Learn how to refund a full or partial payment with auto-unapply from the Zuora UI by following a series of steps.

1. Navigate to Payments > Payments .
2. In the payment list view, locate the target payment and click Unapply and Refund at the top of the payment page. The Refund payment page opens.
3. On the Refund a Payment page, specify the following information in the Basic Information section:
   1. In the Refund Method field, specify the refund method.
   2. In the Refund Type field, specify the refund type.
   3. In the Refund Date field, specify the date when to refund money to your customer.
   4. Select the invoices and debit memos that you want to unapply the payment for, and specify the amount in the Refund Amount field.
   5. In the Refund Amount field, specify the refund amount.
   6. From the Reason Code list, select a reason code for the refund. Reason codes are a way that you can include additional information or business process context on payment operations transactions. This list contains all of the payment refund reason codes that are active in your Zuora tenant. See Reason Codes for Payment Operations for detailed information about reason codes.
   7. (Optional)Select Write Off Refund Amount if you also wish to write off the refund amount from the invoice.
   8. From the Write Off Reason Code list, select a reason code for the write off.
   9. (Optional): In the Reference ID field, specify a reference ID.
   10. (Optional): In the Secondary Reference ID field, specify a reference ID.
   11. (Optional): In the Comments field, enter the comments for this payment.
4. Specify the following information in the Finance Information section (optional):
   1. From the Transferred to Accounting list, select the status of the mapping from Zuora to a third party, such as NetSuite or Salesforce.
   2. From the Bank Account list, select the accounting code that maps to a bank account in your accounting system.
   3. From the Unapplied Payment list, select the accounting code for unapplied payment.
5. Click Save .