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Zuora Revenue

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Mapping between Zuora Billing and Zuora Revenue

Transaction type mapping

This document explains the mapping of Zuora Billing transactions to Zuora Revenue transaction types and highlights limitations for certain transactions.

With Billing - Revenue Integration enabled, Zuora Billing transactions of the invoice, subscription, amendment, credit memo, debit memo, and invoice item adjustment transaction types are mapped to their corresponding Zuora Revenue transaction types.

Limitation

The following Zuora Billing transactions will be treated as standalone transactions without SO reference:

  • Credit memos created from charges

  • Credit memos created from invoices

  • Invoice Item Adjustment

  • Debit memos that are not generated through bill runs

General Mapping

Mapping for some transaction types is straightforward and listed in the table below. For invoice item adjustment and credit memo generated through bill runs, more data points need to be considered to determine the mapping. The subsequent table provides more details about these two transaction types.

Zuora Billing transaction typeZuora Revenue transaction type
SubscriptionSO
Amendment
  • SO (when the rate plan charge segment of the amendment is different from the original subscription)
  • SO update (when the amendment has the same rate plan charge segment as the original subscription)
InvoiceINV
Debit MemoINV
Credit Memo Created from ChargesINV
Credit Memo Created from Invoices
  • INV (for usage-based charges on Multi-Attribute Pricing charge models, High Water Mark Pricing charge models, and Pre-Rated Pricing charge models)
  • CM-C (for invoice reversal)
  • CM (for others)
Credit Memo Generated through Bill Run*See the table below
Invoice Item Adjustment*See the table below

Special Mapping

To determine the mapping for invoice item adjustment and credit memo generated from bill runs, the following data points are considered to determine the mapped transaction type in Zuora Revenue:

  • Charge model of the rate plan charge (RPC)
  • Subscription type
  • The positive/negative sign of the billed amount or/and the booking amount
Zuora Billing transaction typeRPC charge modelSubscription typeDeterminationZuora Revenue transaction type
Credit Memo Generated through Bill RunDiscount - Fixed AmountEvergreen/TermedThe billed amount is a negative value.INV
Discount - Fixed AmountEvergreen/TermedThe billed amount is a positive value.CM
RegularEvergreen/TermedThe sign of the booking amount is the same as the sign of the billed amount.INV
RegularEvergreen/TermedThe sign of the booking amount is different from the sign of the billed amount.CM
Discount-PercentageTermedThe sign of the booking amount is the same as the sign of the billed amount.INV
Discount-PercentageTermedThe sign of the booking amount is different from the sign of the billed amount.CM
Discount-PercentageEvergreenThe sign of the applied RPC booking amount is the same as the sign of the billed amount.CM
Discount-PercentageEvergreenThe sign of the applied RPC booking amount is different from the billed amount.INV
Invoice Item AdjustmentDiscount - Fixed AmountEvergreen/TermedThe billed amount is a negative value.INV
Discount - Fixed AmountEvergreen/TermedThe billed amount is a positive value.CM-C
RegularEvergreen/TermedThe sign of the booking amount is the same as the sign of the billed amount.INV
RegularEvergreen/TermedThe sign of the booking amount is different from the sign of the billed amount.CM-C
Discount-PercentageTermedThe sign of the booking amount is the same as the sign of the billed amount.INV
Discount-PercentageTermedThe sign of the booking amount is different from the sign of the billed amount.CM-C
Discount-PercentageEvergreenThe sign of the applied RPC booking amount is the same as the sign of the billed amount.CM-C
Discount-PercentageEvergreenThe sign of the applied RPC booking amount is different from the sign of the billed amount.INV

Limitation

The following Zuora Billing transactions will be treated as standalone transactions without SO reference:

  • Credit memos created from charges
  • Credit memos created from invoices
  • Invoice Item Adjustment
  • Debit memos that are not generated through bill runs

Last updated: November 6, 2025