Transfer an unapplied payment
This task describes how to transfer an unapplied payment through the Zuora REST API and the Zuora UI.
To transfer an unapplied payment through the Zuora REST API, see Transfer Payment in the API reference.
To transfer an unapplied payment through the Zuora UI, complete the following steps:
- Navigate to Payments > Payments in the left-hand navigation section.
- Click the payment you want to transfer.
- Click More > Transfer Payment from the payment detail page. The Search Customer Account dialog is displayed.
- Search and select the customer account you want to transfer the payment to. Note : The search field allows you to select Name or Account Number option to enhance the search operation.
- Click transfer .
- Click ok .