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Debit Memo Data Source


Debit Memo 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 debit memo data, such as amount, balance, and key dates. Each debit memo represents one row in the export.

Data Source

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

Data Source Detail

Base Object Description

Descriptions for the base Zuora object.

Zuora Object Description

Debit Memo

Debit memos that you issued to your customers to increase the amount your customers owned you. It includes the following fields:

  • Balance
  • Cancelled By Id
  • Cancelled On
  • Comments
  • Created By ID
  • Created Date
  • Debit Memo Date
  • Debit Memo Number
  • Discount Amount
  • Due Date
  • Exchange Rate Date (Only available if you have the currency conversion feature enabled.)
  • ID
  • Invoice Group Number
  • Payment Term
    The payment term that is used to calculate the due date on the debit memo. The value of this field is the name of the payment term. If the debit memo is generated from an invoice, the field value is the same as the payment term on the invoice. Otherwise, the value is null.
  • Posted By ID
  • Posted On
  • Reason Code
  • Sequence Set ID
  • Source
  • Source Type
  • Status
  • Target Date
  • Tax Amount
  • Tax Auto Calculation
  • 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.
Debit Memo Bill To Contact The bill-to contact that is associated with the debit memo. If the debit memo is generated from an invoice or a credit memo, its value is the same as the bill-to contact on the invoice or credit memo. Otherwise, the value is null.
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:

  • Address 1
  • Address 2
  • City
  • Country
  • Created By ID
  • Created Date
  • Display Name
  • Email
  • ID
  • Name
  • Postal Code
  • State
  • Updated By ID
  • Updated Date
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.
Debit Memo FX Data

Contains Home Currency and Reporting Currency information.

To enable this option, submit a request at Zuora Global Support.