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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Data source reference

Debit Memo data source

Data source to export debit memo data, such as amount, balance, and key dates

Note:

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.

Accessing data source

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

Data source details

The following sections provide data source details.

Base object description

Descriptions for the base Zuora object.

Zuora ObjectDescription
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 TermThe 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.

Descriptions for related Zuora objects are listed in alphabetical order.

Zuora objectDescription
AccountThe account that made the payment.
Bill ToThe Bill-To Contact of the Account.
Billing Document PDF Generation

This represents the current PDF generation status of the document and contains the following fields:

  • Created By ID
  • Created Date
  • Error Category
  • Error Message
  • File ID
  • Generation Source
  • Generation Status
  • ID
  • Updated By ID
  • Updated Date

Alternatively, you can select the Select All "Billing Document PDF Generation" Fields checkbox to include all fields at once.

Debit Memo Bill To ContactThe 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.
Debit Memo Sold To ContactThe sold-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 sold-to contact on the invoice or credit memo. Otherwise, the value is the sold-to contact you specified for the debit memo, or the default value null.
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
InvoiceThe invoice to which the payment is applied.
Parent AccountRefers to the parent account associated with the customer account, if applicable.
Sold ToThe 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.

Last updated: December 5, 2025