Integration with Invoice Settlement

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Integration with Invoice Settlement

Table of contents

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

  • Credit and debit memos, like invoices, are legal documents vendors issue to their customers. They are used to correct charge mistakes on invoices and to manage the balance due on a particular invoice or account.
  • Unapplied payments are money received from customer accounts that have not been applied to invoices and debit memos.
  • The Invoice Item Settlement feature allows all the following settlement transactions against the item level:
    • Payments
    • Refunds
    • Credit Memos

Finance Integration

Once you have the Invoice Settlement feature enabled, Zuora Finance provides the following capabilities in both the Zuora UI and REST API:

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