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Write Off Invoices


Write Off Invoices

This feature is only available if you have the Invoice Settlement feature enabled. The Invoice Settlement feature is in Limited Availability. If you want to have access to the feature, submit a request at Zuora Global Support

You can write off unpaid invoices that are in Posted status through both the Zuora UI and REST API. If any exception occurs during invoice write-off, the operation will roll back.

To write off a posted invoice through the REST API, see PUT Write off invoice for more information.

To write off a posted invoice through the Zuora UI:

  1. In the left navigation area, navigate to Billing > Invoices.
  2. On the All Invoices page, click the invoice that you want to write off.
  3. On the invoice detail page, click more > Write Off Invoice.
  4. In the displayed dialog, specify the date when the credit memo is created in the Memo Date field.
    The memo date must be later than or equal to the invoice date.
  5. Click save.

If the invoice is written off successfully, you can find the auto-generated credit memo in the transaction table. See Invoice Write-Off for more information.