Apply Credit Memo (POST)

Adjust or correct already issued invoices by applying an existing credit memo to an invoice.

Specify the credit memo ID and the amounts to be applied, with the total of all applied amounts not exceeding the credit memo’s balance.

The credit amount for each invoice can’t surpass the original charge or adjustment amount, and the overall credit amount must not exceed the invoice’s outstanding balance. The exceptions include any taxes calculated by an external service.

For example, your organization sold 10 tablets at US$500 each, totaling $5000, to a vendor who later reported that 6 tablets were defective. Your accounts receivable team creates a $3000 credit memo by using the standalone Credit Memo API. Additionally, the team applies this credit to the original invoice by using the Apply Credit Memo API.

When the credit application level is Invoice Line, this API applies the credit memo amount to all invoice lines starting from the highest amount until the full credit is applied or all lines are settled.

You need the Credit Memo Operations User permission set to use this API.

1/commerce/invoicing/credit-memos/{creditMemoId}/actions/apply

1https://{yourInstance}.salesforce.com/services/data/v68.0/commerce/invoicing/credit-memos/{50gSG0000000XATYA2}/actions/apply

62.0

POST

JSON Example

1{
2  "applications": [
3    {
4      "appliedToId": "3ttxx000000003FAAQ",
5      "amount": 10,
6      "description": "Apply to invoice for refund",
7      "effectiveDate": "2024-07-01"
8    },
9    {
10      "appliedToId": "3ttxx0000000001AAA",
11      "amount": 100
12    }
13  ]
14}

Properties

Credit Memo Apply List

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Resources

Sequence Gap Reconciliation (POST)

Sequence Assignment (POST)

Batch Invoices Document Generation (POST)

Batch Invoices Document Generation Retry (POST)

Batch Invoices Draft to Posted Status (POST)

Batch Invoice Scheduler (POST, PUT)

Batch Payment Scheduler (POST)

Billing Arrangement (GET)

Billing Schedule Recovery List (POST)

Composite Collection Plan Creation (POST)

Create Billing Schedules for Orders (POST)

Create Sequence Policy (POST)

Create Standalone Billing Schedules (POST)

Create and Apply Credit Memo (POST)

Apply Credit Memo (POST)

Unapply Credit Memo (POST)

Apply Credit Memo Line (POST)

Unapply Credit Memo Line (POST)

Generate On-Demand Invoice Document (POST)

Generate Account Statement (POST)

Invoice Creation (POST)

Invoice Draft to Posted Status (POST)

Invoice Ingestion (POST)

Invoice Estimated Tax Calculation (POST)

Invoice Preview (POST)

Invoice Run Recovery (POST)

Negative Invoice Lines to Credit Conversion (POST)

Payment Line Apply (POST)

Payment Line Unapply (POST)

Payment Scheduler Update (PATCH)

Post a Draft Memo (POST)

Rules Application (POST)

Posted Invoice List Write-Off (POST)

Void a Posted Invoice (POST)

Refund Line Apply (POST)

Send Emails for Posted Invoices (POST)

Resume Billing (POST)

Suspend Billing (POST)

Standalone Credit Memo (POST)

Billing Checkout (POST)

Tax Calculation (POST)

Update Sequence Policy (PATCH)

Void Posted Credit Memo (POST)

Refund Credit Memo (POST)

Request Bodies

Response Bodies

Billing Apex Reference

Billing Metadata API Types

Revenue Management Associated Objects

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