Credit Memo Part Data Source
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 the applied and unapplied portions of credit memos. Each row represents a single portion of a credit memo. A credit memo can be applied to more than invoices and debit memos. You can export this data source to see how much of the credit memo is applied to invoices and debit memos, and how much is unapplied.
Navigation: Reporting > Data Sources and select Credit Memo Part as the data source.
Data Source Detail
Base Object Description
Descriptions for the base Zuora object.
Credit Memo Part
The applied and unapplied portions of the credit memo. 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.|
|Bill To||The Bill-To Contact of the Account.|
|Credit Memo|| |
Credit memos that you issued to your customers to reduce invoice and account balances. It includes the following fields:
|Debit Memo|| |
Debit memos that you issued to your customers to increase the amount your customers owed you. 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.|
|Parent Account|| |
Refers to the parent account associated with the customer account, if applicable.
|Sold To||The Sold-To Contact of the Account.|