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Delete Credit and Debit Memos

Zuora

Delete Credit and Debit Memos

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.

You can delete credit and debit memos only if you have the user permission and the memos are in Cancelled Status. See Billing Roles for more information about Billing user permissions.

To delete a credit memo or debit memo from the REST API, see DELETE Credit Memo or DELETE Debit Memo.

To cancel a credit memo or debit memo from the Zuora UI:

  1. Navigate to Billing > Credit and Debit Memos in the left-hand navigation section.
  2. On the Credit and Debit Memos page, click the Credit Memo or Debit Memo tab.
  3. Click the memo number that you want to delete.
  4. On the memo detail page, click delete.
  5. Click yes.