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Re: Deselect all or Select all when applying a payment to customers with multiple invoices - Status changed to: Coming Soon

Deselect all or Select all when applying a payment to customers with multiple invoices

Our finance team has requested the ability to Deselect all or Select all when applying a payment to a larger customer’s open invoices. They are finding it challenging to manually unflag all and isolate correct one to apply payment.

9 Comments
Zuora Alumni
Status changed to: Coming Soon

Hi,

 

We are currently developing a major enhancement to our payment application features. Select/deselect all will be part of the UI. Thanks.

Valued Scholar

Any status on when the payment application feature will be released?

Zuora Alumni
Status changed to: Coming Soon

Hi, 

 

The unapplied payments UI will have this capability. We expect to release this in the first half of 2017. Thanks.

Newly Enrolled

Hi,

 

is there any news on when the select all/deselect all option will be added to the 'Process a payment' screen?

Zuora Product Team
Status changed to: Implemented

For customers with mutliple invoices, the ability to select all or deselect all invoices for payments is currently available in the UI. When creating a payment, in the "Apply Payment" box at the bottom of the Process a Payment page there is a billing document table which lists the customer's invoices and debit memos. In the corner of that table (in the top row and leftmost column) there is a check box. To select all billing documents in the table, select the check box. To deselect all billing documents in the table, uncheck the box. 

Savvy Scholar

Hi,

 

when will this feature be available in sandbox and then in production ?

 

Nicolas

Zuora Product Team

Now on the Zuora UI in sandbox and production under Payments, you can apply a single payment to multiple open invoices and debit memos. To read about how to create a payment in the UI see this Knowledge Center article.

Savvy Scholar

on our Tenant the function of select / deselect all is not yet available, no check box.

 

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Zuora Product Team

To access this Invoice Settlement, which is currently in Limited Availability, must be enabled (@nharlow mentioned in a previous comment that this ability would be delivered with the unapplied payments UI). 

 

The Invoice Settlement feature includes unapplied payments, credit and debit memos, and invoice item settlement. If you wish to have access to this feature, contact Zuora Global Support.