Adjustment engine
Use this topic on how Zuora handles payment differences during cash application by defining adjustment types, calculation rules, limits, and application priorities.
Adjustments allow you to configure how Zuora should handle payment differences during cash application. These differences may occur because of bank charges, early payment discounts, chargebacks, deductions, round-offs, write-offs, or other short-payment scenarios. Once configured, Zuora uses these rules during payment matching and payment application to identify valid adjustments, apply them to the payment or invoice. This helps users complete reconciliation without manual calculations.
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Enable or disable adjustment types
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Define how each adjustment should be calculated
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Decide whether an adjustment applies to the invoice or should be recorded as an expense journal entry
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Set deviation limits and exact values
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Allow notes, multiple entries, or customer-specific overrides
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Set the priority in which adjustment rules should be evaluated