Announcement
Zuora is announcing the planned end of life of Invoice Item and Credit Balance Adjustments.
These legacy adjustment capabilities will no longer be supported for new business processes effective August 31, 2027.
What is changing
After August 31, 2027:
- You should no longer use Invoice Item or Credit Balance Adjustments for new billing adjustment activity.
- New invoice corrections and customer credits should be managed by using Credit and Debit Memos.
- Existing integrations, workflows, reports, and operational procedures that use these legacy adjustment objects may require updates.
Recommended replacement
Zuora recommends migrating to Invoice Settlement, which provides modern settlement capabilities, including:
- Credit memos to reduce invoice or account balances.
- Debit memos to increase amounts owed or correct undercharges.
- Credit memo applications to apply credits to invoices or debit memos.
- Invoice Item Settlement for supported line-item settlement use cases.
Credit and debit memos provide a documented, auditable way to manage billing corrections and can be created from invoices or one-time charges, applied to outstanding balances, unapplied or reapplied, and refunded when appropriate.
Benefits of Invoice Settlement
Migrating to Invoice Settlement can help you:
- Manage unapplied payments by applying them to invoices or debit memos, unapplying and reapplying payment applications when circumstances change, and transferring payments as needed.
- Apply payments and credits at the invoice line-item level for more precise settlement tracking and reconciliation.
- Reverse incorrect posted invoices by automatically generating and applying a credit memo, then issue a corrected invoice for the same billing period.
What you need to do
Before August 31, 2027, please:
- Identify all integrations, workflows, reports, and manual procedures that create or depend on Invoice Item or Credit Balance Adjustments.
- Review your billing, accounting, revenue, tax, and downstream reconciliation processes for dependencies on these objects.
- Plan your migration to Invoice Settlement and update your integrations and operational procedures to use credit memos, debit memos, credit memo applications, and Invoice Item Settlement as applicable.
- Validate your updated processes in a non-production environment before the end of life date.
- Coordinate with your Zuora account team or Global Support if you need help assessing your environment or planning your migration.
Additional information and support
Zuora will provide additional migration guidance before the transition deadline. We are also holding weekly office hours for live support every Thursday at 8am PT until the end of October 2026.
For more information, please see:
If you have questions about how this change affects your Zuora environment, please contact your Zuora account team or Zuora Support.
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Mike Chu
Zuora
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