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How to only credit back the invoice taxation item

Yolanda
Support SME

How to only credit back the invoice taxation item

There is an invoice posted with tax which should not be paid by the end user, is there any way to credit back the tax amount to the end user? The invoice has already been paid, so cancel invoice is not a possible option.






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Yolanda
Support SME

Re: How to only credit back the tax charged in an invoice?

If your environment has Invoice Settlement enabled, the requirement could be met by creating a tax only credit memo(*). And below are the detailed steps of how to do that:

 

1) open the invoice need to have tax amount credit back

2) click the button more > Create Credit/Debit Memo

Screen Shot 2019-07-07 at 3.21.00 PM.png

3) Click the little icon beside of Invoice Item name, update the credit amount of the invoice item to 0, leave the credit amount of the tax item to the amount you'd like to credit back to the customer.

Screen Shot 2019-07-07 at 3.21.22 PM.png

4) Save and post the credit memo

5) Open the posted credit memo and click the button more > refund this credit memo






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2 REPLIES 2
Yolanda
Support SME

Re: How to only credit back the tax charged in an invoice?

If your environment has Invoice Settlement enabled, the requirement could be met by creating a tax only credit memo(*). And below are the detailed steps of how to do that:

 

1) open the invoice need to have tax amount credit back

2) click the button more > Create Credit/Debit Memo

Screen Shot 2019-07-07 at 3.21.00 PM.png

3) Click the little icon beside of Invoice Item name, update the credit amount of the invoice item to 0, leave the credit amount of the tax item to the amount you'd like to credit back to the customer.

Screen Shot 2019-07-07 at 3.21.22 PM.png

4) Save and post the credit memo

5) Open the posted credit memo and click the button more > refund this credit memo






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Help others find answers faster by accepting my post as a solution √

View solution in original post

Yolanda
Support SME

Re: How to only credit back the tax charged in an invoice?

There was a credit amount enhancement for memos created from invoices in our release R291 which have changed the behavior described in this post a little bit:

 

Zuora has enhanced the credit amount configuration for creating credit and debit memos from invoices.

If Tax Auto Calculation is selected on the Create Credit/Debit Memo page, you cannot input any credit amount in the Credit Amount column for taxation items.

 

(ref link: Zuora_Billing_Release_291_January_2021)

 





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