Zuora Workflow: Automate Invoice Emails with attached CSV

Easily send detailed invoice emails with CSV attachments, ensuring complete and accurate information for every customer, even with large subscription volumes.

For companies managing subscriptions with many line items, system limitations can prevent complete invoice details in the PDF. Subscription Factory automates invoice PDF generation and sends detailed CSV files as attachments, ensuring every line item is included. This solution eliminates manual effort and ensures that customers receive accurate and comprehensive invoices.

The process

Invoice Generation: Zuora generates an invoice with all line items.
CSV Export: Automatically create a detailed CSV file containing all the invoice line items.
Email Dispatch: Send the invoice email with both the PDF and the detailed CSV file attached.
Process Logging: Track every step to ensure accurate delivery and error handling.

Key features

Fully automated process
Detailed CSV file with all line items
PDF and CSV attachment in the email
Process logs for error tracking
No manual intervention needed

Elevate Your Business with Seamless Workflow Integration

Partnering with Subscription Factory means gaining access to expertly crafted workflows that reduce friction in your operations and give you a competitive edge in the subscription economy. Whether you’re a growing business or an established enterprise, our flexible, efficient workflows will help you achieve faster results and drive long-term success. Let us be your trusted partner in making the most out of Zuora.