Billing Rules: Invoice/Credit Memo generation rule

Reviews and selects the rule which determines how the bill run will generate invoices and credit memos.

Billing rules: Create credit memos mirroring invoice items

Selects whether and how to create credit memo items for discount invoice items or zero-balance invoice items.

Billing rules: Available to credit validation for credit memos

Selects whether and how to validate the "Available to Credit" amount of invoices when creating credit memos from the invoices.

Default application rule

Configures the application rule to manage how payments and credit memos are allocated to line items when applied or unapplied to invoices and debit memos.

Prefix and Numbering Configuration for Memos

Configures prefix and numbering for credit memo and debit memo.

Memo templates

Sets up custom memo templates for generation credit memo and debit memo PDFs.

Custom Fields

Configures custom fields for credit memo, debit memo, credit memo item, debit memo item, credit memo tax item and debit memo tax item.

Callouts / email notification

Configures credit memo and debit memo notifications from the Zuora UI.

Roles permission

Configures billing roles for credit memo, debit memo operations.

Configures payment roles for payment application operation.

Reason codes

Configures reason codes for credit memo, debit memo.

Accounting codes

Configures accounting codes for credit memo, debit memo.