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Billing operations use cases

Zuora

Billing operations use cases

The Flexible Billing feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

The following use cases are presented to showcase how you can use the Flexible Billing feature to manage billing operations. 

Case 1: Create standalone credit memos from invoices for disputes

If a dispute regarding service interruptions or low quality of service occurs, you can create a standalone credit memo for an account as a compensation. 

In this case, the credit memo uses the bill-to contact on the invoice instead of the default bill-to contact on the account.

Case 2: Create standalone debit memos from invoices for undercharge

In the case of undercharge, you might have to create a standalone debit memo from an invoice for an account. 

In this case, the debit memo uses the bill-to contact and payment term on the invoice instead of the default bill-to contact and default payment term on the account.

Case 3: Write off invoices for bad debt

In the case of bad debt, you might have to write off an invoice. During the invoice write-off, a credit memo is automatically created and applied to the invoice, and the charge through date is reverted back. 

In this case, the credit memo uses the default bill-to contact on the invoice instead of the default bill-to contact on the account.

Case 4: Reverse invoices to correct mistakes

Occasionally, you might have to reverse an invoice to correct a mistake. During the invoice reversal, a credit memo is automatically created and applied to the invoice. 

In this case, the credit memo uses the default bill-to contact on the invoice instead of the default bill-to contact of the account.

Case 5: Reverse credit memos to correct mistakes

Occasionally, you might have to reverse a credit memo to correct a mistake. During the credit memo reversal, a debit memo is automatically created, and the credit memo is applied to the debit memo. 

In this case, the debit memo uses the bill-to contact specified on the subscription, from which the credit memo is created, and uses the default payment term on the account.