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Post credit and debit memos

Zuora

Post credit and debit memos

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The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information. After Invoice Settlement is enabled, the Invoice Item Adjustment feature will be deprecated for your tenant.

After you have created draft credit memos or debit memos, you must post the memos to activate them. You can post credit memos and debit memos only if you have the Billing permission.

To post memos through the Zuora REST API, see PUT Post Credit Memo and PUT Post Debit Memo.

To post memos through the Zuora UI, use the following pages:

  • The memo detail page
  • The memo list page

From the memo detail page

To post a credit memo or debit memo from the memo detail page:

  1. Navigate to Billing > Credit and Debit Memos in the navigation section.
  2. Click post from the credit memo or debit memo detail page,

From the memo list page

To post a credit or debit memo from the memo list page:

  1. Navigate to Billing > Credit and Debit Memos in the navigation section.
  2. On the Credit and Debit Memos page, click the Credit Memo or Debit Memo tab.
  3. Click post next to the memo you want to post.