Skip to main content

Export Credit Balance Applied To and From Invoices

Zuora

Export Credit Balance Applied To and From Invoices

  1. Last updated
  2. Save as PDF

Overview

Use the Export Credit Balance Applied feature to:

  • Show which credit balances were applied to and from invoices.
  • Show whether the credit balance was an increase or a decrease.

Credit Balance on the Accounts Receivable Report

The Accounts Receivable report includes two credit balance columns, Credit Balance Increase (Payment) and Credit Balance Decrease (Refund).

Items in the Credit Balance Increase column can be:

  • Transferring a negative invoice balance to credit balance
  • Overpayment

Items in the Credit Balance Decrease column can be:

  • Applying a credit balance to pay an invoice
  • Refunding a credit balance