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 items. Each row represents a single credit memo application on one line item of the invoice or debit memo.
Navigation: Reporting > Data Sources and select Credit Memo Application Item as the data source.
Data Source Detail
The Credit Memo Application Item object represents a business event that happened to a credit memo at the item level.
Base Object Description
Descriptions for the base Zuora object.
Credit Memo Application Item
Credit Memo applications on invoice items and debit memo items. It includes the following fields:
Related Object Descriptions
Descriptions for related Zuora objects are listed in alphabetical order.
|Account||The account that made the payment.|
Periods of time that represents the financial calendar of your company. Used to assist with accounting close activities and financial reporting. Contains the following fields:
Groups of payment, refund, and credit memo applications. It includes the following fields:
|Bill To||The Bill-To Contact of the Account.|
Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:
|Credit Memo Application||
Information about when and how credit memos are applied to invoices and debit memos. It includes the following fields:
|Credit Memo Item||
Line items on credit memos. It includes the following fields:
|Credit Taxation Item||
Taxation records on credit memos. It includes the following fields:
Debit memos that you issued to your customers to increase the amount your customers owed you. It includes the following fields:
|Debit Memo Item||
Line items on debit memos. It includes the following fields:
|Debit Taxation Item||
Taxation records on debit memos. It includes the following fields:
|Default Payment Method||
The default payment method used to make payments.
The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields:
|Invoice||The invoice to which the payment is applied.|
Represents one line item on the invoice.
Represents a Zuora transaction recorded as a debit and credit. Includes the following fields:
Automated process for creating journal entries from Zuora transactions. Includes the following fields:
Refers to the parent account associated with the customer account, if applicable.
|Sold To||The Sold-To Contact of the Account.|
|Taxation Item||Related taxation record.|