Skip to main content

Create a Custom Memo Template


Create a Custom Memo Template

The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to have access to the feature, submit a request at Zuora Global Support

You can create your custom credit memo and debit memo templates based on your company's requirements. Zuora supports credit memo merge fields and debit memo merge fields to display certain information you want your customers to see.

To create a custom memo template:

  1. Download the sample credit memo template or sample debit memo template.
  2. Create mail merge fields and use tables to add information to the default template.
  3. (Optional) Define the format for date and number fields.