The Credit Memo/Refund Object is a custom Object designed to capture all credits/refunds entered into Creatio and then to your Merchant Service Provider, and/or to receive all credits/refunds recorded in your Merchant Service Provider.
Credit Memo/Refund object detail for Creatio to your Merchant Service Provider.
Mandatory
In 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
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- Credit Memo Processing. If you want to process credit memos and refunds in your Accounts 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. The Credit Object Name is Credit_Memo. 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 Object to Opportunity or Quote |
| Total Amount | Currency(15,2) | Total Amount of Credit Memo |
| Transaction Date | Date | Credit Memo Transaction Date |
