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Enable or disable counting existing billing engine-generated credit memos

You can enable or disable counting existing billing engine-generated credit memos

  1. Navigate to Billing Settings > Billing Rules > Billing Document.
  2. Click the edit icon in the row of the billing rule Include billing engine credits in total available credit and select one of the following options:
    • Yes: If selected, depending on the setting of the billing rule Available to credit validation for credit memos, the Zuora's behaviors are as follows:

      • When Header-level only is selected, Zuora counts both the billing engine-generated credit memos and credit memos generated from other sources in the Total Available To Credit amount of the whole invoice.

      • When Header and Item-level is selected, Zuora counts both the billing engine-generated credit memos and credit memos generated from other sources in the Available to Credit amount of an invoice item.

    • No: If selected, Zuora does not take into account the billing engine-generated credit memos in over-crediting validation.