Example 1: Refund amount equals calculated credit memo
This example demonstrates a scenario where a refund of $74.2 matches the calculated credit memo, resulting in a zero invoice balance.
The following table shows an example in which you specify a refund of $74.2, the same as the calculated credit memo.
|
Your setting |
Refund |
$74.2 | ||
|---|---|---|---|---|
|
Zuora processed result |
Payment |
$100 |
Applied amount |
$25.8 |
|
Credit Memo |
$74.2 |
Unapplied amount |
$0 | |
|
Invoice (01/01/2022 ~ 1/31/2022) |
$100 |
Balance |
$0 |
The result is: the refund of $74.2 is unapplied from the original payment of $100, so the payment applied amount to the invoice becomes $25.8. Then the credit memo of $74.2 is fully applied to the invoice. As a result, the invoice balance is 0.