Review and edit payments
On the payment details page, you can review the payment information and edit the basic information of the transaction.
Access the payment details page
To view detailed information of a payment:
- On the left navigation section, click 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 details page opens.
Review payments
On the payment details page, the detailed information of the payment is grouped in sections.
Basic Information
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 descriptions of some important fields in the Additional Fields section:
| Field Name | Description |
|---|---|
| Source | How the payment was made. |
| 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 utilized when the GatewayReferenceId field alone is insufficient. Note that this field is not universally supported across payment methods on payment gateway integrations. For example, this field is not supported for bank transfer payment methods on Stripe v2. |
| 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. |
| Payout Id |
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. |
|
Gateway State |
If you have the Edit Payment Gateway Status user permission, you can view the Gateway State field. Gateway State in Zuora is mainly used for gateway reconciliation. See Gateway Reconciliation Consideration for more information. Contact your system administrator to see whether you have been granted the required user permission. For more information about the user role and user permission, see Payments roles. If your user permission is changed, you must log out and log into Zuora UI again to refresh your settings. |
Fiance Information
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.
Payment Lifecycle
Use the information in the Payment Lifecycle section to review the following payment transaction events for a payment:
- Apply Payment to Invoice
- Unapplied Payment
- Refund
- 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.
Payment Application
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 information of a payment
- After reviewing the payment detail information, click the more icon
, and then click Edit Basic Information to edit the information.
You can edit the fields in the editable status. For users who have the Edit Payment Gateway Status user permission, you can also update the Gateway State field to any of the following values. Contact your system administrator to see whether you have been granted the required user permission. For more information about the user role and user permission, see Payments roles. If your user permission is changed, you must log out and log into Zuora UI again to refresh your settings.
- NotSubmitted
- Submitted
- Settled
- FailedToSettle
The events of updating the Gateway State field will be recorded in the Audit Trail.
- Click save changes.