Invoice auditing
Use Zuora AI to audit draft invoices and bill runs for anomalies, such as invoice line variances, missing expected charges, and abnormal invoice totals, before you post them.
Use Zuora AI to audit draft invoices and bill runs for anomalies before you post them. Invoice auditing helps you identify unexpected invoice item changes, missing expected charges, and abnormal invoice totals before invoices become final.
After a bill run is completed, invoices are generated but not yet posted. Auditing invoices at this stage helps you review potential issues before you post the bill run and make the invoices available for payment collection.
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To save validation results to Zuora, define the required custom fields on the
InvoiceItemobject for line variance validation or on theInvoiceobject for summary variance validation. If the custom fields do not exist, Zuora AI skips the persistence step. -
You must have the API Write Access permission under the Platform role to write validation results back to Zuora. If the permission is missing, Zuora AI skips the persistence step.
Available invoice auditing skills
Zuora AI provides the following invoice auditing skills:
- Invoice line variance validator
- Reviews invoice items for amount and usage quantity deviations from the most recent posted billing period for the same charge.
- Invoice summary variance validator
- Reviews draft invoices for missing expected charges and abnormal spending totals compared to the most recent posted invoice in the same billing group.
You can use both skills together for broader pre-post coverage. The line validator identifies item-level pricing and usage anomalies, while the summary validator identifies invoice-level gaps and spending spikes.