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Split invoice examples

Examples that show how to split invoices with and without tax and how to reverse split invoices in Zuora.

Split invoice without tax

Suppose you have a draft invoice for $130.00 and want to split it into two invoices for $50.00 and $80.00.

Original invoice:
  • Invoice number: INV00049020
  • Amount: $130.00
  • Amount without tax: $130.00
  • Tax amount: $0.00
  • Status: Draft
Split configuration:
  • Split type: Amount
  • Split 1: $50.00, invoice date 2026-01-01, payment term Due Upon Receipt
  • Split 2: $80.00, invoice date 2026-07-15, payment term Net 30

Result - After the invoice is split, Zuora creates two draft invoices:

  • Invoice 1 (INV00049021)

    • Amount: $50.00
    • Invoice date: 2026-01-01
    • Payment term: Due Upon Receipt
  • Invoice 2 (INV00049022)

    • Amount: $80.00
    • Invoice date: 2026-07-15
    • Payment term: Net 30

The original invoice INV00049020 changes to Split status.

Split an invoice with tax

Suppose you have a draft invoice that includes tax and want to split it by amount.

Original invoice:
  • Invoice number: INV00049029
  • Amount: $142.19
  • Amount without tax: $130.00
  • Tax amount: $12.19
  • Status: Draft
Split configuration:
  • Split type: Amount
  • Split 1: $54.69, invoice date 2026-01-01
  • Split 2: $87.50, invoice date 2026-07-15
Result -Zuora creates two draft invoices and allocates the tax amount proportionally:
  • Invoice 1 (INV00049032)

    • Amount: $54.69
    • Amount without tax: $50.00
    • Tax amount: $4.69
    • Invoice date: 2026-01-01
  • Invoice 2 (INV00049033)

    • Amount: $87.50
    • Amount without tax: $80.00
    • Tax amount: $7.50
    • Invoice date: 2026-07-15

When invoices are posted, the draft tax will be re-calculated. The newly calculated tax could be different from the original tax amounts.

Reverse split invoices

Suppose you previously split an invoice into two split invoices dated 2026-01-01 and 2026-07-15, and you want to reverse them on 2026-02-20.

Request:
{
  "memoDate": "2026-02-20",
  "applyEffectiveDate": "2026-02-20"
}

Result: Zuora reverses all split invoices created from the same original invoice.

  • The Reversed field changes to true for all related split invoices.
  • The original invoice status changes from Split to Canceled.
  • You can then create new draft invoices as needed.