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Invoice Adjustments, Invoice Item Adjustments, Credit Balance Adjustments, and Payment Objects: end of life

Invoice Adjustments, Invoice Item Adjustments, Credit Balance Adjustments, and payment objects (Invoice Payment, Refund Invoice Payment) will be deprecated on August 31, 2027. All customers must transition to Invoice Settlement.

By August 31, 2027, Invoice Adjustments, Invoice Item Adjustments, Credit Balance Adjustments, and payment objects (Invoice Payment, Refund Invoice Payment) will reach end-of-life. All customers must migrate to Invoice Settlement, accordingly.

The Invoice Settlement feature has been generally available since March 2021 in Zuora Billing Release 296. Invoice Settlement provides you with advanced payment management, credit and debit memos, and item level application.

  • With the Unapplied Payments feature, you can create unapplied payments, apply unapplied payments on invoices and debit memos, unapply applied payments, and transfer payments.

  • With the Credit and Debit Memos feature, you can issue memos to correct invoices and manage the balance due on a particular invoice or account.

  • With the Invoice Item Settlement feature, you can apply payments at the line-item level.

There are five relevant APIs: