Data preparation for end-to-end testing

Before conducting end-to-end testing, you must configure your Zuora tenant to prepare data for testing such as customer accounts, subscriptions, and invoices.

Country-specific settings configuration

You might need to configure country-specific settings if you want to e-invoice your customers in particular countries. For example, specifying specific business information on business regions or creating custom fields on standard objects.

For more information, see Country-specific configurations management.

E-invoicing profile configuration for customer accounts

You have the flexibility to enable e-invoicing for customers based on the regulatory requirements of countries. For example, you can enable e-invoicing only for business customers or customers from particular countries.

When enabling e-invoicing for a customer who acts as a buyer, you must collect the business profile of the customer and configure the e-invoicing profile during the customer account creation or modification. For more information about supported profile settings, see E-invoicing profile settings for accounts.

To configure the e-invoicing profile for a customer account in Zuora UI, see Configure e-invoicing profiles for accounts through the Zuora UI.

Alternatively, you can use the Create an account or Update an account API operation.

Subscriptions and invoices creation

For testing purposes, you must create subscriptions and invoices with taxation information.

To create a subscription, see Create subscriptions.

When subscriptions are created, you can create bill runs to generate invoices. For more information, see Create bill runs.

E-invoice file templates creating and testing

Before sending electronic billing documents to the Sovos sandbox environment, you must create e-invoice file templates in Zuora for Invoice, Credit Memo, and Debit Memo.

When a billing document is posted for a customer from a country that supports e-invoicing, Zuora generates a Sovos-compliant electronic billing document based on the e-invoice file template and then sends the electronic billing document to Sovos.

For more information about Sovos' requirements regarding the document format, see Standard business documents for Sovos.

The procedure for creating an e-invoice file template varies depending on whether it is for a country with which Zuora is pre-integrated.