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Enhance Adjustment functionality to support Debit Adjustments

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Enhance Adjustment functionality to support Debit Adjustments

Our organization needs to be able to perform a Debit Adjustment, this is necessary when we have "underbilled" the customer and we need to adjust the invoice to Increase the Current Balance Due.  For example, if we invoiced for less usage than what was delivered, we would like to adjust the Amount invoiced or the Quantity invoiced. The alternative solution that I was given was to add and invoice another product, however, that solution doesn't meet our needs since it would require issuing another invoice.

3 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Product Team
Status changed to: Implemented

Currently there are several ways to make debit adjustments to invoices. Users can use Invoice Item Adjustments (IIAs) and debit memos. Only users of the Invoice Settlement feature have access to debit memos, so for more information on enablement please contact Zuora Global Support.

 

However, at this time Zuora is no longer investing in improving IIA performance and functionality since debit memos were developed initially as the recommended alternative.