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Chargebacks: Write off invoices and cancel subscriptions

Zuora

Chargebacks: Write off invoices and cancel subscriptions

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When chargebacks occur, you may want to write off the invoices and cancel the associated subscriptions. You can use Workflow to automate the process.

Available templates

Payments > "Chargebacks -> Write Off Invoices + Cancel Subscription"

workflow_template_chargebacks.png

Workflow overview

This workflow consists of six tasks:

  1. Export: Exports invoices that have chargebacks and positive balances from the Refund Invoice Payment object.
  2. Iterate: Iterates unique invoices. 
  3. WriteOff: Writes off the invoices. This task outputs Invoice Item data and appends the data to the workflow payload.
  4. Query: Retrieves the associated subscriptions that are still active. 
  5. Iterate: Iterates unique subscriptions.
  6. Cancel: Cancels the subscriptions.

Configurations

  • If you want the workflow to regularly write off invoices and cancel subscriptions for chargebacks, configure a schedule for the workflow in the settings.
  • If you want to add a notification task (Email or SMS) at the end of the workflow, you need to select necessary BillToContact fields in the Fields tab of the export task. 
  • For the second iterate task, ensure that the following settings are used. If any of the settings cannot be configured, remove the iterate task and create a new iterate task. 
    • Object: Subscription
    • Iteration Type: Unique-Field
    • Selected Field: Id
  • You can modify specific settings in the write-off and cancel tasks.

Customizations

You may want to add a notification task (Email or SMS) at the end of the workflow to notify accounts of the changes.