Basic Info

Country

country

Yes

From the Country list, select a country or region where you must comply with e-invoicing requirements.

Legal Business Name

businessName

Yes

In the Legal Business Name field, specify the full official name that the Seller is registered with the relevant legal authority.

Legal Business Number

businessNumber

Yes

In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with.

You must specify the GSTIN number for the Seller.

Business Number Schema Id

businessNumberSchemeId

No

In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Seller as a legal entity or person.

Trade Name

tradeName

Yes

In the Trade Name field, specify the name that the Seller is known as, other than the legal business name.

Tax Register Number

taxRegisterNumber

No

In the Tax Register Number field, specify the Seller's VAT identifier (also known as Seller VAT identification number) or the local identification (defined by the Seller’s address) of the Seller for tax purposes, or a reference that enables the Seller to state the registered tax status.

E-Invoice Destination Code

endpointId

No

In the E-Invoice Destination Code field, specify the Seller's electronic address, to which the application-level response to the e-invoice file might be delivered.

E-Invoice Destination Code Schema Id

endpointSchemeId

No

In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Seller’s electronic address.

Business Address

Address 1

addressLine1

Yes

In the Address 1 field, specify the first line of the Seller’s address, which is often a street address or business name.

Address 2

addressLine2

Yes

In the Address 2 field, specify the second line of the Seller’s address, which is often the name of a building.

Postal Code

postalCode

Yes

In the Postal Code field, specify the short code that can identify the business address.

City

city

Yes

In the City field, specify the name of the city where the business is located.

State/Province

state

Yes

In the State/Province field, specify the name of the state or province where the business is located.

The state name needs to be converted to a GST code, as Sovos requires GST codes for states. The Zuora default e-invoicing file template includes a method for converting state names to GST codes. See Create custom objects for storing state names and codes .

Contact Info

Contact Name

contactName

No

In the Contact Name field, specify the name of the Seller contact to receive e-invoicing data.

Email

email

No

In the Email field, specify the email address of the Seller contact to receive e-invoicing data.

Business Phone Number

phoneNumber

No

In the Business Phone Number field, specify the business phone number of the Seller contact to receive e-invoicing data.

Service Provider

Provider

serviceProviderId

Yes

From the Provider list, select your e-invoicing service provider.

For India, if the service provider is Sovos, the E-Invoice Process automatically changes to Clearance Only.

Digital Signature

Enable PDF Digital Signature

digitalSignatureEnable

No

Specify whether the e-invoicing service provider signs PDF files for billing documents.

Click Yes to enable the setting. The default setting is NO.

For more information, see Digital Signature .

Show Signature Box

digitalSignatureBoxEnable

No

Specify whether the digital signature box is displayed on PDF files for billing documents.

Click Yes to enable the setting. The default setting is NO.

Coordination on PDF

digitalSignatureBoxPosX, digitalSignatureBoxPosY

No

In the text box, specify the position of the on-page signature box. If the coordinates are set to (0,0), the signature box will appear in the lower-left corner of the page, while the coordinates (595,842) place the signature box in the upper-right corner of the page.

Billing Document Type

• Invoice

• Credit Memo

• Debit Memo

• invoiceEnabled

• creditMemoEnabled

• debitMemoEnabled

Yes

Select one or more of the following billing document types to be supported:

• Invoice

• Credit Memo

• Debit Memo

These document types are selected by default.

Generate E-Invoice for Customer

enabled

Yes

Enable the e-invoicing profile for the customer account.

If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format:

• The account must be configured to generate e-invoice files for billing documents.

• The billing document must be in Posted status.

• A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.

Business Category

BusinessCategory

No

The following three options are available:

• B2B (Business to Business)

• B2C (Business to Consumer)

• B2G (Business to Government)

For India, specify the field as B2B or B2G.

Legal Business Name

businessName

Yes

In the Legal Business Name field, specify the full official name that the Buyer is registered with the relevant legal authority.

Legal Business Number

businessNumber

Yes

In the Legal Business Number field, specify the unique identifier number of the legal entity or person that you do business with.

You must specify the GSTIN number for the Buyer.

Business Number Schema Id

businessNumberSchemeId

No

In the Business Number Schema Id field, specify the identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.

Tax Register Number

taxRegisterNumber

No

In the Tax Register Number field, specify the Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status.

E-Invoice Destination Code

endpointId

No

In the E-Invoice Destination Code field, specify the Buyer's electronic address, to which the application-level response to the invoice/billing document might be delivered.

E-Invoice Destination Code Schema Id

endpointSchemeId

No

In the E-Invoice Destination Code Schema Id field, specify the identification scheme identifier of the Buyer’s electronic address.

Country

country

Yes

Specify a country or region where you must comply with e-invoicing requirements.

Address 1

addressLine1

Yes

Specify the first line of the Buyer’s address, which is often a street address or business name.

Address 2

addressLine2

Yes

Specify the second line of the Buyer’s address, which is often the name of a building.

Postal Code

postalCode

Yes

Specify the short code that can identify the business address.

City

city

Yes

Specify the name of the city where the business is located.

State/Province

state

Yes

Specify the name of the state or province where the business is located.

The state name needs to be converted to a GST code, as Sovos requires GST codes for states. The Zuora default e-invoicing file template includes a method for converting state names to GST codes. See Create custom objects for storing state names and codes .

Product Rate Plan Charge

HSN__c

Create this custom field of the string type to store HSN codes.

While configuring e-invoicing for India, ensure that you configure HSN codes for all your products and services under the Product Catalog. Electronic billing documents can be generated only with an HSN code. The use of HSN codes is mainly for dealers and trades. They must adopt 2-digit, 4-digit, and 8-digit HSN codes depending on the business turnover. For more information, see GST HSN Codes .

Account

SupplyType__c

Create this custom field of the picklist type to store the type of supply. This picklist field has the following options:

• B2B: business to business

• SEZWP: SEZ with payment

• SEZWOP: SEZ without payment

• EXPWP: export with payment

• EXPWOP: export with payment

• DEXP: deemed export

Note that the values of the picklist field must use short names like B2B, SEZWP, and so on.