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Edit credit memos and debit memos through the Zuora UI

Learn how to edit credit memos and debit memos from the Zuora UI

To edit credit memos and debit memos from the Zuora UI, complete the following steps.

  1. Navigate to Billing > Credit and Debit Memos in the navigation section.
  2. On the Credit and Debit Memos page, click the memo number that you want to edit in the Credit Memos or Debit Memos tab. The memo detail page opens.
  3. In the Basic Information section, click Edit to update the basic information of the memo. The Reason Code field is only editable if you have the billing user permission.
  4. Click Save.
  5. Click Edit in the memo item row you want to edit. Edit the memo item information. Note that you cannot edit the items of the credit memos that are generated from the bill run.
  6. Click Save.

    For more information about the description of service periods and accounting codes, see View credit and debit memos.