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Knowledge Center > Billing and Payments > Advanced AR Settlement > Unapplied Payments > Management of Unapplied Payments > Transfer Unapplied Payments

Transfer Unapplied Payments

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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

You can transfer the unapplied payments in the following scenarios. If an unapplied payment is created without specifying a customer account, it is an unassigned payment. 

  • When you know what account the payment belongs to, you can transfer the unassigned payment to the customer account.
  • If the unapplied payment is assigned to an incorrect account, you can transfer the payment to the correct customer account.
  • If you do not know what account the payment belongs to, you can transfer the payment to an unassigned payment.

Only full unapplied payments can be transferred to a customer account. 

To transfer an unapplied payment through the Zuora REST API, see POST Transfer Payment.

To transfer an unapplied payment through the Zuora UI:

  1. Navigate to Payments > Payments in the left-hand navigation section. 
  2. Click the payment you want to transfer.
  3. Click More > Transfer Payment from the payment detail page. The Search Customer Account dialog is displayed.
  4. Search and select the customer account you want to transfer the payment to.
  5. Click transfer.
  6. Click ok
Last modified
17:57, 14 May 2017

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