Zuora Workflow: Automate Credit Application to Debits

Efficiently apply unapplied credits to outstanding debits, optimizing cash flow and reducing manual work through smart automation.

This workflow automates the process of applying unapplied credits and payments to open debit documents, such as invoices and debit memos. It targets accounts without electronic payment methods, offering flexibility to prioritize specific credit and debit types. With preview and execution modes, you can review results before applying changes, and receive email updates for easy tracking.

The process

Identify accounts without electronic payment methods (e.g., wire transfer).
Choose to apply credit memos, unapplied payments, or both.
Specify if credits apply to invoices, debit memos, or both.
Run the workflow in preview mode to review.
Apply changes and receive a detailed email with results.

Key features

Automatic application of unapplied credits to invoices and debit memos.
Supports both credit memos and unapplied payments.
Flexibility to choose specific document types (invoices or debit memos).
Operates in preview and apply modes for review and execution.
Email notifications with execution details.

Elevate Your Business with Seamless Workflow Integration

Partnering with Subscription Factory means gaining access to expertly crafted workflows that reduce friction in your operations and give you a competitive edge in the subscription economy. Whether you’re a growing business or an established enterprise, our flexible, efficient workflows will help you achieve faster results and drive long-term success. Let us be your trusted partner in making the most out of Zuora.