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

Create a Custom Memo Template

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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 create your custom credit memo and debit memo templates based on your company's requirements. Zuora supports credit memo merge fields and debit memo merge fields to display certain information you want your customers to see.

To create a custom memo template:

  1. Download the sample credit memo template or sample debit memo template.
  2. Create mail merge fields and use tables to add information to the default template.
  3. (Optional) Define the format for date and number fields.
Last modified
23:18, 10 May 2017

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