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Valued Scholar

Account Name on invoice line items for subscription owner (parent/child)

Hello,

  On our invoices we are able to show the subscription owner on each line item for invoice owner.

 

Ex:

 

Account Name | Plan | Pricing  

 

Is it possible to have the Account subscription name in salesforce on the invoice line item detail?  

9 REPLIES 9
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Zuora Alumni

Re: Account Name on invoice line items for subscription owner (parent/child)

Hi @bbond sorry for the delay in responding back to your question.

Regarding your question

 

>>Is it possible to have the Account subscription name in salesforce on the invoice line item detail? 

 

Just wanted to check if you have data connect feature enabled and hence you are referrin to the  Invoice Items Synced to Salesforce  end .

Please confirm

 

Thank you

Doyeli






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Valued Scholar

Re: Account Name on invoice line items for subscription owner (parent/child)

yes that is enabled.

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Zuora Alumni

Re: Account Name on invoice line items for subscription owner (parent/child)

Thank you. I will review this on my end and get back to you. 






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Valued Scholar

Re: Account Name on invoice line items for subscription owner (parent/child)

Following up here.. @doyeli

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Zuora Alumni

Re: Account Name on invoice line items for subscription owner (parent/child)

Hi @bbond sorry about the delay. I will update this thread  by tomorrow

 

Thank you

doyeli






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Zuora Alumni

Re: Account Name on invoice line items for subscription owner (parent/child)

Hi @bbond I am discussing  this with the internal teams . Can you please send me a private messge with your company name and Tenant Id please

 

Thank you

Doyeli






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Zuora Alumni

Re: Account Name on invoice line items for subscription owner (parent/child)

Hi @bbond thank you. Received your private message and checked your Tenants and you do not have Data Connect enabled.

Sorry but can you please let me know how you are syncing Invoice Item to salesforce as Z360 sync does not sync Invoice items

 

Thank you

Doyeli






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Valued Scholar

Re: Account Name on invoice line items for subscription owner (parent/child)

When you mentioned data connect I did not realize you were speaking of the "new feature" of data connect which we do not have b/c part of the acceptance crtieria is that you lose all your previously synced data and we can't do that.

 

I think have a handle on this now with that knowledge.  Thanks for your help in clarifying this.

 

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Zuora Alumni

Re: Account Name on invoice line items for subscription owner (parent/child)

Thank you Smiley Happy






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