---
schema_version: "1"
id: 965f1e0400f8a129cc457db45e6229a62068642688b10ce13529ebac68e8a467
title: Credit Memo Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/om_credit_memo_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.om_credit_memo_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 23e35c3831ddc53c0e7b453de671c5784253dd7587c552257f7d26529da52fde
description: The Credit Memo object represents an amount to be refunded after an invoice has been generated. This object can be associated with one or more change orders.
products:
  - Commerce
  - Salesforce Order Management
release: "264"
---
# Credit Memo Fields

The Credit Memo object represents an amount to be refunded after an invoice has been generated. This object can be associated with one or more change orders.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-om_order_management-264-0-0-production-enus/4c4844e3-a194-4a65-95b7-17291a6dbefa/images/icon_note.png)

Note Depending on your page layout and field-level security settings, some fields aren’t visible or editable.

This table lists the fields on the Credit Memo object.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d43466e66">Field Label</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d43466e69">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Balance</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The amount of the credit memo available for allocation.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Bill To Contact</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The contact for the customer account associated with the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Billing Account</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The customer account associated with the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Created By</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The user who created the credit memo record.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Created Date</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The date when the credit memo record was created.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Credit Date</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The date that the credit memo was posted.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Credit Memo Number</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The auto-generated number assigned to the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Description</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The description of the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Document Number</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The auto-generated number used for organizing financial documents.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Last Modified By</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The user who last modified the credit memo record.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Last Modified Date</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The date when the credit memo record was last changed.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Owner Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The owner of the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Reference Entity</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The order or order summary associated with the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Status</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">
              <p>The status of the credit memo.</p>
              <p>Possible values are:</p>
              <ul>
                <li>Canceled—The credit memo is canceled.</li>
                <li>Draft—The credit memo isn’t yet recorded as a financial transaction.</li>
                <li>Error Posting—The credit memo posting failed.</li>
                <li>Pending—The credit memo is pending.</li>
                <li>Posted—The credit memo has been recorded as a financial transaction.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Tax Locale Type</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">
              <p>Indicates the method used to handle tax on the original order associated with the
                credit memo.</p>
              <p>Possible values are:</p>
              <ul>
                <li>Gross—Displays most prices and taxes as combined values. Usually applies to taxes like
                  value-added tax (VAT).</li>
                <li>Net—Displays most prices and taxes as separate values. Usually applies to taxes like
                  sales tax.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Adjustment Amount</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The total amount, not including tax, of the price adjustments applied to the products
              on the credit memo.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Adjustment Tax Amount</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The tax on the total adjustment amount.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Adjustment Amount with Tax</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">
              <p>The total amount, including tax, of the price adjustments applied to the products on
                the credit memo.</p>
              <p style="margin-bottom:0;">Total Adjustment Amount with Tax = Total Adjustment Amount + Total
                Adjustment Tax Amount</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Amount</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The total amount of the credit memo, including adjustments but not tax.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Charges</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The total amount of the charges on the credit memo, not including taxes.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Charge Amount with Tax</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">
              <p>The total amount of the charges on the credit memo, including tax.</p>
              <p style="margin-bottom:0;">Total Charge
                Amount with Tax = Total Charges + Total Charge Tax Amount</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Charge Tax Amount</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The tax on total charges.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total Tax Amount</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">The tax on the total amount.</td>

          </tr>
          <tr class="">
            <td data-label="Field Label" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e66 ">Total with Tax</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d43466e69 ">
              <p>The total amount of the credit memo, including adjustments and tax.</p>
              <p style="margin-bottom:0;">Total with Tax =
                Total Amount + Total Tax Amount </p>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Order Management Objects and Fields](https://help.salesforce.com/s/articleView?id=commerce.om_order_management_objects_and_fields.htm&release=264.0.0&type=5 "Learn about the standard objects and fields available for reporting in Order Management.")