Skip to navigation
IntegrationIntegration HubCore Connectors and ApplicationsEnhanced Invoice NumberingConfigure Enhanced Invoice Numbering

Configure Settings in the App

View as Markdown

Learn how to configure settings in the app, including selecting options, configuring fields, and saving changes.

1

Launch the app instance.

2

From the landing page of the app, select Options > Settings to open the settings page. Upon the first launch of the instance, you are automatically navigated to the setting page.

3

Configure the settings as specified below and click Save to save the settings.

Field

Description

Entity Source Object

No selection is required. The only available option is Account. This field identifies the source object of the differentiator entity.

If you want invoice numbering to be based on a subscription attribute instead, contact your Engagement Manager.

Account Entity Field

Select the account-level custom field defined for the entity.

Target Invoice Number Field

Select the invoice number custom field configured in Step 6 of Configure Settings for Enhanced Invoice Numbering.

Enable Writing Entity to Invoice

Determines whether the entity is displayed on invoices.

  • Enabled - Displays the entity on invoices.
  • Disabled - Does not display the entity on invoices.

Target Invoice Entity Field

Select the invoice custom field used for the desired numbering format. If Enable Writing Entity to Invoice is enabled, this field is displayed on invoices.

Post Invoices

Determines whether draft invoices are posted.

  • Enabled - Draft invoices are posted.
  • Disabled - Draft invoices remain in draft status.

Do Not Number $0 Invoices

Select this option to skip numbering for zero-value invoices.

Update Invoice PDFs with Entity Number

Select this option to update invoice PDFs with the new numbering format. This option is available only if the Billing Document Properties Setup feature is enabled on your tenant. The feature is currently in Limited Availability. To request access, contact Zuora Global Support.

Send Customer Emails

Determines whether customer emails are sent when posting invoices. You must configure and activate the Manual Email For Invoice notification before sending invoices manually.