Know how to manage credit and debit memos.

Zuora's credit and debit memo capability simplifies the process of correcting, adjusting, and managing balances on accounts and open receivables, such as invoices and debit memos. You can manage memos with the following operations from the Zuora UI and REST API:

• Create a credit or debit memo from an invoice and Create a standalone credit or debit memo from charges

• Edit credit and debit memos

• Post credit and debit memos

• Unpost credit and debit memos

• Apply credit memos to invoices and debit memos

• Unapply credit memos from invoices and debit memos

• Download or email memo documents

• Regenerate memo PDFs

• Refund credit memos

• Reverse credit memos

• Write off credit memos

• View information of credit and debit memos

• Prefix and numbering configuration for billing documents

• Cancel credit and debit memos

• Delete credit and debit memos

• Create taxation items for credit memos and debit memos (REST API only)

• Enable preventing over-crediting

Also, you can manage credit memo and debit memo custom fields from the Zuora UI and REST API.