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Knowledge Center > Billing and Payments > Advanced AR Settlement > Credit and Debit Memos > Management of Credit and Debit Memos > Post Credit Memos and Debit Memos

Post Credit Memos and Debit Memos

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

After you have created draft credit memos or debit memos, you must post the memos to activate them. You can post credit memos and debit memos only if you have the Billing permission.

To post memos through the Zuora REST API, see POST Post Credit Memo and POST Post Debit Memo.

To post memos through the Zuora UI:

  • From the memo detail page
  • From the memo list page

From the Memo Detail Page

To post a credit memo or debit memo from the memo detail page:

  1. Navigate to Billing > Credit and Debit Memos in the left-hand navigation section.
  2. Click post from the credit memo or debit memo detail page,

From the Memo List Page

To post a credit or debit memo from the memo list page:

  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 post next to the memo you want to post.
Last modified
18:01, 14 May 2017

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