Happy Business Starts Here

Credit Memo Template ID & Debit Memo Template ID available in UI via Data Query

andrew_zuora
Zuora Support

Credit Memo Template ID & Debit Memo Template ID available in UI via Data Query

For some time, the only way to pull the Credit Memo Template ID & Debit Memo Template ID was via an API call (GET Account). 

 

This caused issues when Zuora UI users were trying to confirm the ID used on the Credit/Debit Memo Templates for specific Customer Accounts, as they were unable to run reports or export this data from the UI. 

 

Good news! These fields are now available in Data Query. Please use the following SQL, and modify as necessary: 

select AccountNumber, Name, CommunicationProfileId, InvoiceTemplateId, CreditMemoTemplateId, DebitMemoTemplateId from Account where Status = 'Active' 

 

This will give you the Invoice, Credit Memo, and Debit Memo Template ID's for all of your Active Accounts. 





If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √