![]() Note that the memo date must not be in the closed accounting periods. In the Memo Date field, specify the date when the memo takes effect. The default value is today's date.From the Invoice list, select Standalone.In the Memo Type field, select Credit or Debit.Navigate to Billing > Credit and Debit Memos in the left-hand navigation section.To create a memo from charges through the Zuora UI, complete the following steps: To create a memo from a charge through the Zuora REST API, see POST Credit Memo from Charge and POST Debit Memo from Charge. Note that you can select and deselect all invoice items by selecting and deselecting the check box next to Invoice Item.Ĭreate a credit or debit memo from charges By default, all check boxes are selected. (Optional) To disable the text fields in an invoice item row, deselect the check box in this row. ![]() Specify the adjusted amount for each tax item in the Credit Amount or Debit Amount column. If you manually added taxes to the invoice earlier, click the tax amount.(Debit memo only): Specify the amount you want to debit in the Debit Amount column.Note that the Available to Credit column is displayed only if you set the " Available to credit validation for credit memos" billing rule to Header and item-only. The value specified in the Credit Amount column cannot be greater than that displayed in the Available to Credit column. The calculation for Available to credit is: Available to Credit = Invoice Amount - Posted Credit Memo Amount from this invoice. (Credit memo only): Specify the amount you want to offset as credit in the Credit Amount column.By default, the check box is not selected, indicating that the credit amount does not include tax. Note that the check box in the Tax-Included column is available and can be selected only if the Tax Auto Calculation check box is selected. In the Tax-Included column, select the check box to specify the tax mode for tax calculation in this memo.(Optional): In the Description column, enter a description for the adjustment.In the Invoice Item column, specify the name of the credit item or debit item.In the invoice item rows you want to credit or debit, specify the following fields:. ![]()
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