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Happy Business Starts Here
2 weeks ago
Hi there, we have a requirement to show information relating to the parent account on generated invoices. We work in a B2B2C model and so while the invoices are generated to the consumers, we want details of the business (their parent account) to appear such as; Address Phone number Tax ID so that it is a legitimate tax invoice. Currently we can only access the parent accounts name. We have received legal advice that the invoices we are generating are not tax compliant as a result and so this is a problem. I understand that we could look at custom fields against the account for which the invoice is being generated but this is messy.
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09-07-2020
03:55 AM
Hi there, I have a custom field on the "Subscription Rate Plan Charge Fields" object and in an invoice template I am attempting to group by it and then also use it for display in rows on the table as it represents a "user friendly" invoice item name. I however get the attached error when attempting to upload it. This is despite following guidance from here: https://community.zuora.com/t5/Billing-Payments/Need-Custom-field-of-Product-Rate-Plan-Charge-object-in-Invoice/td-p/26439 Any help greatly appreciated. Jeremy
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