Manage memo templates
You can edit or remove credit memo and debit memo templates in Zuora Billing setting.
Edit memo templates
To edit a credit memo or debit memo template:
- Click your username at the top right corner and click Billing > Manage Billing Document Configuration.
- In the Manage Invoice, Credit/Debit Memo Templates tab, click Edit.
- Edit the template name or upload the updated template file.
- Click Save.
Remove memo templates
To remove a credit memo or debit memo template:
You cannot remove the memo default template.
- Click your username at the top right corner and click Billing > Manage Billing Document Configuration.
- In the Manage Invoice, Credit/Debit Memo Templates tab, click Remove.