Overriding accounting codes on refund
Learn how to override accounting codes on refund transactions using the UI, API, and Mass Updater for different accounting treatments.
You can override the accounting code on refund transactions. By default, the accounting code of payment refund is inherited from the payment method. Using this feature, you can associate different accounting codes at the time of creating the refund to enable different downstream accounting treatments. You can override this value through both the UI and the API.
You must have Invoice Item Settlement enabledto override accounting codes on refund. To access the feature, see Invoice Settlement Enablement and Checklist Guide .
Overriding accounting codes through the Zuora API
You can also use the Zuora API to override the default accounting codes on payments by updating the AccountingCode field under financeInformation on the Refund object. For more information, see Update a refund .
For more information, see Refund object .
Override accounting code in batch using Mass Updater
The Update accounting codes mass action allows you to mass update accounting codes on transaction objects such as invoice items. This reference describes the columns supported in the upload file and the columns added to the response file. For more information, see Mass Updater .