![credit memo credit memo](https://templates.invoicehome.com/credit-memo-template-us-circles-turquoise-750px.png)
![credit memo credit memo](https://www.invoiceowl.com/wp-content/uploads/2022/05/credit-memo-template.jpg)
For more information, see Create payment runs. The payment run processing rule is to auto-apply the unapplied credit memos on invoices and debit memos during the payment runs. Exclude from auto apply rules: Select this check box to unapply the payment run processing rule to this memo.The associated invoice is the one you selected from the Invoice list. Apply to this invoice upon posting: Select this check box to auto-apply the memo to pay the associated invoice after the memo is posted.(Credit memo only): For the Auto Apply section, specify the following information:.If you want Zuora to calculate taxation automatically in the memo, select the Tax Auto Calculation check box.From the Reason Code list, select the reason for the memo.Note that the memo date must not be earlier than the invoice date or in the closed accounting periods.
![credit memo credit memo](https://templates.invoicehome.com/credit-memo-template-us-elegance-gold-750px.png)
In the Memo Date field, specify the date when the memo takes effect. The default value is today's date.The invoice items of this invoice are displayed under the Basic Information section. From the Invoice list, select an invoice you want to adjust.From the Customer Account list, select a customer account.In the Memo Type area, select Credit or Debit.Specify the following information in the Basic Information section:.To create a debit memo, click Create New Debit Memo in the Debit Memos tab.To create a credit memo, click Create New Credit Memo in the Credit Memos tab.Use the appropriate action button to create a credit memo or debit memo.Navigate to Billing > Credit and Debit Memos in the navigation section.To create a memo from an invoice through the Zuora UI, complete the following steps: If you want to correct personal data in an invoice, you can set the memo item amount to zero to create a zero-amount credit memo from an invoice.If you want to correct taxation items only for an invoice, you can set the memo item amount to zero, but the taxation item amount to non-zero.Zero-amount memo items are supported in the following scenarios: To create a memo from an invoice through the Zuora REST API, see POST Credit Memo from Invoice and POST Debit Memo from Invoice. Create a credit or debit memo from an invoice