Overview of unapplying payments from invoices and debit memos
Learn how to unapply payments from invoices and debit memos, and manage unapplied payment amounts.
You can unapply the applied payments from invoices and debit memos. For example, a payment is applied incorrectly. After you unapplied the payment from the invoices, the payment is then recorded as unapplied . The amount from the invoices is transferred into the unapplied amount of the payments. You can then apply the payment to any open invoices and their invoice items.
Overview
You can unapply the payments only if you have the appropriate user permission. See Payment Roles for more information.
Through the billing settings configuration, you can configure a default application rule to determine how to unapply payments applications from invoices and debit memos. Zuora uses the specified application rule to automatically unapply the payment if you have not specified item-level application amounts explicitly.