Detach partial early renewed subscriptions in batches and generate credit memos across multiple invoice schedules

Step 1 - Detach charges C5 and C6 from IS1

Detaching C5 and C6 from IS1 allows you to generate invoices and credit memos for the changes on S5 and S6 in a new invoice schedule.

To detach C5 and C6 from IS1, perform the following steps:

1. In the left navigation section, navigate to Customers > Orders.
2. On the Orders page, click the number of the order associated with IS1.
3. On the order detail page, click the number of IS1.
4. On the invoice schedule detail page, click the more options icon  in the upper right and then click Detach Charges.
   The Detach Charges dialogue is displayed.
5. Select only C5 and C6 in the subscription rate plan charge list.
6. Click Detach.

After detaching C5 and C6 from IS1, the billing schedule of IS1 is as follows:

• Total Amount: $72,000.00
• Actual Amount: $64,000.00
• Billed Amount: $48,000.00
• Unbilled Amount: $16,000.00
• Invoice schedule item 1:
  • Amount: $48,000.00
  • Actual Amount To Bill: $48,000.00
  • Billed Amount: $48,000.00
• Invoice schedule item 2:
  • Amount: $24,000.00
  • Actual Amount To Bill: $16,000.00
  • Billed Amount: -

The Actual Amount of IS1 is different from the Total Amount because the invoice schedule will not bill the remaining amounts of detached C5 and C6.

Actual Amount = $12,000.00×4+($12,000.00-($12,000.00÷12)×4)×2 = $64,000.00

In the equation above:

• $12,000.00×4 represents the total amounts of C1, C2, C3, and C4.
• ($12,000.00÷12)×4 represents the unbilled amounts for C5 or C6 for the service period from 1 September 2025 to 31 December 2025.
• $12,000.00-($12,000.00÷12)×4 represents the billed amounts for C5 or C6 for the service period from 1 January 2025 to 31 August 2025.

Step 2 - Create an order for changes in S5 and S6

Create an order with the following order actions to change the product of S5 and make an early renewal for S6. For more information about order actions, see Order actions tutorials.

• Order action for removing the product in S5:
  • Remove Product: Remove the product from which C5 is generated and set the trigger date as 6/1/2025.
• Create a new subscription S7:
  • Create Subscription: Create a new subscription by selecting a new product which is different from the one C5 is generated from. Set the Term Start Date as 6/1/2025.
• Order action for early renew S6:
  • Remove Product: Remove the product from which C6 is generated and set the trigger date as 6/1/2025.
  • Terms And Conditions: Update the term start date and trigger date to 6/1/2025.
  • Add Product: Add the same product from which C6 is generated and set the trigger date as 6/1/2025.

Once the order is created, the subscription change plan rates in S5, S6, and S7 are as follows:

The billing schedule of IS1 is the same because C5 and C6 had already been detached from IS1.

Step 3 - Create IS2 for the newly subscribed terms

To create a new invoice schedule (IS2) for the new subscription S7 and renewal term of S6, perform the following steps:

1. In the left navigation section, navigate to Customers > Orders.
2. On the Orders page, click the number of the order created in step 2.
3. In the upper right of the order detail page, click Create Invoice Schedule.
4. In the Basic Information section on the Create Invoice Schedule page, click Select Subscriptions or Charges.
   The Change Subscriptions dialog opens.
5. Select only C6-2 and C7 in the subscription rate plan charge list and then click Done.
   This is because you have already billed C5 and C6 in IS1.
6. In the Additional Subscriptions section, add S5 and S6 to generate the credit memo for C5 and C6, which has already been detached from IS1.
7. In the Schedule Items section, create two invoice schedule items with the following configuration.

   Invoice schedule item type	Invoice schedule item	Run date	Amount	Target Date
   Item With Amount	1	05-17-2025	$16,000.00	06-01-2025
   Item With Amount	2	12-05-2025	$8,000.00	-

   If you do not specify a target date for invoice schedule item 1, Zuora Schedule will use the run date as the target date when billing additional subscriptions. However, since the run date of item 1 (17 May 2025) is earlier than the service period start date of the credit (1 June 2025), no credit memo will be generated.
8. In the upper right of the Create Invoice Schedule page, click Create Invoice Schedule.
9. In the displayed Confirmation dialog, click Yes to confirm invoice schedule creation.

After IS2 is created, C6-2 and C7 will be billed according to the scheduled items. Since S5 and S6 are added as additional subscriptions to IS2, a credit memo for S5 and S6 will be generated when Zuora Scheduler runs the first item in IS2.

Step 4 - Generate the credit memo within IS2

When Zuora Scheduler processes the first invoice schedule item in IS2, it generates an invoice (INV2) for $16,000.00, along with a credit memo (CM1) for the previously billed service period of C5 and C6, from 1 June 2025 to 31 August 2025.

The following table lists the information on IS2:

You can apply CM1 to INV2 to eliminate duplicate charges from your customer.

Step 5 - Detach charges C3 and C4 from IS1

Detaching C3 and C4 from IS1 allows you to generate invoices and credit memos for the changes on S3 and S4 in a new invoice schedule.

To detach C3 and C4 from IS1, perform the following steps:

1. In the left navigation section, navigate to Customers > Orders.
2. On the Orders page, click the number of the order associated with IS1.
3. On the order detail page, click the number of IS1.
4. On the invoice schedule detail page, click the more options icon  in the upper right and then click Detach Charges.
   The Detach Charges dialogue is displayed.
5. Select only C3 and C4 in the subscription rate plan charge list.
6. Click Detach.

After detaching C3 and C4 from IS1, the billing schedule of IS1 is as follows:

• Total Amount: $72,000.00
• Actual Amount: $56,000.00
• Billed Amount: $48,000.00
• Unbilled Amount: $8,000.00
• Invoice schedule item 1:
  • Amount: $48,000.00
  • Actual Amount To Bill: $48,000.00
  • Billed Amount: $48,000.00
• Invoice schedule item 2:
  • Amount: $24,000.00
  • Actual Amount To Bill: $8,000.00
  • Billed Amount: -

The Actual Amount of IS1 is different from the Total Amount because the invoice schedule will not bill the remaining amounts of detached C3, C4, C5, and C6.

Actual Amount = $12,000.00×2+($12,000.00-($12,000.00÷12)×4)×4 = $56,000.00

In the equation above:

• $12,000.00×2 represents the total amounts of C1 and C2.
• ($12,000.00÷12)×4 represents the unbilled amounts for any of C3, C4, C5, or C6 for the service period from 1 September 2025 to 31 December 2025.
• $12,000.00-($12,000.00÷12)×4 represents the billed amounts for any of C3, C4, C5, or C6 for the service period from 1 January 2025 to 31 August 2025.

Step 6 - Create an order for changes in S3 and S4

Create an order with the following order actions to change the product of S3 and make an early renewal for S4. For more information about order actions, see Order actions tutorials.

• Order action for removing the product in S3:
  • Remove Product: Remove the product from which C3 is generated and set the trigger date as 8/1/2025.
• Create a new subscription S8:
  • Create Subscription: Create a new subscription by selecting a new product which is different from the one C3 is generated from. Set the Term Start Date as 8/1/2025.
• Order action for early renew S4:
  • Remove Product: Remove the product from which C4 is generated and set the trigger date as 8/1/2025.
  • Terms And Conditions: Update the term start date and trigger date to 8/1/2025.
  • Add Product: Add the same product from which C6 is generated and set the trigger date as 8/1/2025.

Once the order is created, the subscription change plan rates in S3, S4, and S8 are as follows:

The billing schedule of IS1 is the same because C3 and C4 had already been detached from IS1.

Step 7 - Create IS3 for the newly subscribed terms

To create a new invoice schedule (IS3) for the new subscription S8 and renewal term of S4, perform the following steps:

1. In the left navigation section, navigate to Customers > Orders.
2. On the Orders page, click the number of the order created in step 6.
3. In the upper right of the order detail page, click Create Invoice Schedule.
4. In the Basic Information section on the Create Invoice Schedule page, click Select Subscriptions or Charges.
   The Change Subscriptions dialog opens.
5. Select only C4-2 and C8 in the subscription rate plan charge list and then click Done.
   This is because you have already billed C3 and C4 in IS1.
6. In the Additional Subscriptions section, add S3 and S4 to generate the credit memo for C3 and C4, which has already been detached from IS1.
7. In the Schedule Items section, create two invoice schedule items with the following configuration.

   Invoice schedule item type	Invoice schedule item	Run date	Amount	Target Date
   Item With Amount	1	07-17-2025	$16,000.00	08-01-2025
   Item With Amount	2	12-05-2025	$8,000.00	-

   If you do not specify a target date for invoice schedule item 1, Zuora Schedule will use the run date as the target date when billing additional subscriptions. However, since the run date of item 1 (17 July 2025) is earlier than the service period start date of the credit (1 August 2025), no credit memo will be generated.
8. In the upper right of the Create Invoice Schedule page, click Create Invoice Schedule.
9. In the displayed Confirmation dialog, click Yes to confirm invoice schedule creation.

After IS3 is created, C4-2 and C8 will be billed according to the scheduled items. Since S3 and S4 are added as additional subscriptions to IS2, a credit memo for S3 and S4 will be generated when Zuora Scheduler runs the first item in IS3.

Step 8 - Generate the credit memo within IS3

When Zuora Scheduler processes the first invoice schedule item in IS3, it generates an invoice (INV3) for $16,000.00, along with a credit memo (CM2) for the previously billed service period of C3 and C4, from 1 August 2025 to 31 August 2025.

The following table lists the information on IS3:

You can apply CM2 to INV3 to eliminate duplicate charges from your customer.

Other use cases

For more use cases of detaching subscriptions from invoice schedules, see the following:

• Detach partial early renewed subscriptions and generate credit memos in a new invoice schedule
• Detach partial early renewed subscriptions and generate credit memos using standard billing process
• Detach partial early renewed subscriptions with owner transfer and generate credit memos in a new invoice schedule