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Overview of creating payments without specifying customer accounts

Create payments in Zuora without specifying customer accounts, and transfer unapplied payments later.

If you do not know to which customer account the payment belongs, you can create an unassigned payment first. Zuora allows you to create a payment without specifying a customer account from the Zuora UI and REST API. Later, you can transfer the unapplied payment to the correct account.

Overview

When creating a payment, the total number of invoices and debit memos that the payment will apply to should be less than or equal to 1,000.

If the Proration application rule is used, when creating a payment, the following quantity must be less than or equal to 15,000:

(number of invoice items + number of debit memo items) * number of payment items

Otherwise, the First In First Out rule will be used instead of the Proration rule.