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Management of Unapplied Payments

Zuora

Management of Unapplied Payments

The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.

The Unapplied Payments feature gives you more flexibility and traceability of payment applications. You can manage payments with the following operations from the Zuora UI and REST API:

Also, you can manage payment and refund custom fields from the Zuora UI and REST API.