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Merge field mapping between Word templates and HTML templates for credit memos

Credit memo fields

This article provides a mapping of Credit Memo fields between Word templates and HTML templates.

The following table lists the mapping for Credit Memo fields in Word templates and HTML templates for credit memos.

Merge field in Word templates

Equivalent in HTML templates

CreditMemo.Number

CreditMemo.MemoNumber

CreditMemo.AccountName

CreditMemo.Account.Name

CreditMemo.CreditMemoDate

CreditMemo.MemoDate

CreditMemo.TargetDate

CreditMemo.TargetDate

CreditMemo.PostedOn

CreditMemo.PostedOn

CreditMemo.TotalAmount

CreditMemo.TotalAmount

CreditMemo.TaxAmount

CreditMemo.TaxAmount

CreditMemo.AmountWithoutTax

CreditMemo.TotalAmountWithoutTax

CreditMemo.UnappliedAmount

CreditMemo.Balance

CreditMemo.RefundedAmount

CreditMemo.RefundAmount

CreditMemo.AppliedAmount

CreditMemo.AppliedAmount

CreditMemo.Comment

CreditMemo.Comments

CreditMemo.ReferredInvoiceNumber

CreditMemo.Invoice.InvoiceNumber

Note:

The referred invoice is only available when a credit memo is created from an invoice.

CreditMemo.ReferredInvoiceTax

CreditMemo.Invoice.TaxAmount

CreditMemo.ReferredInvoiceTotal

CreditMemo.Invoice.Amount

CreditMemo.ReferredInvoiceComments

CreditMemo.Invoice.Comments

CreditMemo.ReferredInvoiceDueDate

CreditMemo.Invoice.DueDate

CreditMemo.ReferredInvoiceDate

CreditMemo.Invoice.InvoiceDate

CreditMemo.ReferredInvoicePaymentAmount

CreditMemo.Invoice.PaymentAmount

CreditMemo.ReferredInvoiceBalance

CreditMemo.Invoice.Balance

CreditMemo.ReferredInvoiceAmountWithoutTax

CreditMemo.Invoice.AmountWithoutTax

CreditMemo.ReferredInvoiceGrossAmount

{{CreditMemo.Invoice.InvoiceItems|FilterByValue(ProcessingType,NE,1)|Sum(ChargeAmount)}}

CreditMemo.ReferredInvoiceRefundAmount

CreditMemo.Invoice.RefundAmount

CreditMemo.ReferredInvoiceNetPaymentAmount

Currently unavailable

CreditMemo.SequenceNumber

{{CreditMemo.MemoNumber|Substr(2,11)}}

Note:

The first parameter of the Substr function needs to change according to the prefix. If the prefix is CM for credit memos, you can use Substr(2,11) to get the credit memo sequence number. For example, if a credit memo number is CM00000075, the rendered result is displayed as 00000075. To learn more information about the Substr function, see Functions used in merge fields .

Last updated: December 19, 2025