Happy Business Starts Here

Apply credits on the same screen as invoices

Need the ability when applying payments to apply credits and invoices on the same payment screen.  For example, on one remittance a customer may pay invoice A, B, and C.  Invoice A was for $10, invoice B was for $2 and they had a credit invoice C for ($5) so their net payment was $7.  The ability to select those all on one payment screen would be a huge time saver.  Currently you are not able to select a credit invoice on the invoice payment screen.

Zuora Alumni
Status changed to: Coming Soon



Our upcoming Advanced AR Settlement features (unapplied payments, credit/ebit memos, and invoice item settlement) should address this use case. Note, we will no longer have "credit invoices" so that should go away. Thanks.

Savvy Scholar



Is this already in production? 


Thank you,