About a_sichwart

a_sichwart

on all objects especially usage records

a_sichwart · ‎04-21-2020

this helps a lot and is something many users of zuora are familiar with from their experience with salesforce. For our case it is helpful to add custom fields on the list view of invoices. The custom field is called InvoiceType e.g. onetime, recurring or usage invoice. If displayed in the list view, one could see the invoice type right away and does not have to guess based on the invoice amount and date which invoice type it is.

a_sichwart · ‎02-11-2020

We create the billing document pdf ourselves outside from Zuora. When we attach our pdf to the invoice object in Zuora, we want it to be the only and most recent pdf attached to the invoice. Thus, automated pdf generation by Zuora needs to be disabled. Because it would only create pdf files we do not want and it would fill up the activity history.

a_sichwart · ‎09-13-2019

@AmyLy Looking to have an invoice-level custom field that inherits the value from the subscription: I want to do this: "query the subscription custom field value in order to update the invoice custom field with that value". The problem is: how do I get to know the subscription of the invoice? In the UI I can see it. But how to get the subscription via API?

a_sichwart · ‎08-08-2019

It is important that value of service and service period on the invoice in Zuora match reality. For usage charges, this means that the invoice item should reflect the exact same service period as defined in the uploaded usage. In order to do so there should be an additional billing period for usage charges called "align to service period of usage".

a_sichwart · ‎06-05-2019

If an invoice was cancelled accidently, it would be nice to undo cancel invoice similar to cancel post. For example: 1. invoice created >> status "draft" 2. cancelled invoice (by mistake) >> status "cancelled" 3. undo cancellation of invoice >> status "draft"

a_sichwart · ‎02-13-2019

Hi, we would like to name the invoice pdf from currently "<InvoiceNumber>.pdf" to something like "text_<InvoiceDate>_text_<InvoiceNumber>.pdf

a_sichwart · ‎02-13-2019

Looking for a way to pass another value on the request string which can be passed to the gateway to be passed to the bank to finally appear on the customer's bank statement. As GoCardless only uses the field "reference", it would be great to edit this field. Example of request string sent to GoCardless Gateway RequestString: {Request = [{"payments": {"amount": "1999","currency": "EUR","reference": "INV00000134","description": "P-00000125","metadata": {"zpayment_number": "P-00000125"},"links":{"mandate":"MD000BM03xxxxx"}}}]; url = [https://api.gocardless.com/payments]}

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Re: Display Order of Custom Fields

Re: Customize the displayed columns on List Views

Disable automated pdf generation completely

Re: Copy Value from Subscription to Invoice

Align billing period of usage charge to service period of usage

undo cancel invoice

Re: Customize Invoice PDF naming convention

Customise the transaction request string sent to gateway for payments