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Write off debit memos from the UI

Zuora

Write off debit memos from the UI

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You can write off debit memos with the Zuora UI or REST API. If any exception occurs during invoice write-off, the operation will roll back.

This operation is only available if you have Invoice Settlement enabled. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.

To write off a debit memo through the REST API, see Write off a debit memo for more information.

To write off a debit memo through the Zuora UI, complete the following steps:

  1. Navigate to Billing > Credit and Debit Memos in the left-hand navigation section.
  2. On the Credit and Debit Memos page, click the debit memo that you want to write off from the debit memo tab.
  3. On the debit memo detail page, click the three vertical dots icon to display more applicable actions, then click Write Off Debit Memo.
  4. In the Write Off Debit Memo dialog, configure the following information:
    1. In the Write-Off Date field, specify the date when the debit memo is created. The memo date must be later than or equal to the debit memo date.
    2. In the Reason Code field, enter a reason code for the credit memo to be created.
    3. In the Comment field, enter a comment for the credit memo to be created.
    4. In the Write-Off Details section, enable the Revenue Impacting option to set the Accounting Code and specify the Write-Off Amount.
  5. Click Save.