With the Invoice Settlement feature enabled, you can use Zuora Billing to generate credit memos and debit memos when necessary.

Overview of credit memos and debit memos

Credit memos and debit memos are used to manage invoices and account balances.

Purpose of credit and debit memos

After you have posted a credit memo, you can fully or partially apply the credit memo to one or more invoices and debit memos.

Application of credit memos to invoices and debit memos

With the Reverse Credit Memo feature, you can reverse posted credit memos through the Zuora UI and the Zuora REST API.

Reversal of credit memos

Learn how to issue full or partial refunds for credit memos, configure refund rules, and understand the implications of refund dates.

Refund credit memos

Learn how to write off credit memos through the Zuora UI.

Write off credit memos

Here are the rules for generating invoices and credit memos in Zuora, including options for handling negative charges and zero credit charges.

Rules for generating invoices and credit memos

Explore how to manage tax calculations for credit and debit memos in Zuora, including automatic tax calculation options, tax modes, and conditions for tax recalculation.

Tax calculation for credit and debit memos

zuora-billing/bill-your-customer/invoice-settlement/get-started-with-invoice-settlement/get-started-with-invoice-settlement

Invoice Settlement

Explore the known limitations and compatibility considerations of the Invoice Settlement feature before enabling it.

Known limitations in Invoice Settlement

Credit memos and debit memos

zuora-billing/bill-your-customer/invoice-settlement/credit-memos-and-debit-memos

bill-your-customer/invoice-settlement/credit-memos-and-debit-memos

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