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 data, such as amount, balance, and key dates. Each credit memo represents one row in the export.
Navigation: Reporting > Data Sources and select Credit Memo as the data source.
Data Source Detail
Base Object Description
Descriptions for the base Zuora object.
Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:
For more information, see View Information of Credit and Debit Memos.
Related Object Descriptions
Descriptions for related Zuora objects are listed in alphabetical order.
|Account||The account that made the payment.|
|Bill To||The Bill-To Contact of the Account.|
|Credit Memo Bill To Contact||The bill-to contact that is associated with the credit memo.
|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.|
Refers to the parent account associated with the customer account, if applicable.
|Sold To||The Sold-To Contact of the Account.|