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Manually apply to a single line or charge

Apply a hold to an individual transaction line or charge directly from the Contracts/Orders tab.

Option D: Apply to a Single Line or Charge

To quickly hold a single transaction line without using the mass-selection menu:

  1. On the Contracts/Orders tab, ensure the view drop-down list (located above the data grid) is set to Line View or Charge View.

  2. Locate the specific transaction line in the data grid.

  3. Click the three-dot icon in the Actions column for that line/charge row, and select Line Actions or Charge Actions > Holds - Apply.

  4. In the Apply Hold window, select the appropriate hold from the drop-down list and provide your Comments.

  5. Click Apply.