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Ability to use the credit balance of the child account

 

Customer have setup a set of hierarchical accounts (1 child and 1 parent). The scheme they want to have is to use the credit balance of the child to pay for part of the invoice (invoice to is set to the parent), and then have the parent to pay for the rest of the invoice once the invoice is flow to the parent.

This is not supported in Customer Hierarchy and our Product Management is reviewing this possible enhancement under tracking # DE7661.

3 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni
Status changed to: Unlikely

The Advanced AR Settlement (Unapplied PAyments, Credit/debit memo, and invoice item settlement) capabilities that we are developing will replace the current credit balance functionality. Further enhancements to existing capabilities are not in the plan. Thanks.