Payment Refund with auto-unapplying
Learn how to refund payments using the Unapply and Refund feature, which allows direct refunds without prior unapplication, and understand the necessary configurations and permissions.
Overview
Using the Unapply and Refund feature, you can directly refund full or partial payment to your customers, without the need to unapply the payment first. You can unapply the payments only if you have appropriate user permission to unapply a payment and issue a refund. See Payment Roles for more information.
Through the Payments settings configuration, you can configure a default application rule to determine how to unapply applied payments from invoices and debit memos. Zuora uses the user configured application rule to automatically unapply the payment if you have not specified item-level application amounts explicitly.
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The refund and unapply feature is currently available in Sandbox environments only.
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This operation is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.
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After a payment is fully refunded, it doesn’t contain any payment part.