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How to create a negative invoice amount using Invoice Item Adjustments (IIA)

Question: How can I use invoice item adjustment (IIA) to get the invoice value to a negative amount?

 



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Zuora Support Moderator

Re: How to create a negative invoice amount using Invoice Item Adjustments (IIA)

Answer: The user performing this action will need to have the "Cancel Invoice Item Adjustment without Validation" permission enabled on their billing profile and then write off all charges on the invoice, then cancel the adjustments to get to the expected negative balance: 

validationpermission.png

 

Here's an example of this scenario:

If a customer has a $400 charge and a negative charge for $100. Current balance is $300. Because the $400 was charged erroneously, the bill should be for -$300 but most of the time you will encounter an error saying you must adjust to zero.

 

In order to create a negative amount using IIA logic, you will need to do the following:

  • Create IIAs to write off each line item on the entire invoice.
  • Then cancel the adjustment for the -$100 amount.
  • The remaining invoice balance will be -$300.

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