Learn how to set up your e-invoicing service provider through the Zuora UI, including configuring settings and verifying connections with providers like Sovos, PEPPOL, and Avalara.

1. Click your avatar in the upper right and click Settings > Billing.
2. On the Billing Settings page, click E-Invoice.
3. On the E-Invoice Settings page, click + Add in the Service Providers section.
4. In the displayed Add Service Provider dialog, configure the following settings:
   1. In the Name field, specify the name of the e-invoicing service provider.
   2. From the Provider list, select an e-invoicing service provider:

      • Sovos: Provides e-invoice compliance solutions in countries such as India, Italy, Saudi Arabia, and others. You must follow Sovos' configuration steps to set up e-invoicing configurations on the Sovos side. The result fields might be different by country. For more information, see Manage country-specific configurations.

      • PEPPOL: Provides PEPPOL-compliant e-invoice files for countries utilizing the PEPPOL standard or its derivatives. For more information, see E-invoicing with PEPPOL.
      • Avalara: Provides e-invoice compliance solutions in the following countries:
        • Countries as part of the Peppol network, such as Australia.
        • Countries not part of the Peppol network but follow country-specific invoice clearance processes, such as Mexico.
   3. Specify additional service provider information for Sovos or Avalara service provider:
      • API Key and Secret Key : Request the API key and secret key from Sovos or Avalara and specify them.

      • Certificate and Certificate Password : Request the certificate file and certificate password from Sovos. Upload the certificate file to the Certificate field, and specify the password.

        Note: Sovos supports both TLS and non-TLS authentication mode. If a certificate is provided, Zuora uses the TLS endpoint to communicate with Sovos. If no certificate is provided, Zuora uses the non-TLS endpoint instead. Zuora doesn't recommend TLS authentication mode as it has been deprecated by Sovos..
   4. Optional: Select the Test Environment check box.
   5. For Avalara and Sovos, click Test Connection to verify the connection with the Avalara service provider.
      • If the connection fails, update the API Key and Secret Key fields with correct credentials and click Test Connection. Repeat this step until the connection succeeds.
      • If the connection succeeds, perform the next step.
5. Click Save to save the settings.