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Invoice Settlement Harmonization

Zuora

Invoice Settlement Harmonization

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If you are an existing customer using Zuora's legacy AR functionality (Invoice Adjustments/Invoice Item Adjustments/Credit Balance Adjustments) and want to leverage Invoice Settlement, then Invoice Settlement Harmonization provides you with a gradual, phased, and controlled approach to help you adopt Invoice Settlement using the Invoice Settlement-Invoice Item Adjustment coexistence approach easily. Invoice Settlement Harmonization enables you to gain access to advanced credit management and other new capabilities supported by Invoice Settlement.

  • Starting in July 2024, Zuora will automatically enable Invoice settlement harmonization for customers using legacy AR functionality (Invoice Adjustments/Invoice Item Adjustments/Credit Balance Adjustments/Invoice Payment) in sandbox environments, excluding Central Sandbox environments. Production environments are not included in this update. This auto-enablement will allow you to experience Invoice settlement capabilities and plan your move to full Invoice settlement.
  • If you want to enable the Invoice Settlement Harmonization feature in the Central Sandbox and Production environments, submit a request at Zuora Global Support.
  • Invoice Settlement Harmonization continuously evolves to support additional capabilities during the harmonization phase.

The guide lists articles as references for migrating from an Invoice Adjustment tenant to an Invoice Settlement tenant.

You can access major functions of Invoice Adjustment and Invoice Settlement in your Invoice Settlement Harmonization tenant. For configurations in Invoice Adjustment tenant and Invoice Settlement tenant, see Invoice Adjustment and Invoice Settlement, respectively.