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Enable credit balance adjustment

Learn how to enable future dated credit balance adjustment.

You must complete this procedure before you can access the Future Dated Credit Balance Adjustment feature.

  1. Enable the Credit Balance feature by submitting a request at Zuora Global Support.
  2. Set the payment rule to enable this feature:
    1. Click your username at the top right and navigate to Payments > Define Payment Rules.
    2. On the Payment Rules page, select Yes from the Enable future dated credit balance adjustment? list.