Write off invoices from the UI
You can write off unpaid invoices in Posted status with the Zuora UI or REST API. If any exception occurs during invoice write-off, the operation will roll back.
You can write off invoices only if you have Invoice Settlement enabled.
To write off a posted invoice through the REST API, see PUT Write off invoice for more information.
To write off a posted invoice through the Zuora UI:
- In the left navigation area, navigate to Billing > Invoices.
- On the All Invoices page, click the invoice that you want to write off.
- On the invoice detail page, click the three vertical dots icon to display more applicable actions, then click Write Off Invoice.
- In the displayed Write Off Invoice dialog, configure the following information:
- In the Memo Date field, specify the date when the credit memo is created.
The memo date must be later than or equal to the invoice date. - In the Reason Code field, enter a reason code for the credit memo to be created.
- In the Comment field, enter a comment for the credit memo to be created.
- In the Memo Date field, specify the date when the credit memo is created.
- Click Save.
If the invoice is written off successfully, you can find the auto-generated credit memo in the transaction table. See Invoice Write-Off for more information.