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Zuora Billing

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Credit Balances

Reverse past credit balance adjustment

Information on reverse past credit balance adjustment

You can reverse a previously made credit balance adjustment, by creating another credit balance adjustment to counter the effect of the previous adjustment, even in a closed accounting period.

Note:

This feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing as generally available.

Reverse past credit balance adjustments

You can reverse a past credit balance adjustment even if the accounting period is closed.

For example, you have an invoice with open balance of $100. You accidentally apply $30.00 from the credit balance, making the new balance $70.00. You realize your mistake and reverse the amount by transferring $10 to the credit balance, making the new invoice balance $80.00.

Consider the following before reversing a credit balance adjustment:

  • Invoices with a positive balance:
    • The amount transferred cannot exceed the amount applied from the credit balance.
    • Can only be transferred after it's been applied from the credit balance.
  • Invoices with a negative balance:
    • Can only be transferred after it's been transferred to the credit balance.
    • The amount applied cannot exceed the amount transferred to the credit balance.
  • A credit balance cannot be applied if the balance is zero, regardless If the invoice is positive or negative.
  • A credit balance adjustment transaction cannot be canceled.

For example, you have an invoice with an open balance of $100.00, $40 of which is applied from the credit balance, bringing the balance to $60. 10 USD to the credit balance, the balance of the invoice is 100 + (-40) + 10 = 70 USD. Now, if the user wants to cancel the first credit balance adjustment, which is $40. It will make the invoice balance be 100 + (-40) + 10 + 40 = 110 USD. It means the invoice balance is greater than the invoice amount. So this operation is not allowed.

To know how to reverse a past credit balance, refer to Reverse a past credit balance.

View credit balance activity

Open the customer account detail page and scroll down to the Transactions section. You can see the credit balance activity on the Credit Balance tab.

Last updated: November 18, 2025