Skip to main content

Post credit and debit memos

Zuora

Post credit and debit memos

  1. Last updated
  2. Save as PDF

After you have created draft credit memos or debit memos, you must post the memos to activate them. You can post credit memos and debit memos only if you have the Billing permission.

To post memos through the Zuora REST API, see PUT Post Credit Memo and PUT Post Debit Memo.

To post memos through the Zuora UI, use the following pages:

  • The memo detail page
  • The memo list page

From the memo detail page

To post a credit memo or debit memo from the memo detail page:

  1. Navigate to Billing > Credit and Debit Memos in the navigation section.
  2. On the Credit and Debit Memos page, click the memo number in the Credit Memos or Debit Memos tab. The memo detail page opens.
  3. Click Post. A dialog is displayed to confirm the action.
  4. Click Save to confirm the action.

From the memo list page

To post a credit or debit memo from the memo list page:

  1. Navigate to Billing > Credit and Debit Memos in the navigation section.
  2. On the Credit and Debit Memos page, click the Credit Memos or Debit Memos tab.
  3. Locate the row of the target credit memo or debit memo.
  4. On the right side of the row, click Post.
  5. Click Confirm to confirm the action in the dialog.