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Auto-refund and write-off process during subscription cancellation

Zuora

Auto-refund and write-off process during subscription cancellation

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Auto-refund process during subscription cancellation

If the cancel & refund request is submitted either through UI or API, auto-refund process is automatically initiated as follows:

  1. The subscription is canceled.
  2. Either a credit memo or final invoice is generated depending on the cancellation effective date. The credit memo is generated for covering any unconsumed services of the subscription.
  3. The refund is unapplied from the payments.
  4. The refund is returned to the customer account of the payments. 
  5. The credit memo is fully or partially applied to the invoices depending on the refund amount.

Auto-refund and write-off process during subscription cancellation

If the cancel & refund request including write-off is submitted through API, auto-refund and write-off process is automatically initiated as follows:

  1. The subscription is canceled.
  2. Either a credit memo or final invoice is generated depending on the cancellation effective date. The credit memo is generated for covering any unconsumed services of the subscription.
  3. The refund is unapplied from the payments.
  4. The refund is returned to the customer account of the payments. 
  5. The credit memo is fully or partially applied to the invoices depending on the refund amount.
  6. Depending on how you specified in the API request, more credit memos could be created to write off the outstanding balances on the invoices.