Unpost Credit and Debit Memos

Knowledge Center > Billing and Payments > Invoice Settlement > Credit and Debit Memos > Management of Credit and Debit Memos > Unpost Credit and Debit Memos

Unpost Credit and Debit Memos

Table of contents
No headers

The Invoice 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 unpost credit and debit memos that are in Posted status. You can unpost credit and debit memos only if you have the Billing user permission. See Billing Roles for more information about Billing user permissions.

If a credit memo has been applied or refunded, you are not allowed to unpost it. If any credit memo or payment has been applied to a debit memo, you are not allowed to unpost the debit memo.

To unpost a credit or debit memo from the REST API, see PUT Unpost credit memo or PUT Unpost debit memo

To unpost a credit or debit memo 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 Credit Memo or Debit Memo tab.
  3. Click the memo number that you want to unpost.
  4. On the memo detail page, click more > Cancel Post.
  5. Click yes.

After a credit or debit memo is unposted, its status becomes Draft. 

Last modified

Tags

This page has no custom tags.

Classifications

(not set)