Account New Balance: This field represents the balance on an account after the invoice has been posted.For example, if an account had one previous invoice with an outstanding balance of $100, and generates a new invoice for $75 showing the Account Previous Balance, this field would show $100 when displayed on the new invoice. Account Previous Balance: This is a dynamically calculated field that represents the account balance before an invoice is posted.
There are two fields that can be used to configure your invoices to show full statement information, including the previous account balance, and new balance based on the application of charges on the invoice. You can set up your invoice template to include account balance information that is useful for creating statements. Use your invoice template to create an account statement Sample template used to hide all discount items from charge details and sort charge details by subscription number. Sample template used to hide all discount items from charge details and group charge details by rate plan name.ĭ.B2C.TableSort Sample template used to hide all discount items from charge details and display discount information inline with the charge amount, including the tax amount column.ĭ.B2C.GroupBy Sample template used to hide all discount items from charge details and display discount information inline with the charge amount.ĭ.B2C Sample invoice templateĭefault sample invoice template, which you can customize as needed.ĭ.B2B The templates can work as expected, so you can ignore "!Syntax Error". Some sample templates show "!Syntax Error" in the Tax and TOTAL fields because the corresponding formula contains merge fields. Note that invoice templates are set at the customer level, not at the product level. The Mail Merge functionality provides a great framework to make changes to the look and feel of the invoice template. The design for the invoice template is focused on flexibility and ease of use for the business user. You can also use merge fields to display only the billing and payments information you want your customers to see. You can customize your invoice templates to have your company's look and feel (including adding your company's logo). Invoice templates are used to generate PDF invoices for your bills.
With Zuora Billing, you can easily create and manage your invoice templates. Configure invoice template for a customer in the API.Configure invoice template for a customer in the UI.How to ensure a customer always uses the default template.Edit system default template or copied default template.Switch the default custom invoice template.
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