![]() See Creating and Editing Reason Codes for more information on how to reconfigure reason codes. See "Canceling an Invoice Adjustment" in Create an Invoice Adjustment.ĭelete a canceled Invoice Adjustment. See "Deleting an Invoice Adjustment" in Create an Invoice Adjustment.Ĭhange the Transferred to Accounting field of an invoice adjustment from Yes to a different value.Ĭhange reason codes so that standard users can apply them to transactions. See Creating Invoice Adjustments and Invoice Item Adjustments.Ĭancel an Invoice Adjustment. Zuora recommends that you use the Invoice Item Adjustments instead.Ĭreate an Invoice Adjustment or Invoice Item Adjustment. ![]() Note: Invoice Adjustments is deprecated on Production. Note that if the billing document is using HTML Templates, no MS Word Document is generated even though this permission is enabled. Generate billing documents in Microsoft Word, including invoices, credit memos, and debit memos. Regenerate PDF files for billing documents, including invoices, credit memos, and debit memos. See Canceling Posted Invoices and Unpost Credit and Debit Memos.Ĭreate standalone invoices without creating a subscription, an order, or even a product catalog. Unpost posted billing documents, including invoices, credit memos, and debit memos. Reverse a posted invoice that contains incorrect information. See Amend or Cancel a Subscription Before the Last Invoice Date.ĭelete invoices. Split Invoices (if the feature is enabled on your tenant).Ĭreate, update, and delete Taxation Items using the SOAP API.Ĭancel a posted invoice that becomes effective before the last invoice date.Override transaction objects that have been Transferred to Accounting in order to modify them. See Transferred to Accounting. Post a Bill Run in order to collect payments for the Invoices in that Bill Run. See Subscription Amendments for more information about amendment types.Ĭhange the revenue rule in the Revenue Recognition Rule field of the Rate Plan Charge setting when creating a subscription or editing a draft subscription. See Subscription Amendments and Order Actions.ĭelete amendments from a subscription. Amendments or order actions include adding, removing, and updating products, changes to terms and conditions, renewals, and owner transfers. See Scrub Contacts for more information.Īdd or remove a Subscription as well as amendments or implement order actions to a Subscription. Permanently delete all billing document PDF files. See Supported Payment Methods.ĭelete Payment Methods from a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards. Modify contacts. See Basic Information for Customer Accounts.Ĭhange Payment Methods for a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards. See Basic Information for Customer Accounts. Users can add a maximum of 100 contacts to an account.Īdd Payment Methods for a Subscription - including credit cards, debit cards, bank transfer, e-wallet, direct entry, and prepaid gift cards. ![]() See Create Customer Account.Įach account must have at least one contact before it can be saved. Users can only delete accounts once they've been canceled. To cancel an account, the customer must have canceled their subscription first.Ĭreate accounts either manually or by importing customer lists. The following table describes the Billing user permissions, and shows whether each permission is enabled for Zuora Billing Standard Users. Unless otherwise noted, all permissions control operations for both the Zuora UI and the APIs. ![]()
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