Credit Memo Data Source

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Credit Memo Data Source

This feature is only available if you have the Invoice Settlement feature enabled. The Invoice Settlement feature is in Limited Availability. If you want to have access to the feature, submit a request at Zuora Global Support

Use this data source to export credit memo data, such as amount, balance, and key dates. Each credit memo represents one row in the export.

Data Source

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

Data Source Detail

Base Object Description

Descriptions for the base Zuora object.

Zuora Object Description

Credit Memo

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

  • Applied Amount
  • Balance
  • Cancelled By Id
  • Cancelled On
  • Comments
  • Created By ID
  • Created Date
  • Credit Memo Date
  • Credit Memo Number
  • Discount Amount
  • Exchange Rate Date (Only available if you have the currency conversion feature enabled.)
  • ID
  • Posted By ID
  • Posted On
  • Reason Code
  • Refund Amount
  • Source
  • Source ID
  • Status
  • Target Date
  • Tax Amount
  • Total Amount
  • Total Amount Without Tax
  • Total Tax Exempt Amount
  • Transferred To Accounting
  • Updated By ID
  • Updated Date

For more information, see View Information of Credit and Debit Memos.

Related Object Descriptions

Descriptions for related Zuora objects are listed in alphabetical order.

Zuora Object Description
Account The account that made the payment.
Bill To The Bill-To Contact of the Account.
Default Payment Method

The default payment method used to make payments.


The entity that the data relates to. Part of the Multi-entity feature.

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.
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