Review and edit payments
Learn how to review and edit payment details, including transaction information, finance data, and payment lifecycle events.
On the payment details page, you can review the payment information and edit the basic information of the transaction.
Fiance Information
The Finance Information section display the accounting-related information of the payment.
For a standalone payment , the Finance Information section is not presented on the payment detail page, because the payment will not be settled within Zuora. For more detailed information, see Create a payment using Zuora UI
Payment Lifecycle
Use the information in the Payment Lifecycle section to review the following payment transaction events for a payment:
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Apply Payment To Invoice
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Unapplied Payment
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Refund Electronic Payment
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Electronic Payment Request
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Electronic Payment Response
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Cancel
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Settlement
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Refund of Payment
The events are displayed in the left timeline pane in chronological order. Click the event and you can review the following information in the right pane:
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Review the request or response information in JSON for details of the event.
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If the event failed, the actionable recommendation is provided at the top.
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Only invoice settlement transaction types are supported in the payment lifecycle.
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Credit memo and debit memo events are not part of the payment life cycle.
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Payments applied to legacy transaction types such as credit balances are not included in the payment lifecycle.
Payment Application
The Payment Application section displays the billing documents with which the payment is associated. You can click the expand icon of an invoice to view the related subscriptions and invoice items.
For a standalone payment , the Payment Application section is not presented on the payment detail page, because the payment will not be settled within Zuora.
Note that if your tenant hasn't enabled the Invoice Settlement feature, you can view the associated billing documents in the Invoice(s) associated to this Payment section.