Credit memo auto-apply controls are now GA

^{Moderate Upgrade}

Features in Sandbox

This feature is currently being released to sandbox marketplaces. Expected production announcement: release 757 on November 4, 2026. Dates may change based on validation results.

Credit memo auto-apply controls, introduced in Early Availability in Release 750, are now generally available.

Marketplace Managers have two levels of control over whether open credit memos are applied to outstanding invoices:

• Automatically apply credit memo to outstanding invoices — A marketplace billing setting that turns auto-apply on or off for the marketplace from Billing Functionality > Credit Memo
• Auto-apply this credit memo to outstanding invoices — A checkbox on credit memo creation that controls auto-apply for a specific credit memo in Credit Memos or from an invoice

The marketplace setting defaults to on; when it is enabled, the per-memo checkbox mirrors that default and can be overridden during creation, with notice text when the selection differs. When the marketplace setting is off, the per-memo option is unavailable and credit memos can still be applied manually.

Setting changes are tracked in the audit log. Per-company overrides, self-serve opt-outs, editing auto-apply on existing credit memos, bulk toggles, and configurable application order are not included.

Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request it.

Setting enablement

Automatically apply credit memo to outstanding invoices defaults to on. Marketplace Managers can change it under Manage > Marketplace > Settings > BILLING SETTINGS | Billing Functionality > Credit Memo.

Documentation

Documentation will be updtaed with the release