This process is for when we need to add a one-off line item to an account, such as an account setup fee, a hardware item, a port out, etc.
Ideally, you should be using the Account Services page to add these fees, which will immediately generate an invoice for that charge, and you can choose to pay it immediately or issue this without payment.
There are two scenarios for manually adding a once-off charge:
Adding a line item with an invoice
This is where you need to bill them now, but need to adjust the price or quantity in a way that is not supported by the Account Services page.
Adding a line item without an invoice
This is for adding once-off charges but NOT generating any type of immediate invoice.
This charge will instead be added to their next bill on their regular billing date.
Adding a line item with an invoice
To add a manual Line item with an invoice , please follow the following steps:
Step 1. Open the account in Zuora. On the top right-hand side, click on "Create Invoice".
Step 2. Scroll down to the bottom of the page and click on " Create on new Charge".
Step 3. A form will open up and you will fill this with the charge information.
The UOM field should be the UOM used in the product catalog, please check this before filling this out. eg: Advanced Setup = ASETUP, Port away = PORTOUT, etc
The service period should be today's date.
The Tax Mode should always be Tax Exclusive with Sales Tax added.
Step 4. When your charges are all added, click Post Invoice. and confirm OK on the popup to post this invoice with today's date.
Step 5. Process any payment as needed.
Adding a line item without an invoice
To add a manual Line item without, please follow the following steps:
Step 1. Open the account in Zuora. On the top right-hand side, click on "Create Order".
Step 2. Under Sale Order Line Items, click Create Order Line Item.
Step 3. A form will open up and you will fill this with the charge information.
Belo are the required fields and guides to fill, do not change any others:
| Category | Field name | Description |
|---|---|---|
| Basic Information | Item Name | This will show on the bill, it should be the Rate Plan Charge name of what you are adding (eg: Port Away Fee or Basic Account Setup) |
| Item State | This should always be SentToBilling. | |
| Bill Target Date | The date this fee is charged on (usually today's date). | |
| Pricing | List Price Per Unit | This is the price of the fee/service we are charging. |
| UOM |
This sshould be the UOM used in the product catalog, please check this before filling this out. eg: Advanced Setup = ASETUP, Port away = PORTOUT, etc |
|
| Discount Type | Select None. | |
| Amount Per Unit | This is the price of the fee/service we are charging (same as list price). | |
| Quantity | Quantity of charges, usually 1 for support charges but can be more than 1 for ports or hardware. | |
| Tax | Tax Mode | This should always be Exclusive. |
| Tax Code | This should always be Sales Tax. |
Click Save when all your information is added.
Step 4. When your charges are all added, you can review the charge summary & total.
If this is all correct, you can click Activate in the bottom right to add the charge and close the Order.
This charge will be added onto the next bill for this account. The charge date will show on their invoice on page 3 as the date you entered in the Bill Target Date column.