Outline of the process for issuing credit and debit and memos in Zuora

This article outlines the process for issuing credit and debit memos in Zuora.

To issue a credit memo, apply it to an outstanding invoice balance, and send it to your customer, you need to do the following steps:

1. Create a credit memo

2. Post the credit memo from the memo detail page / memo list page

3. Apply the credit memo on invoices

4. Email the credit memo document to your customer

To issue a debit memo and send it to your customer, you need to do the following steps:

1. Create a debit memo

2. Post the debit memo

3. Email the debit memo document to your customer