Display custom fields on credit and debit memos
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. After Invoice Settlement is enabled, the Invoice Item Adjustment feature will be deprecated for your tenant.
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 |
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 |