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How Do I transfer an old invoice to a new account?

How Do I transfer an old invoice to a new account?

 

I created a new account for a customer, how do I transfer the old invoice on the old account to the new account created?



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Zuora Staff

Re: How Do I transfer an old invoice to a new account?

To transfer the invoice from an old account to the new account, you will need to do the following:

 

-Create one time charge in the product catalog rate plan

-Add the new one time charge to the new account 

-Generate invoice for the customer to pay (add notes so the customer knows its from the old account)

-Process an Invoice item adjustment to zero out the old invoice on the old account

-Make sure the accounting codes are the same on the new invoice and old invoice item adjustment so the accounting codes are not off balance

 

https://knowledgecenter.zuora.com/BC_Subscription_Management/Subscriptions/B_Creating_Subscriptions/...

https://knowledgecenter.zuora.com/CB_Billing/IC_Invoice_Item_Adjustments/D_Creating_Invoice_Adjustme...



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