Knowledge Center

Knowledge Center > Billing and Payments > Advanced AR Settlement > Credit and Debit Memos > Generate Memo PDFs with Custom Memo Template

Generate Memo PDFs with Custom Memo Template

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

Zuora generates the credit memo and debit memo PDFs based on the templates you set. You can set either Zuora default memo templates or your custom templates to generate memo PDFs. By default, Zuora default memo templates are used.

To use your custom memo template for generating memo PDFs:

  1. Create a custom memo template.
  2. Upload the custom memo template to Zuora.
  3. Set the custom memo template as the default template.
Last modified
23:19, 10 May 2017

Tags

This page has no custom tags.

Classifications

(not set)