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Credit Memo Object

The Credit Memo Object is a custom Object designed to capture all credits/refunds entered into Creatio and then to QuickBooks, and/or to receive all credits/refunds recorded in QuickBooks. .

Credit Memo Object Detail

Credit Memo Object Detail for Creatio to QuickBooks

Mandatory

If you are running Creatio, you will need to choose from the selection of fields below to support real-time, batch for Credit Memo’s and Refund processing.

In Creatio

    • Credit Memo If you want to process credit memos and refunds in your Payments or Opportunities, follow the process below:

The Credit Memo Object. You now need to create a Custom Object in Creatio to support the Credit Memo Processing work flows. Go to Setup, App Setup, click on Customize – then click on Objects below. The fields required are below:

Custom Field                         Custom Field Type                    Field Description

Credit Memo Name            Text(80)                                         Credit Memo Name

Credit Remaining                Currency(15,2)

RefNumber                          Text(11)                                            Reference Number (External Unique ID)

Opportunity                          Master-Detail (Opportunity)     Connects Credits/Refunds Objectto Opportunity

Total Amount                      Currency(15,2)                              Total Amount of Credit Memo

Transaction Date                 Date                                                 Credit Memo Transaction Date