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Zuora CPQ- is there a configuration option to keep the invoice in draft mode and post it manually?

Muthukumaran
Zuora Support

Zuora CPQ- is there a configuration option to keep the invoice in draft mode and post it manually?

Question :

After sending the quote to Zuora the invoice is generated and automatically posted.
is there a configuration option to keep the invoice in draft mode and post it manually?

 

Solution :

The Zuora Quotes uses Zuora Subscribe call to create the subscription records in zuora, The Subscribe call will always generate the Invoice and will post it immediately. unfortunately, there are no configuration settings to achieve this requirement. 


The workaround is While sending the quote set Generate Invoice to False and then use ZGenerate method from the Order Builder to generate the invoice. 

Below is the code we have tested, This will generate the Invoice in Draft status.

Zuora.zApi api = new Zuora.zApi();
api.zlogin();

List<Zuora.zObject> invoiceList = new List<Zuora.zObject>();

Zuora.zObject invoice = new Zuora.zObject('Invoice');
invoice.setValue('AccountId', 'XXXX');
invoice.setValue('InvoiceDate', '2020-04-03');
invoice.setValue('TargetDate', '2020-04-03');
invoiceList.add(invoice);

List<Zuora.zApi.SaveResult> generateResult = api.zgenerate(invoiceList);


You can write a simple trigger on the quote object including the above code and trigger it after you sent the quote to zuora. This way you can generate the invoices in draft status. 

Please refer to the below Knowledge Article to know more about the Order Builder-https://knowledgecenter.zuora.com/CA_Commerce/I_Development_Resources/B_Order_Builder

Thanks