Welcome to Zuora Product Documentation

Explore our rich library of product information

Case I: Canceling a subscription

Canceling a subscription

Your end customer subscribes to an annual service from January 1, 2021 to December 31, 2021, and an invoice named INV-001 is generated. Later, your customer cancels the subscription on July 1, 2021, so you have to provide corresponding credit for your customer.

The key information of invoice INV-001 is as follows:

Invoice item

amount

processingType

serviceStartDate

serviceEndDate

Invoice item 1

$1200

Charge

2021-01-01

2021-12-31

If your customer cancels the subscription on July 1, 2021, so you use the billing engine to generate a credit memo named CM-001 to provide corresponding credit for your customer. The source type of this credit memo is API or BillRun and its source ID is null . The key information of credit memo CM-001 is as follows.

Credit memo item

amount

processingType

serviceStartDate

serviceEndDate

sourceItemId

sourceItemType

creditFromItemId

creditFromItemSource

Credit memo item 1

$600

Charge

2021-07-01

2021-12-31

ID of RatePlanCharge

SubscriptionComponent

ID of Invoice item 1

InvoiceItem

Due to a service dispute, you want to create a standalone credit memo named CM-002 from invoice INV-001. The source type of this credit memo is Invoice, and its source ID is the ID of invoice INV-001. The key information of credit memo CM-003 is as follows.

Credit memo item

amount

processingType

serviceStartDate

serviceEndDate

sourceItemId

sourceItemType

creditFromItemId

creditFromItemSource

Credit memo item 1

$15

Charge

2021-07-01

2021-12-31

ID of RatePlanCharge

SubscriptionComponent

ID of Invoice item 1

InvoiceItem

Later, you want to create a standalone credit memo from the corresponding product rate plan charge for providing ad-hoc credit for your customer. The source type of this credit memo isAdhocFromPrpc, and its source ID is the ID of the product rate plan charge. The key information of credit memo CM-003 is as follows.

Credit memo item

amount

processingType

serviceStartDate

serviceEndDate

sourceItemId

sourceItemType

creditFromItemId

creditFromItemSource

Credit memo item 1

$100

Charge

2021-07-01

2021-12-31

ID of RatePlanCharge

SubscriptionComponent

null

null