Example 2: Refund amount less than calculated credit memo
In this example, based on the business policy, you have decided to refund $40.0 to the end customer. The following table shows that you specify this refund of $40.0, less than the calculated credit memo of $74.2.
|
Your setting |
Refund |
$40 | ||
|---|---|---|---|---|
|
Zuora processed result |
Payment |
$100 |
Applied amount |
$60 |
|
Credit Memo |
$74.2 |
Unapplied amount |
$34.2 | |
|
Invoice (01/01/2022 ~ 1/31/2022) |
$100 |
Balance |
$0 |
The result is: the refund of $40.0 is unapplied from the original payment of $100, so the payment amount applied to the invoice becomes $60. To keep the invoice balance to 0, $40 out of the $74.2 credit memo is applied to the invoice. The remaining unapplied credit amount is $34.2.