Access the Payment Detail Page
To view detailed information of a payment:
- Navigate to Payments > Payments.
- Click the number of the payment you want to view. The Payment Detail page opens.
- After reviewing the payment detail information, click more and select Edit Basic Information to edit the information.
- For External Payments, you can edit the following fields: Comment, Accounting Code, Transferred to Accounting, Reference ID, and Secondary Reference ID
- For Electronic Payments, you can edit the following fields: Comment, Accounting Code, and Transferred to Accounting
- Click save changes.
For a standalone payment, the Financial Information and Payment Application sections are not presented on the Payment Detail page, because the payment will not be settled within Zuora.