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Reviewing and Editing Payments


Reviewing and Editing Payments

Access the Payment Detail Page

To view detailed information of a payment:

  1. Navigate to Payments > Payments.
  2. Click the number of the payment you want to view. The Payment Detail page opens.
  3. 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​
  4. 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.