When you create the standalone credit memo, enter the information:
Customer Account: Name
Invoice: Standalone
Date: Date
reason code: select from the dropdown
Auto apply: check the box if you want to use this function
Comments: If you want to add notes
Charge name: You need to select from the drop down
Amount: Enter the amount
Here is the screenshot to show you the dropdown list for the reason code:
Here is the screenshot for the Charge line items:
This is the required information when you are creating standalone credit memos. We have Advanced AR Settlement training videos in Zuora Univeristy that would help you become familiar with the new feature. Please feel free to reach out to your Customer Advisor to help you get set up.
Standalone credit memos need to have the rate plan charge created in the product catalog so the rate plan charge name will show up in the drop down list.
I have attached 2 examples of the credit memo rate plan charge and how it will show up in the standalone credit memo.
Rate plan charge example for setting up standalone credit memo
Standalone credit memo from the dropdown list example
Please read the knowledge center article on setting up discounts and credits in your product catalog:
You need to create the credits in the rate plan charge as a one time charge. The knowledge center link I provided in my previous response gives the instructions to create the credits in your product catalog. The screenshot I provided is an example of the one time charge in the product catalog and the screenshot of how the credit shows after you created it in the product catalog.
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