since they are billing documents it is also importat to synchronize these kind of document.

- Debit Memo: Since they are billing documents it is also importat to synchronize these kind of document.

- Payment Parts: payment part is foundamental because it is the only way that we have to enstabilish a relation between a Document (Invoice, Credit Memo and Debit Memo) and a Payment in Salesforce having Invoice settlement enabled.

 

With invoice settlement enabled we have no way to create InvoicePayment object that relates  Invoice to a Payment and vice versa and it is a business request that these relations are visible and accessible from Salesforce.

1 Comment
Zuora Staff

Thank you for your post. Our Data Connect feature allows for synchronizing of these additional objects and more. You can find additional information about Data Connect in our knowledge center article here.