Generation of a credit memo within the new invoice schedule
Zuora Scheduler generates a credit memo during the invoice schedule process to manage previously billed service periods.
When Zuora Scheduler processes the first invoice schedule item in IS2, it generates an invoice (INV2) for $8,000.00, along with a credit memo (CM1) for the previously billed service period of C3, from 1 June 2025 to 31 August 2025.
The following table lists the information on IS2:
|
Invoice schedule |
Invoice schedule item |
Run date |
Amount |
Actual Amount To Bill |
Billed amount |
Schedule item status |
Billing document |
Service period start date |
Service period end date |
|---|---|---|---|---|---|---|---|---|---|
|
IS2 |
1 |
05-17-2025 |
$8,000.00 |
$8,000.00 |
$8,000.00 |
Processed |
INV2 |
06-01-2025 |
01-31-2026 |
|
CM1 ($3,000.00) |
06-01-2025 |
08-31-2025 | |||||||
|
2 |
12-05-2025 |
$4,000.00 |
$4,000.00 |
- |
Pending |
- |
- |
- |
You can apply CM1 to INV2 to eliminate duplicate charges from your customer.
Other use cases
For more use cases of detaching subscriptions from invoice schedules, see the following:
-
Detach partial early renewed subscriptions and generate credit memos in a new invoice schedule
-
Detach partial early renewed subscriptions and generate credit memos using standard billing process
-
Detach partial early renewed subscriptions in batches and generate credit memos across multiple invoice schedules