Apply unapplied payments to invoices and debit memos
Learn how to apply unapplied payments to invoices and debit memos, configure application rules, and understand the limitations and permissions required for payment applications.
If your customers have unapplied payments on their accounts, you can do the following things:
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Apply unapplied payments to one or more invoices and debit memos
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Apply partial unapplied payment to invoices and debit memos, and leave the remainder of the payment as unapplied
Overview
You can apply the payments only if you have appropriate user permission. See Payments Roles for more information.
Through the billing settings configuration, you can configure a default application rule to determine how the system allocates payments applications to invoices and debit memos. Zuora uses the specified application rule to automatically allocate the payment if you have not specified item-level application amounts explicitly.
When you apply a payment, the total number of invoices and debit memos that the payment will apply to must be less than or equal to 1,000.
If the Proration application rule is used, when you apply a payment, the following quantity must be less than or equal to 15,000. Otherwise, the First In First Out rule will be used instead of the Proration rule.
(Number of invoice items + Number of debit memo items) * Number of payment items
After the payments are applied to an invoice or debit memo, the related payment transactions are displayed on the invoice or debit memo detail page. You can find the payment details about the invoice and debit memo on this page.