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Manage Memo Templates

Zuora

Manage Memo Templates

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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 edit or remove credit memo and debit memo templates in Zuora Billing setting.

Edit Memo Templates

To edit a credit memo or debit memo template:

  1. Click your username at the top right and navigate to Billing > Manage Billing Document Configuration.
  2. In the Manage Invoice, Credit/Debit Memo Templates tab, click edit.
  3. Edit the template name or upload the updated template file.
  4. Click save.

Remove Memo Templates

To remove a credit memo or debit memo template:

You cannot remove the memo default template.

  1. Click your username at the top right and navigate to Billing > Manage Billing Document Configuration.
  2. In the Manage Invoice, Credit/Debit Memo Templates tab, click remove.