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Knowledge Center > Billing and Payments > Advanced AR Settlement > Unapplied Payments > Management of Unapplied Payments > Apply Unapplied Payments to Invoices and Debit Memos

Apply Unapplied Payments to Invoices and Debit Memos

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The Advanced AR Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support

If your customers have unapplied payments on their accounts, you can:

  • Apply unapplied payments to one or more invoices and debit memos
  • Apply partial unapplied payment to invoices and debit memos, and leave the remainder of the payment as unapplied

Through the billing settings configuration, you can configure a default application rule to determine how the system allocates payments applications to invoices and debit memos. Zuora uses the specified application rule to automatically allocate the payment if you have not specified item-level application amounts explicitly.

After the payments are applied to an invoice or debit memo, the related payment transactions are displayed on the invoice or debit memo detail page. You can find the payment details about the invoice and debit memo on this page.

To apply an unapplied payment from the Zuora REST API, see POST Apply Payment.

To apply an unapplied payment from the Zuora UI:

  1. Navigate to Payments > Payments in the left-hand navigation section. 
  2. Click the payment you want to apply.
  3. Click More > Apply this payment from the detail payment page.
  4. In the Effective Date field, specify the date when the application takes effect.
  5. Select the invoices and debit memos that you want to apply the payment for, and specify the amount in the Amount to Apply column.
  6. If you have the Invoice Item Settlement feature enabled, you can apply the payment in item level:
    1. Click  next to the document. The items of the invoice or debit memo are displayed. 
    2. Select the items you want to apply the payment for, and click  next to the item. 
    3. Specify the amount you want to pay for each item in the Amount to Apply column. The Balance column shows the total amount you need to pay for that item. 
  7. Click apply to this payment.
Last modified
17:56, 14 May 2017

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