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Zuora Billing

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableZuora AIRelease NotesBasicsEntitlementsSupport and policies

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Invoice management

Cancel posted invoices

Learn how to cancel the most recent posted invoice on an account in Zuora by following a series of steps.

Confirm the following conditions before you select Cancel Post:

  • Your user role has the Cancel Posted Billing Documents permission. To complete the second step, your user role must also have the Cancel Invoice permission.

  • The invoice is in Posted status. An invoice must be in Draft status before you can cancel it.

  • The invoice does not have an applied payment, credit memo, debit memo, or invoice adjustment. Fully unapply or cancel the related transaction before attempting to unpost the invoice, where applicable.

  • The invoice is the most recent applicable legal document. Check for newer posted or draft invoices and other billing documents on the relevant billing account or subscription. Depending on how invoices are generated, a newer document for another subscription on the same account can also prevent the operation.

  • If your tenant uses Zuora Revenue or another Order to Revenue integration, confirm that unposting is allowed for your tenant and that the operation will not create inconsistencies between Billing and Revenue.

If you are correcting the financial effect of an invoice rather than removing the invoice, consider using an invoice reversal or a credit memo instead of unposting the invoice.

Canceling a posted invoice is a two-step process. First, use Cancel Post to unpost the invoice and change its status from Posted to Draft. Then, use Cancel Invoice to cancel the draft invoice. You can use Cancel Post only when the invoice meets the applicable unposting rules and has no blocking dependencies.

  1. In the Zuora application, navigate to Billing > Invoices.
  2. On the invoice list view, find the target invoice and open the invoice detail page by clicking the invoice number. You can quickly find your invoices by searching on the following invoice fields:
    • Account Name
    • Account Number
    • Invoice Number
    • Run Number
  3. On the invoice detail page, click the more actions icon, and then click Cancel Post.
  4. Confirm the action in the dialog.
  5. Verify that the invoice status changes to Draft.
    Note: If the status remains Posted, do not continue to the next step. Review the job status first.
  6. Click the more actions icon again, and then click Cancel Invoice.
  7. Confirm the action.
    Note:

    You can prevent an unpost operation when revenue has already been recognized in a closed accounting period by configuring the Do not allow unposting invoices and memos if their revenue is already recognized in a closed accounting period accounting rule. For more information, see Configure Accounting Rules.

When Cancel Post completes, the invoice status changes from Posted to Draft. The invoice remains in Zuora as a draft and Cancel Post does not cancel or delete it.

To cancel the invoice, select Cancel Invoice only after verifying that the invoice is in Draft status.

Use the following options when the invoice must remain posted or when a newer billing document cannot be removed:

  • Invoice reversal: Use invoice reversal to correct a posted invoice while preserving the transaction history. Invoice reversal generates and applies a credit memo, marks the invoice as Reversed, and allows a corrected invoice to be generated for the same billing period. After an invoice is reversed, you cannot cancel or change the reversed invoice.

  • Credit memo: If the goal is to eliminate the financial balance without removing the invoice, create and apply a credit memo for the required amount.

For guidance on when to reverse an invoice, see Invoice reversal. For general restrictions and responsibilities, see Incorrect invoice deletion.

How-to
Standard
Billing

Last updated: November 2, 2026