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
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- 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
