Pre-Populated and Default Reason Codes

Zuora provides the following pre-populated reason codes:

Payment Refund

• Standard Refund (default)

• Customer Satisfaction

• Chargeback

• Payment Rejection

• Payment Reversal

• Other

Credit Balance Refund

• Standard Refund (default)

• Account Closure

• Customer Request

• Other

Invoice Item Adjustment

• Standard Adjustment (default)

• Customer Satisfaction

• Incorrect Charge

• Write-off

• Other

Invoice Adjustment

Note : Invoice Adjustment is deprecated on Production.

• Standard Adjustment (default)

• Customer Satisfaction

• Incorrect Charge

• Write-off

• Other

Credit Balance Adjustment

• Standard Adjustment (default)

• Cancellation

Credit Memo

• Correcting Invoice Error (default)

• Ad hoc Credit

• Charge Dispute

• Invoice Reversal

• Negative Periodic Charges

• Service Unavailable

• Unsatisfactory Service

• Write-off

Debit Memo

• Correcting Invoice Error (default)

• Ad hoc Debit

• Charge Dispute

• Credit memo reversal

• Write-off

Credit Memo Refund

• Standard Refund (default)

• Account Closure

• Customer Request

• Other

Setting the Default Reason Code

You can manually set any reason code to be the default reason code. If an inactive reason code is selected to be the default, Zuora will automatically make it active and then set it to be the default.

Activating and Deactivating Reason Codes

You cannot edit the name of a reason code unless it is used in any transaction. However, you can activate or deactivate reason codes. You cannot inactivate the default code. Instead, you must make another reason code the default, and then inactivate the former default code.

You cannot remove reason codes once they were created.