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Manage invoice items of draft standalone invoices through the Zuora UI

Learn how to manage invoice items in draft standalone invoices using the Zuora UI, including adding, editing, and deleting items.

To manage invoice items of draft standalone invoices through the Zuora UI, perform the following steps:

  1. Navigate to Billing > Invoices.
  2. On the Invoices page, click the invoice in which you want to add, edit, or delete invoice items.
  3. On the invoice details page, click more > Edit Invoice .
    The invoice editing page is displayed.
  4. In the Invoice Details area, perform one of the following operations:

    Operations

    Steps

    To create and add an invoice item.

    1. Click Create New Charge.

    2. In the Create a New Charge dialog, specify Charge Name, Price, Quantity, Start Date, and other fields.

    3. Click Save.

    To add an existing product rate plan charge as a new charge item.

    1. Click Search Existing Products.

    2. In the Add a Charge to the Invoice dialog, click a listed product or search for a product, select a product rate plan and a product rate plan charge, and click Add.

    3. In the Create a New Charge dialog, click Save.

    To delete an existing product rate plan charge.

    1. Click the delete icon.

    2. In the Delete Charge? dialog, click Delete .

  5. On the invoice editing page, click Save Updates to save the changes.