Access the payment detail page
To view detailed information of a payment:
- Navigate to Payments > Payments. The payment list is displayed. You can use the Search field to query the payments.
- Click the number of the payment you want to view. The payment detail page opens.
On the payment detail page, the detailed information of the payment is grouped in sections.
You can view the basic information such as Payment Method, Payment Total, and Reference ID, as well as some other additional information such as Payment Gateway and Gateway Transaction State in the dropdown Additional Fields section.
The following table provides description of some important fields in the Additional Fields section:
|Gateway Transaction State||
The Gateway Transaction State field shows the current status of the credit card transaction. You can click Get Latest Payment State to retrieve the latest status. This field is only applicable to credit card transactions through the gateway that supports this field. Not Available is displayed for the following cases:
Note that you can also use other status fields on the payment detail page including Status and Gateway Reconciliation State to figure out the status of your payment transaction. See Electronic payment processing for details.
|Auth Transaction ID||The Auth Transaction ID field shows the authorization transaction ID from the payment gateway that supports the authorization creation operation. See Create authorization API Reference for more information.|
|Second Payment Reference ID||The Second Payment Reference ID field is populated when you do an additional transaction for the payment. It shows the transaction ID returned by the payment gateway. Use this field to reconcile payments between your gateway and Zuora Payments.|
|Gateway Reconciliation Status||The Gateway Reconciliation Status field is populated if the Real-Time Reconciliation feature is enabled on your tenant. It shows the status of the gateway reconciliation. Possible values include Processing, Yes, Error, and Ignore.|
|Gateway Reconciliation Reason||The Gateway Reconciliation Reason field is populated if the Real-Time Reconciliation feature is enabled on your tenant. It shows the reason code for the gateway reconciliation.|
The Payout Id field is populated if the Real-Time Reconciliation feature is enabled on your tenant. It shows the payout ID of the payment from the gateway side.
The Finance Information section display the accounting-related information of the payment.
For a standalone payment, the Finance Information section is not presented on the payment detail page, because the payment will not be settled within Zuora.
Use the information in the Payment Lifecycle section to review the following payment transaction events for a payment:
- Apply Payment to Invoice
- Unapplied Payment
- Electronic Payment Request
- Electronic Payment Response
The events are displayed in the left timeline pane in chronological order. Click the event and you can review the following information in the right pane:
- Review the request or response information in JSON for details of the event.
- If the event failed, the actionable recommendation is provided at the top.
The Payment Application section displays the billing documents with which the payment is associated. You can click the expand icon of an invoice to view the related subscriptions and invoice items.
For a standalone payment, the Payment Application section is not presented on the payment detail page, because the payment will not be settled within Zuora.
Note that if your tenant hasn't enabled the Invoice Settlement feature, you can view the associated billing documents in the Invoice(s) associated to this Payment section.
Edit the basic information of a payment
- 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.