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Unpost credit and debit memos

Zuora

Unpost 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.

You can unpost credit and debit memos that are in Posted status. You can unpost credit and debit memos only if you have the Billing user permission. See Billing Roles for more information about Billing user permissions.

If a credit memo has been applied or refunded, you are not allowed to unpost it. If any credit memo or payment has been applied to a debit memo, you are not allowed to unpost the debit memo.

To unpost a credit or debit memo from the REST API, see PUT Unpost credit memo or PUT Unpost debit memo. 

To unpost a credit or debit memo from the Zuora UI, complete the following steps:

  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 the memo number that you want to unpost.
  4. On the memo detail page, click more > Cancel Post.
  5. Click yes.

After a credit or debit memo is unposted, its status becomes Draft.