Display Custom Fields on Credit and Debit Memos

Knowledge Center > Billing and Payments > Invoice Settlement > Credit and Debit Memos > Generate Memo PDFs with Custom Memo Template > Create a Custom Memo Template > Display Custom Fields on Credit and Debit Memos

Display Custom Fields on Credit and Debit Memos

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The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you wish to have access to the feature, submit a request at Zuora Global Support

You can add custom fields to your credit memo PDFs and debit memo PDFs.

You can include custom fields from Accounts, Bill To Contact, Sold To Contact, Credit Memos, Credit Memo Items, Debit Memos, and Debit Memo Items on your memo PDFs. To display custom fields on your memo PDF template, enter the custom field API name in the appropriate place on the memo PDF template. These custom fields must be created in the Zuora user interface, where you can define the label, API name, and other values.

Supported Fields

The following table lists which Region Fields support custom fields in the memo template.

Group and subtotal in nested tables is the only way you can sort by custom fields. For other cases, custom fields are not supported when using TableSort

Memo PDF Tables
(Region Fields)

Custom Fields in UI

Sample Tag

Account

Account

<<Account.ReasonCode__c>>

BillToContact

Contact <<BillToContact.ReasonCode__c>>

SoldToContact

Contact <<SoldToContact.ReasonCode__c>>

CreditMemo

CreditMemo

<<CreditMemo.ReasonCode__c>>

CreditMemoItem

CreditMemoItem

<<CreditMemoItem.ReasonCode__c>>

DebitMemo

DebitMemo

<<DebitMemo.ReasonCode__c>>

DebitMemoItem DebitMemoItem <<DebitMemoItem.ReasonCode__c>>

TaxItem

Not Supported

N/A

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