Billing operations use cases
The Flexible Billing feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.
The following use cases are presented to showcase how you can use the Flexible Billing feature to manage billing operations.
Case 1: Create standalone credit memos from invoices for disputes
If a dispute regarding service interruptions or low quality of service occurs, you can create a standalone credit memo for an account as compensation.
In this case, the credit memo uses the bill-to contact and sequence set on the invoice instead of the default bill-to contact and sequence set on the account.
Case 2: Create standalone debit memos from invoices for undercharge
In the case of undercharge, you might have to create a standalone debit memo from an invoice for an account.
In this case, the debit memo uses the bill-to contact, payment term, and sequence set on the invoice instead of the default bill-to contact, payment term, and sequence set on the account.
Case 3: Write off invoices for bad debt
In the case of bad debt, you might have to write off an invoice. During the invoice write-off, a credit memo is automatically created and applied to the invoice, and the charge through date is reverted back.
In this case, the credit memo uses the default bill-to contact and sequence set on the invoice instead of the default bill-to contact and sequence set on the account.
Case 4: Reverse invoices to correct mistakes
Occasionally, you might have to reverse an invoice to correct a mistake. During the invoice reversal, a credit memo is automatically created and applied to the invoice.
In this case, the credit memo uses the default bill-to contact and sequence set on the invoice instead of the default bill-to contact and sequence set of the account.
Case 5: Reverse credit memos to correct mistakes
Occasionally, you might have to reverse a credit memo to correct a mistake. During the credit memo reversal, a debit memo is automatically created, and the credit memo is applied to the debit memo.
In this case, the debit memo uses the bill-to contact specified on the subscription, from which the credit memo is created, and uses the default payment term on the account.
Case 6: Create standalone credit memos or debit memo from product rate plan charges
If you create a standalone credit memo or debit memo from a product rate plan charge, the credit memo or debit memo uses the default bill-to contact, payment term, and billing document sequence set on the account.
Case 7: Create payments or refunds
If you create a payment to apply to an invoice, the payment always uses the default sequence set on the account, instead of the sequence set on the invoice. If you create a refund to apply to a payment, the refund always uses the default sequence set on the account.