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PaymentCredit

Tracks the amount of money returned to the customer. The return can be a store credit, a gift card, or another type of credit. It's linked to the original payment record and includes the total credit amount issued. This object is available in API version 65.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

This object is only available in Salesforce Order Management orgs or if the B2B Commerce or D2C Commerce license is enabled. Users require the PaymentCredit and PaymentPlatform permission sets.

Fields

Field Details
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The account of the customer who made the payment.
This field is a relationship field.
This is a required field.
Relationship Name
Account
Refers To
Account
Amount
Type
currency
Properties
Create, Filter, Sort
Description
The amount to be credited.
This is a required field.
Balance
Type
currency
Properties
Filter, Nillable, Sort
Description
Balance of payment credits (NetApplied - TotalCredit TransactionAmount - TotalCredit PendingTransactionAmount).
Comments
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Provide additional details about the payment credit transaction.
CreditMemoId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the credit memo associated with the payment credit.
This field is a relationship field.
Relationship Name
CreditMemo
Refers To
CreditMemo
CreditType
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Credit types available.
This is a dynamic picklist that the user can define. Possible values are:
  • Credit
  • Gift Card
  • Gift Certificate
CreditTypeCategory
Type
picklist
Properties
Filter, Group, Restricted picklist, Sort
Description
A static enum showing the credit category type.
Possible value is:
  • Credit
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Contains the ISO code for any currency allowed by the organization.
Possible values are:
  • EUR—Euro
  • GBP—British Pound
  • USD—U.S. Dollar
The default value is USD.
EffectiveDate
Type
dateTime
Properties
Create, Filter, Sort, Update
Description
Effective date of the payment credit.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
Timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
NetApplied
Type
currency
Properties
Filter, Nillable, Sort
Description
Total of all credit amounts apllied for this payment credit (TotalCreditApplied - TotalCreditUnapplied).
OrderPaymentSummaryId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the order payment summary.
This field is a relationship field.
Relationship Name
OrderPaymentSummary
Refers To
OrderPaymentSummary
PaymentCreditNumber
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
ID of the payment credit record. This field is automatically generated.
Example: PC-{000000000}.
PaymentId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
ID of the payment associated with the payment credit.
This field is a relationship field.
Relationship Name
Payment
Refers To
Payment
ReturnOrderId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the return order associated with the payment credit.
This field is a relationship field.
Relationship Name
ReturnOrder
Refers To
ReturnOrder
TotalApplied
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of all applied amounts from the payment credit line payment.
TotalCreditPendingTxnAmt
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of pending payment credits.
TotalCreditTxnAmt
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of processed payment credits.
TotalUnapplied
Type
currency
Properties
Filter, Nillable, Sort
Description
Sum of all the unapplied amounts from the payment credit line payment.