See Product Discounts and Product Deals for discounts applied before the Sale is invoiced. For a discount applied to an order after the invoice has been authorised.For a whole shipment – when an entire shipment was received incorrectly by the customer, was shipped out incorrectly, or was returned by the customer.For part of a shipment – when part of a shipment has either been short-shipped, damaged goods were received by the customer, or customer returns items from a sale.For individual items – when a unit price has been overcharged.There are four scenarios where a credit note can be applied to a sale order in DEAR. Returns or refunds of sales, processed through DEAR B2B Sales Channel, Amazon and Magento, will need a credit note to be issued in DEAR as described in this article.Ĭredit notes are a way to amend the details of a sale invoice after it has been authorised. NOTE: Returns and refunds issued through DEAR POS and most sales channels (except for Amazon and Magento) will automatically generate credit notes in DEAR. Credit notes can be applied to sale orders, for refunds to from your organisation to the customer, or to purchase orders, for refunds from a supplier to your organisation. Credit notes and restock can be processed independently and in any order. Returned items can be restocked to inventory when credit notes are processed. In the same way that payments are applied to close out an invoice balance, refunds are issued to close out a credit note balance. You can reverse credit memos either through the Zuora UI or REST API. To reverse a credit memo through the Zuora REST API, see PUT Reverse a credit memo.A credit note is considered a negative invoice. To add a new reason code, see Creating and Editing Reason Codes. If you have enabled the invoice settlement earlier than the credit memo reversal rollout period, and when reversing the credit memo, you may get an error "Unable to get the reason code by name: Credit memo reversal." You must fix this error by manually creating an exact reason code, "Credit memo reversal," in the debit memo reason code list. If a new credit memo is generated for a subscription, you cannot reverse the previously generated credit memos for this account. You can only reverse the most recently generated credit memo for each subscription. If you reverse a credit memo, you are no longer able to cancel or change the reversed credit memo and the generated credit memo.Īs a tenant administrator, you can configure the Billing user permissions to restrict users from reversing credit memos. If a bill run is executed right after the credit memo reversal, a credit memo exactly the same as the reversed one is generated. In the Zuora UI, the Reversed field in the Basic Information area of a credit memo detail page shows whether this credit memo is reversed.
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