Posting with Zuora
Learn how to use Cash Application workflows in Zuora to post, apply, transfer, void, and manage payments.
Cash Application provides workflows for posting, applying, transferring, and voiding payments. Some payment actions must be handled in Zuora Billing.
Post payment for the first time
Post a payment for the first time by using the payment posting workflow.
Unapply and re-apply payments
Unapply and reapply payments by using the payment application workflow.
Transfer a payment
Edit the customer in Cash Application and then re-post the payment.
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step 1:
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step 2:
Void a payment
To void a payment before posting it, select Actions > Mark as Not a Payment.
Unpost payments & refund payments
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Both the cases are not supported. It has to be handled form Zuora Billing and cannot be handled from Cash Application.
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What if the payment is refunded in Zuora billing, will it reflect in Cash Application? No.
Payments and debit memo
Debit Memo and Invocie Entities are treated one and the same by the Cashapplication system. Payments and Credit Memo can be applied onto the Debit Memo Entities during posting. All the above workflows are applicable.