Overview

This integration syncs NetSuite credit memos to Zuora invoice item adjustments. NetSuite Connector considers two types of credit memos: Standard and negative balance. The credit memo integration is actually implemented as two separate syncs, NetSuite credit memos to Zuora and NetSuite credit memos (negative balance) to Zuora.

See Credit Memo Transaction Sync (Invoice Settlement Enabled) for information about the integration that syncs Zuora credit memos to NetSuite credit memos when Invoice Settlement is enabled for your Zuora tenant.

About the Credit Memo sync

• The standard use case is that within NetSuite a user creates a credit memo against a Zuora invoice with an available balance. The credit memo must reference an item. However, that item is not actually synced to Zuora because the sync creates a transaction-level invoice item adjustment.

• NetSuite Connector syncs only credit memos applied to an invoice that originated in Zuora.

• The credit memo must be fully applied.

• NetSuite Connector cannot create an invoice item adjustment because there is no guarantee that the item referenced on the NetSuite credit memo was referenced on the original Zuora invoice.

• The invoice item adjustment will be created in Zuora without an accounting code.

• If a credit memo is unapplied after it has been synced, you must reconcile manually.

• Review the Transaction sync preferences . These preferences are important and control the behavior and data mapping of the sync, including the credit memo number.

You can disable both credit memo syncs from the NetSuite Connector advanced settings . However, you should disable this only under the guidance of Zuora Services.

Next, refer to these topics:

• Credit Memo transaction sync rules: Standard

• Credit Memo transaction sync rules: Negative balance