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Reverse invoices from the Zuora UI

Zuora

Reverse invoices from the Zuora UI

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Occasionally, you may post an incorrect invoice that contains either charge mistakes or other errors. Upon customer request, you can reverse the incorrect invoice and generate a corrected version for that same billing period.

You can reverse a posted invoice only if you have the user permission. See Billing Roles for more information.

You can reverse invoices only if you have Invoice Settlement enabled.

To reverse a posted invoice from the Zuora UI:

  1. In the left navigation area, navigate to Billing > Invoices.
  2. On the All Invoices page, click the invoice that you want to write off.
  3. On the invoice detail page, click the three vertical dots icon to display more applicable actions, then click Reverse Invoice.
  4. Specify the following information in the Reverse Invoice dialog:
    • Memo Date: The date when the credit memo is created. The memo date must be later than or equal to the invoice date.
    • Apply Effective Date: The date when the credit memo is applied to the invoice that will be reversed. The effective date must be later than or equal to the memo date.
  5. Click Save.

If the invoice is reversed successfully, you can find the auto-generated credit memo in the transaction table. See Reverse invoices for more information.