Configure additional payment fields
Learn how to configure additional Zuora payment fields to customize lockbox files for tracking purposes.
Additional Zuora payment fields, or custom fields, can be added to customize the lockbox file for tracking purposes. This step is optional and can be left blank if further fields are not needed.
- Click Add Field to add a new custom field.
- Select a Zuora payment field from the drop-down list, and select a lockbox file header from the dropdown list that correlates to the Zuora payment field. A Default Value can be added, but will nullify any lockbox file header selected. The Sample Row From File will auto-populate with information from the uploaded file for an example and to ensure accuracy.
- Click Add Field to add a new custom field. Click the trash bin icon to remove a field.
- Click Next Step when there are no further fields to be added.