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Credit Memo Application data source

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Data source to export credit memo application statistics, including amount and key dates

This feature 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 Memos, and Invoice Item Settlement. If you want to have access to the feature, see Invoice Settlement Enablement and Checklist Guide for more information.

Use this data source to export credit memo application statistics, including amount and key dates. Each row represents a single credit memo application.

Accessing the data source

​Navigation: Reporting > Data Sources and select Credit Memo Application as the data source.

Data source detail

The Credit Memo Application object represents a business event that happened to a credit memo.

Base object description

Descriptions for the base Zuora object.

Zuora Object

Description

Credit Memo Application

Information about when and how credit memos are applied to invoices and debit memos. It includes the following fields:

  • Amount
  • Created By ID
  • Created Date
  • Effective Date
  • ID
  • Updated By ID
  • Updated Date

Descriptions for related Zuora objects are listed in alphabetical order.

Zuora object

Description

Account

The account that made the payment.

Application Group

Groups of payment, refund, and credit memo applications. It includes the following fields:

  • Created By ID
  • Created Date
  • ID
  • Operation Date
  • Updated By ID
  • Updated Date

Bill To

The Bill-To Contact of the Account.

Credit Memo

Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:

  • Amount Applied By
  • Amount Applied To
  • Balance
  • Cancelled By Id
  • Cancelled On
  • Comments
  • Created By ID
  • Created Date
  • Credit Memo Date
  • Memo Number
  • Discount Amount
  • ID
  • Posted By ID
  • Posted On
  • Reason Code
  • Source
  • Status
  • Target Date
  • Tax Amount
  • Total Amount
  • Total Amount Without Tax
  • Total Tax Exempt Amount
  • Transferred To Accounting
  • Updated By ID
  • Updated Date

Debit Memo

Debit memos that you issued to your customers to increase the amount your customers owed you. It includes the following fields:

  • Amount Applied By
  • Amount Applied To
  • Balance
  • Cancelled By Id
  • Cancelled On
  • Comments
  • Created By ID
  • Created Date
  • Debit Memo Date
  • Memo Number
  • Discount Amount
  • Due Date
  • ID
  • Posted By ID
  • Posted On
  • Reason Code
  • Source
  • Status
  • Target Date
  • Tax Amount
  • Total Amount
  • Total Amount Without Tax
  • Total Tax Exempt Amount
  • Transferred To Accounting
  • Updated By ID
  • Updated Date

Default Payment Method

The default payment method used to make payments.

Entity

The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:

  • Address 1
  • Address 2
  • City
  • Country
  • Created By ID
  • Created Date
  • Display Name
  • Email
  • ID
  • Name
  • Postal Code
  • State
  • Updated By ID
  • Updated Date

Invoice

The invoice to which the payment is applied.

Parent Account

Refers to the parent account associated with the customer account, if applicable.

Sold To

The Sold-To Contact of the Account.

Credit Memo Application FX Data

Contains Home Currency and Reporting Currency information.

To enable this option, submit a request at Zuora Global Support.