CreditMemo

Object

_id

workspaceId

customerInvoiceId

The credited invoice. Null for a standalone memo, which credits the customer and no invoice.

sourceInvoiceId

linkedInvoiceId

standalone

sourceInvoiceDocumentNumber

customerAccountId

customerAccountName

The customer's name, joined from the CRM account customerAccountId points at. Null when the memo names no customer, or names one this workspace cannot resolve — a deleted account, or one that is not its own.

ownerId

Written by assignFinanceOwnerReviewer's creditMemo branch alongside reviewerId. Null on every memo nobody has been assigned to, which is most of them — an assignment is a routing fact, not a lifecycle one.

reviewerId

projectId

projectName

Name of the project this document is filed against, resolved at read time and scoped to what the requesting member may see. Null when the project no longer exists or is not visible to them — clients render their unlinked fallback for both, and must never assume the name of a project the reader cannot open.

documentNumber

status

amount

balance

subtotal

taxTotal

transactionDate

remainingCredit

lines

applyTaxAfterDiscount

billingAddress

billingEmail

customFields

emailStatus

freeFormAddress

linkedTransactions

printStatus

privateNote

shippingAddress

shipFromAddress

taxDetail

taxExemptionExternalId

applications

approvalRoute

approvalChain

invoiceBalance

currencyConversion

paymentState

reason

approvedAt

approvedBy

rejectedAt

rejectedBy

approvalNote

appliedAt

appliedBy

journalId

createdAt

modifiedAt

createdBy

modifiedBy