Invoice Settlement
The Invoice Settlement feature provides you with the capabilities to handle advanced payment management, credit and debit memos, and item-level transactions.
- Get started with Invoice Settlement
- Introduces basic information about the Invoice Settlement feature.
- Unapplied Payments
- Introduces how to create unapplied payments to adjust invoice amounts.
- Credit memos and debit memos
- Introduces how to use Zuora Billing to generate credit and debit memos.
- Overview of credit memos and debit memos
- Get started with credit and debit memos
- Management of credit and debit memos
- Generate memo PDFs with custom memo template
- Attachments on credit and debit memos
- Memo data export
- Notifications for memos
- Rules for generating invoices and credit memos
- Tax calculation for credit and debit memos
- Understand Available To Credit and Invoice Balance
- Use cases of invoice and memo association
- Invoice Item Settlement
- Introduces how to use the Invoice Item Settlement feature to specify explicitly how payments and credit memos are applied at the item level on invoices or debit memos.