Solution:
Schedule the first Bill Run to execute on the last day of the months which have 31 days, i.e. 31st of January, March, May, July, August, October or December and select to repeat monthly. The subsequent Bill Runs will trigger on the last day of each month. E.g. Feb 28th (or Feb 29th in the leap year), March 31st, April 30th, May 31st, June 30th, etc.
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Answer:
The merge field function in an invoice template is essentially controlled by Microsoft Mail Merge feature, and creating or modifying invoice templates based on customer mockups/requirements is out of Zuora Support scope according to this article. Therefore, we are providing suggestions based on online research as a courtesy.
Steps:
1. Toggle the field code and result:
Press Shift + F9 on Windows.
Press option + fn + F9 on Mac.
2. Add the following into the merge field.
\# "$,0.00;-$,0.00"
E.g. Before modification:
After modification:
3. Save the template, upload to Billing Settings > Manage Billing Document Configuration.
4. Preview the template/generate an invoice PDF file.
5. Observe the result.
E.g. Before modification:
After modification:
For more features or functionalities regarding Mailmerge Number & Currency Formatting, you may refer to this MS TechNet discussion or contact Microsoft support.
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Question:
In an invoice PDF/template preview, is there a way to display the negative amounts with the minus/negative "-" sign instead of enclosing them in parenthesis? If so, can you please teach me how?
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Known Issue
When using Mass Order Entry to create subscriptions, it is found that the subscriptions created are often in Pending Activation/Pending Acceptance status, and not Active, even if in the Billing Settings > Default Subscription Settings, these two settings are set to No.
This is because these settings are not taken into consideration when using the Mass Order Entry.
ETA of the Fix
Currently, there is not an ETA for a fix.
Workaround
Modify the Mass Order Entry template by entering values for all three fields: Contract Effective Date, Service Activation Date, Customer Acceptance Date then upload, the subscriptions created will be Active immediately.
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