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Define payment rules

Zuora

Define payment rules

You can use the Payment Rules page to define your company's payment policies or rules around credit balance, payments, refunds, and so on.

Click your username at the top right and navigate to Payments > Payment SettingsDefine Payment Rules to configure payment rules.

Enable future dated credit balance adjustment?

This payment rule is only available if you have the Credit Balance feature enabled. If you want to have access to the feature, submit a request at Zuora Global Support.

Select whether possible to specify a credit balance adjustment date to a future date and process credit balance adjustments from or to a future dated invoice.  

The following options are provided:

  • Yes (default)
    The Future Dated Credit Balance Adjustment feature is enabled. You can specify a credit balance adjustment date to a future date and process credit balance adjustments from or to a future dated invoice.
  • No
    You cannot specify a credit balance adjustment date to a future date or process credit balance adjustments from or to a future dated invoice.

This payment rule is only available if you have the Credit Balance feature enabled. After you set this payment rule to Yes, the Future Dated Credit Balance Adjustment feature is enabled. See Future Dated Credit Balance Adjustment for more information.