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Credit memo item fields

This article provides guidance on building and customizing credit memo items in HTML templates, and details the mapping of fields between Word and HTML templates for credit memos.

To build a credit memo items table in the HTML template editor, you can drag the Credit Memo Details component into an HTML template, and then customize the predefined table according to your business demands. Additionally, you can also use the Configure data tables in HTML templates with more flexibility.

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

Merge field in Word templates

Equivalent in HTML templates

CreditMemoItem.AppliedAmount

CreditMemoItem.AppliedToOthersAmount

CreditMemoItem.RefundedAmount

CreditMemoItem.BeAppliedByOthersAmount

CreditMemoItem.UnappliedAmount

CreditMemoItem.UnappliedAmount

CreditMemoItem.Sku

CreditMemoItem.Sku

CreditMemoItem.Name

CreditMemoItem.ChargeName

CreditMemoItem.ServicePeriod

{{CreditMemoItem.ServiceStartDate|Localise}} - {{CreditMemoItem.ServiceEndDate|Localise}}

CreditMemoItem.ServiceStartDate

{{CreditMemoItem.ServiceStartDate|Localise}}

CreditMemoItem.ServiceEndDate

{{CreditMemoItem.ServiceEndDate|Localise}}

CreditMemoItem.Quantity

CreditMemoItem.Quantity

CreditMemoItem.ExtendedPrice

{{#Wp_Eval}}{{AmountWithoutTax}}+{{TaxAmount}}|Round(2)|Localise{{/Wp_Eval}}

CreditMemoItem.UnitOfMeasure

CreditMemoItem.UnitOfMeasure

CreditMemoItem.UnitOfMeasureDisplayedAs

Currently unavailable

CreditMemoItem.SubscriptionNumber

CreditMemoItem.Subscription.Name

CreditMemoItem.ChargeNumber

CreditMemoItem.RatePlanCharge.ChargeNumber

CreditMemoItem.ChargeType

CreditMemoItem.RatePlanCharge.ChargeType

CreditMemoItem.ChargeModel

CreditMemoItem.RatePlanCharge.ChargeModel

CreditMemoItem.ChargePeriod

CreditMemoItem.RatePlanCharge.BillingPeriod

CreditMemoItem.ChargeAccountingCode

CreditMemoItem.RatePlanCharge.AccountingCode

CreditMemoItem.CustomField

CreditMemoItem.CustomField

CreditMemoItem.AccountName

CreditMemo.Account.Name

CreditMemoItem.AccountNumber

CreditMemo.Account.AccountNumber

CreditMemoItem.TaxAmount

{{CreditMemoItem.TaxAmount|Round(2)|Localise}}

CreditMemoItem.AmountWithoutTax

{{CreditMemoItem.AmountWithoutTax|Round(2)|Localise}}

CreditMemoItem.SubscriptionNotes

CreditMemoItem.Subscription.Notes

CreditMemoItem.ProductName

CreditMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Name

CreditMemoItem.ProductDescription

CreditMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Description

CreditMemoItem.ProductRatePlanCharge.CustomField

CreditMemoItem.RatePlanCharge.ProductRatePlanCharge.customFields

CreditMemoItem.RatePlanName

CreditMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Name

CreditMemoItem.RatePlanDescription

CreditMemoItem.RatePlanCharge.RatePlan.ProductRatePlan.Description

CreditMemoItem.RatePlanCharge.CustomField

CreditMemoItem.RatePlanCharge.customFields

CreditMemoItem.Description

CreditMemoItem.Description

CreditMemoItem.ReferredInvoiceItemSku

CreditMemoItem.InvoiceItem.SKU

Note:

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

CreditMemoItem.ReferredInvoiceItemName

CreditMemoItem.InvoiceItem.ChargeName

CreditMemoItem.ReferredInvoiceItemDescription

CreditMemoItem.InvoiceItem.Description

CreditMemoItem.ReferredInvoiceItemServiceStartDate

CreditMemoItem.InvoiceItem.ServiceStartDate

CreditMemoItem.ReferredInvoiceItemServiceEndDate

CreditMemoItem.InvoiceItem.ServiceEndDate

CreditMemoItem.ReferredInvoiceItemQuantity

CreditMemoItem.InvoiceItem.Quantity

CreditMemoItem.ReferredInvoiceItemChargedate

CreditMemoItem.InvoiceItem.CreatedDate

CreditMemoItem.ReferredInvoiceItemUnitOfMeasure

CreditMemoItem.InvoiceItem.UOM

CreditMemoItem.ReferredInvoiceItemUnitOfMeasureDisplayedAs

Currently unavailable

CreditMemoItem.ReferredInvoiceItemExtended

{{#Wp_Eval}}{{ChargeAmount}} + {{TaxAmount}}{{/Wp_Eval}}

CreditMemoItem.ReferredInvoiceItemUnitPrice

CreditMemoItem.InvoiceItem.UnitPrice

CreditMemoItem.ReferredInvoiceItemTaxAmount

CreditMemoItem.InvoiceItem.TaxAmount

CreditMemoItem.ReferredInvoiceItemAmountWithoutTax

CreditMemoItem.InvoiceItem.ChargeAmount

CreditMemoItem.ReferredInvoiceItemServicePeriod

{{CreditMemoItem.InvoiceItem.ServiceStartDate|Localise}} - {{CreditMemoItem.InvoiceItem.ServiceEndDate|Localise}}

CreditMemoItem.ReferredInvoiceItemProductName

CreditMemoItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name

CreditMemoItem.ReferredInvoiceItemProductDescription

CreditMemoItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description

CreditMemoItem.UnitPrice

CreditMemoItem.UnitPrice