Get started with credit and debit memos

This article outlines the process for issuing credit and debit memos in Zuora. For details on additional operations, see Management of credit and debit memos.

To issue a credit memo, apply it to an outstanding invoice balance, and send it to your customer, you need to do the following steps:

1. Create a credit memo
2. Post the credit memo
3. Apply the credit memo on invoices
4. Email the credit memo document to your customer

To issue a debit memo and send it to your customer, you need to do the following steps:

1. Create a debit memo
2. Post the debit memo
3. Email the debit memo document to your customer