Skip to main content

Transfer all negative invoices to credit balances

Zuora

Transfer all negative invoices to credit balances

  1. Last updated
  2. Save as PDF

Negative invoices are common in subscription businesses. For negative invoices, you can either transfer to positive credit balances, or create invoice item adjustments to zero out the invoices. If the policy of your organization is to transfer all negative invoices to credit balances, you can create a workflow to regularly check for negative invoices and perform the transferring. 

If you have the Invoice Settlement feature enabled, this feature is deprecated and only available for backward compatibility.

In this article, we'll use a standard workflow to transfer all negative invoices to credit balances. 

Available templates

Invoicing > Negative Invoices to Positive Account Credit Balance Limit 1

Workflow overview

workflow_template_invoice_to_credit.png

The workflow consists of three tasks. 

  1. Export: Retrieves account and invoice data using the InvoiceItem object.
  2. Iterate: Iterates unique invoices.
  3. Create: For each unique invoice, creates a credit balance adjustment to transfer the negative balance to a credit balance.

Configurations

  • After a successful test run, you can remove "Limit 1" in the query in the Conditions tab of the export task. 
  • If you want the workflow to be run regularly, configure a schedule for the workflow.