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Enablement

Learn how to enable future dated credit balance adjustment

Before you can access the Future Dated Credit Balance Adjustment feature, complete these steps.

  1. Enable the Credit Balance feature by submitting a request at Zuora Global Support.
  2. Set the payment rule to enable this feature:
    1. Click your username at the upper right and navigate to Payments > Define Payment Rules .
    2. On the Payment Rules page, select Yes from the Enable future dated credit balance adjustment? list.