Knowledge Center

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

Edit Credit and Debit Memos

Table of contents
No headers

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

You can edit a credit or debit memo after creation from the Zuora UI and REST API. 

To edit credit memos and debit memos from the Zuora REST API, see PUT Update Credit Memo and PUT Debit Memo.

To edit credit memos and debit memos from the Zuora UI:

  1. Navigate to Billing > Credit and Debit Memos in the left-hand navigation section.
  2. On the Credit and Debit Memos page, click the memo number that you want to edit in the Credit Memo or Debit Memo tab.
  3. In the Basic Information panel, click edit to update the basic information of the memo. The Reason Code field is only editable if you have the billing user permission.
  4. Click save.
  5. Click edit in the memo item row you want to edit. Edit the memo item information. Note that you cannot edit the items of the credit memos that are generated from the bill run.
  6. Click save.

For more information about the description of service periods and accounting codes, see Viewing Credit and Debit Memos.

Last modified
18:18, 14 May 2017

Tags

This page has no custom tags.

Classifications

(not set)