Merge Accounting - Credit Notes

Credit Notes

A CreditNote is transaction issued to a customer, indicating a reduction or cancellation of the amount owed by the customer. It is most generally used as an adjustment note used to rectify errors, returns, or overpayments related to a sales transaction. A CreditNote can be applied to Accounts Receivable Invoices to decrease the overall amount of the Invoice.

Properties

idUUID

remote_idString

The third-party API ID of the matching object.

created_atDateTime (ISO 8601)

The datetime that this object was created by Merge.

modified_atDateTime (ISO 8601)

The datetime that this object was modified by Merge.

transaction_dateDateTime (ISO 8601)

The credit note's transaction date.

statusEnum

The credit note's status. Possible values include: SUBMITTED, AUTHORIZED, PAID. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

numberString

The credit note's number.

contactUUID

The credit note's contact.

companyUUID

The company the credit note belongs to.

exchange_rateString

The credit note's exchange rate.

total_amountNumber

The credit note's total amount.

remaining_creditNumber

The amount of value remaining in the credit note that the customer can use.

inclusive_of_taxBoolean

If the transaction is inclusive or exclusive of tax. True if inclusive, False if exclusive.

line_itemsCreditNoteLineItem[]

tracking_categoriesArray

currencyEnum

The credit note's currency. Possible values include: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL. In cases where there is no clear mapping, the original value passed through will be returned. To receive all enum values in the original format, use the show_enum_origins query parameter. Learn more.

remote_created_atDateTime (ISO 8601)

When the third party's credit note was created.

remote_updated_atDateTime (ISO 8601)

When the third party's credit note was updated.

paymentsArray

Array of Payment object IDs

applied_paymentsArray

A list of the Payment Applied to Lines common models related to a given Invoice, Credit Note, or Journal Entry.

accounting_periodUUID

The accounting period that the CreditNote was generated in.

applied_to_linesCreditNoteApplyLineForCreditNote[]

A list of the CreditNote Applied to Lines common models related to a given Credit Note

The CreditNoteApplyLineForCreditNote object

The CreditNoteApplyLine is attached to the CreditNote model.

Properties

remote_idString

The third-party API ID of the matching object.

created_atDateTime (ISO 8601)

The datetime that this object was created by Merge.

modified_atDateTime (ISO 8601)

The datetime that this object was modified by Merge.

invoiceUUID

applied_dateDateTime (ISO 8601)

Date that the credit note is applied to the invoice.

applied_amountString

The amount of the Credit Note applied to the invoice.

remote_was_deletedBoolean

Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. Learn more.

remote_was_deletedBoolean

field_mappingsObject

remote_dataRemoteData[]

GET

/credit-notes

https://api.merge.dev/api/accounting/v1/credit-notes

APAC

Returns a list of CreditNote objects.

Query & path parameters

company_idString

Optional

If provided, will only return credit notes for this company.

created_afterDateTime (ISO 8601)

Optional

If provided, will only return objects created after this datetime.

created_beforeDateTime (ISO 8601)

Optional

If provided, will only return objects created before this datetime.

cursorString

Optional

The pagination cursor value.

expandString

Optional

Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

include_deleted_dataBoolean

Optional

include_remote_dataBoolean

Optional

Whether to include the original data Merge fetched from the third-party to produce these models.

include_shell_dataBoolean

Optional

Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).

modified_afterDateTime (ISO 8601)

Optional

If provided, only objects synced by Merge after this date time will be returned.

modified_beforeDateTime (ISO 8601)

Optional

If provided, only objects synced by Merge before this date time will be returned.

page_sizeInteger

Optional

Number of results to return per page.

remote_fieldsString

Optional

Deprecated. Use show_enum_origins.

remote_idString

Optional

The API provider's ID for the given object.

show_enum_originsString

Optional

A comma separated list of enum field names for which you'd like the original values to be returned, instead of Merge's normalized enum values. Learn more

transaction_date_afterDateTime (ISO 8601)

Optional

If provided, will only return objects created after this datetime.

transaction_date_beforeDateTime (ISO 8601)

Optional

If provided, will only return objects created before this datetime.

Field support by integration

See all supported fields

Use the /linked-accounts endpoint to pull platform support information

FreshBooks

Microsoft Dynamics 365 Business Central

NetSuite

QuickBooks Online

Sage Business Cloud Accounting

Sage Intacct

Xero

Zoho Books

POST

/credit-notes

https://api.merge.dev/api/accounting/v1/credit-notes

APAC

Creates a CreditNote object with the given values. To run asynchronously, see our guide.

Query & path parameters

is_debug_modeBoolean

Optional

Whether to include debug fields (such as log file links) in the response.

run_asyncBoolean

Optional

Whether or not third-party updates should be run asynchronously.

Body parameters

modelObject

Required

Find available fields below under “Model Parameters”.

Model parameters

View app-specific writable fields under “Field support by platform” in this section.

transaction_dateDateTime (ISO 8601)

The credit note's transaction date.

statusEnum

The credit note's status. Must pass in one of the following choices: SUBMITTED, AUTHORIZED, PAID.

numberString

The credit note's number.

contactUUID

The credit note's contact. Must pass in a valid Merge ID, which can be obtained from the id field in the Contact object.

companyUUID

The company the credit note belongs to. Must pass in a valid Merge ID, which can be obtained from the id field in the CompanyInfo object.

exchange_rateString

The credit note's exchange rate.

total_amountNumber

The credit note's total amount.

remaining_creditNumber

The amount of value remaining in the credit note that the customer can use.

inclusive_of_taxBoolean

If the transaction is inclusive or exclusive of tax. True if inclusive, False if exclusive.

line_itemsArray

tracking_categoriesArray

currencyEnum

The credit note's currency. Must pass in one of the following choices: XUA, AFN, AFA, ALL, ALK, DZD, ADP, AOA, AOK, AON, AOR, ARA, ARS, ARM, ARP, ARL, AMD, AWG, AUD, ATS, AZN, AZM, BSD, BHD, BDT, BBD, BYN, BYB, BYR, BEF, BEC, BEL, BZD, BMD, BTN, BOB, BOL, BOV, BOP, BAM, BAD, BAN, BWP, BRC, BRZ, BRE, BRR, BRN, BRB, BRL, GBP, BND, BGL, BGN, BGO, BGM, BUK, BIF, XPF, KHR, CAD, CVE, KYD, XAF, CLE, CLP, CLF, CNX, CNY, CNH, COP, COU, KMF, CDF, CRC, HRD, HRK, CUC, CUP, CYP, CZK, CSK, DKK, DJF, DOP, NLG, XCD, DDM, ECS, ECV, EGP, GQE, ERN, EEK, ETB, EUR, XBA, XEU, XBB, XBC, XBD, FKP, FJD, FIM, FRF, XFO, XFU, GMD, GEK, GEL, DEM, GHS, GHC, GIP, XAU, GRD, GTQ, GWP, GNF, GNS, GYD, HTG, HNL, HKD, HUF, IMP, ISK, ISJ, INR, IDR, IRR, IQD, IEP, ILS, ILP, ILR, ITL, JMD, JPY, JOD, KZT, KES, KWD, KGS, LAK, LVL, LVR, LBP, LSL, LRD, LYD, LTL, LTT, LUL, LUC, LUF, MOP, MKD, MKN, MGA, MGF, MWK, MYR, MVR, MVP, MLF, MTL, MTP, MRU, MRO, MUR, MXV, MXN, MXP, MDC, MDL, MCF, MNT, MAD, MAF, MZE, MZN, MZM, MMK, NAD, NPR, ANG, TWD, NZD, NIO, NIC, NGN, KPW, NOK, OMR, PKR, XPD, PAB, PGK, PYG, PEI, PEN, PES, PHP, XPT, PLN, PLZ, PTE, GWE, QAR, XRE, RHD, RON, ROL, RUB, RUR, RWF, SVC, WST, SAR, RSD, CSD, SCR, SLL, XAG, SGD, SKK, SIT, SBD, SOS, ZAR, ZAL, KRH, KRW, KRO, SSP, SUR, ESP, ESA, ESB, XDR, LKR, SHP, XSU, SDD, SDG, SDP, SRD, SRG, SZL, SEK, CHF, SYP, STN, STD, TVD, TJR, TJS, TZS, XTS, THB, XXX, TPE, TOP, TTD, TND, TRY, TRL, TMT, TMM, USD, USN, USS, UGX, UGS, UAH, UAK, AED, UYW, UYU, UYP, UYI, UZS, VUV, VES, VEB, VEF, VND, VNN, CHE, CHW, XOF, YDD, YER, YUN, YUD, YUM, YUR, ZWN, ZRN, ZRZ, ZMW, ZMK, ZWD, ZWR, ZWL.

paymentsArray

Array of Payment object IDs

applied_paymentsArray

A list of the Payment Applied to Lines common models related to a given Invoice, Credit Note, or Journal Entry.

accounting_periodUUID

The accounting period that the CreditNote was generated in. Must pass in a valid Merge ID, which can be obtained from the id field in the AccountingPeriod object.

applied_to_linesArray

A list of the CreditNote Applied to Lines common models related to a given Credit Note

integration_paramsObject

linked_account_paramsObject

Field support by integration

See all supported fields

Use the /linked-accounts endpoint to pull platform support information

NetSuite

QuickBooks Online

Xero

Not seeing an integration that you're looking for? Submit a request for it.

To include the correct model fields when making POST requests, use the GET /credit-notes/meta/post endpoint. Learn more in our /meta guide.

GET

/credit-notes/{id}

https://api.merge.dev/api/accounting/v1/credit-notes/{id}

APAC

Returns a CreditNote object with the given id.

Query & path parameters

expandString

Optional

Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.

idUUID

Required

include_remote_dataBoolean

Optional

Whether to include the original data Merge fetched from the third-party to produce these models.

remote_fieldsString

Optional

Deprecated. Use show_enum_origins.

show_enum_originsString

Optional

A comma separated list of enum field names for which you'd like the original values to be returned, instead of Merge's normalized enum values. Learn more

Field support by integration

See all supported fields

Use the /linked-accounts endpoint to pull platform support information

FreshBooks