Revenue schedules track recognized revenue and schedule the distribution of future revenue into accounting periods. This article explains how to access a revenue schedule from an invoice, invoice item adjustment, and subscription.
How to Access a Revenue Schedule
You can navigate to revenue schedule from an invoice, invoice item adjustment, or subscription.
See Revenue Schedules for conceptual information.
Access from an Invoice
Navigation: Billing > Invoices. Scroll down to the Invoice Details section. Under the Revenue Schedule column, click the Revenue Schedule number, such as RS-00000185, to view the details.
Access from an Invoice Item Adjustment
Navigation: Billing > Invoice Item Adjustments. Next to the Revenue Schedule label, click the Revenue Schedule number, such as RS-00000185, to view the details.
Access from Subscription
You can only access manually created revenue schedules from a subscription.
Navigation: Customers > Subscriptions. Scroll down to the Product & Charges section. Under the Revenue column, click View to access a revenue schedule on a specific charge.
See Charge Revenue Summary for more information.
Access from Credit Memo or Debit Memo
If you enable the Invoice Settlement feature, you can create credit or debit memos, and access revenue schedules from credit or debit memos.
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.
Navigation: Click Billing > Credit and Debit Memos, and click a credit or debit memo to open its detail page. Click the revenue schedule number under the Revenue Schedule column to access the revenue schedule.
The Revenue Workbench lists all revenue schedules that have non-zero undistributed revenue on their subscription charges. Navigate directly to revenue schedules that require action from this page. See Revenue Workbench for more information.
Navigation: Finance > Revenue Workbench. Click the revenue schedule number under the Revenue Schedules column to access the revenue schedule.