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unapplied cash in Zuora

Is there a way to "store" unapplied cash in Zuora?  We've had a few customers overpay their invoice, and don't have any other outstanding invoices to apply the payment to.  Is there a way to "store" that cash on the customer's zuora account so it could be applied to future invoices?

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Master

Re: unapplied cash in Zuora

Hi @hdeschamps

 

There is exactly the same function as you want!
Credit Balances: https://knowledgecenter.zuora.com/CB_Billing/G_Credit_Balances

 

Since this is Limited Availability, you need to contact Global Support in order to activate Credit Balances.
Once you activate Credit Balance, Zuora will be able to handle overpay:

CreditBalance01.png 

 

The excess amount is "stored" in the Account. This customer can apply from Credit Balance instead of paying to the future Invoices:

 CreditBalance02.png