Known Limitations in Invoice Settlement

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Known Limitations in Invoice Settlement

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

When using the Invoice Settlement feature, you have to bear its known issues in mind.

Limitations in Invoice Settlement

The Invoice Settlement feature has certain known limitations.

  • Each action and each CRUD operation does not support the Invoice Settlement feature. Actions include Amend, Create, Delete, Execute, Generate, Query, QueryMore, Subscribe, and Update.
  • If you have the Invoice Settlement feature enabled, the Credit Balance feature is deprecated and only available for backward compatibility. 

Limitations in Unapplied Payments

The following known limitations are specific to Unapplied Payments.

  • When creating a payment, the total number of invoices and debit memos that the payment will apply to must be less than or equal to 1,000.
  • When applying a payment, the total number of invoices and debit memos that the payment will apply to must be less than or equal to 1,000.

Limitations in Credit and Debit Memos

The following known limitations are specific to Credit and Debit Memos.

  • If the Exclusive Tax No Rounding feature is enabled, credit memos and debit memos might fail to be posted or applied due to the default decimal precision of currencies. Zuora recommends that you have this feature disabled if you have the Invoice Settlement feature enabled.
  • When applying a credit memo, the total number of invoices and debit memos that the credit memo will apply to must be less than or equal to 1,000.
  • When unapplying a credit memo, the total number of invoices and debit memos that the credit memo will be unapplied from must be less than or equal to 1,000.
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