Credit Memo Application Data Source

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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 statistics, including amount and key dates. Each row represents a single credit memo application.

Data Source

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

Data Source Detail

The Credit Memo Application object represents a business event that happened to a credit memo.

Base Object Description

Descriptions for the base Zuora object.

Zuora Object	Description
Credit Memo Application	Information about when and how credit memos are applied to invoices and debit memos. It includes the following fields: Amount Created By ID Created Date Effective Date ID Updated By ID Updated Date

Zuora Object

Description

Credit Memo Application

Information about when and how credit memos are applied to invoices and debit memos. It includes the following fields:

Amount
Created By ID
Created Date
Effective Date
ID
Updated By ID
Updated Date

Related Object Descriptions

Descriptions for related Zuora objects are listed in alphabetical order.

Zuora Object	Description
Account	The account that made the payment.
Application Group	Groups of payment, refund, and credit memo applications. It includes the following fields: Created By ID Created Date ID Operation Date Updated By ID Updated Date
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: Amount Applied By Amount Applied To Balance Cancelled By Id Cancelled On Comments Created By ID Created Date Credit Memo Date Memo Number Discount Amount ID Posted By ID Posted On Reason Code Source Status Target Date Tax Amount Total Amount Total Amount Without Tax Total Tax Exempt Amount Transferred To Accounting Updated By ID Updated Date
Debit Memo	Debit memos that you issued to your customers to increase the amount your customers owed you. It includes the following fields: Amount Applied By Amount Applied To Balance Cancelled By Id Cancelled On Comments Created By ID Created Date Debit Memo Date Memo Number Discount Amount Due Date ID Posted By ID Posted On Reason Code Source Status Target Date Tax Amount Total Amount Total Amount Without Tax Total Tax Exempt Amount Transferred To Accounting Updated By ID Updated Date
Default Payment Method	The default payment method used to make payments.
Entity	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.
Credit Memo Application FX Data	Contains Home Currency and Reporting Currency information. To enable this option, submit a request at Zuora Global Support.