The Unapplied Payments feature in Zuora offers enhanced flexibility and traceability for managing payments, including creating, editing, applying, unapplying, transferring, refunding, and retrieving payment information through the UI and REST API.

The Unapplied Payments feature gives you more flexibility and traceability of payment applications. You can manage payments with the following operations from the Zuora UI and REST API:

• Create a payment on invoices and debit memos

• Create an unapplied payment

• Create a payment without specifying the customer account

• Edit Payments

• Apply a payment to invoices and debit memos

• Unapply payments from invoices and debit memos

• Transfer a payment between customer accounts

• Refund payments

• Refund an unapplied payment

• Refund a payment with auto-unapplying

• Cancel a payment

• Delete a payment

• Retrieve payment information from REST API:

  • Get all payments

  • Get a payment

  • Get payment parts

  • Get a payment part

  • Get payment part items

  • Get a payment part item

Also, you can manage payment and refund custom fields from the Zuora UI and REST API. For more detailed information, see Custom fields and legacy custom fields