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Credit and debit memos Quick Start

Zuora

Credit and debit memos Quick Start

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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.

This tutorial outlines the process for issuing a credit and debit memos in Zuora. For details on additional operations, see Management of Credit and Debit Memos.

To issue a credit memo, apply it to an outstanding invoice balance, and send it to your customer:

  1. Create a credit memo
  2. Post the credit memo
  3. Apply the credit memo on invoices
  4. Email the credit memo document to your customer

To issue a debit memo and send it to your customer:

  1. Create a debit memo
  2. Post the debit memo
  3. Email the debit memo document to your customer