The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.
To get the latest version of the memo documents after the memo updates, you need to regenerate the memo PDFs. For example, a credit memo is applied to pay invoices and debit memos. The applied amount of the credit memo is then changed on the memo PDF. To send your customer the updated memo document, you must regenerate the memo PDF.
To regenerate a memo PDF through the Zuora REST API, see POST Credit Memo PDF and POST Debit Memo PDF.
To regenerate a memo PDF through the Zuora UI:
- Navigate to Billing > Credit and Debit Memos in the left-hand navigation section.
- On the Credit and Debit Memos page, click the memo number that you want to edit in the Credit Memo or Debit Memo tab.
- Credit memo only: On the credit memo detail page, click more > Regenerate Credit Memo PDF.
- Debit memo only: On the debit memo detail page, click more > Regenerate Debit Memo PDF.
You can find the regenerated memo PDFs in the History section.