Credit Memo Data Model

Entities and relationships to adjust invoices through credit amounts for returns, overcharges, or other billing discrepancies. Credit Memos are linked to Invoices to reduce amounts owed or to apply as future payment credits, ensuring proper adjustments to customer balances.

Data model diagram for Credit Memo

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Customizable Lucidchart Template

Entities/Objects Included

Account, Credit Memo, Credit Memo Address Group, Credit Memo Invoice Application, Credit Memo Line, Credit Memo Line Invoice Line, Credit Memo Line Tax, Invoice, Invoice Line, Legal Entity, Sequence Policy

More Info

Revenue Management

How Do I Read These Diagrams?

See Salesforce Data Model Notation.