Vision
Unapplied Payment Data Export
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.
You can export unapplied payment data from Zuora data sources. The following data sources are available for you to download:
- Application Group
- Payment Application
- Payment Application Item
- Payment Part
- Payment Part Item
- Refund Application
- Refund Application Item
- Refund Part
- Refund Part Item
These data sources provide you the detailed information about your payments and refunds. You can export the data and add it to other reporting, accounting, business intelligence, and analytic tools.
For more information of how to export data from the above data sources, see Generate a Data Source Export.
Deprecated Data Sources
The following data sources are deprecated after the Unapplied Payments feature enabled: