About Thoeff

Thoeff

Hi, I tried the same. I solved this with the Mergefield {If "{BillToContact.WorkEmail}"="" ... ...} However, this works only if users keep the email address empty for customers with print version. Any one other ideas? Kind regards Thomas

Thoeff · ‎07-26-2019

Hi @Yong , thanks for your link which helped me together with another link. So I got a solution, I would like to share: Situation: Account has recurring contracts and usage contracts. To avoid diferent invoice templates/accounts, create a invoice template that shows usage infomation only and really only if usage is invoiced. How to do: Create the table for the usage you want to show on the invoice Create a bookmark for the field Usage.UOM How to create a bookmark:https://community.zuora.com/t5/Zuora-CPQ/Cannot-use-the-same-mergefield-outside-of-table/m-p/21674#!/%23M1497 Create a IF (thanks Yong) and use as operator the bookmark {IF «Usage.UOM» = "Letter" "" ""} CUT the usage table (actually outside the IF command and PASTE it to the "then" part of the IF command. For 3.: my UOM is letter, but it is probably different for other cases or you might to expand the condition by "Or" commands. The screenshot does not show the perfect fomat, but here I only describe the way. Kind regards Thomas

Thoeff · ‎07-22-2019

Hello Outthere, has anyone experience with printing Girocodes on Zoura invoices? Kind regards Thom

Thoeff · ‎06-26-2019

Dear all, I am looking for your experience and ideas ... SITUATION: We are a multi entity I want to use 1 inoivce template per unit. This should cover all kind of subscriptions, one-time, recurring, usage. So we have customers with recuring subscriptions and customers with usage subscriptions. The table with the usage details/summary should only be visible when there is a usage. I made this happen see attached screenshot / file, but the header for the table is repeatet line by line. I tried several ways to build the table but I am not happy with the result. QUESTION: Anyone here who had the same issue and solved it? Kind regards Thomas

Thoeff · ‎06-17-2019

Hi Yong, sorry for my late reply and thanks for your idea, which is probably a good one. Only issue I see ... We would need to pay Zuora fees for sales we didn't made with the Zuora tool .... But ... thinking forward ... do what you suggest with price 0,00 for all contracts an do ammendment for the next invoice date. I will try. Kind regards Thomas

Thoeff · ‎06-17-2019

Little update ... sometimes you need to switch back Zuora to English (US) / English before the upload ... don't aks me why ...

Thoeff · ‎06-17-2019

Hi, this is not a request, just a how-to-do when it comes to uploads like customers, subscriptions directly in Zuora. So just want to note my learnings: We had issues uploading name containing special charakters, like ä, ö , ü, ... because Zuora did not recognize. Happy to get your feedback for solutions easier to use. -> How to upload fields with special characters: 1. Switch your Zuora to Profil German 2. Select Zuora language German 3. Switch your windows to English (United States) 4. Download the template from Zoura 5. enter your data to the template 6. replace all special characters by coding ö to Ã¶ ü to Ã¼ and so on complete list found www.i18nqa.com/debug/utf8-debug.html 7. Save your csv 8. Upload to Zuora DONE Kind regards Thomas

Thoeff · ‎05-23-2019

Dear all, I am adding a "old" subscription to Zuora. The Subscription contains 1 timer products and recurring. The subscription is from 2018 or sooner and was invoices in the past by an other system. If I enter this contract with the old dates, Zuora wants to invoice. A catch up bill run does not help/work, since already other subscription on the specific account are invoiced by Zuora. I can not "activate" the "old" subscription with current activation dates, because the 1 timers would be invoiced again by Zuora. Anybody with an idea out there? Kind regards Thomas

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Re: Invoice Template: Invoice Delivery Preference Conditional

Re: Add usage table to invoice if and only if usage is invoiced

Girocode

Add usage table to invoice if and only if usage is invoiced

Re: Add an "old" subscription / contract

Re: Handle Umlaute / special characters in Zuora

Handle Umlaute / special characters in Zuora

Add an "old" subscription / contract