Hi, any news about this improvement? The customer often asks us for an automation process and a back-up ability for the Zuora's settings configuration. We continue to follow the thread with interest! Best Regards
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Hi rdeloach,
InvoiceItem.ChargeModel is the supported Invoice merge field, I nvoiceItem_Details.ChargeModel is not. Refrence https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/Merge_Fields_for_Invoices
The invoice templated design related issue is usually complicated. `!Undefined Bookmark` is given by Microsoft Word which indicates some formula is wrong.
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Hi, I just tested this in sandbox and it is not as effective as I thought .... it can't manage the invoice numbers and the credit memo numbers as Connect Invoice Numbering does it... so in the end we are stuck using the add-on instead of the out-of-the-box solution. It's a shame, this could have made a real difference for us.
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If you insert the mergefield tag in a table cell and on the table properties, uncheck "Automatically resize to fit contents", the table will constrain the image size to the table size.
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Hi, We are a SaaS company and would like the late payment fee updated for our customers. Let me know if this feature is available. Thank you. Rosalyn
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@fredkao We currently have this running for our customers using a very simple service on Google AppEngine. We use a combination of the invoice id + account id to allow download of the invoice. Given that both of these are non-sequential this, combined with rate limiting, provides a reasonable level of protection from someone guessing values to retrieve invoices.
We are launching a billing portal soon and the links will eventually change to redirect the customer to their online account to see their invoice in the future.
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We definitely have a complicated template and nested tables that demand a more robust generation tool on the Zuora platform. Totally agree with this!
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Hi All!
The post has been updated with the presentation video (newly recorded with better sound - thanks @monique!), presentation slides and an additional reference presentation for the Month End Close Process Prerequisites. I'll upload the questions asked in the webinar in the post as well.
Those of you who've RSVPed for the event prior to this message will receive a PDF of the presentation for your personal reference. Please PM me if you didn't receive it.
Thanks again for attending and we welcome any feedback and suggestions for future SME webinar topics. Feel free to PM me.
Lana
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I fully agree with this Idea. I think "tenant functions" means Limited Availabirity (LA). I am managing the LAs of our customers' tenants with Excel. This is troublesome. I am very pleased if I can check the validity / invalidity of LA from Zuora UI.
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@Jim, getting a list of users, roles, and status is a different use case, please for the idea named: REST API CRUD Users . Once the API's are available, making an export/import is going to be easy.
@rdeloach, is the ask here to just provide, say, the username, or more user information?
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One update to this, also have Zuora add the Account Number or Account Name to the Bill Runs object when a customer-specific bill run is created.
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In our use case, we have a parent with potentially hundreds of child "franchises" but the parent will be the invoice owner, child is the subscription owner. We need the child account name and other child account information on scheduled billing reports in addition to the invoice itself. We use the InvoiceItem_AccountName.AccountName field in the invoice template with nested tables to get to the child account name and child detail, but cannot get that field in reports or data sources to create reporting or use Zuora's scheduled reports feature. The only option we have is to combine multiple data extracts, match the data and create custom reporting outside of Zuora.
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