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Create a custom memo template


Create a custom memo template

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 create your custom credit memo and debit memo templates based on your company's requirements. Zuora supports credit memo merge fields and debit memo merge fields to display certain information you want your customers to see.

To create a custom memo template, complete the following steps: 

  1. Download the sample credit memo template or sample debit memo template.
  2. Create mail merge fields and use tables to add information to the default template.
  3. (Optional) Define the format for date and number fields.