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Configure e-invoicing profiles for accounts

Learn how to configure and manage e-invoicing profiles for customer accounts using the Zuora UI or REST API.

When creating or updating a customer account, you can configure an e-invoicing profile for the account through the Zuora UI or REST API. This profile stores the business detail information as a buyer.

To configure and manage e-invoicing profiles for customer accounts through the REST API, use the following Accounts operations with the einvoiceProfile field:

  • Create an account

  • Retrieve an account

  • Update an account

  1. To configure an e-invoicing profile for a new customer account through the Zuora UI, perform the following steps:
    1. When creating an account , navigate to the New Customer Account page.
    2. In the E-Invoice section, set Generate E-Invoice for Customer to Yes .
    3. In the displayed Business Profile subsection, configure the e-invoicing profile settings.
    4. Click Save to save the configurations.

    The e-invoicing profile is configured for the customer account.

  2. To configure an e-invoicing profile for an existing customer account through the Zuora UI, perform the following steps:
    1. When editing a customer account , navigate to the account details page.
    2. In the E-Invoice section, click the down arrow next to the section name to expand the section, and then click Edit .
    3. Set the displayed Generate E-Invoice for Customer field to Yes .
    4. In the displayed Business Profile subsection, configure the e-invoicing profile settings.
    5. Click Save to save the configurations.

    If the e-invoicing profile is already configured for the customer account, the E-Invoice section is expanded by default. To update the profile settings, click Edit to make changes.