openapi: 3.0.0
info:
title: API Reference
version: '2025-10-10'
contact:
email: docs@zuora.com
description: |
Welcome to the v1 API reference for the Zuora Billing, Payments, and Platform!
To learn about the common use cases of the Zuora v1 API, check out the [API Tutorials](https://developer.zuora.com/docs/get-started/tutorials/).
**Important**: This API Reference only showcases the parameters, fields, and behaviors available for the latest API minor version (`2025-08-12`).
For more information about Zuora API versions, see [API versions](https://developer.zuora.com/v1-api-reference/api-versions/) and [API upgrades](https://developer.zuora.com/v1-api-reference/api-upgrades/).
We recommend that you upgrade to the latest API version to take advantage of the latest Zuora capabilities.
For instructions about upgrading the API version, see [API upgrade guide](https://developer.zuora.com/v1-api-reference/api-upgrade-guide/).
Try the v1 API in our Postman collection:
Some of our older APIs are no longer recommended but still available, not
affecting any existing integration. To find related API documentation, see
[Older API
Reference](https://developer.zuora.com/v1-api-reference/older-api/overview/).
### More OpenAPI specification options
To support your integration with our OpenAPI specifications, whether using in-house solutions or third-party tools, we provide the following resources:
- **Order-to-Cash operations (detailed)**: Download Order-to-Cash OpenAPI spec, which includes full descriptions and examples
- **Order-to-Cash operations (compact)**: Download Order-to-Cash Compact OpenAPI spec, which excludes descriptions and code examples.
- **Full OpenAPI spec (compact)**: Download Compact OpenAPI Spec, which covers the entire API set without descriptions or samples.
If you need a different API specification beyond the options above, contact Zuora Global Support, and we will provide a custom spec tailored to your needs.
servers:
- url: https://rest.test.zuora.com
description: US Developer & Central Sandbox (incl. Test Drive)
- url: https://rest.sandbox.na.zuora.com
description: US API Sandbox Cloud 1
- url: https://rest.apisandbox.zuora.com
description: US API Sandbox Cloud 2
- url: https://rest.na.zuora.com
description: US Production Cloud 1
- url: https://rest.zuora.com
description: US Production Cloud 2
- url: https://rest.test.eu.zuora.com
description: EU Developer & Central Sandbox
- url: https://rest.sandbox.eu.zuora.com
description: EU API Sandbox
- url: https://rest.eu.zuora.com
description: EU Production
- url: https://rest.test.ap.zuora.com
description: APAC Developer & Central Sandbox
- url: https://rest.ap.zuora.com
description: APAC Production
security:
- bearerAuth: []
tags:
- description: |
Accounting Codes are commonly referred to as General Ledger Accounts or General Ledger Account Codes. In Zuora, the use of accounting codes are optional but recommended.
This section contains the operations that allow you to create, update, get, delete, activate, or deactivate accounting codes in Zuora.
name: Accounting Codes
- description: |
A key step in configuring Finance is to create accounting periods in Zuora to match your company's financial calendar.
This allows Zuora to produce reports and data exports organized by accounting periods, and to perform the work of closing the accounting periods for the revenue sub-ledger.
name: Accounting Periods
- description: |
Some operations in this section are similar to each other, but are
provided for different use scenarios. You should choose the one that best suits
your needs.
For example, the [Retrieve an account](https://developer.zuora.com/v1-api-reference/api/operation/GET_Account/) operation retrieves the basic information of an account, such as bill-to and sold-to contacts, billing and payments setup information, and metrics data for the account.
The [Retrieve an account summary](https://developer.zuora.com/v1-api-reference/api/operation/GET_AccountSummary/) operation returns the more detailed information of an account, such as bill-to and sold-to contacts, subscriptions, invoices, payments, and usages associated with this account.
name: Accounts
- description: |
Delivery Adjustments are used to handle end customer delivery complaints for the Delivery Pricing charge model. For more information, see Delivery Adjustments.
name: Delivery Adjustments
- description: |
The Aggregate Query API (AQuA) is a REST API that executes multiple Export ZOQL or ZOQL queries. The queries are performed in a sequential order and in a single read-only database transaction.
AQuA enforces the following limits:
- The maximum processing time per query is 3 hours. If a query in an AQuA job is executed for longer than 3 hours, this job will be killed automatically. See the best practices for bulk data extraction with AQuA.
- AQuA enforces limits on both the stateful concurrent AQuA jobs and the stateless concurrent AQuA jobs per tenant:
- The maximum number of stateful concurrent AQuA jobs per tenant is 50. - The maximum number of stateless concurrent AQuA jobs per tenant is 50.
AQuA jobs in the following status are counted towards your concurrent AQuA job limits:
- Submitted - Executing
Zuora system will reject the subsequent stateful or stateless job requests once the corresponding concurrent job limit is reached.
For more information about the Aggregate Query API(AQuA), see Aggregate Query.
name: Aggregate Queries
- description: |
Use the Bill Run call to create ad hoc bill runs and Post, Cancel, Query, and Delete bill runs.
For more information about bill runs, see Bill runs.
name: Bill Run
- description: |
Billing documents include invoices, credit memos, and debit memos.
**Note**: Credit memos and debit memos are only available if you have the Invoice Settlement feature enabled.
name: Billing Documents
- description: |
A billing preview run asynchronously generates a downloadable CSV file containing a preview of future invoice item data and credit memo item data for a batch of customer accounts.
**Note**: Credit memo item data is only available if you have the Invoice Settlement feature enabled.
name: Billing Preview Run
- description: |
Configuration Templates in Zuora Deployment Manager enable you to configure your tenants in minutes by importing a templated metadata configuration file. This feature eliminates the need for long manual configuration processes that would have previously taken hours. You will be able to access a comprehensive repository of industry-specific templates. It will be easier for you to deploy and release. To use this API for migrating metadata from a source tenant to a destination tenant, you should authenticate using credentials of the source tenant The user will have to provide the client id and secret key from the sou.rce tenant. To understand the known behavior of configuration templates and APIs, see the following sections: [Product Catalog deployment known facts and system behavior](https://knowledgecenter.zuora.com/Zuora_Platform/Tenant_Management/Deployment_Manager/CB_Product_Catalog_deployments/AE_Known_facts_and_system_behavior) [Product Catalog deployment FAQs](https://knowledgecenter.zuora.com/Zuora_Platform/Tenant_Management/Deployment_Manager/CB_Product_Catalog_deployments/AF_Product_Catalog_deployment_FAQs) [Deployment Manager Known Facts and Limitations](https://knowledgecenter.zuora.com/Zuora_Platform/Tenant_Management/Deployment_Manager/C_Deployment_Manager_Limitations)
name: Configuration Templates
- name: Metadata
description: |
The Metadata API in Zuora promotes a programmatic way to retrieve, compare, and validate
metadata within Zuora tenants for performing create and update actions between the source and the target.
To use this API for migrating metadata from a source tenant to a destination tenant,
you should authenticate using credentials of the source tenant.
The user will have to provide the client id and secret key from the source tenant.
To understand the known behavior of configuration templates and APIs, see the following sections:
[Product Catalog deployment known facts and system behavior](https://knowledgecenter.zuora.com/Zuora_Platform/Tenant_Management/Deployment_Manager/CB_Product_Catalog_deployments/AE_Known_facts_and_system_behavior)
[Product Catalog deployment FAQs](https://knowledgecenter.zuora.com/Zuora_Platform/Tenant_Management/Deployment_Manager/CB_Product_Catalog_deployments/AF_Product_Catalog_deployment_FAQs)
[Deployment Manager Known Facts and Limitations](https://knowledgecenter.zuora.com/Zuora_Platform/Tenant_Management/Deployment_Manager/C_Deployment_Manager_Limitations)
- description: |
The Bulk Data API operations allow you to manage bulk data loader services and perform programmatic CRUD (Create, Update, Read/export, Delete) operations. \
To perform data ingestion with a CSV file in Zuora Billing using the Data Loader Bulk Data APIs, see Tutorial for Bulk job API with CSV.
For more information, see Process Bulk Job with JSON-lines in Data Loader.
name: Bulk Data
- description: |
Every time a contact is updated a snapshot is taken.
name: Contact Snapshots
- description: |
A contact defines the customer who holds an account or who is otherwise a person to contact about an account. An account requires a contact for the `BillToId` and `SoldToId` fields before the account can be active.
name: Contacts
- description: |
Credit memos reduce invoice and account balances. By applying one or more credit memos to invoices with positive balances, you can reduce the invoice balances in the same way that applying a payment to an invoice.
For more information about credit memos, see Credit and debit memos.
name: Credit Memos
- description: |
The Event Trigger service manages the business events and trigger conditions that are defined on [Zuora Business Object Model](http://knowledgecenter.zuora.com/BB_Introducing_Z_Business/D_Zuora_Business_Objects_Relationship) or custom objects. When a Zuora object changes, the trigger conditions defined on the object are evaluated, and if any condition qualifies, a business event will be triggered and turned into a notification.
**Note**: Event Triggers operations are only applicable to custom events.
name: Custom Event Triggers
- description: |
With Custom Objects service, you can define custom objects, extending the Zuora data model to accommodate your specific use cases.
If you use Postman, you can import the custom objects endpoints as a collection into your Postman app and try out different requests to learn how the API works.
You can sign up for a free account on the [Postman website](https://identity.getpostman.com/signup) and download the app in case you do not use Postman yet.
Note that the Custom Object Definitions API is versioned by `Zuora-Version` in the request header. The response may be different for the same request with a different API version. Specify `Zuora-Version` in the request header if you expect a specific response schema.
### Error handling
If the Custom Objects API call fails, an error code will be returned in the response body. See [Custom Objects API error code](https://knowledgecenter.zuora.com/Central_Platform/Custom_Objects/Z_Custom_Objects_API#Custom_Objects_API_error_code) for details.
name: Custom Object Definitions
- description: |
With Custom Objects service, you can create, update, delete and find custom object records.
If you use Postman, you can import the custom objects endpoints as a collection into your Postman app and try out different requests to learn how the API works.
You can sign up for a free account on the [Postman website](https://identity.getpostman.com/signup) and download the app in case you do not use Postman yet.
Note that the Custom Object Records API is versioned by `Zuora-Version` in the request header. The response may be different for the same request with a different API version. Specify `Zuora-Version` in the request header if you expect a specific response schema.
### Error handling
If the Custom Objects API call fails, an error code will be returned in the response body. See [Custom Objects API error code](https://knowledgecenter.zuora.com/Central_Platform/Custom_Objects/Z_Custom_Objects_API#Custom_Objects_API_error_code) for details.
name: Custom Object Records
- description: |
With Custom Objects service, you can submit a bulk job request to create, update, or delete custom object records in a batch.
If you use Postman, you can import the custom objects endpoints as a collection into your Postman app and try out different requests to learn how the API works.
You can sign up for a free account on the [Postman website](https://identity.getpostman.com/signup) and download the app in case you do not use Postman yet.
Note that the Custom Object Jobs API is versioned by `Zuora-Version` in the request header. The response may be different for the same request with a different API version. Specify `Zuora-Version` in the request header if you expect a specific response schema.
### Error handling
If the Custom Objects API call fails, an error code will be returned in the response body. See [Custom Objects API error code](https://knowledgecenter.zuora.com/Central_Platform/Custom_Objects/Z_Custom_Objects_API#Custom_Objects_API_error_code) for details.
name: Custom Object Jobs
- description: |
A custom scheduled event notification is evaluated at the scheduled time of the related scheduled event on a daily basis. If the date meets the combination of the base field and the notification parameters, the notification will be triggered immediately.
For more information about Custom Scheduled Events, see Custom Scheduled Events.
name: Custom Scheduled Events
- description: |
The Data Query feature enables you to perform SQL queries in your Zuora tenant. To learn how to get started with Data Query, see [Overview of Data Query](https://knowledgecenter.zuora.com/DC_Developers/BA_Data_Query/A_Overview_of_Data_Query).
name: Data Queries
- description: |
Debit memos increase the amount a customer owes. It is a separate document from the invoice. Debit memos can be used to correct undercharging on an invoice or to levy ad hoc charges outside the context of a subscription. Just like an invoice, debit memo balances can be settled by applying either a payment or a credit memo.
For more information about debit memos, see Credit and debit memos.
name: Debit Memos
- description: |
With the E-Invoicing feature, Zuora supports electronic invoices through an integration with partners that have a local presence, where required, which guarantees compliance with local invoice regulations.
All the operations in this section are available only if you have the E-Invoicing feature enabled.
name: E-Invoicing
- description: |
Use invoice schedules to trigger invoice generation processes.
For more information about invoice schedules, see Billing Schedule overview.
name: Invoice Schedules
- description: |
Invoices provides information about customers' accounts for invoices, for examples, dates, status, and amounts.
For more information about invoices, see Invoice.
name: Invoices
- description: |
Use journal runs to automatically create summary journal entities that are suitable for importing into your general ledger system.
For more information about journal runs, see Journal Runs.
name: Journal Runs
- description: |
Use mass updater to perform mass actions more easily.
For more information about mass updater, see Mass Updater.
name: Mass Updater
- description: |
Notifications are the actions taken to inform users or call third-party endpoints when a certain event happens. Typical actions include emails and callouts. Callouts typically refer to HTTP invocations, such as HTTP calls to REST services.
Zuora notification system processes the events in the same order in which they are triggered. The timing and delivery of notifications can still vary based on factors such as retries, concurrency, and network latency. But Zuora guarantees the best performance possible with the right performance boosters and tuning.
Notifications are associated with Communication Profiles, which allow you to send specific event-driven notifications to targeted customers. Zuora provides the following Settings API to access the settings of Communication Profiles:* [Get all Communication Profiles](https://knowledgecenter.zuora.com/DC_Developers/BB_C_Settings_API/Settings_API_tutorials/Get_all_Communication_Profiles)
* [Create a new Communication Profile](https://knowledgecenter.zuora.com/DC_Developers/BB_C_Settings_API/Settings_API_tutorials/Create_a_new_Communication_Profile)
* [Modify a Communication Profile](https://knowledgecenter.zuora.com/DC_Developers/BB_C_Settings_API/Settings_API_tutorials/Modify_a_Communication_Profile)
* [Get all Notifications under a particular Communication Profile](https://knowledgecenter.zuora.com/DC_Developers/BB_C_Settings_API/Settings_API_tutorials/Get_all_Notifications_under_a_particular_Communication_Profile)
name: Notifications
- description: |
Zuora recommends that you use OAuth v2.0 to authenticate to the Zuora REST API.
You must first create an OAuth client in the Zuora UI before using the [Create an OAuth token](https://developer.zuora.com/api-references/api/operation/createToken) operation to create an OAuth token. See [Authentication](https://developer.zuora.com/rest-api/general-concepts/authentication/) for more information.
name: OAuth
- description: |
Use operations to generate invoices and credit memos, collect payments for posted invoices, and generate previews of future invoice items for customer accounts.
name: Operations
- description: |
Payment methods represents payment method details associated with a customer account.
name: Payment Methods
- description: |
Use payments to process payments, for example, automate recurring payments, manage overpayments, and create refunds.
For more information about payments, see Payments.
name: Payments
- description: |
The Prepaid with Drawdown feature is a pricing model for consumption-based services, such as data storage. Under this model, customers pay upfront to receive a number of units, usually for a period of time like a month or a year. Then they consume against that prepayment balance in a use-it-or-lose-it fashion, with a possibility of topping up more units or being charged for any overage. This model strikes a balance between upfront commitment and the pure pay-as-you-go pricing models. For more information, see Prepaid with Drawdown.
name: Prepaid with Drawdown
- description: |
A product is an item or service that your company sells. In the subscription economy, a product is generally a service that your customers subscribe to rather than a physical item that they purchase one time. For example, customers subscribe to a service that provides them a car when and where they need a car rather than buying a car outright.
A Product object contains all of the items in a specific product, especially product rate plans and product rate plan charges. Each Product object can have multiple rate plans, which in turn can each have multiple rate plan charges. Each rate plan charge can have multiple tiers. Taken together, all of these items create a single product.
Customers subscribe to products that are in your product catalog. Product objects collectively compose your product catalog. You create your product catalog by creating products. As soon as you create your first product, you create your product catalog.
name: Products
- description: |
You can create billing document sequence sets through the REST API or the Zuora UI, allowing distinct numbering sequences for billing documents, payments, and refunds.
To create a billing document sequence set through the Zuora UI, see Create Billing Document Sequence Sets for more information.
name: Sequence Sets
- description: |
A subscription is a product or service that has recurring charges,
such as a monthly flat fee or charges based on usage. Subscriptions can also include
one-time charges, such as activation fees. Every subscription must be associated
with an account. At least one active account must exist before any subscriptions
can be created.
For more information, see Subscriptions.
name: Subscriptions
- description: |
A summary journal entry is a summary of Zuora transaction amounts organized by accounting code and general ledger segments. A segment adds more reporting granularity through business dimensions, such as country or product.
For more information, see Summary Journal Entries Introduction
name: Summary Journal Entries
- description: |
The Summary Statement feature provides a comprehensive overview of billing activities for each account using HTML templates that compile data like invoices, credit memos, payments, and more. The associated APIs help automate the creation and management of these statements. See Account Summary Statements for more information.
name: Summary Statements
- description: |
The TaxationItem object is used to add a tax amount to an invoice item. In the typical use case, the tax amount that you specify in the object is calculated by Z-Tax or a third-party tax engine such as Avalara or Connect tax engine.
Changes that you make with this object affect the product charges in your product catalog, but not the charges in existing subscriptions.
name: Taxation Items
- description: |
Consumption of a billable service or resource (such as database storage space or bundles of emails sent) provides the basis for some charge models - simple usage, tiered pricing, or volume pricing.
To make this work, usage must be tracked in the system and usage charges must be calculated and invoiced.
Usage is always billed in arrears - for example, you might bill customers in February for their January usage. Usage can be billed on a recurring monthly, quarterly, semi-annual, or annual basis.
For more information about working with usage data, see Usage.
name: Usage
paths:
/oauth/token:
post:
security: []
description: |
Creates a bearer token that enables an OAuth client to authenticate with the Zuora REST API. The OAuth client must have been created using the Zuora UI. See [Authentication](https://developer.zuora.com/rest-api/general-concepts/authentication/) for more information.
**Note:** When using this operation, do not set any authentication headers such as `Authorization`, `apiAccessKeyId`, or `apiSecretAccessKey`.
You should not use this operation to generate a large number of bearer tokens in a short period of time; each token should be used until it expires. If you receive a 429 Too Many Requests response when using this operation, reduce the frequency of requests. This endpoint is rate limited by IP address.
For the rate limit information of authentication, see [Rate and concurrent request limits](https://developer.zuora.com/rest-api/general-concepts/rate-concurrency-limits/).
operationId: createToken
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- name: Zuora-Entity-Ids
in: header
required: false
description: |
An entity ID if you have Multi-entity enabled.
The value must be a 36-character UUID that contains hyphens(`-`).
If your entity ID is not a valid UUID, convert it to a valid UUID before specifying this parameter.
schema:
type: string
format: uuid
example: 11e643f4-a3ee-8bad-b061-0025904c756d
requestBody:
content:
application/x-www-form-urlencoded:
schema:
properties:
client_id:
description: |
The Client ID of the OAuth client.
maxLength: 36
minLength: 36
type: string
client_secret:
description: |
The Client Secret that was displayed when the OAuth client was created.
maxLength: 42
type: string
grant_type:
description: |
The OAuth grant type that will be used to generate the token. The value of this parameter must be `client_credentials`.
enum:
- client_credentials
type: string
required:
- client_id
- client_secret
- grant_type
type: object
required: true
responses:
'200':
content:
application/json:
examples:
response:
value:
access_token: c652cbc0ea384b9f81856a93a2a74538
expires_in: 3599
jti: c652cbc0ea384b9f81856a93a2a74539
scope: user.7c4d5433dc234c369a01b9719ecd059f entity.1a2b7a37-3e7d-4cb3-b0e2-883de9e766cc entity.c92ed977-510c-4c48-9b51-8d5e848671e9 service.echo.read tenant.19
token_type: bearer
schema:
$ref: '#/components/schemas/tokenResponse'
description: OK
headers:
X-RateLimit-Limit-minute:
description: |
The rate limit of this operation, in requests per minute. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: integer
X-RateLimit-Remaining-minute:
description: |
The number of requests that you may make in the next minute. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: integer
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
'429':
description: Too Many Requests
headers:
X-RateLimit-Limit-minute:
description: |
The rate limit of this operation, in requests per minute. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: integer
X-RateLimit-Remaining-minute:
description: |
The number of requests that you may make in the next minute. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: integer
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
summary: Create an OAuth token
tags:
- OAuth
x-code-samples:
- label: Curl
lang: curl
source: |
curl -X POST -H "Content-Type: application/x-www-form-urlencoded" -d "client_id=b64e42ba-7e1a-4bc6-9146-5e1b420306b5" --data-urlencode "client_secret=dOFENLWU193EEoEsWjPZrcjLKVr5OrN1HC9Kqg" -d "grant_type=client_credentials" "https://rest.zuora.com/oauth/token"
/v1/object/product:
post:
description: ''
operationId: Object_POSTProduct
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key'
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_REQUEST_rejectUnknownFields'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_X_Zuora_WSDL_Version'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ProxyCreateProduct'
required: true
responses:
'200':
content:
application/json:
examples:
response:
value:
Id: 2c93808457d787030157e03246ae5129
Success: true
schema:
$ref: '#/components/schemas/ProxyCreateOrModifyResponse'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'400':
content:
application/json:
examples:
response:
value:
Errors:
- Code: INVALID_VALUE
Message: The account number 123xProxy is invalid.
Success: false
schema:
$ref: '#/components/schemas/ProxyBadRequestResponse'
description: ''
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'401':
content:
application/json:
examples:
response:
value:
message: Authentication error
schema:
$ref: '#/components/schemas/ProxyUnauthorizedResponse'
description: Unauthorized
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
WWW-Authenticate:
description: |
The value of this header is:
```
Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
```
schema:
enum:
- Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
type: string
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
summary: 'CRUD: Create a product'
tags:
- Products
/v1/object/product/{id}:
get:
description: Retrieve a specific product.
operationId: Object_GETProduct
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_X_Zuora_WSDL_Version'
- description: Object fields to return
in: query
name: fields
required: false
schema:
type: string
- description: Object id
in: path
name: id
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
responses:
'200':
content:
application/json:
examples:
response:
value:
CreatedById: 2c93808457d787030157e02e62af2097
CreatedDate: '2016-10-20T05:42:05.000+02:00'
Description: Create product via API_new
EffectiveEndDate: '2066-10-20'
EffectiveStartDate: '1966-10-20'
Id: 2c93808457d787030157e02e7be22210
Name: P_1476934925293_new
SKU: API-SKU1476934925293
UpdatedById: 2c93808457d787030157e02e62af2097
UpdatedDate: '2016-10-20T05:42:05.000+02:00'
schema:
$ref: '#/components/schemas/ProxyGetProduct'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'401':
content:
application/json:
examples:
response:
value:
message: Authentication error
schema:
$ref: '#/components/schemas/ProxyUnauthorizedResponse'
description: Unauthorized
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
WWW-Authenticate:
description: |
The value of this header is:
```
Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
```
schema:
enum:
- Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
type: string
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'404':
content:
application/json:
examples:
response:
value:
done: true
records: {}
size: 0
schema:
$ref: '#/components/schemas/ProxyNoDataResponse'
description: ''
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
summary: 'CRUD: Retrieve a product'
tags:
- Products
put:
description: Updates a Product object.
operationId: Object_PUTProduct
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_REQUEST_rejectUnknownFields'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_X_Zuora_WSDL_Version'
- description: Object id
in: path
name: id
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ProxyModifyProduct'
required: true
responses:
'200':
content:
application/json:
examples:
response:
value:
Id: 2c93808457d787030157e02e7be22210
Success: true
schema:
$ref: '#/components/schemas/ProxyCreateOrModifyResponse'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'401':
content:
application/json:
examples:
response:
value:
message: Authentication error
schema:
$ref: '#/components/schemas/ProxyUnauthorizedResponse'
description: Unauthorized
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
WWW-Authenticate:
description: |
The value of this header is:
```
Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
```
schema:
enum:
- Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
type: string
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
summary: 'CRUD: Update a product'
tags:
- Products
delete:
description: Deletes a specific product.
operationId: Object_DELETEProduct
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- description: Object id
in: path
name: id
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
responses:
'200':
content:
application/json:
examples:
response:
value:
id: 2c93808457d787030157e02e7a22220e
success: true
schema:
$ref: '#/components/schemas/ProxyDeleteResponse'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'401':
content:
application/json:
examples:
response:
value:
message: Authentication error
schema:
$ref: '#/components/schemas/ProxyUnauthorizedResponse'
description: Unauthorized
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
WWW-Authenticate:
description: |
The value of this header is:
```
Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
```
schema:
enum:
- Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API
type: string
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
summary: 'CRUD: Delete a product'
tags:
- Products
/v1/accounts:
post:
description: |
Creates a customer account with a payment method, a bill-to contact,
and optional sold-to and ship-to contacts. Request and response field descriptions and sample code are provided. Use this operation to optionally create a subscription,
invoice for that subscription, and collect payment through the default payment method. The transaction is atomic; if any part fails for any reason, the entire
transaction is rolled back.
This operation is CORS Enabled, so you can use client-side Javascript to invoke the call.
### Notes
1. The account is created in active status.
2. If the `autoPay` field is set to `true` in the request, you must provide one of the `paymentMethod`, `creditCard`, or `hpmCreditCardPaymentMethodId`
field, but not multiple. The one provided becomes the default payment method
for this account. If the credit card information is declined or cannot be verified,
no account is created.
3. Customer accounts created with this call are automatically
be set to Auto Pay.
4. If the `invoiceDeliveryPrefsEmail` field is not specified
in the request, the account's email delivery preference is always automatically
set to `false`, no matter whether the `workEmail` or `personalEmail` field
is specified.
### Defaults for customerAcceptanceDate and serviceActivationDate
Default values for **customerAcceptanceDate** and **serviceActivationDate** are set as follows.
| | serviceActivationDate(SA) specified | serviceActivationDate (SA) NOT specified |
| ------------- |:------------- | :-----|
| customerAcceptanceDate (CA) specified| SA uses value in the request call; CA uses value in the request call| CA uses value in the request call;SA uses CE as default |
| customerAcceptanceDate (CA) NOT specified | SA uses value in the request call; CA uses SA as default | SA and CA use CE as default |
This call supports a subset of the functionality of our [Create an order](https://developer.zuora.com/v1-api-reference/api/operation/POST_Order/) call.
For use cases where you create a subscription and a billing account at the same time, we recommend using "Create an order" instead of this call.
The Orders call has the following advantages:
- Provides options for managing the entire subscription lifecycle from creation through to cancellation using different order actions.
- Allows the creation or modifying of multiple subscriptions in a single order.
- Allows a single order to combine both recurring subscription digital goods or services with order line items for physical goods.
- Orders are treated as atomic transactions. If any part fails, the entire order, subscription, and billing account creation are rolled back.
You should use this call if you need to create a standalone billing account, and create orders, subscriptions, standalone invoices, or dynamic usage charges later.
There are no deprecation plans for this call and we will continue to support this call for existing users.
operationId: POST_Account
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key'
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/POSTAccountType'
required: true
responses:
'200':
content:
application/json:
examples:
response:
value:
success: true
accountId: 8ad087d2909293cb0190964171da0999
accountNumber: A00000214
billToContactId: 8ad087d2909293cb019096417222099b
soldToContactId: 8ad087d2909293cb01909641723e099e
schema:
$ref: '#/components/schemas/POSTAccountResponseType'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
summary: Create an account
tags:
- Accounts
/v1/accounts/{account-key}:
delete:
description: |
Deletes a specific account asynchronously.
**Notes and Limitations:**
- For account deletion, the system will start a backend job to remove all transactions under the accounts and change the status of the accounts to 'Cancelled'. This backend job is asynchronous and will take some time, depending on the job size.
- An account cannot be deleted when the account is either the invoice owner or the subscription owner of a subscription and the subscription's invoice owner and subscription owner are two different accounts. An exception to this limitation is if the Enable Force Deletion for Account? setting is set to `Yes`, you can force delete an account that is the subscription owner of a subscription while the invoice owner is a different account. Force deleting this account deletes all its subscriptions, but the relevant invoices will not be impacted.
- An account cannot be deleted if this account has ever been involved in an Owner Transfer amendment or order action, either as the current owner or as the previous owner.
operationId: DELETE_Account
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- description: Account number or account ID.
in: path
name: account-key
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
responses:
'200':
content:
application/json:
examples:
response:
value:
id: 40288ae9600808280160081dc9c13f15
jobId: 40288ae9600808280160081db1533506
jobStatus: Pending
success: true
schema:
$ref: '#/components/schemas/DeleteAccountResponseType'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
summary: Delete an account
tags:
- Accounts
get:
description: |
Retrieves basic information about a customer account.
This operation is a quick retrieval that doesn't include the account's subscriptions, invoices, payments, or usage details. Use Get account summary to get more detailed information about an account.
operationId: GET_Account
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- description: Account number or account ID.
in: path
name: account-key
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
responses:
'200':
content:
application/json:
examples:
response:
value:
basicInfo:
accountNumber: A00000001
batch: Batch1
communicationProfileId: 303d186840e611df817c002185d714e1
crmId: ''
id: 402892c74c9193cd014c91d35b0a0132
invoiceTemplateId: null
name: Test
notes: ''
partnerAccount: false
profileNumber: CP-00000012
salesRep: ''
sequenceSetId: null
status: Active
summaryStatementTemplateId: ff808081298c6e5401298c7a845c007b
billToContact:
address1: ''
address2: ''
city: ''
country: null
county: null
fax: ''
firstName: Test
homePhone: ''
id: 2c9081a03c6d7b51013c6d7e46c80a17
lastName: Test
mobilePhone: ''
nickname: ''
otherPhone: ''
otherPhoneType: null
personalEmail: ''
state: ''
taxRegion: null
workEmail: contact@example.com
workPhone: ''
zipCode: ''
billingAndPayment:
additionalEmailAddresses:
- contact1@example.com
- contact2@example.com
autoPay: true
billCycleDay: 1
currency: USD
defaultPaymentMethodId: 2c93808457d787030157e03220ec4fad
invoiceDeliveryPrefsEmail: true
invoiceDeliveryPrefsPrint: false
paymentMethodCascadingConsent: false
paymentGateway: TestGateway
paymentTerm: Net 30
einvoiceProfile:
businessCategory: B2B
businessName: legal business name
businessNumber: '20002039'
businessNumberSchemeId: '88'
enabled: true
endpointId: '8992'
endpointSchemeId: '88'
taxRegisterNumber: TAX393999
metrics:
balance: 0
contractedMrr: -900
creditBalance: 0
totalInvoiceBalance: 0
metricsData:
- balance: 0
contractedMrr: -900
currency: USD
reservedPaymentAmount: 900
totalDebitMemoBalance: 0
totalInvoiceBalance: 0
unappliedCreditMemoAmount: 0
unappliedPaymentAmount: 0
- balance: 0
contractedMrr: -900
currency: EUR
reservedPaymentAmount: -900
totalDebitMemoBalance: 0
totalInvoiceBalance: 0
unappliedCreditMemoAmount: 0
unappliedPaymentAmount: 0
soldToContact:
address1: ''
address2: ''
city: ''
country: null
county: null
fax: ''
firstName: Test
homePhone: ''
id: 2c9081a03c6d7b51013c6d7e46cf0a18
lastName: Test
mobilePhone: ''
nickname: ''
otherPhone: ''
otherPhoneType: null
personalEmail: ''
state: ''
taxRegion: null
workEmail: contact@example.com
workPhone: ''
zipCode: ''
success: true
schema:
$ref: '#/components/schemas/GETAccountType'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
summary: Retrieve an account
tags:
- Accounts
put:
description: |
Updates a customer account by specifying the account-key.
### Notes
1. Only the fields to be changed should be specified. Any field that is not included in the request body will not be changed.
2. If an empty field is submitted with this operation, the corresponding field in the account is emptied.
3. Email addresses: If no email addresses are specified, no change is made to the email addresses or to the email delivery preference. If either the **personalEmail** or **workEmail** of **billToContact** is specified (or both), the system updates the corresponding email address(es) and the email delivery preference is set to `true`. (In that case, emails go to the **workEmail** address, if it exists, or else the **personalEmail**.) On the other hand, if as a result of this call both of the email addresses for the account are empty, the email delivery preference is set to `false`.
4. The Bill To, Sold To, and Ship To contacts are separate contact entities. However, if you set the `soldToSameAsBillTo` field to `true` when creating an account, the Bill To and Sold To contacts will refer to the same contact entity. As a result, updating either contact will update both. The same behavior applies to the `shipToSameAsBillTo` field and the Ship To contact. In this case, if you want to update only one of the contacts, you must create a new contact and then update the Bill To, Sold To, or Ship To contact to reference the newly created one.
operationId: PUT_Account
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- description: Account number or account ID.
in: path
name: account-key
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PUTAccountType'
required: true
responses:
'200':
content:
application/json:
examples:
response:
value:
success: true
schema:
$ref: '#/components/schemas/CommonResponse'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
summary: Update an account
tags:
- Accounts
/v1/accounts/{account-key}/payment-methods:
get:
description: |
Retrieves the payment methods of the specified customer account.
**Note:** This operation also supports retrieving custom payment methods created through the [Open Payment Method](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/MB_Set_up_custom_payment_gateways_and_payment_methods) service.
operationId: GET_AcountPaymentMethods
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- description: Account number or account ID.
in: path
name: account-key
required: true
schema:
type: string
- description: Indicates whether to only retrieve the default payment method of the account. The default value is `false`. If this parameter is set to `true`, only the default payment method is retrieved.
in: query
name: isDefaultOnly
required: false
schema:
type: boolean
- description: Indicates whether to only retrieve the active payment methods of the account. The default value is `false`. If this parameter is set to `true`, only the active payment methods are retrieved.
in: query
name: isActiveOnly
required: false
schema:
type: boolean
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
responses:
'200':
content:
application/json:
examples:
response:
value:
ach:
- AA_PICKLIST__c: null
accountHolderInfo:
accountHolderName: null
addressLine1: DSDFD
addressLine2: ''
city: Example City
country: United States
email: test@test.com
phone: '2554444'
state: Example State
zipCode: '123456'
accountKey: 4028839f7ca29000017ca29c1ce8003f
bankABACode: '110000000'
bankAccountName: Test
bankAccountNumber: '********6789'
bankAccountType: Checking
bankIdentificationNumber: null
bankName: Chase
createdBy: 402881e522cf4f9b0122cf5d82860002
createdDate: '2021-10-27 05:32:19'
deviceSessionId: null
existingMandate: null
id: 4028839f7cc14262017cc1bca9eb0008
ipAddress: null
isDefault: false
lastFailedSaleTransactionDate: null
lastTransaction: Approved
lastTransactionDateTime: '2021-10-27 05:32:19'
lastTransactionStatus: Approved
mandateInfo:
existingMandateStatus: null
mandateCreationDate: null
mandateId: null
mandateReason: null
mandateReceivedStatus: null
mandateStatus: null
mandateUpdateDate: null
maxConsecutivePaymentFailures: null
numConsecutiveFailures: 0
paymentRetryWindow: null
status: Active
totalNumberOfErrorPayments: 0
totalNumberOfProcessedPayments: 0
type: ACH
updatedBy: 402881e522cf4f9b0122cf5d82860002
updatedDate: '2021-11-10 00:50:12'
useDefaultRetryRule: true
creditcard:
- AA_PICKLIST__c: null
accountHolderInfo:
accountHolderName: John Smith
addressLine1: ABC
addressLine2: EFT
city: Example City
country: United States
email: example@google.com
phone: '86123456789'
state: Example State
zipCode: '123456'
accountKey: 4028839f7ca29000017ca29c1ce8003f
bankIdentificationNumber: '411111'
cardNumber: '************1111'
createdBy: 402881e522cf4f9b0122cf5d82860002
createdDate: '2021-11-15 18:59:08'
creditCardType: Visa
deviceSessionId: null
existingMandate: null
expirationMonth: 11
expirationYear: 2027
id: 4028839f7d26a155017d26af16ef0001
identityNumber: '97370192024'
ipAddress: null
isDefault: true
lastFailedSaleTransactionDate: null
lastTransaction: Approved
lastTransactionDateTime: '2021-11-15 18:59:08'
lastTransactionStatus: Approved
mandateInfo:
mitConsentAgreementRef: null
mitConsentAgreementSrc: null
mitProfileAction: null
mitProfileAgreedOn: null
mitProfileType: null
mitTransactionId: null
maxConsecutivePaymentFailures: null
numConsecutiveFailures: 0
paymentRetryWindow: null
status: Active
totalNumberOfErrorPayments: 0
totalNumberOfProcessedPayments: 0
type: CreditCard
updatedBy: 402881e522cf4f9b0122cf5d82860002
updatedDate: '2021-11-15 18:59:08'
useDefaultRetryRule: true
creditcardreferencetransaction:
- AA_PICKLIST__c: null
accountHolderInfo:
accountHolderName: ''
addressLine1: ''
addressLine2: ''
city: ''
country: null
email: ''
phone: null
state: ''
zipCode: ''
accountKey: 4028839f7ca29000017ca29c1ce8003f
bankIdentificationNumber: null
cardNumber: null
createdBy: 402881e522cf4f9b0122cf5d82860002
createdDate: '2021-11-03 22:35:59'
creditCardType: Visa
deviceSessionId: null
existingMandate: null
expirationMonth: 11
expirationYear: 2021
id: 4028839f7ce8c530017ce9725e2c0003
ipAddress: null
isDefault: false
lastFailedSaleTransactionDate: null
lastTransaction: Approved
lastTransactionDateTime: '2021-11-03 22:35:59'
lastTransactionStatus: Approved
mandateInfo:
mitConsentAgreementRef: null
mitConsentAgreementSrc: null
mitProfileAction: null
mitProfileAgreedOn: null
mitProfileType: null
mitTransactionId: null
maxConsecutivePaymentFailures: null
numConsecutiveFailures: 0
paymentRetryWindow: null
secondTokenId: FGDSDF
status: Active
tokenId: ABCE
totalNumberOfErrorPayments: 0
totalNumberOfProcessedPayments: 0
type: CreditCardReferenceTransaction
updatedBy: 402881e522cf4f9b0122cf5d82860002
updatedDate: '2021-11-03 22:35:59'
useDefaultRetryRule: true
debitcard:
- AA_PICKLIST__c: null
accountHolderInfo:
accountHolderName: John Smith
addressLine1: 1051 E Hillsdale Blvd
addressLine2: ''
city: Tynan
country: United States
email: smith@example.com
phone: ''
state: California
zipCode: '45101'
accountKey: 4028839f7ca29000017ca29c1ce8003f
bankIdentificationNumber: '588888'
cardNumber: '************8888'
createdBy: 402881e522cf4f9b0122cf5d82860002
createdDate: '2021-11-01 00:01:52'
creditCardType: Electron
deviceSessionId: null
existingMandate: null
expirationMonth: 11
expirationYear: 2021
id: 4028839f7cd92a6b017cda4defd00006
ipAddress: null
isDefault: false
lastFailedSaleTransactionDate: null
lastTransaction: Approved
lastTransactionDateTime: '2021-11-01 00:01:53'
lastTransactionStatus: Approved
mandateInfo:
mitConsentAgreementRef: null
mitConsentAgreementSrc: null
mitProfileAction: null
mitProfileAgreedOn: null
mitProfileType: null
mitTransactionId: null
maxConsecutivePaymentFailures: null
numConsecutiveFailures: 0
paymentRetryWindow: null
status: Active
totalNumberOfErrorPayments: 0
totalNumberOfProcessedPayments: 0
type: CreditCard
updatedBy: 402881e522cf4f9b0122cf5d82860002
updatedDate: '2021-11-01 00:01:52'
useDefaultRetryRule: true
defaultPaymentMethodId: 4028839f7d26a155017d26af16ef0001
paymentGateway: null
success: true
schema:
$ref: '#/components/schemas/GETAccountPaymentMethodType'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
summary: List payment methods of an account
tags:
- Accounts
/v1/accounts/{account-key}/payment-methods/cascading:
get:
summary: Retrieve configuration of cascading payment methods for an account
description: |
Zuora provides the Cascading Payment Method feature to dynamically retry the failed payment with alternative payment methods according to a predefined priority list. Use this API operation to retrieve the configuration information for Cascading Payment Method of a specified account, including the cascading consent value and the priority list of payment methods.
Before you use this API operation, ensure that the Cascading Payment Method feature is enabled. For more information about the Cascading Payment Method feature, see Cascade payment methods.
operationId: GetAccountPaymentMethodCascading
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- description: Account ID.
in: path
name: account-key
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
responses:
'200':
content:
application/json:
examples:
response:
value:
consent: true
priorities:
- paymentMethodId: 2c92c0f95be68649015bf14e001f2760
order: 1
- paymentMethodId: 2c92c0f95be68649015bf14e001f2761
order: 2
- paymentMethodId: 2c92c0f95be68649015bf14e001f2762
order: 3
success: true
schema:
$ref: '#/components/schemas/GetCascadingPaymentMethodsConfigurationResponse'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
tags:
- Accounts
put:
summary: Configure cascading payment methods for an account
description: |
Zuora provides the Cascading Payment Method feature to dynamically retry the failed payment with alternative payment methods according to a predefined priority list. Use this API operation to configure the cascading consent for a specified account and set up the priority list of payment methods to be used in Cascading Payment Method.
Before you use this API operation, ensure that the Cascading Payment Method feature is enabled. For more information about the Cascading Payment Method feature, see Cascade payment methods.
operationId: PutAccountPaymentMethodCascading
parameters:
- $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single'
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids'
- description: Account ID.
in: path
name: account-key
required: true
schema:
type: string
- $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutCascadingPaymentMethodsConfigurationRequest'
required: true
responses:
'200':
content:
application/json:
examples:
response:
value:
success: true
schema:
$ref: '#/components/schemas/CommonResponse'
description: OK
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: string
RateLimit-Remaining:
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
RateLimit-Reset:
description: |
The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
schema:
type: number
Zuora-Request-Id:
description: |
The Zuora internal identifier of the API call. You cannot control the value of this header.
schema:
maxLength: 36
minLength: 36
type: string
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
Concurrency-Limit-Type:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type'
Concurrency-Limit-Limit:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit'
Concurrency-Limit-Remaining:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining'
'500':
content:
application/json:
examples:
response:
value:
reasons:
- code: SystemError
message: internal server error
schema:
$ref: '#/components/schemas/ErrorResponse'
description: Internal Server Error
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
4XX:
content:
application/json:
examples:
response:
value:
processId: 738CBB9234B47A47
reasons:
- code: '58730222'
message: orderDate may not be null
requestId: d7479cf6-b410-4630-b841-268ccd48f0d2
success: false
schema:
$ref: '#/components/schemas/CommonResponse'
description: Request Errors
headers:
Content-Encoding:
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
schema:
type: string
RateLimit-Limit:
description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: string
RateLimit-Remaining:
description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
RateLimit-Reset:
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
schema:
type: number
Zuora-Request-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId'
Zuora-Track-Id:
$ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId'
tags:
- Accounts
/v1/accounts/{account-key}/payment-methods/default:
get:
description: |-
Retrieves the default payment method of the specified customer account.
**Notes:**
**Note:** The value of this column is optional, but the column header is required.
| No | | PRODUCT_RATE_PLAN_CHARGE_ID | Enter a product rate plan charge number so that you can charge your customer with a dynamic usage charge for the corresponding uploaded usage record.**Note:** The value of this column is optional, but the column header is required. To use this field, you must set the `X-Zuora-WSDL-Version` request header to `146` or higher. Otherwise, an error occurs.
| No | | SUBSCRIPTION_ID | Enter the subscription number or subscription name. If you created the subscription in the Zuora application, Zuora created a number automatically in a format similar to A-S00000001. If you do not provide a value for this field, the associated usage will be added to all subscriptions for the specified Account that use this Unit Of Measure. If your Accounts can have multiple subscriptions and you do not want double or triple counting of usage, you must specify the Subscription or Charge ID in each usage record.**Note:** The value of this column is optional, but the column header is required.
| No | | CHARGE_ID | Enter the charge number (not the charge name). You can see the charge ID, e.g., C-00000001, when you add your rate plan to your subscription and view your individual charges. If your Accounts can have multiple subscriptions and you do not want double or triple counting of usage, you must specify the specific Subscription or Charge ID in each usage record. This field is related to the Charge Number on the subscription rate plan.**Note:** The value of this column is optional, but the column header is required.
| No | | DESCRIPTION | Enter a description for the charge. | No | | UNIQUE_KEY | Enter a specific identifier for this usage record. **Note**: This Heading is supported by the following features: Prepaid with Drawdown, and Unbilled Usage. See Upload usage record with unique key for more information. | No | operationId: POST_Usage parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: multipart/form-data: schema: properties: file: description: | The usage data to import. The supported formats are excel, csv, and zip. format: binary type: string required: - file type: object required: true responses: '200': content: application/json: examples: response: value: checkImportStatus: /v1/usage/2c92c8f83dcbd8b1013dcce1159900cc/status size: 316 success: true schema: $ref: '#/components/schemas/POSTUsageResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Upload a usage file tags: - Usage x-code-samples: - label: Curl lang: curl source: | curl -X POST -H "Authorization: Bearer f21f017e4724445d8647b1f0de7ed6f1" -F "file=@UsageData.csv" "https://rest.zuora.com/v1/usage" /v1/invoices/invoice-item/{invoice-item-id}/usage-rate-detail: get: description: | Use this REST API operation to retrieve the usage rate detail for an invoice item to understand how the total amount is calculated. The information is the same as the Rate Detail presented on [PDF invoices](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Create_a_custom_invoice_template/DD_Display_Usage_Charge_Breakdown#How_UsageSummary.RateDetail_is_displayed_on_invoices). **Notes and limitations:** - Do not support the Overage Charge Model, Tiered with Overage Charge Model, and Multi-attribute Pricing Charge Model. - Do not support invoices in `Cancelled` or `Reversed` status. - Do not support Active rating. - In terms of rating group options, only the [Usage rating by billing period](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Rating/Usage_Rating_by_Group#Usage_rating_by_billing_period) is supported. - Do not support [On-demand usage rating](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Rating/On-demand_Usage_Rating). - Tax calculation is not involved. operationId: GET_Usage_Rate_Detail_By_Invoice_Item parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: Invoice item ID. For example, `402880e57f725d85017f7267c4ad002b`. Available through Data Source export. in: path name: invoice-item-id required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: data: amountWithoutTax: 58 chargeNumber: C-00000001 invoiceId: 402880e57f725d85017f7267c44c0028 invoiceItemId: 402880e57f725d85017f7267c4ad002b invoiceNumber: INV00000007 listPrice: | Tier / From / To / List Price / Price Format 1 / 0 / 9 / 0.00 / Per Unit 2 / 10 / 20 / 1.00 / Per Unit 3 / 21 / 30 / 2.00 / Flat Fee 4 / 31 / / 3.00 / Per Unit quantity: 45 rateDetail: |- Tier 1: 0-9, 9 Each(s) x $0.00/Each = $0.00 Tier 2: 10-20, 11 Each(s) x $1.00/Each = $11.00 Tier 3: 21-30, $2.00 Flat Fee Tier 4: >=31, 15 Each(s) x $3.00/Each = $45.00 Total = $58.00 servicePeriod: 03/01/2022-03/31/2022 uom: Each success: true schema: $ref: '#/components/schemas/GETUsageRateDetailWrapper' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve usage rate detail for an invoice item tags: - Usage /v1/object/usage: post: description: Creates a usage record. operationId: Object_POSTUsage parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_REQUEST_rejectUnknownFields' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_X_Zuora_WSDL_Version' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/ProxyCreateUsage' required: true responses: '200': content: application/json: examples: response: value: Id: 8ad08ae29085a77b0190908bfdd67abb Success: true schema: $ref: '#/components/schemas/ProxyCreateOrModifyResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '400': content: application/json: examples: response: value: Errors: - Code: INVALID_VALUE Message: The account number 123xProxy is invalid. Success: false schema: $ref: '#/components/schemas/ProxyBadRequestResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: examples: response: value: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number WWW-Authenticate: description: | The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' summary: 'CRUD: Create a usage record' tags: - Usage /v1/object/usage/{id}: delete: description: Deletes a usage record. operationId: Object_DELETEUsage parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - description: Object id in: path name: id required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: schema: $ref: '#/components/schemas/ProxyDeleteResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: examples: response: value: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: Unauthorized headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number WWW-Authenticate: description: | The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' summary: 'CRUD: Delete a usage record' tags: - Usage get: description: Retrieve a usage record. operationId: Object_GETUsage parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - description: Object fields to return in: query name: fields required: false schema: type: string - description: Object id in: path name: id required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: AccountId: 2c92c0f956bc8fb40156d502fc3718b1 AccountNumber: A00000030 ChargeId: 2c92c0f956bc8fcb0156d5039e275aa9 ChargeNumber: C-00000229 CreatedById: 2c92c0f958fffd7d015914aeefc71a5d CreatedDate: '2019-07-18T15:36:43.000+08:00' Description: test Id: 2c92c0f86bf50ca0016c040309316ca4 Quantity: 9 RbeStatus: Pending SourceType: API StartDateTime: '2017-12-01T23:41:36.000+08:00' SubmissionDateTime: '2019-07-18T15:36:43.000+08:00' SubscriptionId: 2c92c0f956bc8fcb0156d5039e0a5aa0 SubscriptionNumber: A-S00000100 UOM: Each UpdatedById: 2c92c0f958fffd7d015914aeefc71a5d UpdatedDate: '2019-07-18T15:36:43.000+08:00' schema: $ref: '#/components/schemas/ProxyGetUsage' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: examples: response: value: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: Unauthorized headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number WWW-Authenticate: description: | The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '404': content: application/json: examples: response: value: done: true records: {} size: 0 schema: $ref: '#/components/schemas/ProxyNoDataResponse' description: '' headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' summary: 'CRUD: Retrieve a usage record' tags: - Usage put: description: Updates a usage record. operationId: Object_PUTUsage parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_REQUEST_rejectUnknownFields' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - description: Object id in: path name: id required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/ProxyModifyUsage' required: true responses: '200': content: application/json: examples: response: value: Id: 8ad08ae29085a77b0190908bfdd67abb Success: true schema: $ref: '#/components/schemas/ProxyCreateOrModifyResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: examples: response: value: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: Unauthorized headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number WWW-Authenticate: description: | The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' summary: 'CRUD: Update a usage record' tags: - Usage /v1/adjustments: get: description: | Describes how to retrieve detailed information about delivery adjustments of a subscription. **Note**: The Delivery Adjustments feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. To manage and access this feature through the self-service interface, see [Enable billing features by yourself](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Billing_Settings/Manage_Features) in the Knowledge Center. operationId: GET_Subscription_Adjustments parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | A subscription number. in: query name: subscription-number required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: adjustments: - adjustmentId: 4028818886a2149b0186a237d0ff003b adjustmentNumber: ADJ-00000001 amount: -5 billingDate: '2023-02-26' chargeNumber: C-00000001 creditMemoNumber: CM00000001 deferredRevenueAccountingCode: string deliveryDate: '2023-02-26' deliveryDay: sunday reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: Billed subscriptionNumber: A-S00000001 - adjustmentId: 4028818886a2149b0186a2404f67003c adjustmentNumber: ADJ-00000002 amount: -5 billingDate: '2023-02-27' chargeNumber: C-00000001 creditMemoNumber: CM00000002 debitMemoNumber: DM00000002 deferredRevenueAccountingCode: string deliveryDate: '2023-02-27' deliveryDay: monday reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: Cancelled subscriptionNumber: A-S00000001 success: true schema: $ref: '#/components/schemas/GETAdjustmentsBySubscriptionNumberResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specify a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all delivery adjustments of a subscription tags: - Delivery Adjustments post: description: | Describes how to create one or more delivery adjustments for a subscription. **Notes**: - The Delivery Adjustments feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. To manage and access this feature through the self-service interface, see [Enable billing features by yourself](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Billing_Settings/Manage_Features) in the Knowledge Center. - This operation supports a partial success scenario: when at least one eligible delivery adjustment exists for a given time period, “success = true” as well as eligible delivery adjustments and ineligible delivery adjustments are returned in the response; only when no delivery adjustment is eligible, “success=false” is returned. operationId: Create_Adjustment parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTCreateBillingAdjustmentRequestType' required: true responses: '200': content: application/json: examples: response: value: adjustments: - adjustmentId: 4028818886a2149b0186a237d0ff003b adjustmentNumber: ADJ-00000001 amount: -5 billingDate: '2023-02-26' chargeNumber: C-00000001 creditMemoNumber: CM00000001 deferredRevenueAccountingCode: string deliveryDate: '2023-02-26' deliveryDay: sunday eligible: true reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: Billed subscriptionNumber: A-S00000001 ineligibleAdjustments: - adjustmentId: null adjustmentNumber: null amount: null billingDate: null chargeNumber: C-00000001 deferredRevenueAccountingCode: string deliveryDate: '2023-02-27' deliveryDay: monday eligible: false errorMessage: Subscription does not have a delivery scheduled for this day reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: null subscriptionNumber: A-S00000001 success: true totalAmount: -5 totalNumberOfDeliveries: 1 schema: $ref: '#/components/schemas/GETAdjustmentsResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specify a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a delivery adjustment tags: - Delivery Adjustments /v1/adjustments/preview: post: description: | Describes how to preview delivery adjustments of a subscription. **Notes**: - The Delivery Adjustments feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. To manage and access this feature through the self-service interface, see [Enable billing features by yourself](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Billing_Settings/Manage_Features) in the Knowledge Center. - This operation supports a partial success scenario: when at least one eligible delivery adjustment exists for a given time period, “success = true” as well as eligible delivery adjustments and ineligible delivery adjustments are returned in the response; only when no delivery adjustment is eligible, “success=false” is returned. operationId: Preview_Adjustment parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTPreviewBillingAdjustmentRequestType' required: true responses: '200': content: application/json: examples: response: value: adjustments: - adjustmentId: 'null' adjustmentNumber: 'null' amount: -5 billingDate: '2023-02-26' chargeNumber: C-00000001 creditMemoNumber: null deferredRevenueAccountingCode: string deliveryDate: '2023-02-26' deliveryDay: sunday eligible: true reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: null subscriptionNumber: A-S00000001 ineligibleAdjustments: - adjustmentId: null adjustmentNumber: null amount: null billingDate: null chargeNumber: C-00000001 deferredRevenueAccountingCode: string deliveryDate: '2023-02-27' deliveryDay: monday eligible: false errorMessage: Subscription does not have a delivery scheduled for this day reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: null subscriptionNumber: A-S00000001 success: true totalAmount: -5 totalNumberOfDeliveries: 1 schema: $ref: '#/components/schemas/GETAdjustmentsResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specify a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Preview a delivery adjustment tags: - Delivery Adjustments /v1/adjustments/{adjustment-key}: get: description: | Describes how to retrieve detailed information about a delivery adjustment. **Note**: The Delivery Adjustments feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. To manage and access this feature through the self-service interface, see [Enable billing features by yourself](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Billing_Settings/Manage_Features) in the Knowledge Center. operationId: GET_Adjustment parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: The delivery adjustment ID or number to retrieve. in: path name: adjustment-key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: adjustmentId: 4028818886a2149b0186a2404f67003c adjustmentNumber: ADJ-00000001 amount: -5 billingDate: '2023-02-26' chargeNumber: C-00000001 creditMemoNumber: CM00000001 deferredRevenueAccountingCode: string deliveryDate: '2023-02-26' deliveryDay: sunday reason: string recognizedRevenueAccountingCode: string revenueRecognitionRuleName: string status: Billed subscriptionNumber: A-S00000001 schema: $ref: '#/components/schemas/GETAdjustmentByIdResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specify a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a delivery adjustment tags: - Delivery Adjustments /v1/adjustments/{adjustmentId}/cancel: put: description: | Describes how to cancel an unbilled delivery adjustment. **Note**: The Delivery Adjustments feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. To manage and access this feature through the self-service interface, see [Enable billing features by yourself](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Billing_Settings/Manage_Features) in the Knowledge Center. operationId: PUT_CancelAdjustment parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID of the delivery adjustment to cancel. in: path name: adjustmentId required: true schema: format: UUID type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/CancelBillingAdjustmentRequest' required: true responses: '200': content: application/json: examples: response: value: debitMemoNumber: DM00000001 success: true schema: $ref: '#/components/schemas/GETCancelAdjustmentResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specify a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Cancel a delivery adjustment tags: - Delivery Adjustments /v1/billing-documents: get: description: | Retrieves the information about all billing documents associated with a specified account. The billing documents contain invoices, credit memos, and debit memos. To retrieve information about credit memos and debit memos, you must have the Invoice Settlement feature enabled. You can use query parameters to restrict the data returned in the response. Examples: - /billing-documents?accountId=4028905f5e4feb38015e50af9aa002d1&sort=+documentDate - /billing-documents?accountId=4028905f5e4feb38015e50af9aa002d1&status=Posted - /billing-documents?accountNumber=A00000001&sort=+documentDate - /billing-documents?accountNumber=A00000001&status=Posted operationId: GET_BillingDocuments parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - description: | The ID of the customer account that the billing documents are associated with. **Note**: When retrieving information about all billing documents associated with an account, you must specify either `accountId` or `accountNumber` in the query parameters. in: query name: accountId required: false schema: format: uuid type: string - description: | The number of the customer account that the billing documents are associated with. **Note**: When retrieving information about all billing documents associated with an account, you must specify either `accountId` or `accountNumber` in the query parameters. in: query name: accountNumber required: false schema: format: uuid type: string - description: | The date of the billing document. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos. in: query name: documentDate required: false schema: format: date type: string - description: | The status of the billing document. in: query name: status required: false schema: enum: - Draft - Posted - Canceled - Error type: string - description: | This parameter restricts the order of the data returned in the response. You can use this parameter to supply a dimension you want to sort on. If you do not specify any sortable field, the response data is sorted by the `documentDate` field in descending order. A sortable field uses the following form: *operator* *field_name* You can use at most two sortable fields in one URL path. Use a comma to separate sortable fields. For example: *operator* *field_name*, *operator* *field_name* *operator* is used to mark the order of sequencing. The operator is optional. If you only specify the sortable field without any operator, the response data is sorted in descending order by this field. - The `-` operator indicates an ascending order. - The `+` operator indicates a descending order. *field_name* indicates the name of a sortable field. The supported sortable fields of this operation are as below: - documentDate - documentType Examples: - /billing-documents?accountId=4028905f5e4feb38015e50af9aa002d1 &sort=+documentDate,-documentType - /billing-documents?accountId=4028905f5e4feb38015e50af9aa002d1 &status=Posted&sort=+documentDate&page=2&pageSize=15 in: query name: sort required: false schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: documents: - accountId: 4028905f5e4feb38bbb50af9aa002d1 accountNumber: A00000001 amount: 100 balance: 90 documentDate: '2017-10-01' documentNumber: INV-0000001 documentType: Invoice id: 4028905f5e4jjj015e50af9aa002d1 status: Posted currency: USD - accountId: 4028905f5e4feb38b111b50af9aa002d1 accountNumber: A00000001 amount: 100 balance: 90 documentDate: '2017-09-01' documentNumber: CM-0000001 documentType: CreditMemo id: 4028905f5e4jbbb015e50af9aa002d1 status: Posted currency: USD - accountId: 4028905f5e4feb3833b50af9aa002d1 accountNumber: A00000001 amount: 100 balance: 90 documentDate: '2017-07-01' documentNumber: DM-0000001 documentType: DebitMemo id: 4028905f5e4jccc015e50af9aa002d1 status: Posted currency: USD success: true schema: $ref: '#/components/schemas/BillingDocumentQueryResponseElementType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List billing documents for an account tags: - Billing Documents x-code-samples: - label: Curl lang: curl source: | curl -X GET -H "Authorization: Bearer 6d151216ef504f65b8ff6e9e9e8356d3" -H "Content-Type: application/json" "https://rest.sandbox.eu.zuora.com/v1/billing-documents?accountId=402892c74c9193cd014c91d35b0a0132" /v1/accounts/billing-documents/files/deletion-jobs: post: description: | Creates an asynchronous job to permanently delete all billing document PDF files for specific accounts. After the deletion job is completed, all billing document PDF files are permanently deleted. To retrieve the status of a deletion job, call [Retrieve a job of hard deleting billing document files](https://developer.zuora.com/api-references/api/operation/GET_BillingDocumentFilesDeletionJob). **Note**: This operation can be used only if you have the Billing user permission "Hard Delete Billing Document Files" enabled. operationId: POST_BillingDocumentFilesDeletionJob parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTBillingDocumentFilesDeletionJobRequest' required: true responses: '200': content: application/json: examples: response: value: id: 2c92c8f83dc4f752013dc72c24ee016c status: Pending success: true schema: $ref: '#/components/schemas/POSTBillingDocumentFilesDeletionJobResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a job to hard delete billing document files tags: - Billing Documents /v1/accounts/billing-documents/files/deletion-jobs/{jobId}: get: description: | Retrieves information about an asynchronous job of permanently deleting all billing document PDF files for specific accounts. **Note**: This operation can be used only if you have the Billing user permission "Hard Delete Billing Document Files" enabled. operationId: GET_BillingDocumentFilesDeletionJob parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: The unique ID of a billing document file deletion job. For example, 2c92c8f83dc4f752013dc72c24ee016c. in: path name: jobId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: id: 2c92c8f83dc4f752013dc72c24ee016c status: Pending success: true schema: $ref: '#/components/schemas/GETBillingDocumentFilesDeletionJobResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a job of hard deleting billing document files tags: - Billing Documents /v1/accounts/{key}/billing-documents/generate: post: description: | Generates draft or posted billing documents for a specified account. You can also generate billing documents for specified subscriptions of a specified account. The billing documents contain invoices and credit memos. To generate credit memos, you must have the Invoice Settlement feature enabled. **Note**: You cannot generate billing documents for cancelled or suspended subscriptions. operationId: POST_GenerateBillingDocuments parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the customer account that billing documents are generated for. For example, 8a8082e65b27f6c3015ba3e326b26419 or AC0000001. in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostGenerateBillingDocumentType' required: true responses: '200': content: application/json: examples: response: value: invoices: - id: 8ad084db909fae930190a121c84957ff creditMemos: [] success: true schema: $ref: '#/components/schemas/GenerateBillingDocumentResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Generate billing documents by account ID tags: - Billing Documents /v1/invoices: post: description: | Creates a standalone invoice for selling physical goods, services or other items on a non-recurring basis to your subscription customers. To use this operation, you must have the **Modify Invoice** and at least one of the **Create Standalone Invoice With Product Catalog** or **Create Standalone Invoice Without Product Catalog** user permissions. See Billing Roles for more information. operationId: POST_StandaloneInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostInvoiceType' required: true responses: '200': content: application/json: examples: response: value: id: 8ad084db909fae930190a121c84957ff invoiceNumber: INV00000155 accountId: 8ad09be48db5aba7018db604776d4854 amount: 100 amountWithoutTax: 100 discount: 0 invoiceDate: '2024-07-30' dueDate: '2024-08-29' autoPay: false comments: null status: Draft taxAmount: 0 taxExemptAmount: 0 transferredToAccounting: null sourceType: Standalone billToContactId: null soldToContactId: null templateId: null paymentTerm: null sequenceSetId: null adjustmentAmount: 0 balance: 100 billToContactSnapshotId: null creditMemoAmount: 0 includesOneTime: true includesRecurring: true includesUsage: true lastEmailSentDate: null paymentAmount: 0 postedBy: null postedDate: null refundAmount: 0 soldToContactSnapshotId: null source: API sourceId: null targetDate: null taxMessage: null taxStatus: Complete createdById: b243314d594646d3b2651aeedd4be47e createdDate: '2024-07-11 02:31:04' updatedById: b243314d594646d3b2651aeedd4be47e updatedDate: '2024-07-11 02:31:04' billRunId: null currency: USD invoiceGroupNumber: null success: true schema: $ref: '#/components/schemas/PostInvoiceResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a standalone invoice tags: - Invoices put: description: | Updates multiple invoices in batches with one call. The following tutorials demonstrate how to use this operation: - Add and delete invoice items of draft standalone invoices - Edit due dates of draft standalone invoices - Edit invoice item prices and custom fields of draft standalone invoices ### Limitations - You can update a maximum of 50 invoices by one call. operationId: PUT_BatchUpdateInvoices parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PutBatchInvoiceType' required: true responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update invoices tags: - Invoices /v1/invoices/batch: post: description: | Creates multiple standalone invoices for selling physical goods, services or other items on a non-recurring basis to your subscription customers. To use this operation, you must have the **Modify Invoice** and at least one of the **Create Standalone Invoice With Product Catalog** or **Create Standalone Invoice Without Product Catalog** user permissions. See Billing Roles for more information. ### Limitations This operation has the following limitations: * You can create a maximum of 50 invoices in one request. * You can create a maximum of 1,000 invoice items in one request. operationId: POST_StandaloneInvoices parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostBatchInvoicesType' required: true responses: '200': content: application/json: examples: response: value: invoices: - IntegrationId__NS: string IntegrationStatus__NS: string SyncDate__NS: string accountId: 4028818484f483d20184f4f7efc40001 adjustmentAmount: 0 amount: 700 amountWithoutTax: 700 autoPay: true balance: 700 billRunId: 4028818484f483d20184f50064950035 billToContactSnapshotId: 402881e522cf4f9b0122cf5d82860004 comments: '' complexity__c: Middle createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2022-12-08 19:49:16' currency: USD description__c: description discount: 0 dueDate: '2022-11-30' id: 4028818484f483d20184f5006b97003f includesOneTime: true includesRecurring: true includesUsage: true invoiceDate: '2022-10-31' invoiceGroupNumber: N-0001 invoiceNumber: INV00000001 lastEmailSentDate: '2022-12-08 19:51:16' paymentAmount: 0 postedBy: 402881e522cf4f9b0122cf5d82860002 postedDate: '2022-12-09' refundAmount: 0 sequenceSetId: 402881e522cf4f9b0122cf5d82860003 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860005 source: BillRun sourceId: BR-00000001 sourceType: Subscription status: Posted success: true targetDate: '2022-10-31' transferredToAccounting: string updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2022-12-08 19:51:23' - objectIndex: 1 processId: CA037C0B8C5B0682 reasons: - code: 58490020 message: No account is found with accountId ff8080817cda56fa017cda87aaa2071f. success: false success: true schema: $ref: '#/components/schemas/PostBatchInvoiceResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create standalone invoices tags: - Invoices /v1/invoices/bulk-post: post: description: | Posts multiple invoices. You can post a maximum of 50 invoices in one single request. Additionally, you can also update invoice dates while posting the invoices. operationId: POST_PostInvoices parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTInvoicesBatchPostType' required: true responses: '200': content: application/json: examples: response: value: invoices: - id: 402890555a7e9791015a7f15fe440123 success: true - id: 402890555a7e9791015a7f15fe44013a success: true - id: ff808081804f25b001804f2d8971079f processId: F3D4DAF98E6CE569 reasons: - code: 59210020 message: Only invoices with Draft status can be posted. success: false success: true schema: $ref: '#/components/schemas/InvoicesBatchPostResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Post invoices tags: - Invoices /v1/invoices/pdf-status: get: description: 'Retrieves the PDF generation statuses of a batch of invoices. ' operationId: GetInvoicePdfStatus parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: The IDs or numbers of the invoices separated by commas. For example - `?invoiceKeys=2c92c8955bd63cc1015bd7c151af02ab,4b65b8605bd63cc1015bd7c151af02cd,INV-0000001`. A maximum of 50 keys can be entered in this field. in: query name: invoiceKeys required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: example: invoiceFiles: - invoiceId: 402824aa8cc894d5018cc8a120576881 invoiceNumber: INV00000003 pdfGenerationStatus: Generated createdOn: '2024-01-01 11:35:56' updatedOn: '2024-01-01 11:35:56' pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d - invoiceId: 2c98908a904dfc2601904e6e14090241 invoiceNumber: INV00000004 pdfGenerationStatus: Error createdOn: '2024-01-02 10:14:13' updatedOn: '2024-01-02 10:14:13' errorCode: INVALID_TEMPLATE errorMessage: Unknown merge filed chargeNumber__c - invoiceId: 513935bb9dd905e6129dd9b231687992 invoiceNumber: INV00000005 pdfGenerationStatus: Pending createdOn: '2024-01-01 11:35:56' updatedOn: '2024-01-01 11:35:56' success: true schema: $ref: '#/components/schemas/GetInvoicePdfStatusBatchResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '400': content: application/json: example: processId: processId reasons: - code: '50000020' message: Credit memo key is required success: false schema: $ref: '#/components/schemas/CommonResponse' description: Invalid input headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: example: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: Unauthorized headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' WWW-Authenticate: description: 'The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` ' schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string '403': content: application/json: schema: $ref: '#/components/schemas/CommonResponse' description: Forbidden headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve the PDF file generation status of invoices tags: - Invoices x-accepts: application/json /v1/invoices/{invoiceKey}: delete: description: | Deletes a specific invoice. Whether to delete an invoice synchronously or asynchronously depends on the number of invoice items contained in the invoice. By default, if an invoice contains less than 100 items, the invoice is deleted synchronously. Otherwise, the invoice is deleted asynchronously. If you want to change the threshold, submit a request at Zuora Global Support. operationId: DELETE_DeleteInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice to be deleted. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: id: 40288ae9600808280160081dc9c13f15 jobId: 40288ae9600808280160081db1533506 jobStatus: Completed success: true schema: $ref: '#/components/schemas/DeleteInvoiceResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Delete an invoice tags: - Invoices get: description: | Retrieves a specific invoice. operationId: Get_GetInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: IntegrationId__NS: string IntegrationStatus__NS: string SyncDate__NS: string accountId: 4028818484f483d20184f4f7efc40001 adjustmentAmount: 0 amount: 700 amountWithoutTax: 700 autoPay: true balance: 700 billRunId: 4028818484f483d20184f50064950035 billToContactSnapshotId: 402881e522cf4f9b0122cf5d82860010 comments: '' complexity__c: Middle createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2022-12-08 19:49:16' currency: USD description__c: description discount: 0 dueDate: '2022-11-30' id: 4028818484f483d20184f5006b97003f includesOneTime: true includesRecurring: true includesUsage: true invoiceDate: '2022-10-31' invoiceGroupNumber: N-0001 invoiceNumber: INV00000001 lastEmailSentDate: '2022-12-08 19:51:16' paymentAmount: 0 postedBy: 402881e522cf4f9b0122cf5d82860002 postedDate: '2022-12-09' refundAmount: 0 sequenceSetId: 402881e522cf4f9b0122cf5d82860009 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860011 source: BillRun sourceId: BR-00000001 sourceType: Subscription status: Posted success: true targetDate: '2022-10-31' transferredToAccounting: string updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2022-12-08 19:51:23' schema: $ref: '#/components/schemas/PostInvoiceResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve an invoice tags: - Invoices put: description: | Updates a specific invoice. The following tutorials demonstrate how to use this operation: - Add and delete invoice items of draft standalone invoices - Edit due dates of draft standalone invoices - Edit invoice item prices and custom fields of draft standalone invoices operationId: PUT_UpdateInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PutInvoiceType' required: true responses: '200': content: application/json: examples: response: value: id: 8ad084db909fae930190a121c84957ff number: INV00000155 accountId: 8ad09be48db5aba7018db604776d4854 invoiceDate: '2024-07-30' currency: USD targetDate: null dueDate: '2024-08-29' postedOn: null postedById: null status: Draft amount: 105 taxAmount: 0 totalTaxExemptAmount: 0 balance: 105 discount: 0 comment: null autoPay: false transferredToAccounting: false creditBalanceAdjustmentAmount: 0 createdDate: '2024-07-11 02:31:04' createdById: b243314d594646d3b2651aeedd4be47e updatedDate: '2024-07-11 02:43:45' updatedById: b243314d594646d3b2651aeedd4be47e cancelledOn: null cancelledById: null success: true schema: $ref: '#/components/schemas/PutInvoiceResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update an invoice tags: - Invoices /v1/invoices/{invoiceKey}/application-parts: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. If you are in Zuora version 341, this operation will return only processed payments applied to the invoices. If you are in the Zuora version less than 341, this operation behavior remains the same and returns all payments associated with the invoice regardless of the payment status. Retrieves information about the payments or credit memos that are applied to a specified invoice. operationId: GET_InvoiceApplicationParts parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: applicationParts: - appliedAmount: 22 createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2018-01-02 11:42:16' creditMemoId: 4028905f60a165a50160b4f632ff023d paymentId: null updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2018-01-02 11:42:16' - appliedAmount: 11 createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2018-01-02 11:41:38' creditMemoId: null paymentId: 4028905f60a165a50160b4f5d5cb0229 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2018-01-02 11:41:38' success: true schema: $ref: '#/components/schemas/GetInvoiceApplicationPartCollectionType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all application parts of an invoice tags: - Invoices /v1/invoices/{invoiceKey}/emails: post: description: | Sends a posted invoice to the specified email addresses manually. ### Notes - You must activate the **Manual Email For Invoice | Manual Email For Invoice** notification before emailing invoices. To include the invoice PDF in the email, select the **Include Invoice PDF** check box in the **Edit notification** dialog from the Zuora UI. See [Create and Edit Notifications](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/C_Create_Notifications#section_2) for more information. - Zuora sends the email messages based on the email template you set. You can set the email template to use in the **Delivery Options** panel of the **Edit notification** dialog from the Zuora UI. By default, the **Invoice Posted Default Email Template** template is used. See [Create and Edit Email Templates](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/Create_Email_Templates) for more information. - The invoices are sent only to the work email addresses or personal email addresses of the Bill To contact if the following conditions are all met: * The `useEmailTemplateSetting` field is set to `false`. * The email addresses are not specified in the `emailAddresses` field. operationId: POST_EmailInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostInvoiceEmailRequestType' required: true responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Email an invoice tags: - Invoices /v1/invoices/{invoiceKey}/files: get: description: | Retrieves the information about all PDF files of a specified invoice. Invoice PDF files are returned in reverse chronological order by the value of the `versionNumber` field. **Note**: This API only retrieves the PDF files that have been generated. If the latest PDF file is being generated, it will not be included in the response. You can use the [Query](https://developer.zuora.com/api-references/api/operation/Action_POSTquery) action to get the latest PDF file, for example: `"select Body from Invoice where Id = '2c93808457d787030157e0324aea5158'"`. See [Query an Invoice Body](https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/Invoice/Query_an_Invoice_Body_Field) for more information. operationId: GET_InvoiceFiles parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID or number of an invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV00000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: invoiceFiles: - id: 2c98901f62d7d83d0162d7facec2262f pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d versionNumber: 1524041954479 - id: 2c98901f62d7d83d0162d7f4a9792629 pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7f4a95c2627 versionNumber: 1524041551946 - id: 2c98901f62d7d83d0162d7f491ea2626 pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7f490f22624 versionNumber: 1524041544112 success: true schema: $ref: '#/components/schemas/GETInvoiceFilesResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all files of an invoice tags: - Invoices post: description: | Uploads an externally generated invoice PDF file for an invoice that is in Draft or Posted status. To use this operation, you must enable the Modify Invoice permission. See [Billing Permissions](https://knowledgecenter.zuora.com/Billing/Tenant_Management/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. This operation has the following restrictions: - Only the PDF file format is supported. - The maximum size of the PDF file to upload is 4 MB. - A maximum of 50 PDF files can be uploaded for one invoice. operationId: POST_UploadFileForInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - description: | The ID or number of the invoice that you want to upload a PDF file for. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV00000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: multipart/form-data: schema: properties: file: description: | The PDF file to upload for the invoice. format: binary type: string type: object responses: '200': content: application/json: examples: response: value: fileId: 40289f466463d683016463ef8b7301a2 success: true schema: $ref: '#/components/schemas/POSTUploadFileResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Upload a file for an invoice tags: - Invoices x-code-samples: - label: Curl lang: curl source: | curl -X POST -H "Authorization: Bearer f21f017e4724445d8647b1f0de7ed6f1" -F "file=@InvoiceFile.pdf" "https://rest.zuora.com/v1/invoices/2c92c8955bd63cc1015bd7c151af02ab/files" /v1/invoices/{invoiceKey}/items: get: description: | Retrieves the information about all items of a specified invoice. operationId: GET_InvoiceItems parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID or number of an invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV00000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: invoiceItems: - appliedToItemId: null balance: 21.1 chargeAmount: 21.1 chargeDate: '2015-11-20 19:53:00' chargeDescription: '' chargeId: 2c92c0f9511f56b2015126814af832d2 chargeName: Annual Fee chargeType: Recurring description: '' excludeItemBillingFromRevenueAccounting: true id: 2c92c095511f5b4401512682dd017989 invoiceScheduleId: 402881e522cf4f9b0122cf5d82860005 invoiceScheduleItemId: 402881e522cf4f9b0122cf5d82860006 numberOfDeliveries: 1 processingType: Charge productName: TeamCollab Enterprise quantity: 1 serviceEndDate: '2015-11-30' serviceStartDate: '2015-11-20' soldToContactId: 2c92c0f9511f56b2015126814ad532cd soldToContactSnapshotId: 2c92c0f9511f56b2015126814ad532cd sourceItemType: SubscriptionComponent subscriptionId: 2c92c0f9511f56b2015126814ad532cc subscriptionName: A-S00000004 taxAmount: 0 taxationItems: data: - balance: 2.11 creditAmount: 0 exemptAmount: 0 id: 2c98901a68ff26800168ffce6eeb0ffe jurisdiction: County locationCode: 000-1 name: taxName paymentAmount: 0 taxAmount: 2.11 taxCode: TAXCODE-1 taxCodeDescription: null taxDate: '2015-11-20' taxRate: 0.1 taxRateDescription: '' taxRateType: Percentage unitOfMeasure: '' unitPrice: 21.1 - appliedToItemId: 2c92c095511f5b4401512682dd017989 chargeAmount: -2.1 chargeDate: '2015-11-20 19:53:00' chargeDescription: '' chargeId: 1b3dede652fa47db833a83be55d850a5 chargeName: Discount chargeType: OneTime description: '' excludeItemBillingFromRevenueAccounting: true id: 3e28d61d442f433797e268e2b7c11eeb invoiceScheduleId: 402881e522cf4f9b0122cf5d82860005 invoiceScheduleItemId: 402881e522cf4f9b0122cf5d82860006 numberOfDeliveries: 1 processingType: Discount productName: TeamCollab Enterprise quantity: 0 serviceEndDate: '2015-11-30' serviceStartDate: '2015-11-20' soldToContactId: 2c92c0f9511f56b2015126814ad532cd soldToContactSnapshotId: 2c92c0f9511f56b2015126814ad532cd sourceItemType: SubscriptionComponent subscriptionId: c2d9a5768db440cbbf2709a55c614bed subscriptionName: A-S00000004 taxAmount: 0 taxationItems: data: - balance: 0.21 creditAmount: 0 exemptAmount: 0 id: 2c98901a68ff26800168ffce6eeb0ffe jurisdiction: County locationCode: 000-1 name: taxName paymentAmount: 0 taxAmount: 0.21 taxCode: TAXCODE-1 taxCodeDescription: null taxDate: '2015-11-20' taxRate: 0.1 taxRateDescription: '' taxRateType: Percentage unitOfMeasure: '' unitPrice: 10 success: true schema: $ref: '#/components/schemas/GETInvoiceItemsResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all items of an invoice tags: - Invoices /v1/invoices/{invoiceKey}/items/{itemId}/taxation-items: get: description: | Retrieves information about the taxation items of a specific invoice item. operationId: GET_TaxationItemsOfInvoiceItem parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID or number of an invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV00000001. in: path name: invoiceKey required: true schema: type: string - description: | The unique ID of an invoice item. For example, 2c86c8955bd63cc1015bd7c151af02ef. in: path name: itemId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: data: - balance: 10 creditAmount: 0 exemptAmount: 0 id: 2c98901a68ff26800168ffce84e3102c jurisdiction: test locationCode: code - 001 name: test paymentAmount: 0 taxAmount: 10 taxCode: taxcode taxCodeDescription: description taxDate: '2019-02-18' taxRate: 2 taxRateDescription: test taxRateType: FlatFee - balance: 10 creditAmount: 0 exemptAmount: 0 id: 2c98901a68ff26800168ffce85d6102e jurisdiction: test locationCode: code - 001 name: test paymentAmount: 0 taxAmount: 10 taxCode: taxcode taxCodeDescription: description taxDate: '2019-02-18' taxRate: 2 taxRateDescription: test taxRateType: FlatFee success: true schema: $ref: '#/components/schemas/GETInvoiceTaxationItemsResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all taxation items of an invoice item tags: - Invoices /v1/invoices/{invoiceKey}/reverse: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Reverses a posted invoice. The reversal operation is performed asynchronously when the invoice contains more than 2,000 items in total. **Restrictions** You are not allowed to reverse an invoice if any of the following restrictions is met: * Payments and credit memos are applied to the invoice. * The invoice is split. * The invoice is not in Posted status. * The total amount of the invoice is less than 0 (a negative invoice). * Using Tax Connector for Extension Platform to calculate taxes. * An invoice contains more than 50,000 items in total, including invoice items, discount items, and taxation items. See [Invoice Reversal](https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Reverse_Posted_Invoices) for more information. operationId: PUT_ReverseInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PutReverseInvoiceType' required: true responses: '200': content: application/json: examples: response: value: creditMemo: id: 402890555a40ca7f015a5b099b0e307a success: true schema: $ref: '#/components/schemas/PutReverseInvoiceResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Reverse an invoice tags: - Invoices /v1/invoices/{invoiceKey}/taxation-items: post: description: | Creates taxation items for an invoice. operationId: POST_INV_TaxationItems parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of an invoice. For example, 8a8082e65b27f6c3015ba45ff82c7172 or INV00000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTTaxationItemList' required: true responses: '200': content: application/json: examples: response: value: success: true taxationItems: - createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:08:43' exemptAmount: 0 financeInformation: accountsReceivableAccountingCode: Check accountsReceivableAccountingCodeType: Cash salesTaxPayableAccountingCode: Check salesTaxPayableAccountingCodeType: Cash id: 402890555a7e9791015a87a072880062 invoiceItemId: 402890555a7e9791015a879f064d0055 jurisdiction: CALIFORNIA locationCode: '06' name: STATE TAX taxAmount: 0.1 taxCode: ServiceTaxCode taxCodeDescription: This is tax code description! taxDate: '2016-09-30' taxMode: TaxExclusive taxRate: 0.0625 taxRateDescription: This is tax rate description! taxRateType: Percentage updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 10:08:43' schema: $ref: '#/components/schemas/GETTaxationItemListType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create taxation items for an invoice tags: - Invoices /v1/invoices/{invoiceKey}/write-off: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Writes off a posted invoice. By writing off an invoice, a credit memo is created and applied to the invoice. The generated credit memo items and credit memo taxation items are applied to invoice items and invoice taxation items based on the configured default application rule. If an invoice is written off, the balance of each invoice item and invoice taxation item must be zero. If you set the **Create credit memos mirroring invoice items billing rule** to **Yes**, you can write off an invoice even if all its items have zero balance. **Restrictions**: You cannot write off an invoice if any of the following restrictions is met: * The balance of an invoice has been changed before Invoice Settlement is enabled. For example, before Invoice Settlement is enabled, any credit balance adjustments, invoice item adjustments, or invoice adjustments have been applied to an invoice. * An invoice contains more than 2,000 items in total, including invoice items, discount items, and taxation items. See [Invoice Write-off](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Invoice_Write-Off) for more information. operationId: PUT_WriteOffInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTWriteOffInvoiceRequest' required: true responses: '200': content: application/json: examples: response: value: creditMemo: id: 402890555a40ca7f015a5b099b0e307a success: true schema: $ref: '#/components/schemas/PUTWriteOffInvoiceResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Write off an invoice tags: - Invoices /v1/credit-memos: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about all credit memos. For a use case of this operation, see [Get credit memo](https://developer.zuora.com/rest-api/general-concepts/authentication//#Get-credit-memo). ### Filtering You can use query parameters to restrict the data returned in the response. Each query parameter corresponds to one field in the response body. If the value of a filterable field is string, you can set the corresponding query parameter to `null` when filtering. Then, you can get the response data with this field value being `null`. Examples: - /v1/credit-memos?status=Posted - /v1/credit-memos?referredInvoiceId=null&status=Draft - /v1/credit-memos?status=Posted&type=External&sort=+number operationId: GET_CreditMemos parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - description: | This parameter filters the response based on the `accountId` field. in: query name: accountId required: false schema: type: string - description: | This parameter filters the response based on the `accountNumber` field. in: query name: accountNumber required: false schema: type: string - description: | This parameter filters the response based on the `amount` field. in: query name: amount required: false schema: format: double type: number - description: | This parameter filters the response based on the `appliedAmount` field. in: query name: appliedAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `autoApplyUponPosting` field. in: query name: autoApplyUponPosting required: false schema: type: boolean - description: | This parameter filters the response based on the `createdById` field. in: query name: createdById required: false schema: type: string - description: | This parameter filters the response based on the `createdDate` field. in: query name: createdDate required: false schema: format: date-time type: string - description: | This parameter filters the response based on the `creditMemoDate` field. in: query name: creditMemoDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `currency` field. in: query name: currency required: false schema: type: string - description: | This parameter filters the response based on the `excludeFromAutoApplyRules` field. in: query name: excludeFromAutoApplyRules required: false schema: type: boolean - description: | This parameter filters the response based on the `number` field. in: query name: number required: false schema: type: string - description: | This parameter filters the response based on the `referredInvoiceId` field. in: query name: referredInvoiceId required: false schema: type: string - description: | This parameter filters the response based on the `refundAmount` field. in: query name: refundAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `sourceId` field. in: query name: sourceId required: false schema: type: string - description: | This parameter filters the response based on the `status` field. in: query name: status required: false schema: enum: - Draft - Posted - Canceled - Error - PendingForTax - Generating - CancelInProgress type: string - description: | This parameter filters the response based on the `targetDate` field. in: query name: targetDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `taxAmount` field. in: query name: taxAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `totalTaxExemptAmount` field. in: query name: totalTaxExemptAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `transferredToAccounting` field. in: query name: transferredToAccounting required: false schema: enum: - Processing - 'Yes' - 'No' - Error - Ignore type: string - description: | This parameter filters the response based on the `unappliedAmount` field. in: query name: unappliedAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `updatedById` field. in: query name: updatedById required: false schema: type: string - description: | This parameter filters the response based on the `updatedDate` field. in: query name: updatedDate required: false schema: format: date-time type: string - description: | This parameter restricts the order of the data returned in the response. You can use this parameter to supply a dimension you want to sort on. A sortable field uses the following form: *operator* *field_name* You can use at most two sortable fields in one URL path. Use a comma to separate sortable fields. For example: *operator* *field_name*, *operator* *field_name* *operator* is used to mark the order of sequencing. The operator is optional. If you only specify the sortable field without any operator, the response data is sorted in descending order by this field. - The `-` operator indicates an ascending order. - The `+` operator indicates a descending order. By default, the response data is displayed in descending order by credit memo number. *field_name* indicates the name of a sortable field. The supported sortable fields of this operation are as below: - accountId - amount - appliedAmount - createdById - createdDate - creditMemoDate - number - referredInvoiceId - refundAmount - status - targetDate - taxAmount - totalTaxExemptAmount - transferredToAccounting - unappliedAmount - updatedDate Examples: - /v1/credit-memos?sort=+number - /v1/credit-memos?status=Processed&sort=-number,+amount in: query name: sort required: false schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: creditmemos: - accountId: 2c92c8f95bd63b98015bd7ab09ef0926 accountNumber: A00000001 amount: 23 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 2c92c8f95b79c9ad015b80614273052c createdDate: '2017-05-05 01:39:30' creditMemoDate: '2017-05-05' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: 2c92c8f95bd63b94015bd7c39289112e invoiceGroupNumber: N-0001 latestPDFFileId: 2c92c8955bd63b6c015bd7c395e90023 number: CM00000002 postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: null refundAmount: 0 reversed: false sequenceSetId: null source: BillRun sourceId: BR-00000024 sourceType: Standalone status: Draft targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 23 updatedById: 2c92c8f95b79c9ad015b80614273052c updatedDate: '2017-05-05 01:39:30' - accountId: 2c92c8f95bd63b98015bd7ab09ef0926 accountNumber: A00000001 amount: 10 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 2c92c8f95b79c9ad015b80614273052c createdDate: '2017-05-05 01:15:23' creditMemoDate: '2017-05-01' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: 2c92c8f95bd63b9d015bd7ad7fe206f9 invoiceGroupNumber: N-0001 latestPDFFileId: 2c92c8955bd63b6c015bd7ad8921001d number: CM00000001 postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: 2c92c8955bd63cc1015bd7c151af02ab refundAmount: 0 reversed: false sequenceSetId: null source: AdhocFromInvoice sourceId: null sourceType: Standalone status: Draft targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 10 updatedById: 2c92c8f95b79c9ad015b80614273052c updatedDate: '2017-05-05 01:15:24' success: true schema: $ref: '#/components/schemas/GETCreditMemoCollectionType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List credit memos tags: - Credit Memos post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates an ad-hoc credit memo from a product rate plan charge. Zuora supports the creation of credit memos from any type of product rate plan charge. The charges can also have any amount and any charge model, except for discout charge models. When credit memos are created from product rate plan charges, the specified amount with decimal places is now validated based on the decimal places supported by each currency. You can create a credit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: POST_CreditMemoFromPrpc parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/CreditMemoFromChargeRequest' required: true responses: '200': content: application/json: examples: response: value: id: 8ad08f0091698a7a01916e70df165b3b number: CM00000010 accountId: 8ad09be48db5aba7018db604776d4854 accountNumber: A00000097 currency: USD creditMemoDate: '2024-08-19' targetDate: null postedById: null postedOn: null status: Draft amount: 10 taxAmount: 0 totalTaxExemptAmount: 0 unappliedAmount: 10 refundAmount: 0 appliedAmount: 0 comment: null source: AdhocFromPrpc sourceId: null referredInvoiceId: null reasonCode: Correcting invoice error createdDate: '2024-08-19 23:19:36' createdById: b243314d594646d3b2651aeedd4be47e updatedDate: '2024-08-19 23:19:36' updatedById: b243314d594646d3b2651aeedd4be47e cancelledOn: null cancelledById: null latestPDFFileId: ac1ebc24569sd transferredToAccounting: 'No' excludeFromAutoApplyRules: false autoApplyUponPosting: false reversed: false taxStatus: Complete sourceType: Standalone taxMessage: null billToContactId: null billToContactSnapshotId: null sequenceSetId: null invoiceGroupNumber: null success: true schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a credit memo from a charge tags: - Credit Memos /v1/credit-memos/bulk: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates multiple credit memos from invoices or product rate plan charges. You can create a maximum of 50 credit memos in one single request. - If you set the `sourceType` request field to `Invoice`, you can create multiple credit memos from invoices. - If you set the `sourceType` request field to `Standalone`, you can create multiple credit memos from product rate plan charges. The credit memos that are created are each in separate database transactions. If the creation of one credit memo fails, other credit memos can still be created successfully. You can create credit memos only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. Zero-amount memo items are supported in the following scenarios: - If you want to correct taxation items only for an invoice, you can set the memo item amount to zero, but the taxation item amount to non-zero. - If you want to correct personal data in an invoice, you can set the memo item amount to zero to create a zero-amount credit memo from an invoice. operationId: POST_CreateCreditMemos parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTBulkCreditMemosRequestType' required: true responses: '200': content: application/json: examples: response: value: memos: - accountId: ff8080817fe9d7b9017fe9e5234d04cb accountNumber: A00000001 amount: 100 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: test createdById: ff8080817fe9d7b9017fe9e41732030e createdDate: '2022-04-02 18:49:47' creditMemoDate: '2022-04-02' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: ff8080817fe9d7b9017fe9e5382f04f5 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: CM00000001 postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: ff8080817fe9d7b9017fe9e5317f04e0 refundAmount: 0 reversed: false sequenceSetId: null source: AdhocFromInvoice sourceId: null sourceType: Invoice status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 100 updatedById: ff8080817fe9d7b9017fe9e41732030e updatedDate: '2022-04-02 18:49:47' - objectIndex: 1 processId: 0356073CB721291A reasons: - code: 50000040 message: Cannot find a Invoice instance with id test. success: false success: true schema: $ref: '#/components/schemas/BulkCreditMemosResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create credit memos tags: - Credit Memos put: description: | **Notes:** - This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. - You can update credit memos only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. Updates the basic and finance information about multiple credit memos. You can update a maximum of 50 credit memos in one single request. Currently, Zuora supports updating tax-exclusive memo items, but does not support updating tax-inclusive memo items. If the amount of a memo item is updated, the tax will be recalculated in the following conditions: - The memo is created from a product rate plan charge and you use Avalara to calculate the tax. - The memo is created from an invoice and you use Avalara or Zuora Tax to calculate the tax. The Edit credit and debit memos tutorial demonstrates how to use this operation to add and delete memo items. The credit memos that are updated are each in separate database transactions. If the update of one credit memo fails, other credit memos can still be updated successfully. operationId: PUT_UpdateCreditMemos parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTBulkCreditMemosRequestType' required: true responses: '200': content: application/json: examples: response: value: memos: - accountId: ff8080817fe9d7b9017fe9e5234d04cb accountNumber: A00000001 amount: 100 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: test createdById: ff8080817fe9d7b9017fe9e41732030e createdDate: '2022-04-02 18:49:47' creditMemoDate: '2022-04-02' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: ff8080817fe9d7b9017fe9e5382f04f5 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: CM00000001 postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: ff8080817fe9d7b9017fe9e5317f04e0 refundAmount: 0 reversed: false sequenceSetId: null source: AdhocFromInvoice sourceId: null sourceType: Invoice status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 100 updatedById: ff8080817fe9d7b9017fe9e41732030e updatedDate: '2022-04-02 18:49:47' - id: ff8080817fe9d7b9017fe9e41732030f objectIndex: 1 processId: 0356073CB721291A reasons: - code: 50000040 message: Cannot find a Invoice instance with id. success: false success: true schema: $ref: '#/components/schemas/BulkCreditMemosResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update credit memos tags: - Credit Memos /v1/credit-memos/pdf-status: get: description: | Retrieves the PDF generation statuses of a batch of credit memos. operationId: Get_CreditMemoPdfStatus parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: 'The IDs or numbers of the credit memos separated by commas. For example - `?creditMemoKeys=2c92c8955bd63cc1015bd7c151af02ab,4b65b8605bd63cc1015bd7c151af02cd,CM0000001`. A maximum of 50 keys can be entered in this field. ' in: query name: creditMemoKeys required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: example: creditMemoFiles: - creditMemoId: 402824aa8cc894d5018cc8a120576881 creditMemoNumber: CM00000003 pdfGenerationStatus: Generated createdOn: '2024-01-01 11:35:56' updatedOn: '2024-01-01 11:35:56' pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d - creditMemoId: 2c98908a904dfc2601904e6e14090241 creditMemoNumber: CM00000004 pdfGenerationStatus: Error createdOn: '2024-01-02 10:14:13' updatedOn: '2024-01-02 10:14:13' errorCode: INVALID_TEMPLATE errorMessage: Unknown merge filed chargeNumber__c - creditMemoId: 514936bb7dd014e6230dd0c342798103 creditMemoNumber: CM00000005 pdfGenerationStatus: Pending createdOn: '2024-01-01 11:35:56' updatedOn: '2024-01-01 11:35:56' success: true schema: $ref: '#/components/schemas/GetCreditMemoPdfStatusBatchResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '400': content: application/json: example: processId: processId reasons: - code: '50000020' message: Credit memo key is required success: false schema: $ref: '#/components/schemas/CommonResponse' description: Invalid input headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: example: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: Unauthorized headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' WWW-Authenticate: description: 'The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` ' schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string '403': content: application/json: schema: $ref: '#/components/schemas/CommonResponse' description: Forbidden headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve the PDF file generation status of credit memos tags: - Credit Memos x-accepts: application/json /v1/credit-memos/{creditMemoId}/items/{cmitemid}/taxation-items: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves information about the taxation items of a specific credit memo item. operationId: GET_TaxationItemsOfCreditMemoItem parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID of a credit memo item. You can get the credit memo item ID from the response of [List credit memo items](https://developer.zuora.com/api-references/api/operation/GET_CreditMemoItems). in: path name: cmitemid required: true schema: type: string - description: | The unique ID of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: data: - appliedAmount: 0 exemptAmount: 10 financeInformation: onAccountAccountingCode: Check onAccountAccountingCodeType: Cash salesTaxPayableAccountingCode: Check salesTaxPayableAccountingCodeType: Cash id: 2c98901a68ff2680016903216a271a67 jurisdiction: Jurisdiction locationCode: '8' name: taxName_0 refundAmount: 0 sourceTaxItemId: null taxAmount: 10 taxCode: taxCode taxCodeDescription: taxCodeDescription taxDate: '2016-10-10' taxRate: 0.1 taxRateDescription: taxRateDescription taxRateType: Percentage unappliedAmount: 10 success: true schema: $ref: '#/components/schemas/GETTaxationItemsOfCreditMemoItemType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all taxation items of a credit memo item tags: - Credit Memos /v1/credit-memos/{creditMemoId}/write-off: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Write off a fully unapplied credit memo. When writing off a credit memo, a debit memo is automatically created, and then the credit memo to be written off is fully applied to the debit memo. Note that this operation only supports writing off credit memos that are fully unapplied. Credit memos that are not fully unapplied cannot be written off by this operation. operationId: PUT_WriteOffCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTCreditMemoWriteOff' required: true responses: '200': content: application/json: examples: response: value: debitMemo: id: 4028905f5a87c0ff015a87e49e6b0062 success: true schema: $ref: '#/components/schemas/PUTCreditMemoWriteOffResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Write off a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}: delete: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Deletes a credit memo. Only credit memos with the Cancelled status can be deleted. You can delete a credit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: DELETE_CreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Delete a credit memo tags: - Credit Memos get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about a specific credit memo. For a use case of this operation, see [Get credit memo](https://developer.zuora.com/rest-api/general-concepts/authentication//#Get-credit-memo). operationId: GET_CreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 402890555a7e9791015a7f15fe44001c accountNumber: A00000001 amount: 3.1 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:07:10' creditMemoDate: '2017-03-01' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: 402890555a7e9791015a879f064a0054 invoiceGroupNumber: N-0001 latestPDFFileId: 402890555a7e9791015a879f07fb005e number: CM00000012 postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: 402890555a7e9791015a7f1756aa0035 refundAmount: 0 reversed: false sequenceSetId: null source: API sourceId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0.1 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 3.1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 10:08:43' schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a credit memo tags: - Credit Memos put: description: | **Notes:** - This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. - You can update a credit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. Updates the basic and finance information about a credit memo. Currently, Zuora supports updating tax-exclusive memo items, but does not support updating tax-inclusive memo items. If the amount of a memo item is updated, the tax will be recalculated in the following conditions: - The memo is created from a product rate plan charge and you use Avalara to calculate the tax. - The memo is created from an invoice and you use Avalara or Zuora Tax to calculate the tax. The [Edit credit and debit memos](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Adjust_invoice_amounts/Invoice_Settlement/Credit_memos_and_debit_memos/AC_Management_of_credit_and_debit_memos/Edit_credit_and_debit_memos#Edit_credit_memos_and_debit_memos_through_the_API) tutorial demonstrates how to use this operation to add and delete memo items. operationId: PUT_UpdateCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTCreditMemoType' required: true responses: '200': content: application/json: examples: response: value: id: 8ad081dd91698b2801916e637b19583f number: CM00000008 accountId: 8ad09be48db5aba7018db604776d4854 accountNumber: A00000097 currency: USD creditMemoDate: '2024-08-19' targetDate: null postedById: null postedOn: null status: Draft amount: 14.99 taxAmount: 0 totalTaxExemptAmount: 0 unappliedAmount: 14.99 refundAmount: 0 appliedAmount: 0 comment: Details about this Credit Memo source: AdhocFromPrpc sourceId: null referredInvoiceId: null reasonCode: Ad hoc credit createdDate: '2024-08-19 23:04:59' createdById: 8ad09fc28193c189018194da28be74ba updatedDate: '2024-08-19 23:05:55' updatedById: b243314d594646d3b2651aeedd4be47e cancelledOn: null cancelledById: null latestPDFFileId: ac1ebc24569sd transferredToAccounting: 'No' excludeFromAutoApplyRules: true autoApplyUponPosting: false reversed: false taxStatus: Complete sourceType: Standalone taxMessage: null billToContactId: null billToContactSnapshotId: null sequenceSetId: null invoiceGroupNumber: null success: true schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/apply: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Applies a posted credit memo to one or more invoices and debit memos. You can apply a credit memo to an invoice or a debit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. When you apply a credit memo, the total number of credit memo items and the items that credit memo items to be applied to must be less than or equal to 15,000. If the limit is hit, you can follow the following instructions: - If you want to apply one credit memo to multiple invoices or debit memos, decrease the number of invoices or debit memos in the request. - If you want to apply one credit memo to a single invoice or debit memo with a large volume of items, you have to specify invoice items or debit memo items in the request. The maximum number of invoice items or debit memo items that you can specify in the request is 1,000. - If a credit memo has a large volume of items, you have to specify credit memo items in the request. The maximum number of credit memo items that you can specify in the request is 1,000. If the Proration application rule is used, when applying credit memos, the following quantity must be less than or equal to 10,000: (number of invoice items + number of debit memo items) * number of credit memo items Otherwise, the First In First Out rule will be used instead of the Proration rule. operationId: PUT_ApplyCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/ApplyCreditMemoType' required: true responses: '200': content: application/json: examples: response: value: id: 8ad081dd91698b2801916e5a84b65653 number: CM00000007 accountId: 8ad09be48db5aba7018db604776d4854 accountNumber: A00000097 currency: USD creditMemoDate: '2024-08-19' targetDate: null postedById: 8ad09fc28193c189018194da28be74ba postedOn: '2024-08-19 22:55:11' status: Posted amount: 14.99 taxAmount: 0 totalTaxExemptAmount: 0 unappliedAmount: 3.99 refundAmount: 0 appliedAmount: 11 comment: '' source: AdhocFromPrpc sourceId: null referredInvoiceId: null reasonCode: Ad hoc credit createdDate: '2024-08-19 22:55:11' createdById: 8ad09fc28193c189018194da28be74ba updatedDate: '2024-08-19 22:59:54' updatedById: b243314d594646d3b2651aeedd4be47e cancelledOn: null cancelledById: null latestPDFFileId: ac1ebc24569sd transferredToAccounting: 'No' excludeFromAutoApplyRules: true autoApplyUponPosting: false reversed: false taxStatus: Complete sourceType: Standalone taxMessage: null billToContactId: null billToContactSnapshotId: null sequenceSetId: null invoiceGroupNumber: null success: true schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Apply a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/cancel: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Cancels a credit memo. Only credit memos with the Draft status can be cancelled. You can cancel a credit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: PUT_CancelCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 402890555a7e9791015a7f15fe44001c accountNumber: A00000001 amount: 2020 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: 402881e522cf4f9b0122cf5d82860002 cancelledOn: '2017-09-03 19:59:07' comment: the comment createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 15:31:10' creditMemoDate: '2017-10-17' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: 402890555a87d7f5015a88c7a6830022 invoiceGroupNumber: N-0001 latestPDFFileId: 402890555a87d7f5015a88c7a7a2002a number: CM00000015 postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: null refundAmount: 0 reversed: false sequenceSetId: null source: AdhocFromPrpc sourceId: null sourceType: Standalone status: Canceled success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 2020 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 15:36:57' schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Cancel a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/emails: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Sends a posted credit memo to the specified email addresses manually. ### Notes - You must activate the **Email Credit Memo | Manually email Credit Memo** notification before emailing credit memos. To include the credit memo PDF in the email, select the **Include Credit Memo PDF** check box in the **Edit notification** dialog from the Zuora UI. See [Create and Edit Notifications](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/C_Create_Notifications#section_2) for more information. - Zuora sends the email messages based on the email template you set. You can set the email template to use in the **Delivery Options** panel of the **Edit notification** dialog from the Zuora UI. By default, the **Manual Email for Credit Memo Default Template** template is used. See [Create and Edit Email Templates](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/Create_Email_Templates) for more information. - The credit memos are sent only to the work email addresses or personal email addresses of the Bill To contact if the following conditions are all met: * The `useEmailTemplateSetting` field is set to `false`. * The email addresses are not specified in the `emailAddresses` field. operationId: POST_EmailCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of a posted credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostCreditMemoEmailRequestType' required: true responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Email a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/files: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Uploads an externally generated PDF file for a credit memo that is in Draft or Posted status. To use this operation, you must enable the Modify Modify Credit Memo permission. See [Billing Permissions](https://knowledgecenter.zuora.com/Billing/Tenant_Management/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. This operation has the following restrictions: - Only the PDF file format is supported. - The maximum size of the PDF file to upload is 4 MB. - A maximum of 50 PDF files can be uploaded for one credit memo. operationId: POST_UploadFileForCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - description: | The ID or number of the credit memo that you want to upload a PDF file for. For example, 402890555a7e9791015a879f064a0054 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: multipart/form-data: schema: properties: file: description: | The PDF file to upload for the credit memo. format: binary type: string type: object responses: '200': content: application/json: examples: response: value: fileId: 40289f466463d683016463ef8b7301a4 success: true schema: $ref: '#/components/schemas/POSTUploadFileResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Upload a file for a credit memo tags: - Credit Memos x-code-samples: - label: Curl lang: curl source: | curl -X POST -H "Authorization: Bearer f21f017e4724445d8647b1f0de7ed6f1" -F "file=@CreditMemoFile.pdf" "https://rest.zuora.com/v1/credit-memos/402890555a7e9791015a879f064a0054/files" get: description: | Retrieves the information about all PDF files of a specified credit memo. Credit Memo PDF files are returned in reverse chronological order by the value of the `versionNumber` field. **Note**: This API only retrieves the PDF files that have been generated. If the latest PDF file is being generated, it will not be included in the response. operationId: GET_CreditMemoFiles parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID or number of an credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: creditMemoFiles: - id: 8a90a24f8e128020018e12cf610f03f9 pdfFileUrl: /v1/files/8a90a24f8e128020018e12cf610903f8 versionNumber: 1709712563443 - id: 8a90b5148c6d127b018c6d1e3c6e022e pdfFileUrl: /v1/files/8a90b5148c6d127b018c6d1e3c68022d versionNumber: 1702637739555 success: true schema: $ref: '#/components/schemas/GETCreditMemoFilesResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all files of a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/items: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about all items of a credit memo. A credit memo item is a single line item in a credit memo. ### Filtering You can use query parameters to restrict the data returned in the response. Each query parameter corresponds to one field in the response body. If the value of a filterable field is string, you can set the corresponding query parameter to `null` when filtering. Then, you can get the response data with this field value being `null`. Examples: - /v1/credit-memos/402890245c7ca371015c7cb40ac30015/items?amount=100 - /v1/credit-memos/402890245c7ca371015c7cb40ac30015/items?amount=100&sort=createdDate operationId: GET_CreditMemoItems parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - description: | This parameter filters the response based on the `amount` field. in: query name: amount required: false schema: format: double type: number - description: | This parameter filters the response based on the `appliedAmount` field. in: query name: appliedAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `createdById` field. in: query name: createdById required: false schema: type: string - description: | This parameter filters the response based on the `createdDate` field. in: query name: createdDate required: false schema: format: date-time type: string - description: | This parameter filters the response based on the `id` field. in: query name: id required: false schema: type: string - description: | This parameter filters the response based on the `refundAmount` field. in: query name: refundAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `serviceEndDate` field. in: query name: serviceEndDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `serviceStartDate` field. in: query name: serviceStartDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `sku` field. in: query name: sku required: false schema: type: string - description: | This parameter filters the response based on the `skuName` field. in: query name: skuName required: false schema: type: string - description: | This parameter filters the response based on the `sourceItemId` field. in: query name: sourceItemId required: false schema: type: string - description: | This parameter filters the response based on the `subscriptionId` field. in: query name: subscriptionId required: false schema: type: string - description: | This parameter filters the response based on the `updatedById` field. in: query name: updatedById required: false schema: type: string - description: | This parameter filters the response based on the `updatedDate` field. in: query name: updatedDate required: false schema: format: date-time type: string - description: | This parameter restricts the order of the data returned in the response. You can use this parameter to supply a dimension you want to sort on. A sortable field uses the following form: *operator* *field_name* You can use at most two sortable fields in one URL path. Use a comma to separate sortable fields. For example: *operator* *field_name*, *operator* *field_name* *operator* is used to mark the order of sequencing. The operator is optional. If you only specify the sortable field without any operator, the response data is sorted in descending order by this field. - The `-` operator indicates an ascending order. - The `+` operator indicates a descending order. By default, the response data is displayed in descending order by updated date. *field_name* indicates the name of a sortable field. The supported sortable fields of this operation are as below: - amount - appliedAmount - createdById - createdDate - id - refundAmount - serviceEndDate - serviceStartDate - sku - skuName - sourceItemId - subscriptionId - updatedById - updatedDate Examples: - /v1/credit-memos/402890245c7ca371015c7cb40ac30015/items?sort=createdDate - /v1/credit-memos/402890245c7ca371015c7cb40ac30015/items?amount=100&sort=createdDate in: query name: sort required: false schema: type: string responses: '200': content: application/json: examples: response: value: items: - amount: 1 amountWithoutTax: 0 appliedAmount: 0 appliedToItemId: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:07:10' creditFromItemId: 402880e97a56f30b017a574012e50085 creditFromItemSource: CreditMemoItem excludeItemBillingFromRevenueAccounting: true financeInformation: deferredRevenueAccountingCode: null deferredRevenueAccountingCodeType: null onAccountAccountingCode: null onAccountAccountingCodeType: null recognizedRevenueAccountingCode: null recognizedRevenueAccountingCodeType: null id: 402890555a7e9791015a879f064d0055 invoiceScheduleId: 402881e522cf4f9b0122cf5d82860005 invoiceScheduleItemId: 402881e522cf4f9b0122cf5d82860006 numberOfDeliveries: 1 processingType: Charge quantity: 1 refundAmount: 0 serviceEndDate: '2017-03-26' serviceStartDate: '2017-02-27' sku: SKU-00000001 skuName: New Component soldToContactId: 402881e522cf4f9b0122cf5d82860003 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860004 sourceItemId: 402890555a7e9791015a7f1756bc0037 sourceItemType: InvoiceDetail subscriptionId: 402890d25bec1155015bec35cc7c0bc7 taxMode: TaxExclusive taxationItems: data: - appliedAmount: 0 exemptAmount: 0 financeInformation: onAccountAccountingCode: Check onAccountAccountingCodeType: Cash salesTaxPayableAccountingCode: Check salesTaxPayableAccountingCodeType: Cash id: 402890555a7e9791015a87a072880062 jurisdiction: CALIFORNIA locationCode: '06' name: STATE TAX refundAmount: 0 sourceTaxItemId: null taxAmount: 0.1 taxCode: ServiceTaxCode taxCodeDescription: This is tax code description! taxDate: '2016-09-30' taxRate: 0.0625 taxRateDescription: This is tax rate description! taxRateType: Percentage unappliedAmount: 0.1 unappliedAmount: 1 unitOfMeasure: Each unitPrice: 1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 10:08:43' - amount: 2 amountWithoutTax: 2 appliedAmount: 0 appliedToItemId: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:07:10' creditFromItemId: 402880e97a56f30b017a574012f00086 creditFromItemSource: CreditMemoItem excludeItemBillingFromRevenueAccounting: true financeInformation: deferredRevenueAccountingCode: null deferredRevenueAccountingCodeType: null onAccountAccountingCode: null onAccountAccountingCodeType: null recognizedRevenueAccountingCode: null recognizedRevenueAccountingCodeType: null id: 402890555a7e9791015a879f06610056 invoiceScheduleId: 402881e522cf4f9b0122cf5d82860005 invoiceScheduleItemId: 402881e522cf4f9b0122cf5d82860006 numberOfDeliveries: 1 processingType: Charge quantity: 1 refundAmount: 0 serviceEndDate: '2017-03-26' serviceStartDate: '2017-02-27' sku: SKU-00000001 skuName: New Component soldToContactId: 402881e522cf4f9b0122cf5d82860003 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860004 sourceItemId: 402890555a7e9791015a7f1756bd0038 sourceItemType: InvoiceDetail subscriptionId: 402890d25bec1155015bec35cc7c0bc7 taxMode: TaxExclusive taxationItems: data: [] unappliedAmount: 2 unitOfMeasure: Each unitPrice: 2 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 10:07:10' success: true schema: $ref: '#/components/schemas/GETCreditMemoItemsListType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List credit memo items tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/items/{cmitemid}: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about a specific item of a credit memo. A credit memo item is a single line item in a credit memo. operationId: GET_CreditMemoItem parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID of a credit memo item. You can get the credit memo item ID from the response of [List credit memo items](https://developer.zuora.com/api-references/api/operation/GET_CreditMemoItems). in: path name: cmitemid required: true schema: type: string - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: amount: 1 amountWithoutTax: 1 appliedAmount: 0 appliedToItemId: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:07:10' creditFromItemId: 402880e97a56f30b017a574012f00086 creditFromItemSource: CreditMemoItem excludeItemBillingFromRevenueAccounting: true financeInformation: deferredRevenueAccountingCode: Check deferredRevenueAccountingCodeType: null onAccountAccountingCode: null onAccountAccountingCodeType: null recognizedRevenueAccountingCode: null recognizedRevenueAccountingCodeType: null id: 402890555a7e9791015a879f064d0055 invoiceScheduleId: 402881e522cf4f9b0122cf5d82860005 invoiceScheduleItemId: 402881e522cf4f9b0122cf5d82860006 numberOfDeliveries: 1 processingType: Charge quantity: 1 refundAmount: 0 serviceEndDate: '2017-03-26' serviceStartDate: '2017-02-27' sku: SKU-00000001 skuName: New Component soldToContactId: 402881e522cf4f9b0122cf5d82860003 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860004 sourceItemId: 402890555a7e9791015a7f1756bc0037 sourceItemType: InvoiceDetail subscriptionId: 402890d25bec1155015bec35cc7c0bc7 success: true taxMode: TaxExclusive taxationItems: data: [] unappliedAmount: 1 unitOfMeasure: Each unitPrice: 1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 10:08:43' schema: $ref: '#/components/schemas/GETCreditMemoItemType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a credit memo item tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/parts: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about all parts of a credit memo. A credit memo can consist of an unapplied part, and several parts applied to invoices and debit memos. You can use this operation to get all the applied and unapplied portions of a credit memo. Note that a fully refunded credit memo does not contain any credit memo part. operationId: GET_CreditMemoParts parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: parts: - amount: 3.66 createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-02 13:21:55' debitMemoId: null id: 4028905f5a890526015a8d77adea0029 invoiceId: null updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-02 13:21:55' success: true schema: $ref: '#/components/schemas/GETCreditMemoPartsCollectionType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all parts of a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/parts/{partid}: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about a specific credit memo part. A credit memo can consist of an unapplied part, and several parts applied to invoices and debit memos. A fully refunded credit memo does not contain any credit memo part. operationId: GET_CreditMemoPart parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID of a specific credit memo part. You can get the credit memo part ID from the response of [List all parts of a credit memo](https://developer.zuora.com/api-references/api/operation/GET_CreditMemoParts). in: path name: partid required: true schema: type: string - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: amount: 1 createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-02 14:00:21' debitMemoId: null id: 4028905f5a890526015a8d9adeb30059 invoiceId: 4028905f5a87c0ff015a87d3f8f10043 success: true updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-02 14:00:21' schema: $ref: '#/components/schemas/GETCreditMemoPartType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a credit memo part tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/pdfs: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates a PDF file for a specified credit memo. To access the generated PDF file, you can download it by clicking **View PDF** on the detailed credit memo page through the Zuora UI. This REST API operation can be used only if you have the billing document file generation feature and the Billing user permission "Regenerate PDF" enabled. operationId: POST_CreditMemoPDF parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of the credit memo that you want to create a PDF file for. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/POSTMemoPdfResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Generate a credit memo PDF file tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/post: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Posts a credit memo to activate it. You can post credit memos only if you have the [Billing permissions](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles#Billing_Permissions). operationId: PUT_PostCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 402890555a7e9791015a7f15fe44001c accountNumber: A00000001 amount: 3.1 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:07:10' creditMemoDate: '2017-03-01' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: 402890555a7e9791015a879f064a0054 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: CM00000012 postedById: 402881e522cf4f9b0122cf5d82860002 postedOn: '2017-03-01 14:28:06' reasonCode: Correcting invoice error referredInvoiceId: 402890555a7e9791015a7f1756aa0035 refundAmount: 0 reversed: false sequenceSetId: null source: API sourceId: null sourceType: Standalone status: Posted success: true targetDate: null taxAmount: 0.1 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 3.1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 14:28:06' schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Post a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/refund: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Refunds a full or partial posted credit memo to your customers. Only the amount of unapplied part could be refunded. You can refund a credit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. When you refund a credit memo, the total number of credit memo items to be refunded must be less than or equal to 15,000. For a use case of this operation, see [Refund processing](https://developer.zuora.com/rest-api/general-concepts/authentication//#Refund-processing). operationId: POST_RefundCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the credit memo. For example, 2c92c8955bd63cc1015bd7c151af02ab or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostNonRefRefundType' required: true responses: '200': content: application/json: examples: response: value: id: 8ad0937890e7fca00190e8c290d46fad number: R-00000001 status: Processed type: Electronic methodType: CreditCard accountId: 8ad09be48db5aba7018db604776d4854 amount: 10 refundDate: '2024-07-25' comment: null paymentMethodId: 8ad084db90a5e73b0190c02783f552fa paymentMethodSnapshotId: 8ad0937890e7fca00190e8c290b86fab paymentId: null paymentNumber: null creditMemoId: 8ad0835290c4bb2f0190d9955e414e62 reasonCode: null gatewayId: 2c92c0f972bc6aa90172bc77ccaf379a paymentGatewayNumber: null gatewayResponse: This transaction has been approved by Test gateway. gatewayResponseCode: approve gatewayState: Submitted markedForSubmissionOn: null referenceId: '70028533' secondRefundReferenceId: null softDescriptor: null softDescriptorPhone: null submittedOn: '2024-07-25 00:19:43' settledOn: null cancelledOn: null createdDate: '2024-07-25 00:19:43' createdById: b243314d594646d3b2651aeedd4be47e updatedDate: '2024-07-25 00:19:43' updatedById: b243314d594646d3b2651aeedd4be47e refundTransactionTime: '2024-07-25 00:19:43' financeInformation: bankAccountAccountingCode: null bankAccountAccountingCodeType: null unappliedPaymentAccountingCode: Accounts Receivable unappliedPaymentAccountingCodeType: AccountsReceivable transferredToAccounting: false gatewayReconciliationStatus: null gatewayReconciliationReason: null payoutId: null success: true schema: $ref: '#/components/schemas/GETRefundCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Refund a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/reverse: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Reverses a posted credit memo. See [Reverse credit memos](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/B_Credit_and_Debit_Memos/C_Management_of_Credit_and_Debit_Memos/Reverse_credit_memos) for more information. You can reverse a credit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. **Restrictions** You cannot reverse credit memos if any of the following conditions is met: * A credit memo's applied amount is not 0. * A credit memo is not in Posted status. * A credit memo contains more than 2,000 items in total, including credit memo items, discount items, and taxation items. operationId: PUT_ReverseCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the credit memo. For example, 2c92c8955bd63cc1015bd7c151af02ab or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PutReverseCreditMemoType' required: true responses: '200': content: application/json: examples: response: value: debitMemo: id: 402890555a40ca7f015a5b099b0e307a success: true schema: $ref: '#/components/schemas/PutReverseCreditMemoResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Reverse a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/taxation-items: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates taxation items for a credit memo. operationId: POST_CM_TaxationItems parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTTaxationItemListForCMType' required: true responses: '200': content: application/json: examples: response: value: taxationItems: - createdById: 8ad084a67f9c7138017fab8a8b511b5a createdDate: '2024-11-15 14:41:04' exemptAmount: 0 id: 8ad0980c932a209d01932e8dcbf83bc8 memoItemId: 8ad086fa932a0b5401932e82ab1f1fb3 invoiceItemId: 8ad086fa932a0b5401932e82a3e5b211 sourceTaxItemId: null jurisdiction: CALIFORNIA locationCode: null name: STATE TAX taxAmount: 0.5 applicableTaxUnRounded: 0.5 country: null taxCode: ServiceTaxCode taxCodeDescription: null taxDate: '2024-11-15' taxRate: 0.05 taxMode: TaxExclusive taxRateDescription: null taxRateType: Percentage updatedById: 8ad084a67f9c7138017fab8a8b511b5a updatedDate: '2024-11-15 14:41:04' financeInformation: salesTaxPayableAccountingCode: Sales Tax Payable salesTaxPayableAccountingCodeType: SalesTaxPayable accountsReceivableAccountingCode: Accounts Receivable accountsReceivableAccountingCodeType: AccountsReceivable success: true schema: $ref: '#/components/schemas/GETTaxationItemListType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create taxation items for a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/unapply: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Unapplies an applied credit memo from one or more invoices and debit memos. The full applied amount from invoices and debit memos is transferred into the unapplied amount of the credit memo. You can unapply a credit memo from an invoice or a debit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. When you unapply a credit memo, the total number of credit memo items and the items that credit memo items to be unapplied from must be less than or equal to 15,000. If the limit is hit, you can follow the following instructions: - If you want to unapply one credit memo without specifying invoices or debit memos and the limit is hit, you have to specify the invoice items or debit memo items in the request to decrease the number of items. - If you want to unapply one credit memo from multiple specified invoices or debit memos, decrease the number of invoices or debit memos in the request. - If you want to unapply one credit memo from a single invoice or debit memo with a large volume of items, you have to specify invoice items or debit memo items in the request. The maximum number of invoice items or debit memo items that you can specify in the request is 1,000. - If a credit memo has a large volume of items, you have to specify credit memo items in the request. The maximum number of credit memo items that you can specify in the request is 1,000. - When unapplying a credit memo, the total number of the credit memo's item parts must be less than or equal to 1,000. Otherwise, the operation would fail and an error message would pop up. When you see this error, you can try using the Unapply a credit memo API as an alternative. Similarly, make sure that all the requirements listed in the API reference are met. operationId: PUT_UnapplyCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/UnapplyCreditMemoType' required: true responses: '200': content: application/json: examples: response: value: id: 8a90aac892dc8c3a0192dce41af10077 number: CM00000619 accountId: 8a90b4488e7d5c0f018e7db3892400b2 accountNumber: A00000370 currency: USD creditMemoDate: '2024-10-30' targetDate: null postedById: 2c92c8f95e2d6ebb015e325df48e02da postedOn: '2024-10-30 18:06:30' status: Posted amount: 15 taxAmount: 0 totalTaxExemptAmount: 0 unappliedAmount: 1 refundAmount: 0 appliedAmount: 14 comment: '' source: AdhocFromInvoice sourceId: null referredInvoiceId: 8a90d7a892d82d920192dbcb314501c7 reasonCode: Correcting invoice error createdDate: '2024-10-30 18:06:29' createdById: 2c92c8f95e2d6ebb015e325df48e02da updatedDate: '2024-10-30 18:08:37' updatedById: 2c92c8f95e2d6ebb015e325df48e02da cancelledOn: null cancelledById: null latestPDFFileId: null transferredToAccounting: 'No' excludeFromAutoApplyRules: false autoApplyUponPosting: false reversed: false taxStatus: Complete sourceType: Invoice eInvoiceStatus: Failed eInvoiceErrorCode: IntegrationError eInvoiceErrorMessage: Input string was null. eInvoiceFileId: null taxMessage: null billToContactId: null billToContactSnapshotId: 8a90b4488e7d5c0f018e7dbef1f900c9 sequenceSetId: null invoiceGroupNumber: null revenueImpacting: 'Yes' success: true schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Unapply a credit memo tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/unpost: put: description: |- **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Unposts a credit memo that is in Posted status. If a credit memo has been applied or refunded, you are not allowed to unpost it. After a credit memo is unposted, its status becomes Draft. You can unpost credit memos only if you have the [Billing permissions](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles#Billing_Permissions). You can prevent an unpost operation by configuring the 'Do not allow unposting invoices and memos if their revenue is already recognized in a closed accounting period' accounting rule. The default value of this rule is set to 'disabled.' For more information, see [Configure Accounting Rules](https://knowledgecenter.zuora.com/Zuora_Payments/Zuora_Finance/D_Finance_Settings/D_Configure_Accounting_Rules#Do_not_allow_unposting_invoices_and_memos_if_their_revenue_is_already_recognized_in_a_closed_accounting_period). operationId: PUT_UnpostCreditMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172 or CM00000001. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 402890555a7e9791015a7f15fe44001c accountNumber: A00000001 amount: 3.1 appliedAmount: 0 autoApplyUponPosting: false billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:07:10' creditMemoDate: '2017-03-01' currency: USD einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing excludeFromAutoApplyRules: false id: 402890555a7e9791015a879f064a0054 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: CM00000012 postedById: 402881e522cf4f9b0122cf5d82860002 postedOn: '2017-03-01 14:28:06' reasonCode: Correcting invoice error referredInvoiceId: 402890555a7e9791015a7f1756aa0035 refundAmount: 0 reversed: false sequenceSetId: null source: API sourceId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0.1 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' unappliedAmount: 3.1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 14:28:06' schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Unpost a credit memo tags: - Credit Memos /v1/credit-memos/invoice/{invoiceKey}: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates an ad-hoc credit memo from an invoice. You can create a credit memo from an invoice only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. For a use case of this operation, see [Create credit memo](https://developer.zuora.com/rest-api/general-concepts/authentication//#Create-credit-memo). Zero-amount memo items are supported in the following scenarios: - If you want to correct taxation items only for an invoice, you can set the memo item amount to zero, but the taxation item amount to non-zero. - If you want to correct personal data in an invoice, you can set the memo item amount to zero to create a zero-amount credit memo from an invoice. operationId: POST_CreditMemoFromInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - description: | The ID or number of an invoice that you want to create a credit memo from. For example, 2c93808457d787030157e030d10f3f64 or INV00000001. in: path name: invoiceKey required: true schema: type: string requestBody: content: application/json: schema: $ref: '#/components/schemas/CreditMemoFromInvoiceRequest' required: true responses: '200': content: application/json: examples: response: value: id: 8a90e4a792d82d8c0192dbda90671d66 number: CM00000618 accountId: 8a90b4488e7d5c0f018e7db3892400b2 accountNumber: A00000370 currency: USD creditMemoDate: '2024-10-30' targetDate: null postedById: null postedOn: null status: Draft amount: 10 taxAmount: 0 totalTaxExemptAmount: 0 unappliedAmount: 10 refundAmount: 0 appliedAmount: 0 comment: null source: AdhocFromInvoice sourceId: null referredInvoiceId: 8a90d7a892d82d920192dbcb314501c7 reasonCode: Correcting invoice error createdDate: '2024-10-30 13:16:27' createdById: 2c92c8f95e2d6ebb015e325df48e02da updatedDate: '2024-10-30 13:16:27' updatedById: 2c92c8f95e2d6ebb015e325df48e02da cancelledOn: null cancelledById: null latestPDFFileId: null transferredToAccounting: 'No' excludeFromAutoApplyRules: false autoApplyUponPosting: false reversed: false taxStatus: Complete sourceType: Invoice eInvoiceStatus: null eInvoiceErrorCode: null eInvoiceErrorMessage: null eInvoiceFileId: null taxMessage: null billToContactId: null billToContactSnapshotId: null sequenceSetId: null invoiceGroupNumber: null revenueImpacting: 'Yes' success: true schema: $ref: '#/components/schemas/GETCreditMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a credit memo from an invoice tags: - Credit Memos /v1/credit-memos/unapply-async-jobs/{unapplyAsyncJobId}: get: description: |- **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves information about a specific Async Credit Memo Unapply job. operationId: getUnapplyCreditMemoAsyncJob parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: | The unique ID of a Credit Memo Async Unapply Job Id. For example, 8a92ade496140e830196148cd0af000a. in: path name: unapplyAsyncJobId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' responses: '200': content: application/json: example: id: 8a92ade496140e830196148cd0af000a status: Processed operationType: AsyncCreditMemoUnapply referenceId: 4028905f5a890526015a8d73f73d0015 referenceType: CreditMemo error: null success: true schema: $ref: '#/components/schemas/InvoiceSettlementAsyncJobResponse' description: '' headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve an async unapply credit memo job by ID tags: - Credit Memos /v1/credit-memos/apply-async-jobs/{applyAsyncJobId}: get: description: |- **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves information about a specific Async Credit Memo Apply job. operationId: getApplyCreditMemoAsyncJob parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: | The unique ID of a Credit Memo Async Apply Job Id. For example, 8a92ade496140e830196141f6cfa0001. in: path name: applyAsyncJobId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' responses: '200': content: application/json: example: id: 8a92ade496140e830196141f6cfa0001 status: Processed operationType: AsyncCreditMemoApply referenceId: 4028905f5a890526015a8d73f73d0015 referenceType: CreditMemo error: null success: true schema: $ref: '#/components/schemas/InvoiceSettlementAsyncJobResponse' description: '' headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve an async unapply credit memo job by ID tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/apply-async: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Asynchronously applies a posted credit memo to one or more invoices You can apply a credit memo to an invoice only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. When you apply a credit memo, the total number of credit memo items and the items that credit memo items to be applied to must be less than or equal to 300,000. The maximum number of invoices that you can specify in the request is 1,000 If the Proration application rule is used, when applying credit memos, the following quantity must be less than or equal to 10,000: (number of invoice items) * number of credit memo items Otherwise, the First In First Out rule will be used instead of the Proration rule. operationId: applyCreditMemoAsync parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' requestBody: content: application/json: schema: $ref: '#/components/schemas/AsyncApplyCreditMemoRequest' required: true responses: '200': content: application/json: example: id: 402881e522cf4f9b0122cf5d82860002 status: Pending operationType: AsyncCreditMemoApply referenceId: 4028905f5a890526015a8d73f73d0015 referenceType: CreditMemo error: null success: true schema: $ref: '#/components/schemas/InvoiceSettlementAsyncJobResponse' description: '' headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Apply a credit memo aysnchronously tags: - Credit Memos /v1/credit-memos/{creditMemoKey}/unapply-async: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Asynchronously Unapplies an applied credit memo from one or more invoices. The full applied amount from invoices is transferred into the unapplied amount of the credit memo. You can unapply a credit memo from an invoice only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) When you unapply a credit memo, the total number of credit memo items and the items that credit memo items to be unapplied from must be less than or equal to 300,000. The maximum number of invoices that you can specify in the request is 1,000 operationId: unapplyCreditMemoAsync parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: | The unique ID or number of a credit memo. For example, 8a8082e65b27f6c3015ba45ff82c7172. in: path name: creditMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' requestBody: content: application/json: schema: $ref: '#/components/schemas/AsyncUnapplyCreditMemoRequest' required: true responses: '200': content: application/json: example: id: 8a92ade496140e830196148cd0af000a status: Pending operationType: AsyncCreditMemoUnapply referenceId: 8a8082e65b27f6c3015ba45ff82c7172 referenceType: CreditMemo error: null success: true schema: $ref: '#/components/schemas/InvoiceSettlementAsyncJobResponse' description: '' headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Unapply a credit memo asynchronously tags: - Credit Memos /v1/debit-memos: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about all debit memos associated with all customer accounts. ### Filtering You can use query parameters to restrict the data returned in the response. Each query parameter corresponds to one field in the response body. If the value of a filterable field is string, you can set the corresponding query parameter to `null` when filtering. Then, you can get the response data with this field value being `null`. Examples: - /v1/debit-memos?status=Posted - /v1/debit-memos?referredInvoiceId=null&status=Draft - /v1/debit-memos?status=Posted&type=External&sort=+number operationId: GET_DebitMemos parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - description: | This parameter filters the response based on the `accountId` field. in: query name: accountId required: false schema: type: string - description: | This parameter filters the response based on the `accountNumber` field. in: query name: accountNumber required: false schema: type: string - description: | This parameter filters the response based on the `amount` field. in: query name: amount required: false schema: format: double type: number - description: | This parameter filters the response based on the `balance` field. in: query name: balance required: false schema: format: double type: number - description: | This parameter filters the response based on the `beAppliedAmount` field. in: query name: beAppliedAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `createdById` field. in: query name: createdById required: false schema: type: string - description: | This parameter filters the response based on the `createdDate` field. in: query name: createdDate required: false schema: format: date-time type: string - description: | This parameter filters the response based on the `currency` field. in: query name: currency required: false schema: type: string - description: | This parameter filters the response based on the `debitMemoDate` field. in: query name: debitMemoDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `dueDate` field. in: query name: dueDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `number` field. in: query name: number required: false schema: type: string - description: | This parameter filters the response based on the `referredInvoiceId` field. in: query name: referredInvoiceId required: false schema: type: string - description: | This parameter filters the response based on the `status` field. in: query name: status required: false schema: enum: - Draft - Posted - Canceled - Error - PendingForTax - Generating - CancelInProgress type: string - description: | This parameter filters the response based on the `targetDate` field. in: query name: targetDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `taxAmount` field. in: query name: taxAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `totalTaxExemptAmount` field. in: query name: totalTaxExemptAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `updatedById` field. in: query name: updatedById required: false schema: type: string - description: | This parameter filters the response based on the `updatedDate` field. in: query name: updatedDate required: false schema: format: date-time type: string - description: | This parameter restricts the order of the data returned in the response. You can use this parameter to supply a dimension you want to sort on. A sortable field uses the following form: *operator* *field_name* You can use at most two sortable fields in one URL path. Use a comma to separate sortable fields. For example: *operator* *field_name*, *operator* *field_name* *operator* is used to mark the order of sequencing. The operator is optional. If you only specify the sortable field without any operator, the response data is sorted in descending order by this field. - The `-` operator indicates an ascending order. - The `+` operator indicates a descending order. By default, the response data is displayed in descending order by debit memo number. *field_name* indicates the name of a sortable field. The supported sortable fields of this operation are as below: - number - accountId - debitMemoDate - targetDate - dueDate - amount - taxAmount - totalTaxExemptAmount - balance - beAppliedAmount - referredInvoiceId - createdDate - createdById - updatedDate - updatedById Examples: - /v1/debit-memos?sort=+number - /v1/debit-memos?status=Processed&sort=-number,+amount in: query name: sort required: false schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: debitmemos: - accountId: 402890555a7e9791015a7f15fe44001c accountNumber: AN_1679649466484 amount: 50 autoPay: true balance: 50 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: the comment createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 17:24:14' currency: USD debitMemoDate: '2017-10-17' dueDate: '2017-11-16' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 402890555a87d7f5015a892f2ba10057 invoiceGroupNumber: N-0001 latestPDFFileId: 402890555a87d7f5015a892f2c5c0060 number: DM00000006 paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Draft targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 17:24:14' - accountId: 402890555a7d4022015a7dabf5f60088 accountNumber: AN_1679649466488 amount: 0.01 autoPay: true balance: 0.01 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: the comment createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 17:13:15' currency: USD debitMemoDate: '2017-11-30' dueDate: '2017-12-30' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 402890555a87d7f5015a89251edc0045 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: DM00000003 paymentTerm: null postedById: null postedOn: null reasonCode: Charge Dispute referredInvoiceId: 402890555a7d4022015a7dadb3b300a4 sequenceSetId: null sourceType: Standalone status: Draft targetDate: null taxAmount: 0.01 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 17:13:15' - accountId: 402890555a7d4022015a7dabf5f60088 accountNumber: AN_1679649466488 amount: 9 autoPay: true balance: 9 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 17:01:00' currency: USD debitMemoDate: '2017-03-01' dueDate: '2017-03-31' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 402890555a87d7f5015a8919e4fe002e invoiceGroupNumber: N-0001 latestPDFFileId: 402890555a87d7f5015a8919e95d003a number: DM00000002 paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: 402890555a7d4022015a7dadb3b300a4 sequenceSetId: null sourceType: Standalone status: Draft targetDate: null taxAmount: 8 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 17:01:00' - accountId: 402890555a7e9791015a7f15fe44001c accountNumber: AN_1679649466684 amount: 8.02 autoPay: true balance: 8.02 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: '' createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 10:26:16' currency: USD debitMemoDate: '2017-03-01' dueDate: '2017-03-31' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 402890555a7e9791015a87b082940067 invoiceGroupNumber: N-0001 latestPDFFileId: 402890555a7e9791015a87b083f00072 number: DM00000001 paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: 402890555a7e9791015a7f1756aa0035 sequenceSetId: null sourceType: Standalone status: Draft targetDate: null taxAmount: 0.02 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 10:45:03' success: true schema: $ref: '#/components/schemas/GETDebitMemoCollectionType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List debit memos tags: - Debit Memos post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates an ad-hoc debit memo from a product rate plan charge. Zuora supports the creation of debit memos from any type of product rate plan charge. The charges can also have any amount and any charge model, except for discout charge models. When debit memos are created from product rate plan charges, the specified amount with decimal places is now validated based on the decimal places supported by each currency. You can create a debit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: POST_DebitMemoFromPrpc parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/DebitMemoFromChargeRequest' required: true responses: '200': content: application/json: examples: response: value: id: 8ad093789169a0c001916e6be7cf7113 number: DM00000002 accountId: 8ad09be48db5aba7018db604776d4854 accountNumber: A00000097 debitMemoDate: '2024-08-19' currency: USD targetDate: null dueDate: '2024-09-18' postedOn: null postedById: null status: Draft amount: 10 taxAmount: 0 totalTaxExemptAmount: 0 balance: 10 beAppliedAmount: 0 autoPay: true comment: null referredInvoiceId: null transferredToAccounting: 'No' reasonCode: Correcting invoice error createdDate: '2024-08-19 23:14:11' createdById: b243314d594646d3b2651aeedd4be47e updatedDate: '2024-08-19 23:14:11' updatedById: b243314d594646d3b2651aeedd4be47e cancelledOn: null cancelledById: null referredCreditMemoId: 1a2b3c4d5e6f latestPDFFileId: ac1ebc24569sd taxStatus: Complete sourceType: Standalone taxMessage: null billToContactId: null billToContactSnapshotId: null paymentTerm: null sequenceSetId: null invoiceGroupNumber: null success: true schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a debit memo from a charge tags: - Debit Memos put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Updates the due date for multiple debit memos in one single request. This API operation will be deprecated. You can use the [Update debit memos](https://developer.zuora.com/api-references/api/operation/PUT_BulkUpdateDebitMemos) instead, which provides more flexible functionality. operationId: PUT_UpdateDebitMemosDueDates parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTBatchDebitMemosRequest' required: true responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update due dates for debit memos tags: - Debit Memos /v1/debit-memos/bulk: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates multiple debit memos from invoices or product rate plan charges. You can create a maximum of 50 debit memos in one single request. - If you set the `sourceType` request field to `Invoice`, you can create multiple debit memos from invoices. - If you set the `sourceType` request field to `Standalone`, you can create multiple debit memos from product rate plan charges. The debit memos that are created are each in separate database transactions. If the creation of one debit memo fails, other debit memos can still be created successfully. You can create debit memos only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: POST_CreateDebitMemos parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTBulkDebitMemosRequestType' required: true responses: '200': content: application/json: examples: response: value: memos: - accountId: 4028ab1f87121698018712fef63e33cb accountNumber: AN_Test11679650911374 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: This is a comment createdById: 3e2bcd869cea43eeb00d7a20cc1cb72b createdDate: '2023-03-24 15:12:01' currency: USD debitMemoDate: '2023-03-24' dueDate: '2023-03-24' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f87121698018712ff1b0633e2 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 3e2bcd869cea43eeb00d7a20cc1cb72b updatedDate: '2023-03-24 15:12:01' - objectIndex: 1 processId: 0356073CB721291A reasons: - code: 50000040 message: Cannot find a Invoice instance with id test. success: false success: true schema: $ref: '#/components/schemas/BulkDebitMemosResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create debit memos tags: - Debit Memos put: description: | **Notes:** - This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. - You can update debit memos only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. Updates the basic and finance information about multiple debit memos. You can update a maximum of 50 credit memos in one single request. Currently, Zuora supports updating tax-exclusive memo items, but does not support updating tax-inclusive memo items. If the amount of a memo item is updated, the tax will be recalculated in the following conditions: - The memo is created from a product rate plan charge and you use Avalara to calculate the tax. - The memo is created from an invoice and you use Avalara or Zuora Tax to calculate the tax. The [Edit credit and debit memos](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Adjust_invoice_amounts/Invoice_Settlement/Credit_memos_and_debit_memos/AC_Management_of_credit_and_debit_memos/Edit_credit_and_debit_memos#Edit_credit_memos_and_debit_memos_through_the_API) tutorial demonstrates how to use this operation to add and delete memo items. The credit memos that are updated are each in separate database transactions. If the update of one debit memo fails, other debit memos can still be updated successfully. operationId: PUT_UpdateDebitMemos parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTBulkDebitMemosRequestType' required: true responses: '200': content: application/json: examples: response: value: memos: - accountId: 4028ab1f87121698018726851cc765ee accountNumber: AN_Test11679978470016 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: new comment123 createdById: aff81dbb5dd846868685592640363b5b createdDate: '2023-03-28 10:11:45' currency: USD debitMemoDate: '2023-03-27' dueDate: '2023-03-27' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f8712169801872685a5f46605 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: aff81dbb5dd846868685592640363b5b updatedDate: '2023-03-28 10:12:37' - id: 2c98907562482a8301624b9c0a1a0056 objectIndex: 1 processId: string reasons: - code: string message: string success: false success: true schema: $ref: '#/components/schemas/BulkDebitMemosResponseType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update debit memos tags: - Debit Memos /v1/debit-memos/pdf-status: get: description: | Retrieves the PDF generation statuses of a batch of debit memos. operationId: Get_DebitMemoPdfStatus parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - description: 'The IDs or numbers of the debit memos separated by commas. For example - `?debitMemoKeys=2c92c8955bd63cc1015bd7c151af02ab,4b65b8605bd63cc1015bd7c151af02cd,DM0000001`. A maximum of 50 keys can be entered in this field. ' in: query name: debitMemoKeys required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: example: debitMemoFiles: - debitMemoId: 402824aa8cc894d5018cc8a120576881 debitMemoNumber: DM00000003 pdfGenerationStatus: Generated createdOn: '2024-01-01 11:32:19' updatedOn: '2024-01-01 11:32:19' pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d - debitMemoId: 2c98908a904dfc2601904e6e14090241 debitMemoNumber: DM00000004 pdfGenerationStatus: Error createdOn: '2024-01-02 10:14:13' updatedOn: '2024-01-02 10:14:13' errorCode: INVALID_TEMPLATE errorMessage: Unknown merge filed chargeNumber__c - debitMemoId: 623935cc6ee105f7341ee1d453809214 debitMemoNumber: DM00000005 pdfGenerationStatus: Pending createdOn: '2024-01-01 11:35:56' updatedOn: '2024-01-01 11:35:56' success: true schema: $ref: '#/components/schemas/GetDebitMemoPdfStatusBatchResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '400': content: application/json: example: processId: processId reasons: - code: '50000020' message: Credit memo key is required success: false schema: $ref: '#/components/schemas/CommonResponse' description: Invalid input headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '401': content: application/json: example: message: Authentication error schema: $ref: '#/components/schemas/ProxyUnauthorizedResponse' description: Unauthorized headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' WWW-Authenticate: description: 'The value of this header is: ``` Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API ``` ' schema: enum: - Basic realm=Zuora API, ZSession realm=Zuora API, Bearer realm=Zuora API type: string '403': content: application/json: schema: $ref: '#/components/schemas/CommonResponse' description: Forbidden headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve the PDF file generation status of debit memos tags: - Debit Memos x-accepts: application/json /v1/debit-memos/{debitMemoId}/application-parts: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves information about the payments or credit memos that are applied to a specified debit memo. If you use the Zuora version 341.0 or a [later available version](https://developer.zuora.com/v1-api-reference/api-versions/), this operation will return only processed payments applied to the debit memos. For Zuora versions earlier than 341.0, it returns all payments associated with the debit memo regardless of the payment status. operationId: GET_DebitMemoApplicationParts parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e. in: path name: debitMemoId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: applicationParts: - appliedAmount: 22 createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2018-01-02 11:42:16' creditMemoId: 4028905f60a165a50160b4f632ff023d paymentId: null updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2018-01-02 11:42:16' - appliedAmount: 11 createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2018-01-02 11:41:38' creditMemoId: null paymentId: 4028905f60a165a50160b4f5d5cb0229 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2018-01-02 11:41:38' success: true schema: $ref: '#/components/schemas/GetDebitMemoApplicationPartCollectionType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all application parts of a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoId}/items/{dmitemid}/taxation-items: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves information about the taxation items of a specific debit memo item. operationId: GET_TaxationItemsOfDebitMemoItem parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID of a debit memo item. You can get the debit memo item ID from the response of [List debit memo items](https://developer.zuora.com/api-references/api/operation/GET_DebitMemoItems). in: path name: dmitemid required: true schema: type: string - description: | The unique ID of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e. in: path name: debitMemoId required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: data: - balance: 10 creditAmount: 0 exemptAmount: 10 financeInformation: salesTaxPayableAccountingCode: Check salesTaxPayableAccountingCodeType: Cash id: 402883836904567d01690530df760231 jurisdiction: Jurisdiction locationCode: '8' name: taxName_0 paymentAmount: 0 sourceTaxItemId: null taxAmount: 10 taxCode: taxCode taxCodeDescription: taxCodeDescription taxDate: '2016-10-10' taxRate: 0.1 taxRateDescription: taxRateDescription taxRateType: Percentage success: true schema: $ref: '#/components/schemas/GETTaxationItemsOfDebitMemoItemType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: description: | A custom identifier for tracing the API call. If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier. Otherwise, Zuora does not set this header. schema: maxLength: 64 type: string '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all taxation items of a debit memo item tags: - Debit Memos /v1/debit-memos/{debitMemoKey}: delete: description: |- **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Deletes a debit memo. Only debit memos with the Cancelled status can be deleted. You can delete a debit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. The Edit credit and debit memos tutorial demonstrates how to use this operation to add and delete memo items. operationId: DELETE_DebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000003. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Delete a debit memo tags: - Debit Memos get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about a specific debit memo. operationId: GET_DebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 4028ab1f87121698018722ff25be58a1 accountNumber: AN_Test11679919358984 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: This is a comment createdById: 0124a1a5d0f84d4288d875fc3b34b1e1 createdDate: '2023-03-27 17:46:01' currency: USD debitMemoDate: '2023-03-27' dueDate: '2023-03-27' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f87121698018722ff2bff58b8 invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 0124a1a5d0f84d4288d875fc3b34b1e1 updatedDate: '2023-03-27 17:46:01' schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a debit memo tags: - Debit Memos put: description: | **Notes:** - This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. - You can update a debit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. Updates the basic and finance information about a debit memo. Currently, Zuora supports updating tax-exclusive memo items, but does not support updating tax-inclusive memo items. If the amount of a memo item is updated, the tax will be recalculated in the following conditions: - The memo is created from a product rate plan charge and you use Avalara to calculate the tax. - The memo is created from an invoice and you use Avalara or Zuora Tax to calculate the tax. The [Edit credit and debit memos](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Adjust_invoice_amounts/Invoice_Settlement/Credit_memos_and_debit_memos/AC_Management_of_credit_and_debit_memos/Edit_credit_and_debit_memos#Edit_credit_memos_and_debit_memos_through_the_API) tutorial demonstrates how to use this operation to add and delete memo items. operationId: PUT_DebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTDebitMemoType' required: true responses: '200': content: application/json: examples: response: value: accountId: 4028ab1f87121698018722f82d133fe4 accountNumber: AN_Test11679918902100 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: Details about this Debit Memo createdById: 97e12d40f0ab4418a95a93118b272fb6 createdDate: '2023-03-27 17:38:24' currency: USD debitMemoDate: '2023-03-27' dueDate: '2023-03-27' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f87121698018722f8335b3ffb invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: 97e12d40f0ab4418a95a93118b272fb6 updatedDate: '2023-03-27 17:38:27' schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/cancel: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Cancels a debit memo. Only debit memos with the Draft status can be cancelled. You can cancel a debit memo only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: PUT_CancelDebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000003. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 4028ab1f87121698018722fd2e705066 accountNumber: AN_Test11679919230033 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: bc0211e8ca1440eb97a0aff808f87293 cancelledOn: '2023-03-27 17:43:59' comment: This is a comment createdById: bc0211e8ca1440eb97a0aff808f87293 createdDate: '2023-03-27 17:43:52' currency: USD debitMemoDate: '2023-03-27' dueDate: '2023-03-27' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f87121698018722fd34c6507d invoiceGroupNumber: N-0001 latestPDFFileId: 4028ab1f87121698018722fd39fe5087 number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Canceled success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: bc0211e8ca1440eb97a0aff808f87293 updatedDate: '2023-03-27 17:43:59' schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Cancel a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/collect: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. This API operation provides an easy way to let the client-side to collect an existing posted debit memo. It supports the following steps: 1. Apply unapplied credit memos to the posted debit memo by Oldest-First-Largest-First rule if there are more than one unapplied credit memos. 2. Apply unapplied payments to the posted debit memo by Oldest-First-Largest-First rule if there are more than one unapplied payments. 3. Process payment to the posted debit memo if there is an open-balance on it. **Restrictions** Since this API will do lots of works, and some of them are resource consuming, we need to restrict the usage of this API by the following conditions: 1. If the target debit memo gets more than 10 debit memo items, the request will be rejected. 2. If `CreditMemo` is specified in `applicationOrder`, when there are more than 25 credit memos will be used to apply to the debit memo, the request will be rejected. 3. If `CreditMemo` is specified in `applicationOrder`, when there are more than 100 credit memo items will be used to apply to the debit memo, the request will be rejected. 4. If `UnappliedPayment` is specified in `applicationOrder`, when there are more than 25 payments will be used to apply to the debit memo, the request will be rejected. operationId: POST_DebitMemoCollect parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of a posted debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/DebitMemoCollectRequest' required: true responses: '200': content: application/json: examples: response: value: debitMemo: id: 8ad0912492f64b9001931936cac36351 number: DM00000001 appliedCreditMemos: [] appliedPayments: [] processedPayment: id: 8ad0869992f632860193249dfe1a0ead number: P-00001541 status: Processed amount: 10 paymentMethodId: 8ad09bce83f1da020183f97e24821c4b gatewayId: 8ad095dd813e750f0181461a8e350ce7 gatewayResponse: This transaction has been approved by the gateway. gatewayResponseCode: approve success: true schema: $ref: '#/components/schemas/DebitMemoCollectResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Collect a posted debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/emails: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Sends a posted debit memo to the specified email addresses manually. ### Notes - You must activate the **Email Debit Memo | Manually email Debit Memo** notification before emailing debit memos. To include the debit memo PDF in the email, select the **Include Debit Memo PDF** check box in the **Edit notification** dialog from the Zuora UI. See [Create and Edit Notifications](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/C_Create_Notifications#section_2) for more information. - Zuora sends the email messages based on the email template you set. You can set the email template to use in the **Delivery Options** panel of the **Edit notification** dialog from the Zuora UI. By default, the **Manual Email for Debit Memo Default Template** template is used. See [Create and Edit Email Templates](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/Create_Email_Templates) for more information. - The debit memos are sent only to the work email addresses or personal email addresses of the Bill To contact if the following conditions are all met: * The `useEmailTemplateSetting` field is set to `false`. * The email addresses are not specified in the `emailAddresses` field. operationId: POST_EmailDebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of a posted debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PostDebitMemoEmailType' required: true responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Email a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/files: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Uploads an externally generated PDF file for a debit memo that is in Draft or Posted status. To use this operation, you must enable the Modify Debit Memo permission. See [Billing Permissions](https://knowledgecenter.zuora.com/Billing/Tenant_Management/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. This operation has the following restrictions: - Only the PDF file format is supported. - The maximum size of the PDF file to upload is 4 MB. - A maximum of 50 PDF files can be uploaded for one debit memo. operationId: POST_UploadFileForDebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - description: | The ID or number of the debit memo that you want to upload a PDF file for. For example, 402890555a87d7f5015a8919e4fe002e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: multipart/form-data: schema: properties: file: description: | The PDF file to upload for the debit memo. format: binary type: string type: object responses: '200': content: application/json: examples: response: value: fileId: 40289f466463d683016463ef8b7301a3 success: true schema: $ref: '#/components/schemas/POSTUploadFileResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Upload a file for a debit memo tags: - Debit Memos x-code-samples: - label: Curl lang: curl source: | curl -X POST -H "Authorization: Bearer f21f017e4724445d8647b1f0de7ed6f1" -F "file=@DebitMemoFile.pdf" "https://rest.zuora.com/v1/debit-memos/402890555a87d7f5015a8919e4fe002e/files" get: description: | Retrieves the information about all PDF files of a specified debit memo. Debit Memo PDF files are returned in reverse chronological order by the value of the `versionNumber` field. **Note**: This API only retrieves the PDF files that have been generated. If the latest PDF file is being generated, it will not be included in the response. operationId: GET_DebitMemoFiles parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - description: | The unique ID or number of an debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: debitMemoFiles: - id: 8a90a24f8e128020018e12ebcd010470 pdfFileUrl: /v1/files/8a90a24f8e128020018e12ebccfa046f versionNumber: 1709714426109 - id: 8a90b5148c6d127b018c6d1e46160230 pdfFileUrl: /v1/files/8a90b5148c6d127b018c6d1e4610022f versionNumber: 1702637741618 success: true schema: $ref: '#/components/schemas/GETDebitMemoFilesResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List all files of a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/items: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves the information about all items of a debit memo. A debit memo item is a single line item in a debit memo. ### Filtering You can use query parameters to restrict the data returned in the response. Each query parameter corresponds to one field in the response body. If the value of a filterable field is string, you can set the corresponding query parameter to `null` when filtering. Then, you can get the response data with this field value being `null`. Examples: - /v1/debit-memos/402890245c7ca371015c7cb40b28001f/items?amount=100 - /v1/debit-memos/402890245c7ca371015c7cb40b28001f/items?amount=100&sort=createdDate operationId: GET_DebitMemoItems parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_REQUEST_page' - $ref: '#/components/parameters/GLOBAL_REQUEST_pageSize' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' - description: | This parameter filters the response based on the `amount` field. in: query name: amount required: false schema: format: double type: number - description: | This parameter filters the response based on the `beAppliedAmount` field. in: query name: beAppliedAmount required: false schema: format: double type: number - description: | This parameter filters the response based on the `createdById` field. in: query name: createdById required: false schema: type: string - description: | This parameter filters the response based on the `createdDate` field. in: query name: createdDate required: false schema: format: date-time type: string - description: | This parameter filters the response based on the `id` field. in: query name: id required: false schema: type: string - description: | This parameter filters the response based on the `serviceEndDate` field. in: query name: serviceEndDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `serviceStartDate` field. in: query name: serviceStartDate required: false schema: format: date type: string - description: | This parameter filters the response based on the `sku` field. in: query name: sku required: false schema: type: string - description: | This parameter filters the response based on the `skuName` field. in: query name: skuName required: false schema: type: string - description: | This parameter filters the response based on the `sourceItemId` field. in: query name: sourceItemId required: false schema: type: string - description: | This parameter filters the response based on the `subscriptionId` field. in: query name: subscriptionId required: false schema: type: string - description: | This parameter filters the response based on the `updatedById` field. in: query name: updatedById required: false schema: type: string - description: | This parameter filters the response based on the `updatedDate` field. in: query name: updatedDate required: false schema: format: date-time type: string - description: | This parameter restricts the order of the data returned in the response. You can use this parameter to supply a dimension you want to sort on. A sortable field uses the following form: *operator* *field_name* You can use at most two sortable fields in one URL path. Use a comma to separate sortable fields. For example: *operator* *field_name*, *operator* *field_name* *operator* is used to mark the order of sequencing. The operator is optional. If you only specify the sortable field without any operator, the response data is sorted in descending order by this field. - The `-` operator indicates an ascending order. - The `+` operator indicates a descending order. By default, the response data is displayed in descending order by updated date. *field_name* indicates the name of a sortable field. The supported sortable fields of this operation are as below: - id - amount - beAppliedAmount - sku - skuName - serviceStartDate - serviceEndDate - sourceItemId - createdDate - createdById - updatedDate - updatedById - subscriptionId Examples: - /v1/debit-memos/402890245c7ca371015c7cb40b28001f/items?sort=createdDate - /v1/debit-memos/402890245c7ca371015c7cb40b28001f/items?amount=100&sort=createdDate in: query name: sort required: false schema: type: string responses: '200': content: application/json: examples: response: value: items: - amount: 1 amountWithoutTax: 1 appliedToItemId: 402890555a7d4022015a2dadb3b700a6 balance: 1 beAppliedAmount: 0 comment: This is comment! createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 17:13:15' excludeItemBillingFromRevenueAccounting: true financeInformation: deferredRevenueAccountingCode: Subscription Revenue deferredRevenueAccountingCodeType: SalesRevenue recognizedRevenueAccountingCode: Subscription Revenue recognizedRevenueAccountingCodeType: SalesRevenue id: 402890555a87d7f5015a89251ede0046 processingType: Charge quantity: 1 serviceEndDate: '2017-11-30' serviceStartDate: '2017-11-01' sku: SKU-00000002 skuName: SKU-30 soldToContactId: 402881e522cf4f9b0122cf5d82860003 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860004 sourceItemId: 402890555a7d4022015a7dadb3b700a6 sourceItemType: InvoiceDetail subscriptionId: null taxMode: TaxExclusive taxationItems: data: - balance: 0.01 creditAmount: 0 exemptAmount: 0 financeInformation: salesTaxPayableAccountingCode: Check salesTaxPayableAccountingCodeType: Cash id: 402890555a87d7f5015a89251ef10047 jurisdiction: CALIFORNIA locationCode: '06' name: STATE TAX paymentAmount: 0 sourceTaxItemId: 402890555a7d4022015a7dadb39b00a1 taxAmount: 0.01 taxCode: ZtaxCode taxCodeDescription: '' taxDate: '2017-11-30' taxRate: 0.0625 taxRateDescription: This is tax rate description! taxRateType: Percentage unitOfMeasure: Each unitPrice: 1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 17:13:15' success: true schema: $ref: '#/components/schemas/GETDebitMemoItemCollectionType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List debit memo items tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/items/{dmitemid}: get: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Retrieves information about a specific item of a debit memo. A debit memo item is a single line item in a debit memo. operationId: GET_DebitMemoItem parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID of a debit memo item. You can get the debit memo item ID from the response of [List debit memo items](https://developer.zuora.com/api-references/api/operation/GET_DebitMemoItems). in: path name: dmitemid required: true schema: type: string - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: amount: 1 amountWithoutTax: 1 appliedToItemId: 402890555a7d4022015a2dadb3b700a6 balance: 1 beAppliedAmount: 0 comment: aa createdById: 402881e522cf4f9b0122cf5d82860002 createdDate: '2017-03-01 17:01:00' excludeItemBillingFromRevenueAccounting: true financeInformation: deferredRevenueAccountingCode: Subscription Revenue deferredRevenueAccountingCodeType: SalesRevenue recognizedRevenueAccountingCode: Subscription Revenue recognizedRevenueAccountingCodeType: SalesRevenue id: 402890555a87d7f5015a8919e500002f processingType: Charge quantity: 1 serviceEndDate: '2017-03-26' serviceStartDate: '2017-02-27' sku: SKU-00000002 skuName: ZTax Component soldToContactId: 402881e522cf4f9b0122cf5d82860003 soldToContactSnapshotId: 402881e522cf4f9b0122cf5d82860004 sourceItemId: 402890555a7d4022015a7dadb3b700a6 sourceItemType: InvoiceDetail subscriptionId: null success: true taxMode: TaxExclusive taxationItems: data: - balance: 5 creditAmount: 0 exemptAmount: 0 financeInformation: salesTaxPayableAccountingCode: Check salesTaxPayableAccountingCodeType: Cash id: 402890555a87d7f5015a8919e8450031 jurisdiction: USA locationCode: '' name: my tax paymentAmount: 0 sourceTaxItemId: 402890555a7d4022015a7dadb39b00a1 taxAmount: 5 taxCode: ZtaxCode taxCodeDescription: '' taxDate: '2017-02-27' taxRate: 5 taxRateDescription: desc3 taxRateType: FlatFee unitOfMeasure: Each unitPrice: 1 updatedById: 402881e522cf4f9b0122cf5d82860002 updatedDate: '2017-03-01 17:01:00' schema: $ref: '#/components/schemas/GETDebitMemoItemType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve a debit memo item tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/pdfs: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates a PDF file for a specified debit memo. To access the generated PDF file, you can download it by clicking **View PDF** on the detailed debit memo page through the Zuora UI. This REST API operation can be used only if you have the billing document file generation feature and the Billing user permission "Regenerate PDF" enabled. operationId: POST_DebitMemoPDF parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of the debit memo that you want to create a PDF file for. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/POSTMemoPdfResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Generate a debit memo PDF file tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/post: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Posts a debit memo to activate it. You can post debit memos only if you have the [Billing permissions](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles#Billing_Permissions). operationId: PUT_PostDebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 4028ab1f87121698018722fa86dc4823 accountNumber: AN_Test11679919056161 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: This is a comment createdById: e758a64e80f54439913241f9aa537127 createdDate: '2023-03-27 17:40:58' currency: USD debitMemoDate: '2023-03-27' dueDate: '2023-03-27' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f87121698018722fa8d73483a invoiceGroupNumber: N-0001 latestPDFFileId: ac1ebc24569sd number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: e758a64e80f54439913241f9aa537127 postedOn: '2023-03-27 17:41:03' reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Posted success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: e758a64e80f54439913241f9aa537127 updatedDate: '2023-03-27 17:41:03' schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Post a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/taxation-items: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates taxation items for a debit memo. operationId: POST_DM_TaxationItems parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTTaxationItemListForDMType' required: true responses: '200': content: application/json: examples: response: value: taxationItems: - createdById: 8ad084a67f9c7138017fab8a8b511b5a createdDate: '2024-11-18 11:32:56' exemptAmount: 0 id: 8ad0980c93300db701933d549f355262 memoItemId: 8ad093f793300daf01933d50a548781f invoiceItemId: null sourceTaxItemId: null jurisdiction: CALIFORNIA locationCode: null name: STATE TAX taxAmount: 0.5 applicableTaxUnRounded: 0.5 country: null taxCode: ServiceTaxCode taxCodeDescription: null taxDate: '2024-11-18' taxRate: 0.05 taxMode: TaxExclusive taxRateDescription: null taxRateType: Percentage updatedById: 8ad084a67f9c7138017fab8a8b511b5a updatedDate: '2024-11-18 11:32:56' financeInformation: onAccountAccountingCode: null onAccountAccountingCodeType: null salesTaxPayableAccountingCode: Sales Tax Payable salesTaxPayableAccountingCodeType: SalesTaxPayable accountsReceivableAccountingCode: Accounts Receivable accountsReceivableAccountingCodeType: AccountsReceivable success: true schema: $ref: '#/components/schemas/GETTaxationItemListType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create taxation items for a debit memo tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/unpost: put: description: |- **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Unposts a debit memo that is in Posted status. If any credit memo or payment has been applied to a debit memo, you are not allowed to unpost the debit memo. After a debit memo is unposted, its status becomes Draft. You can unpost debit memos only if you have the [Billing permissions](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles#Billing_Permissions). You can prevent an unpost operation by configuring the 'Do not allow unposting invoices and memos if their revenue is already recognized in a closed accounting period' accounting rule. The default value of this rule is set to 'disabled.' For more information, see [Configure Accounting Rules](https://knowledgecenter.zuora.com/Zuora_Payments/Zuora_Finance/D_Finance_Settings/D_Configure_Accounting_Rules#Do_not_allow_unposting_invoices_and_memos_if_their_revenue_is_already_recognized_in_a_closed_accounting_period). operationId: PUT_UnpostDebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of a debit memo. For example, 8a8082e65b27f6c3015ba419f3c2644e or DM00000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: accountId: 4028ab1f87121698018722f3af193744 accountNumber: AN_Test11679918607694 amount: 100 autoPay: true balance: 100 beAppliedAmount: 0 billToContactId: null billToContactSnapshotId: null cancelledById: null cancelledOn: null comment: This is a comment createdById: c24f12918d5b45d0b7f9da297b8b7a9d createdDate: '2023-03-27 17:33:29' currency: USD debitMemoDate: '2023-03-27' dueDate: '2023-03-27' einvoiceErrorCode: null einvoiceErrorMessage: null einvoiceFileId: null einvoiceStatus: Processing id: 4028ab1f87121698018722f3b60c375b invoiceGroupNumber: N-0001 latestPDFFileId: 4028ab1f87121698018722f3bb0b376b number: DM00000001 organizationLabel: MS US paymentTerm: null postedById: null postedOn: null reasonCode: Correcting invoice error referredCreditMemoId: 1a2b3c4d5e6f referredInvoiceId: null sequenceSetId: null sourceType: Standalone status: Draft success: true targetDate: null taxAmount: 0 taxMessage: null taxStatus: Complete totalTaxExemptAmount: 0 transferredToAccounting: 'No' updatedById: c24f12918d5b45d0b7f9da297b8b7a9d updatedDate: '2023-03-27 17:33:42' schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Unpost a debit memo tags: - Debit Memos /v1/debit-memos/invoice/{invoiceKey}: post: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Creates an ad-hoc debit memo from an invoice. You can create a debit memo from an invoice only if you have the user permission. See [Billing Roles](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/A_Administrator_Settings/User_Roles/d_Billing_Roles) for more information. operationId: POST_DebitMemoFromInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of an invoice that you want to create a debit memo from. For example, 2c93808457d787030157e030d10f3f64 or INV00000001. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/DebitMemoFromInvoiceRequest' required: true responses: '200': content: application/json: examples: response: value: id: 8a90a19d9310bb3c0193197cb4700501 number: DM00000045 accountId: 8a90b4488e7d5c0f018e7db3892400b2 accountNumber: A00000370 debitMemoDate: '2024-11-11' currency: USD targetDate: null dueDate: '2024-12-11' postedOn: null postedById: null status: Draft amount: 10 taxAmount: 0 totalTaxExemptAmount: 0 balance: 10 beAppliedAmount: 0 autoPay: true comment: null referredInvoiceId: 8a90cc5c9301541f01930186636b1400 transferredToAccounting: false reasonCode: Correcting invoice error createdDate: '2024-11-11 12:30:23' createdById: 2c92c8f95e2d6ebb015e325df48e02da updatedDate: '2024-11-11 12:30:23' updatedById: 2c92c8f95e2d6ebb015e325df48e02da cancelledOn: null cancelledById: null referredCreditMemoId: null latestPDFFileId: null taxStatus: null sourceType: Invoice taxMessage: null billToContactId: 8a90b4488e7d5c0f018e7db3896100b4 billToContactSnapshotId: null soldToContactId: null soldToContactSnapshotId: null paymentTerm: Net 30 eInvoiceStatus: null eInvoiceErrorCode: null eInvoiceErrorMessage: null eInvoiceFileId: null sequenceSetId: acd16fac492111e9a0d70cc47a32b062 invoiceGroupNumber: null success: true schema: $ref: '#/components/schemas/GETDebitMemoType' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create a debit memo from an invoice tags: - Debit Memos /v1/debit-memos/{debitMemoKey}/write-off: put: description: | **Note:** This operation is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information. Writes off a debit memo. By writing off a debit memo, a credit memo is automatically created and applied to the debit memo. The generated credit memo items and credit memo taxation items are applied to the corresponding debit memo items and debit memo taxation items respectively. **Note**: * This API operation is available only if you have enabled the enhanced write-off permission for your tenant. Contact Zuora Global Support to enable this permission. * The total amount must be equal to the amount entered at the invoice item level. * If the non revenue impact value is set to Yes, then the non revenue write off accounting code must be specified. operationId: PUT_WriteOffDebitMemo parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The ID or number of the invoice. For example, 2c92c8955bd63cc1015bd7c151af02ab or INV-0000001. in: path name: debitMemoKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/PUTWriteOffDebitMemoRequest' required: true responses: '200': content: application/json: examples: response: value: creditMemo: id: 402890555a40ca7f015a5b099b0e307a success: true schema: $ref: '#/components/schemas/PUTWriteOffDebitMemoResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Write off a debit memo tags: - Debit Memos /v1/einvoice/service-providers: get: description: | Lists information about e-invoicing service providers. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: GET_EInvoicingServiceProviders parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: serviceProviders: - id: 4028948972a2bf990172bc9b27724eef name: Sovos e-invoice service provider: Sovos serviceProviderNumber: EISP-00000001 test: 'false' companyIdentifier: CompanySample1 schema: $ref: '#/components/schemas/ListEInvoicingServiceProvidersResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List e-invoicing service providers tags: - E-Invoicing post: description: | Creates an e-invoicing service provider. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: POST_EInvoicingServiceProvider parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/CreateEInvoicingServiceProviderRequest' required: true responses: '200': content: application/json: examples: response: value: id: 4028948972a2bf990172bc9b27724eef name: Sovos e-invoice service provider: Sovos serviceProviderNumber: EISP-00000001 test: 'false' companyIdentifier: CompanySample1 apiKey: SampleApiKey clientCertificate: U3dhZ2dlciByb2Nrcw== clientCertificateType: PKCS12 schema: $ref: '#/components/schemas/GetEInvoicingServiceProviderResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create an e-invoicing service provider tags: - E-Invoicing /v1/einvoice/service-providers/{key}: delete: description: | Deletes an e-invoicing service privider. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: DELETE_EInvoicingServiceProvider parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of the e-invoicing service provider that you want to in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Delete an e-invoicing service provider tags: - E-Invoicing get: description: | Retrieves information about an e-invoicing service privider. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: GET_EInvoicingServiceProvider parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of the e-invoicing service provider that you want to retrieve information about. in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: id: 4028948972a2bf990172bc9b27724eef name: Sovos e-invoice service provider: Sovos serviceProviderNumber: EISP-00000001 test: 'false' companyIdentifier: CompanySample1 schema: $ref: '#/components/schemas/GetEInvoicingServiceProviderResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve an e-invoicing service provider tags: - E-Invoicing put: description: | Updates information about an e-invoicing service privider. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: PUT_UpdateEInvoicingServiceProvider parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique ID or number of the e-invoicing service provider that you want to update. in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/UpdateEInvoicingServiceProviderRequest' required: true responses: '200': content: application/json: examples: response: value: id: 4028948972a2bf990172bc9b27724eef name: Sovos e-invoice service provider: Sovos serviceProviderNumber: EISP-00000001 test: 'true' companyIdentifier: CompanySample1 apiKey: SampleApiKey clientCertificate: U3dhZ2dlciByb2Nrcw== clientCertificateType: PKCS12 schema: $ref: '#/components/schemas/GetEInvoicingServiceProviderResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update an e-invoicing service provider tags: - E-Invoicing /v1/einvoice/business-regions: get: description: | Lists information about e-invoicing business regions. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: GET_EInvoicingBusinessRegions parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: regions: - id: 8ad083528ee62fe1018eea6c5dd11e01 country: AU businessName: Avalara Inc. businessNumber: '74004085818' businessNumberSchemeId: '0151' tradeName: Test trade endpointId: '74004085818' endpointSchemeId: '0151' taxRegisterNumber: '1577240348' state: '' city: '' postalCode: '' addressLine1: '' addressLine2: '' contactName: '' phoneNumber: '' email: '' serviceProviderId: 8ad093788ea359ca018ea75fb12a6348 businessRegionNumber: EIBR-00000010 digitalSignatureEnable: 'false' digitalSignatureBoxEnable: 'false' digitalSignatureBoxPosX: '0' digitalSignatureBoxPosY: '0' responseMapping: '{}' processType: PEPPOLNetwork invoiceEnabled: 'true' creditMemoEnabled: 'true' debitMemoEnabled: 'true' invoiceFilters: 'null' creditMemoFilters: 'null' debitMemoFilters: 'null' fileFormat: B2B: - XML B2C: - '' B2G: - XML - id: 8ad081dd8f7c5447018f7fdff3a75823 country: BR businessName: Seller business name businessNumber: '02593165000140' businessNumberSchemeId: '' tradeName: Seller trade name endpointId: Seller end point id 08992 endpointSchemeId: '099' taxRegisterNumber: TAX393982838 state: '' city: '' postalCode: '1' addressLine1: '' addressLine2: '' contactName: '' phoneNumber: '' email: '' serviceProviderId: 8ad097b4905a5adf01907433df216e37 businessRegionNumber: EIBR-00000012 digitalSignatureEnable: false digitalSignatureBoxEnable: false digitalSignatureBoxPosX: 0 digitalSignatureBoxPosY: 0 responseMapping: {} processType: ClearanceWithCancellation invoiceEnabled: true creditMemoEnabled: false debitMemoEnabled: false invoiceFilters: null creditMemoFilters: null debitMemoFilters: null fileFormat: null success: true schema: $ref: '#/components/schemas/ListEInvoicingBusinessRegionsResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List e-invoicing business regions tags: - E-Invoicing post: description: | Creates an e-invoicing business region. You must create business regions to store the business detail information as a seller. If you have multiple GSTINs for different states, you can create multiple business region objects for India. The business region objects can be looked up according to the country and state, and its related fields can be mapped accordingly within the e-invoice file template. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: POST_CreateEInvoicingBusinessRegion parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/CreateEInvoicingBusinessRegionRequest' required: true responses: '200': content: application/json: examples: response: value: addressLine1: '' addressLine2: '' businessName: legal business name businessNumber: '20002039' businessNumberSchemaId: '88' businessRegionNumber: EIBR-00000002 city: Tokyo contactName: '' country: JP digitalSignatureEnable: false digitalSignatureBoxEnable: false digitalSignatureBoxPosX: 0 digitalSignatureBoxPosY: 0 email: '' id: 4028b2aa8890c524018890c7e9ef3826 invoiceFilters: - objectType: Invoice condition: field: SoldToContact.Country operator: eq value: India phoneNumber: '' postalCode: '368779' responseMapping: {} serviceProviderId: 4028948972a2bf990172bc9b27724ddc state: '' taxRegisterNumber: TAX393999 tradeName: Zuora fileFormat: B2B: - XML B2C: - '' B2G: - XML schema: $ref: '#/components/schemas/GetEInvoicingBusinessRegionResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create an e-invoicing business region tags: - E-Invoicing /v1/einvoice/business-regions/{key}: delete: description: | Deletes an e-invoicing business region by key. The key can be the unique ID or number of an e-invoicing business region. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: DELETE_EInvoicingBusinessRegion parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unqiue ID or number of the e-invoicing business region that you want to delete. in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: success: true schema: $ref: '#/components/schemas/CommonResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Delete an e-invoicing business region tags: - E-Invoicing get: description: | Retrieves information about an e-invoicing business region. You can search for an e-invoicing business region by key. The key can be the unique ID or number of an e-invoicing business region. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: GET_EInvoicingBusinessRegion parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unqiue ID or number of the e-invoicing business region that you want to retrieve information about. in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: response: value: - id: 8ad083528ee62fe1018eea6c5dd11e01 country: AU businessName: Avalara Inc. businessNumber: '74004085818' businessNumberSchemeId: '0151' tradeName: Test trade endpointId: '74004085818' endpointSchemeId: '0151' taxRegisterNumber: '1577240348' state: '' city: '' postalCode: '' addressLine1: '' addressLine2: '' contactName: '' phoneNumber: '' email: '' serviceProviderId: 8ad093788ea359ca018ea75fb12a6348 businessRegionNumber: EIBR-00000010 digitalSignatureEnable: 'false' digitalSignatureBoxEnable: 'false' digitalSignatureBoxPosX: '0' digitalSignatureBoxPosY: '0' responseMapping: '{}' processType: PEPPOLNetwork invoiceEnabled: 'true' creditMemoEnabled: 'true' debitMemoEnabled: 'true' invoiceFilters: 'null' creditMemoFilters: 'null' debitMemoFilters: 'null' fileFormat: B2B: - XML B2C: - '' B2G: - XML schema: $ref: '#/components/schemas/GetEInvoicingBusinessRegionResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Retrieve an e-invoicing business region tags: - E-Invoicing put: description: | Updates an e-invoicing business region by key. The key can be the unique ID or number of an e-invoicing business region. **Note**: This operation is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled. operationId: PUT_UpdateEInvoicingBusinessRegion parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unqiue ID or number of the e-invoicing business region that you want to update. in: path name: key required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' requestBody: content: application/json: schema: $ref: '#/components/schemas/UpdateEInvoicingBusinessRegionRequest' required: true responses: '200': content: application/json: examples: response: value: addressLine1: null addressLine2: null businessName: legal business name businessNumber: '20002039' businessNumberSchemaId: '88' businessRegionNumber: EIBR-00000002 city: Tokyo contactName: null country: JP digitalSignatureEnable: false digitalSignatureBoxEnable: false digitalSignatureBoxPosX: 0 digitalSignatureBoxPosY: 0 email: null endpointId: '8992' endpointSchemeId: '88' phoneNumber: null postalCode: '368779' responseMapping: {} serviceProviderId: 4028948972a2bf990172bc9b27724ddc state: null taxRegisterNumber: TAX393999 tradeName: Zuora fileFormat: B2B: - XML B2C: - '' B2G: - XML schema: $ref: '#/components/schemas/GetEInvoicingBusinessRegionResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Update an e-invoicing business region tags: - E-Invoicing /v1/e-invoice/mandates: get: description: | Fetches mandates for downloading files based on the country code, category, and process type selection. This API operation returns the the list of file formats in which the document can be downloaded. **Note**: This operation is available only if you have the E-Invoicing feature for Avalara in **Early Availabiltiy** phase enabled. operationId: getEinvoiceMandates parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | 2-digit country code. in: query name: countryCode schema: type: string example: AU - description: | The process type of the e-invoicing business region. - If the service provider is Sovos, the process type is `Clearance` or `ClearanceWithCancellation`. - If the service provider is Avalara, the process type is `Clearance` or `PEPPOLNetwork`. - If the service provider is PEPPOL, the process type is `Unknown`. in: query name: processType schema: type: string example: PEPPOLNetwork enum: - Clearance - ClearanceWithCancellation - PEPPOLNetwork - Unknown - description: The service provider that is associated with the country and process type. in: query name: provider schema: type: string example: 8ad093788ea359ca018ea75fb12a6348 - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: Success: value: data: - countryCode: AU fileFormats: - OASIS_UBL_XML - XML category: B2B processType: PEPPOLNetwork defaultFileFormats: 'null' - countryCode: AU fileFormats: - OASIS_UBL_XML - XML category: B2G processType: PEPPOLNetwork defaultFileFormats: 'null' success: true Validation Error#1: value: success: false processId: A214477BE49D98ED reasons: code: '50000020' message: Mandate details are available only if Avalara is Integrated as service provider requestId: 0e9c4ba6-a118-4f64-90df-23f7ce3d004c schema: $ref: '#/components/schemas/EinvoiceFetchMandates' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' Concurrency-Limit-Type: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type' Concurrency-Limit-Limit: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit' Concurrency-Limit-Remaining: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining' '500': content: application/json: examples: response: value: reasons: - code: SystemError message: internal server error schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' 4XX: content: application/json: examples: response: value: processId: 738CBB9234B47A47 reasons: - code: '58730222' message: orderDate may not be null requestId: d7479cf6-b410-4630-b841-268ccd48f0d2 success: false schema: $ref: '#/components/schemas/CommonResponse' description: Request Errors headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: 'The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: string RateLimit-Remaining: description: 'The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number RateLimit-Reset: description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. ' schema: type: number Zuora-Request-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_RequestId' Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: List mandates for downloading files tags: - E-Invoicing /v1/invoices/{invoiceKey}/e-invoice/mandate: get: description: | Fetches mandates for downloading e-invoice based on the country code, category, and process type selection. **Note**: This operation is available only if you have the E-Invoicing feature for Avalara in **Early Availabiltiy** phase enabled. operationId: getEinvoiceMandateOnInvoice parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - description: | The unique number or ID of the invoice. in: path name: invoiceKey required: true schema: type: string - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Version' responses: '200': content: application/json: examples: Success: value: countryCode: AU fileFormats: - XML - OASIS_UBL_XM category: B2G defaultFileFormats: - XML processType: PEPPOLNetwork success: true Validation Error#1: value: success: false processId: A214477BE49D98ED reasons: code: '50000020' message: E-Invoice for the document [the account {{DataSource.Account.AccountNumber}} has been edited.
Company Co. Ltd. Update an email template: value: allowPartialSuccess: true emailTemplates: - id: f11e498862584a10a05b83ea70119659 name: Account Edit Email eventTypeName: AccountEdit description: Details of the email template fromName: Company Co. Ltd. fromEmailType: TenantEmail toEmailType: BillToContact replyToEmailType: TenantEmail emailSubject: Account {{DataSource.Account.AccountNumber}} has been edited emailBody: Dear user,
the account {{DataSource.Account.AccountNumber}} has been edited.
Company Co. Ltd. schema: $ref: '#/components/schemas/POSTCreateOrUpdateEmailTemplateRequest' description: The request body to import or update email templates. required: true responses: '200': content: application/json: schema: $ref: '#/components/schemas/CreateOrUpdateEmailTemplatesResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create or update email templates tags: - Notifications /notifications/email-templates: post: description: | Creates an email template. This operation supports creating the email template for all event types. - If you specify the `eventCategory` field, the email template is created based on a standard event. See [Standard Event Categories](https://knowledgecenter.zuora.com/Central_Platform/Notifications/A_Standard_Events/Standard_Event_Category_Code_for_Notification_Histories_API) for all standard event category codes. - If you specify the `eventTypeName` field, the email template is created based on the corresponding custom event or custom scheduled event. See [Custom event triggers](https://developer.zuora.com/api-references/api/tag/Custom-Event-Triggers/) for more information about custom events, and [Custom scheduled events](https://developer.zuora.com/api-references/api/tag/Custom-Scheduled-Events/) for more information about custom scheduled events. operationId: POST_Create_Email_Template parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Idempotency_Key' - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' requestBody: content: application/json: schema: $ref: '#/components/schemas/POSTPublicEmailTemplateRequest' description: The request body to create an email template. required: true responses: '200': content: application/json: schema: $ref: '#/components/schemas/GETPublicEmailTemplateResponse' description: OK headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' '400': content: application/json: examples: response: value: |- { "code":"ObjectNotFound", "message":"eventType {com.zuora.notification, AccountEdit} does not exist" } schema: $ref: '#/components/schemas/ErrorResponse' description: Bad Request headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' '404': content: application/json: examples: response: value: |- { "code":"404", "message":"HTTP 404 Not Found" } schema: $ref: '#/components/schemas/ErrorResponse' description: Not Found headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' '405': content: application/json: examples: response: value: |- { "code":"405", "message":"HTTP 405 Method Not Allowed" } schema: $ref: '#/components/schemas/ErrorResponse' description: Method Not Allowed headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' '415': content: application/json: examples: response: value: |- { "code":"415", "message":"HTTP 415 Unsupported Media Type" } schema: $ref: '#/components/schemas/ErrorResponse' description: Unsupported Media Type headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' '500': content: application/json: examples: response: value: |- { "code":"500", "message":"A temporary problem in the service occurred, you can retry later." } schema: $ref: '#/components/schemas/ErrorResponse' description: Internal Server Error headers: Content-Encoding: description: | This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data. Note that only the following MIME types support gzipped responses: - `application/json` - `application/xml` - `text/html` - `text/csv` - `text/plain` schema: type: string RateLimit-Limit: description: | The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: string RateLimit-Remaining: description: | The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number RateLimit-Reset: description: | The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. schema: type: number Zuora-Request-Id: description: | The Zuora internal identifier of the API call. You cannot control the value of this header. schema: maxLength: 36 minLength: 36 type: string Zuora-Track-Id: $ref: '#/components/headers/GLOBAL_HEADER_RESPONSE_Zuora_TrackId' summary: Create an email template tags: - Notifications get: description: | Queries email templates. This operation supports querying email templates for all event types. operationId: GET_Query_Email_Templates parameters: - $ref: '#/components/parameters/GLOBAL_HEADER_Accept_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Content_Encoding' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Track_Id' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Entity_Ids_Single' - $ref: '#/components/parameters/GLOBAL_HEADER_Zuora_Org_Ids' - allowEmptyValue: true description: The first index of the query result. in: query name: start schema: default: 1 format: int32 type: integer - allowEmptyValue: true description: The maximum number of results the query should return. in: query name: limit schema: default: 20 format: int32 maximum: 100 minimum: 1 type: integer - allowEmptyValue: true description: The event category code for standard events. in: query name: eventCategory schema: type: number - allowEmptyValue: true description: The name of the custom event or custom scheduled event. in: query name: eventTypeName schema: type: string - allowEmptyValue: true description: The name of the email template. in: query name: name schema: type: string responses: '200': content: application/json: examples: response: value: data: - active: true bccEmailAddress: user@example.com ccEmailAddress: user@example.com ccEmailType: SpecificEmails createdBy: 6e569e1e05f040eda51a927b140c0ac3 createdOn: '2017-04-18T07:36:19.798Z' description: Email when an account is edited emailBody: Dear user,
the account
Example Co. Ltd.
emailHeaders: My-Header-1: Header value 1 My-Header-2: Header value 2 emailSubject: Accountthe invoice
Example Co. Ltd.
emailHeaders: My-Header-1: Header value 1 My-Header-2: Header value 2 emailSubject: Invoicethe account
Example Co. Ltd.
emailHeaders: My-Header-1: Header value 1 My-Header-2: Header value 2 emailSubject: Account*customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Product object.
title: productFieldsCustom
type: object
ProxyGetProduct:
allOf:
- properties:
AllowFeatureChanges:
description: |
Controls whether to allow your users to add or remove features while creating or amending a subscription.
**Values**: true, false (default)
type: boolean
Category:
description: |
Category of the product. Used by Zuora Quotes Guided Product Selector.
**Values**:
- Base Products
- Add On Services
- Miscellaneous Products
maxLength: 100
type: string
CreatedById:
description: |
The automatically generated ID of the Zuora user who created the `Product` object.
maxLength: 32
type: string
CreatedDate:
description: |
The date when the `Product` object was created.
format: date-time
type: string
Description:
description: |
A description of the product.
maxLength: 500
type: string
EffectiveEndDate:
description: |
The date when the product expires and can't be subscribed to anymore, in `yyyy-mm-dd` format.
format: date
type: string
EffectiveStartDate:
description: |
The date when the product becomes available and can be subscribed to, in `yyyy-mm-dd` format.
format: date
type: string
Id:
description: Object identifier.
type: string
Name:
description: |
The name of the product. This information is displayed in the product catalog pages in the web-based UI.
maxLength: 100
type: string
SKU:
description: |
The unique SKU for the product.
maxLength: 50
type: string
UpdatedById:
description: |
The ID of the last user to update the object.
maxLength: 32
type: string
UpdatedDate:
description: |
The date when the object was last updated.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/ProductObjectNSFields'
- $ref: '#/components/schemas/ProductObjectCustomFields'
ProxyNoDataResponse:
properties:
done:
description: ''
type: boolean
records:
description: ''
items:
type: object
type: array
size:
description: ''
type: integer
type: object
ProxyModifyProduct:
allOf:
- properties:
AllowFeatureChanges:
description: |
Controls whether to allow your users to add or remove features while creating or amending a subscription.
**Values**: true, false (default)
type: boolean
Category:
description: |
Category of the product. Used by Zuora Quotes Guided Product Selector.
**Values**:
- Base Products
- Add On Services
- Miscellaneous Products
maxLength: 100
type: string
Description:
description: |
A description of the product.
maxLength: 500
type: string
EffectiveEndDate:
description: |
The date when the product expires and can't be subscribed to anymore, in `yyyy-mm-dd` format.
format: date
type: string
EffectiveStartDate:
description: |
The date when the product becomes available and can be subscribed to, in `yyyy-mm-dd` format.
format: date
type: string
Name:
description: |
The name of the product. This information is displayed in the product catalog pages in the web-based UI.
maxLength: 100
type: string
ProductNumber:
description: |
The natural key of the product.
For existing Product objects that are created before this field is introduced, this field will be null. Use this field to specify a value for only these objects. Zuora also provides a tool to help you automatically backfill this field with tenant ID for your existing product catalog. If you want to use this backfill tool, contact [Zuora Global Support](https://support.zuora.com/).
**Note**: This field is only available if you set the `X-Zuora-WSDL-Version` request header to `133` or later.
maxLength: 100
type: string
SKU:
description: |
The unique SKU for the product.
maxLength: 50
type: string
type: object
- $ref: '#/components/schemas/ProductObjectNSFields'
- $ref: '#/components/schemas/ProductObjectCustomFields'
example:
Description: Portable tablet designed for kids' learning with pre-installed educational apps and games.
ProxyDeleteResponse:
properties:
id:
description: ''
type: string
success:
description: ''
type: boolean
type: object
POSTAccountType:
allOf:
- properties:
accountNumber:
description: |
A unique account number, up to 50 characters that do not begin with the default account number prefix. If no account number is specified, one is generated.
type: string
additionalEmailAddresses:
description: |
A list of additional email addresses to receive email notifications. Use commas to separate email addresses.
items:
type: string
type: array
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
Whether to automatically apply credit memos or unapplied payments, or both to an invoice.
If the value is `true`, the credit memo or unapplied payment, or both will be automatically applied to the invoice. If no value is specified or the value is `false`, no action is taken.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Applies a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
Prerequisite: `invoice` must be `true`.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
**Note:**
- If you are using the field `invoiceCollect` rather than the field `invoice`, the `invoiceCollect` value must be `true`.
- This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
autoPay:
description: |
Whether future payments are to be automatically billed when they are due.
- If this field is set to `true`, you must specify either the `creditCard` field or the `hpmCreditCardPaymentMethodId` field, but not both.
- If this field is set to `false`, you can specify neither the `creditCard` field nor the `hpmCreditCardPaymentMethodId` field.
type: boolean
batch:
description: |
The alias name given to a batch. A string of 50 characters or
less.
**Note**: By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.
type: string
billCycleDay:
description: |
The account's bill cycle day (BCD), when bill runs generate invoices for the account. Specify any day of the month (1-31, where 31 = end-of-month), or 0 for auto-set.
Required if no subscription will be created.
Optional if a subscription is created and defaults to the day-of-the-month of the subscription's `contractEffectiveDate`.
format: int64
type: integer
billToContact:
$ref: '#/components/schemas/POSTAccountTypeBillToContact'
collect:
default: true
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
communicationProfileId:
description: |
The ID of the communication profile that this account is linked to.
You can provide either or both of the `communicationProfileId` and `profileNumber` fields.
If both are provided, the request will fail if they do not refer to the same communication profile.
If none is provided, the default communication profile will be used for this account.
type: string
creditCard:
$ref: '#/components/schemas/POSTAccountTypeCreditCard'
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
creditMemoTemplateId:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
The unique ID of the credit memo template, configured in **Billing Settings** > **Manage Billing Document Configuration** through the Zuora UI. For example, 2c92c08a6246fdf101626b1b3fe0144b.
type: string
crmId:
description: |
CRM account ID for the account, up to 100 characters.
type: string
currency:
description: |
A currency as defined in Billing Settings in the Zuora UI.
For payment method authorization, if the `paymentMethod` > `currencyCode` field is specified, `currencyCode` is used. Otherwise, this `currency` field is used for payment method authorization. If no currency is specified for the account, the default currency of the account is then used.
type: string
customerServiceRepName:
description: |
Name of the account's customer service representative, if applicable.
maxLength: 50
type: string
debitMemoTemplateId:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
The unique ID of the debit memo template, configured in **Billing Settings** > **Manage Billing Document Configuration** through the Zuora UI. For example, 2c92c08d62470a8501626b19d24f19e2.
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
einvoiceProfile:
$ref: '#/components/schemas/PostAccountEInvoiceProfile'
gatewayRoutingEligible:
default: false
description: |
Indicates whether to include the applicable billing accounts to gateway routing for controlled adoption.
type: boolean
hpmCreditCardPaymentMethodId:
description: |
The ID of the payment method associated with this account. You can use this field to set the default payment method for the account. The payment method ID specified in this field will be set as the default payment method for this account. You can pass the ID of any valid payment method, including a system-generated payment method ID, into this field.
If the `autoPay` field is set to `true`, you must provide the credit card payment method ID for either this field or the `creditCard` field, but not both.
For the Credit Card Reference Transaction payment method, you can specify the payment method ID in this field or use the `paymentMethod` field to create a CC Reference Transaction payment method for an account.
type: string
invoiceDeliveryPrefsEmail:
default: false
description: |
Whether the customer wants to receive invoices through email.
type: boolean
invoiceDeliveryPrefsPrint:
default: false
description: |
Whether the customer wants to receive printed invoices, such as through postal mail.
type: boolean
invoiceTemplateId:
description: |
Invoice template ID, configured in Billing Settings in the Zuora UI.
type: string
name:
description: |
Account name, up to 255 characters.
type: string
notes:
description: A string of up to 65,535 characters.
type: string
organizationLabel:
description: |
Name of the organization that the account belongs to.
This field is only required when you have already turned on Multi-Org feature.
type: string
parentId:
description: Identifier of the parent customer account for this Account object. The length is 32 characters. Use this field if you have Customer Hierarchy enabled.
type: string
partnerAccount:
default: false
description: |
Whether the customer account is a partner, distributor, or reseller.
You can set this field to `true` if you have business with distributors or resellers, or operating in B2B model to manage numerous subscriptions through concurrent API requests. After this field is set to `true`, the calculation of account metrics is performed asynchronously during operations such as subscription creation, order changes, invoice generation, and payments.
**Note**: This field is available only if you have the Reseller Account feature enabled.
type: boolean
paymentGateway:
description: |
The name of the payment gateway instance. If null or left unassigned, the Account will use the Default Gateway.
type: string
paymentMethod:
$ref: '#/components/schemas/POSTPaymentMethodRequest'
paymentTerm:
description: |
Payment terms for this account. Possible values are: `Due Upon Receipt`, `Net 30`, `Net 60`, `Net 90`.
**Note**: If you want to specify a payment term when creating a new account, you must set a value in this field. If you do not set a value in this field, Zuora will use the default value set in **Billing Settings** > **Payment Terms** from Zuora UI.
type: string
profileNumber:
description: |
The number of the communication profile that this account is linked to.
You can provide either or both of the `communicationProfileId` and `profileNumber` fields.
If both are provided, the request will fail if they do not refer to the same communication profile.
If none is provided, the default communication profile will be used for this account.
type: string
purchaseOrderNumber:
description: The purchase order number provided by your customer for services, products, or both purchased.
type: string
runBilling:
default: true
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/B_Credit_and_Debit_Memos/Rules_for_generating_invoices_and_credit_memos).
The billing documents generated
in this operation is only for this subscription, not for the entire
customer account.
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
salesRep:
description: The name of the sales representative associated with this account, if applicable. Maximum of 50 characters.
type: string
sequenceSetId:
description: |
The ID or number of the billing document sequence set to assign to the customer account.
The billing documents to generate for this account will adopt the prefix and starting document number configured in the sequence set.
If a customer account has no assigned billing document sequence set, billing documents generated for this account adopt the prefix and starting document number from the default sequence set.
type: string
nullable: true
shipToContact:
$ref: '#/components/schemas/CreateAccountShipToContact'
shipToSameAsBillTo:
description: |
Whether the ship-to contact and bill-to contact are the same entity.
The created account has the same bill-to contact and ship-to contact entity only when all the following conditions are met in the request body:
- This field is set to `true`.
- A bill-to contact is specified.
- No ship-to contact is specified.
type: boolean
soldToContact:
$ref: '#/components/schemas/POSTAccountTypeSoldToContact'
soldToSameAsBillTo:
description: |
Whether the sold-to contact and bill-to contact are the same entity.
The created account has the same bill-to contact and sold-to contact entity only when all the following conditions are met in the request body:
- This field is set to `true`.
- A bill-to contact is specified.
- No sold-to contact is specified.
type: boolean
subscription:
$ref: '#/components/schemas/POSTAccountTypeSubscription'
summaryStatementTemplateId:
description: |
The summary statement template ID or number. When a user attempts to generate a summary statement from the "Account Summary Statement" screen, the system utilizes this template to produce the PDF.
type: string
tagging:
description: ''
type: string
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as yyyy-mm-dd. Default is current date.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
**Note:** The credit memo is only available only if you have the Invoice Settlement feature enabled.
format: date
type: string
taxInfo:
description: |
Container for tax exempt information, used to establish the tax exempt status of a customer account.
properties:
VATId:
description: |
EU Value Added Tax ID.
**Note:** This feature is in Limited Availability. If you wish to have access to the feature, submit a request at [Zuora Global Support](https://support.zuora.com).
type: string
companyCode:
description: |
Unique code that identifies a company account in Avalara. Use this field to calculate taxes based on origin and sold-to addresses in Avalara.
**Note:** This feature is in Limited Availability. If you wish to have access to the feature, submit a request at [Zuora Global Support](https://support.zuora.com).
type: string
exemptCertificateId:
description: |
ID of the customer tax exemption certificate. Requires Zuora Tax.
type: string
exemptCertificateType:
description: |
Type of tax exemption certificate that the customer holds. Requires Zuora Tax.
type: string
exemptDescription:
description: |
Description of the tax exemption certificate that the customer holds. Requires Zuora Tax.
type: string
exemptEffectiveDate:
description: |
Date when the customer tax exemption starts. Requires Zuora Tax.
Format: `yyyy-mm-dd`. Defaults to the current date.
format: date
type: string
exemptEntityUseCode:
description: |
A unique entity use code to apply exemptions in Avalara AvaTax.
This account-level field is required only when you choose Avalara as your tax engine. See [Exempt Transactions](https://developer.avalara.com/avatax/handling-tax-exempt-customers/)for more details.
maxLength: 64
type: string
exemptExpirationDate:
description: |
Date when the customer tax exemption expires. Requires Zuora Tax.
Format: `yyyy-mm-dd`. Defaults to the current date.
format: date
type: string
exemptIssuingJurisdiction:
description: |
Jurisdiction in which the customer tax exemption certificate was issued.
type: string
exemptStatus:
description: |
Status of the account tax exemption. Requires Zuora Tax.
Required if you use Zuora Tax. This field is unavailable if Zuora Tax is not used.
Values: `Yes`, `No`(default), `pendingVerification`. Note that the value will be set to `No` if no input.
type: string
type: object
required:
- name
- currency
- billToContact
type: object
- $ref: '#/components/schemas/AccountObjectNSFields'
- $ref: '#/components/schemas/AccountObjectCustomFields'
example:
name: Amy Lawrence
billToContact:
firstName: Amy
lastName: Lawrence
country: United States
state: CA
autoPay: false
currency: USD
billCycleDay: 1
POSTAccountResponseType:
properties:
accountId:
description: |
Auto-generated account ID.
type: string
accountNumber:
description: |
Account number.
type: string
billToContactId:
description: |
The ID of the bill-to contact.
type: string
contractedMrr:
description: |
Contracted monthly recurring revenue of the subscription.
format: decimal
type: string
creditMemoId:
description: |
The credit memo ID, if a credit memo is generated during the subscription process.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoiceId:
description: |
ID of the invoice generated at account creation, if applicable.
type: string
paidAmount:
description: |
Amount collected on the invoice generated at account creation, if applicable.
format: decimal
type: string
paymentId:
description: |
ID of the payment collected on the invoice generated at account creation, if applicable.
type: string
paymentMethodId:
description: |
ID of the payment method that was set up at account creation, which automatically becomes the default payment method for this account.
type: string
shipToContactId:
description: |
The ID of the ship-to contact.
type: string
soldToContactId:
description: |
The ID of the sold-to contact.
type: string
subscriptionId:
description: |
ID of the subscription that was set up at account creation, if applicable.
type: string
subscriptionNumber:
description: |
Number of the subscription that was set up at account creation, if applicable.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
totalContractedValue:
description: |
Total contracted value of the subscription.
format: decimal
type: string
type: object
ErrorResponse:
example:
reasons:
- code: ObjectNotFound
message: Notification definition with id 6e569e1e05f040eda51a927b140c0ac1 does not exist
properties:
reasons:
items:
properties:
code:
description: |
The error code of response.
type: string
message:
description: The detail information of the error response
type: string
type: object
type: array
type: object
CommonResponse:
properties:
processId:
description: |
The ID of the process that handles the operation.
type: string
reasons:
description: |
The container of the error code and message. This field is available only if the `success` field is `false`.
items:
properties:
code:
description: |
The error code of response.
type: string
message:
description: |
The detail information of the error response
type: string
type: object
type: array
requestId:
description: |
Unique identifier of the request.
format: uuid
maxLength: 36
minLength: 36
type: string
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
POSTAccountTypeBillToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Country; must be a valid country name or abbreviation. If using Zuora Tax, you must specify a country in the sold-to contact to calculate tax. A bill-to contact may be used if no sold-to contact is provided.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
format: email
maxLength: 80
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region. If using Zuora Tax, be aware that Zuora tax requires a state (in the US) or province (in Canada) in this field for the sold-to contact to calculate tax, and that a bill-to contact may be used if no sold-to contact is provided.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
required:
- firstName
- lastName
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for bill-to contact information for this account. If you do not provide a sold-to contact, the bill-to contact is copied to sold-to contact. Once the sold-to contact is created, changes to billToContact will not affect soldToContact and vice versa.
title: Contact
POSTAccountTypeCreditCard:
allOf:
- properties:
cardHolderInfo:
description: |
Container for cardholder information.
properties:
addressLine1:
description: |
First address line, 255 characters or less.
type: string
addressLine2:
description: |
Second address line, 255 characters or less.
type: string
cardHolderName:
description: |
The card holder's full name as it appears on the card, e.g., "John J Smith", 50 characters or less.
type: string
city:
description: |
City, 40 characters or less.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
Country; must be a valid country name or abbreviation.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
email:
description: |
Card holder's email address, 80 characters or less.
type: string
phone:
description: |
Phone number, 40 characters or less.
type: string
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
required:
- addressLine1
- cardHolderName
- city
- country
- state
- zipCode
cardNumber:
description: |
Card number, up to 16 characters. Once created, this field can't be updated or queried, and is only available in masked format (e.g., XXXX-XXXX-XXXX-1234).
type: string
cardType:
description: |
The type of the credit card.
Possible values include `Visa`, `MasterCard`, `AmericanExpress`, `Discover`, `JCB`, and `Diners`. For more information about credit card types supported by different payment gateways, see [Supported Payment Gateways](https://knowledgecenter.zuora.com/CB_Billing/M_Payment_Gateways/Supported_Payment_Gateways).
type: string
expirationMonth:
description: |
Two-digit expiration month (01-12).
type: string
expirationYear:
description: |
Four-digit expiration year.
type: string
securityCode:
description: |
The CVV or CVV2 security code of the card. To ensure PCI compliance, this value is not stored and cannot be queried.
type: string
required:
- cardHolderInfo
- cardNumber
- cardType
- expirationMonth
- expirationYear
type: object
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
description: |
**Note:** This field has been deprecated, and is currently available only for backward compatibility. Use the `paymentMethod` field instead to create a payment method associated with this account.
Container for information on a credit card to associate with this account.
If the `autoPay` field is set to `true`, you must provide one of the `paymentMethod`, `creditCard`, or `hpmCreditCardPaymentMethodId` field, but not multiple.
title: creditCard
PostAccountEInvoiceProfile:
allOf:
- properties:
businessCategory:
description: |
The high-level category of the business.
type: string
enum:
- B2B
- B2C
- B2G
businessName:
description: |
The full official name that the Buyer is registered with the relevant legal authority.
maxLength: 255
type: string
businessNumber:
description: |
The unique identifier number of the legal entity or person that you do business with.
For example, you must use a GSTIN for India.
type: string
businessNumberSchemeId:
description: |
The identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.
type: string
enabled:
description: |
Whether to enable the e-invoicing profile for the customer account.
If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format:
- The account must be configured to generate e-invoice files for billing documents.
- The billing document must be in Posted status.
- A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.
type: boolean
endpointId:
description: |
The Buyer's electronic address, to which the application-level response to the billing document might be delivered.
type: string
endpointSchemeId:
description: |
The identification scheme identifier of the Buyer’s electronic address.
type: string
taxRegisterNumber:
description: |
The Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status.
type: string
type: object
- $ref: '#/components/schemas/EinvoiceObjectCustomFields'
description: |
Container for e-invoicing profile information for this account.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
title: einvoiceProfile
POSTPaymentMethodRequest:
type: object
discriminator:
propertyName: type
mapping:
CreditCard: '#/components/schemas/CreatePaymentMethodCreditCard'
CreditCardReferenceTransaction: '#/components/schemas/CreatePaymentMethodCCReferenceTransaction'
ACH: '#/components/schemas/CreatePaymentMethodACH'
SEPA: '#/components/schemas/CreatePaymentMethodSEPA'
Betalingsservice: '#/components/schemas/CreatePaymentMethodBetalingsservice'
Autogiro: '#/components/schemas/CreatePaymentMethodAutogiro'
Bacs: '#/components/schemas/CreatePaymentMethodBacs'
Becs: '#/components/schemas/CreatePaymentMethodBecs'
Becsnz: '#/components/schemas/CreatePaymentMethodBecsnz'
PAD: '#/components/schemas/CreatePaymentMethodPAD'
PayPalCP: '#/components/schemas/CreatePMPayPalCP'
PayPalEC: '#/components/schemas/CreatePMPayPalEC'
PayPalNativeEC: '#/components/schemas/CreatePMPayPalNativeEC'
PayPalAdaptive: '#/components/schemas/CreatePaymentMethodPayPalAdaptive'
AdyenApplePay: '#/components/schemas/CreatePaymentMethodApplePayAdyen'
AdyenGooglePay: '#/components/schemas/CreatePaymentMethodGooglePayAdyen'
GooglePay: '#/components/schemas/CreatePaymentMethodGooglePayChase'
AmazonPay: '#/components/schemas/CreatePaymentMethodAmazonPay'
oneOf:
- $ref: '#/components/schemas/CreatePaymentMethodCreditCard'
- $ref: '#/components/schemas/CreatePaymentMethodCCReferenceTransaction'
- $ref: '#/components/schemas/CreatePaymentMethodACH'
- $ref: '#/components/schemas/CreatePaymentMethodSEPA'
- $ref: '#/components/schemas/CreatePaymentMethodBetalingsservice'
- $ref: '#/components/schemas/CreatePaymentMethodAutogiro'
- $ref: '#/components/schemas/CreatePaymentMethodBacs'
- $ref: '#/components/schemas/CreatePaymentMethodBecs'
- $ref: '#/components/schemas/CreatePaymentMethodBecsnz'
- $ref: '#/components/schemas/CreatePaymentMethodPAD'
- $ref: '#/components/schemas/CreatePMPayPalNativeEC'
- $ref: '#/components/schemas/CreatePMPayPalCP'
- $ref: '#/components/schemas/CreatePMPayPalEC'
- $ref: '#/components/schemas/CreatePaymentMethodPayPalAdaptive'
- $ref: '#/components/schemas/CreatePaymentMethodApplePayAdyen'
- $ref: '#/components/schemas/CreatePaymentMethodGooglePayChase'
- $ref: '#/components/schemas/CreatePaymentMethodAmazonPay'
required:
- type
description: Payment method information associated with an account.
CreateAccountShipToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Country; must be a valid country name or abbreviation.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
format: email
maxLength: 80
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
required:
- firstName
- lastName
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for optional ship-to contact; uses the same field structure as the `billToContact` field. If this field is not specified and the `shipToSameAsBillTo` field is `false`, the ship-to contact of the account is empty.
title: ShipToContact
POSTAccountTypeSoldToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Country; must be a valid country name or abbreviation. If using Zuora Tax, you must specify a country in the sold-to contact to calculate tax. A bill-to contact may be used if no sold-to contact is provided.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
format: email
maxLength: 80
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region. If using Zuora Tax, be aware that Zuora Tax requires a state (in the US) or province (in Canada) in this field for the sold-to contact to calculate tax, and that a bill-to contact may be used if no sold-to contact is provided.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
required:
- firstName
- lastName
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for optional sold-to contact; uses the same field structure as the bill-to contact (above). If a sold-to contact is not specified, one is created from the bill-to contact. Once created, these are two separate data entities, and future changes to one do not affect the other.
title: soldToContact
POSTAccountTypeSubscription:
allOf:
- properties:
autoRenew:
description: |
If `true`, auto-renew is enabled. Default is `false`.
type: boolean
contractEffectiveDate:
description: |
Effective contract date for this subscription, as `yyyy-mm-dd`.
format: date
type: string
customerAcceptanceDate:
description: |
The date on which the services or products within a subscription have been accepted by the customer, as `yyyy-mm-dd`.
Default value is dependent on the value of other fields. See Notes section for more details.
format: date
type: string
initialTerm:
description: |
Duration of the initial subscription term in whole months. Default is 0.
format: int64
type: integer
invoiceOwnerAccountKey:
description: |
Invoice owner account number or ID.
**Note:** This feature is in Limited Availability. If you wish to have access to the feature, submit a request at [Zuora Global Support](https://support.zuora.com).
type: string
invoiceSeparately:
description: |
Separates a single subscription from other subscriptions and invoices the charge independently.
If the value is `true`, the subscription is billed separately from other subscriptions. If the value is `false`, the subscription is included with other subscriptions in the account invoice.
The default value is `false`.
Prerequisite: The default subscription setting `Enable Subscriptions to be Invoiced Separately` must be set to `Yes`.
type: boolean
notes:
description: ''
type: string
renewalTerm:
description: |
Duration of the renewal term in whole months. Default is 0.
format: int64
type: integer
serviceActivationDate:
description: |
The date on which the services or products within a subscription have been activated and access has been provided to the customer, as `yyyy-mm-dd`.
Default value is dependent on the value of other fields. See Notes section for more details.
format: date
type: string
subscribeToRatePlans:
description: |
Container for one or more rate plans for this subscription.
items:
$ref: '#/components/schemas/POSTSrpCreateType'
type: array
subscriptionNumber:
description: |
Subscription Number. The value can be up to 1000 characters.
If you do not specify a subscription number when creating a subscription for the new account, Zuora will generate a subscription number automatically.
If the account is created successfully, the subscription number is returned in the `subscriptionNumber` response field.
type: string
termStartDate:
description: |
The date on which the subscription term begins, as `yyyy-mm-dd`. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
required:
- contractEffectiveDate
- termType
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
description: |
Container for subscription information, used if creating a subscription for the new account at the time of account creation.
title: subscription
AccountObjectNSFields:
description: |
Container for Account fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
Class__NS:
description: |
Value of the Class field for the corresponding customer account in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
CustomerType__NS:
description: |
Value of the Customer Type field for the corresponding customer account in NetSuite. The Customer Type field is used when the customer account is created in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
enum:
- Company
- Individual
type: string
Department__NS:
description: |
Value of the Department field for the corresponding customer account in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the account's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Location__NS:
description: |
Value of the Location field for the corresponding customer account in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Subsidiary__NS:
description: |
Value of the Subsidiary field for the corresponding customer account in NetSuite. The Subsidiary field is required if you use NetSuite OneWorld. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the account was sychronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SynctoNetSuite__NS:
description: |
Specifies whether the account should be synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
enum:
- 'Yes'
- 'No'
type: string
title: accountFieldsNetSuite
type: object
AccountObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Account object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Account object.
title: accountFieldsCustom
type: object
POSTSrpCreateType:
allOf:
- properties:
chargeOverrides:
description: |
This optional container is used to override the quantity of one or more product rate plan charges for this subscription.
items:
$ref: '#/components/schemas/POSTScCreateType'
type: array
externalCatalogPlanId:
description: |
An external ID of the product rate plan to be added. You can use this field to specify a product rate plan that is imported from an external system. The value of the `externalCatalogPlanId` field must match one of the values that are predefined in the `externallyManagedPlanIds` field on a product rate plan.
**Note:** If both `externalCatalogPlanId` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externalIdSourceSystem:
description: |
The ID of the external source system. You can use this field and `externalCatalogPlanId` to specify a product rate plan that is imported from an external system.
**Note:** If both `externalCatalogPlanId`, `externalIdSourceSystem` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externallyManagedPlanId:
description: |
Indicates the unique identifier for the rate plan purchased on a third-party store. This field is used to represent a subscription rate plan created through third-party stores.
type: string
productRatePlanId:
description: |
ID of a product rate plan for this subscription.
type: string
productRatePlanNumber:
description: |
Number of a product rate plan for this subscription.
type: string
type: object
- $ref: '#/components/schemas/RatePlanObjectCustomFields'
title: subscribeToRatePlans
SubscriptionObjectQTFields:
description: |
Container for Subscription fields provided by Zuora Quotes.
properties:
CpqBundleJsonId__QT:
description: |
The Bundle product structures from Zuora Quotes if you utilize Bundling in Salesforce. Do not change the value in this field.
maxLength: 32
type: string
OpportunityCloseDate__QT:
description: |
The closing date of the Opportunity. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.
format: date
type: string
OpportunityName__QT:
description: |
The unique identifier of the Opportunity. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.
maxLength: 100
type: string
QuoteBusinessType__QT:
description: |
The specific identifier for the type of business transaction the Quote represents such as New, Upsell, Downsell, Renewal or Churn. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.
maxLength: 32
type: string
QuoteNumber__QT:
description: |
The unique identifier of the Quote. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.
maxLength: 32
type: string
QuoteType__QT:
description: |
The Quote type that represents the subscription lifecycle stage such as New, Amendment, Renew or Cancel. This field is used in Zuora data sources to report on Subscription metrics. If the subscription originated from Zuora Quotes, the value is populated with the value from Zuora Quotes.
maxLength: 32
type: string
title: subscriptionFieldsQT
type: object
SubscriptionObjectNSFields:
description: |
Container for Subscription fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the subscription's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Project__NS:
description: |
The NetSuite project that the subscription was created from. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SalesOrder__NS:
description: |
The NetSuite sales order than the subscription was created from. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the subscription was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: subscriptionFieldsNS
type: object
SubscriptionObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Subscription object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Subscription object.
title: subscriptionFieldsCustom
type: object
POSTScCreateType:
allOf:
- properties:
amendedByOrderOn:
description: |
The date when the rate plan charge is amended through an order or amendment. This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
type: string
applyDiscountTo:
description: |
Specifies the type of charges that you want a specific discount to apply to.
Values:
* `ONETIME`
* `RECURRING`
* `USAGE`
* `ONETIMERECURRING`
* `ONETIMEUSAGE`
* `RECURRINGUSAGE`
* `ONETIMERECURRINGUSAGE`
type: string
billCycleDay:
description: |
Sets the bill cycle day (BCD) for the charge. The BCD determines which day of the month the customer is billed.
Values: `1`-`31`
type: string
billCycleType:
description: |
Specifies how to determine the billing day for the charge. When this field is set to `SpecificDayofMonth`, set the `BillCycleDay` field. When this field is set to `SpecificDayofWeek`, set the `weeklyBillCycleDay` field.
Values:
* `DefaultFromCustomer`
* `SpecificDayofMonth`
* `SubscriptionStartDay`
* `ChargeTriggerDay`
* `SpecificDayofWeek`
type: string
billingPeriod:
description: |
Billing period for the charge. The start day of the billing period is also called the bill cycle day (BCD).
Values:
* `Month`
* `Quarter`
* `Semi_Annual`
* `Annual`
* `Eighteen_Months`
* `Two_Years`
* `Three_Years`
* `Five_Years`
* `Specific_Months`
* `Subscription_Term`
* `Week`
* `Specific_Weeks`
type: string
billingPeriodAlignment:
description: |
Aligns charges within the same subscription if multiple charges begin on different dates.
Values:
* `AlignToCharge`
* `AlignToSubscriptionStart`
* `AlignToTermStart`
type: string
billingTiming:
description: |
Billing timing for the charge for recurring charge types. Not avaliable for one time, usage, and discount charges.
Values:
* `IN_ADVANCE` (default)
* `IN_ARREARS`
type: string
chargeModelConfiguration:
$ref: '#/components/schemas/ChargeModelConfigurationType'
description:
description: |
Description of the charge.
type: string
discountAmount:
description: |
Specifies the amount of fixed-amount discount.
type: number
discountLevel:
description: |
Specifies if the discount applies to the product rate plan only, the entire subscription, or to any activity in the account.
Values:
* `rateplan`
* `subscription`
* `account`
type: string
discountPercentage:
description: |
Percentage of discount for a percentage discount.
type: number
endDateCondition:
description: |
Defines when the charge ends after the charge trigger date. If the subscription ends before the charge end date, the charge ends when the subscription ends. But if the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge will end on the charge end date.
Values:
* `Subscription_End`
* `Fixed_Period`
* `Specific_End_Date`
* `One_Time`
type: string
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude rate plan charge related invoice items, invoice item adjustments, credit memo items, and debit memo items from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
excludeItemBookingFromRevenueAccounting:
default: false
description: |
The flag to exclude rate plan charges from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
includedUnits:
description: |
Specifies the number of units in the base set of units for this charge. Must be >=`0`.
type: number
isAllocationEligible:
description: |
This field is used to identify if the charge segment is allocation
eligible in revenue recognition.
**Note**: The field is only available if you have the Order to Revenue feature enabled. To enable this field, submit a request at Zuora Global Support.
type: boolean
isUnbilled:
description: |
This field is used to dictate how to perform the accounting during
revenue recognition.
**Note**: The field is only available if you have the Order to Revenue feature enabled. To enable this field, submit a request at Zuora Global Support.
type: boolean
listPriceBase:
description: |
The list price base for the product rate plan charge.
Values:
* `Per_Billing_Period`
* `Per_Month`
* `Per_Week`
* `Per_Year`
* `Per_Specific_Months`
type: string
number:
description: |
Unique number that identifies the charge. Max 50 characters. System-generated if not provided.
type: string
numberOfPeriods:
description: |
Specifies the number of periods to use when calculating charges in an overage smoothing charge model.
format: int64
type: integer
originalOrderDate:
description: |
The date when the rate plan charge is created through an order or amendment. This field is not updatable.
This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
format: date
type: string
overagePrice:
description: |
Price for units over the allowed amount.
type: number
overageUnusedUnitsCreditOption:
description: |
Determines whether to credit the customer with unused units of usage.
Values:
* `NoCredit`
* `CreditBySpecificRate`
type: string
price:
description: |
Price for units in the subscription rate plan.
type: number
priceChangeOption:
description: |
Applies an automatic price change when a termed subscription is renewed. The Billing Admin setting **Enable Automatic Price Change When Subscriptions are Renewed?** must be set to Yes to use this field.
Values:
* `NoChange` (default)
* `SpecificPercentageValue`
* `UseLatestProductCatalogPricing`
type: string
priceIncreasePercentage:
description: |
Specifies the percentage to increase or decrease the price of a termed subscription's renewal. Required if you set the `PriceChangeOption` field to `SpecificPercentageValue`.
Value must be a decimal between `-100` and `100`.
type: number
productRatePlanChargeId:
description: |
ID of a product rate-plan charge for this subscription.
type: string
productRatePlanChargeNumber:
description: |
Number of a product rate-plan charge for this subscription.
type: string
quantity:
description: |
Number of units. Must be a decimal >=`0`.
When using `chargeOverrides` for creating subscriptions with recurring charge types, the `quantity` field must be populated when the charge model is "Tiered Pricing" or "Volume Pricing". It is not required for "Flat Fee Pricing" charge model.
type: number
ratingGroup:
description: |
Specifies a rating group based on which usage records are rated.
Possible values:
- `ByBillingPeriod` (default): The rating is based on all the usages in a billing period.
- `ByUsageStartDate`: The rating is based on all the usages on the same usage start date.
- `ByUsageRecord`: The rating is based on each usage record.
- `ByUsageUpload`: The rating is based on all the usages in a uploaded usage file (`.xls` or `.csv`).
- `ByGroupId`: The rating is based on all the usages in a custom group.
**Note:**
- The `ByBillingPeriod` value can be applied for all charge models.
- The `ByUsageStartDate`, `ByUsageRecord`, and `ByUsageUpload` values can only be applied for per unit, volume pricing, and tiered pricing charge models.
- The `ByGroupId` value is only available if you have the Active Rating feature enabled.
- Use this field only for Usage charges. One-Time Charges and Recurring Charges return `NULL`.
type: string
specificBillingPeriod:
description: |
Specifies the number of month or week for the charges billing period. Required if you set the value of the `billingPeriod` field to `Specific_Months` or `Specific_Weeks`.
format: int64
type: integer
specificEndDate:
description: |
Defines when the charge ends after the charge trigger date.
**Note**:
* This field is only applicable when the `endDateCondition` field is set to `Specific_End_Date`.
* If the subscription ends before the specific end date, the charge ends when the subscription ends. But if the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge will end on the specific end date.
format: date
type: string
specificListPriceBase:
description: |
The number of months for the list price base of the charge. This field is required if you set the value of the `listPriceBase` field to `Per_Specific_Months`.
**Note**:
- This field is available only if you have the Annual List Price feature enabled.
- The value of this field is `null` if you do not set the value of the `listPriceBase` field to `Per_Specific_Months`.
format: int32
maximum: 200
minimum: 1
type: integer
tiers:
description: |
Container for Volume, Tiered, or Tiered with Overage charge models. Supports the following charge types:
* One-time
* Recurring
* Usage-based
items:
$ref: '#/components/schemas/POSTTierType'
type: array
triggerDate:
description: |
Specifies when to start billing the customer for the charge. Required if the `triggerEvent` field is set to `USD`.
format: date
type: string
triggerEvent:
description: |
Specifies when to start billing the customer for the charge.
Values:
* `UCE`
* `USA`
* `UCA`
* `USD`
type: string
unusedUnitsCreditRates:
description: |
Specifies the rate to credit a customer for unused units of usage. This field applies only for overage charge models when the `OverageUnusedUnitsCreditOption` field is set to `CreditBySpecificRate`.
type: number
upToPeriods:
description: |
Specifies the length of the period during which the charge is active. If this period ends before the subscription ends, the charge ends when this period ends.
**Note:** You must use this field together with the `upToPeriodsType` field to specify the time period.
* This field is applicable only when the `endDateCondition` field is set to `Fixed_Period`.
* If the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge end date will change accordingly up to the original period end.
format: int64
type: integer
upToPeriodsType:
description: |
The period type used to define when the charge ends.
Values:
* `Billing_Periods`
* `Days`
* `Weeks`
* `Months`
* `Years`
You must use this field together with the `upToPeriods` field to specify the time period.
This field is applicable only when the `endDateCondition` field is set to `Fixed_Period`.
type: string
weeklyBillCycleDay:
description: |
Specifies which day of the week is the bill cycle day (BCD) for the charge.
Values:
* `Sunday`
* `Monday`
* `Tuesday`
* `Wednesday`
* `Thursday`
* `Friday`
* `Saturday`
type: string
required:
- productRatePlanChargeId
type: object
- $ref: '#/components/schemas/RatePlanChargeObjectCustomFields'
title: chargeOverrides
RatePlanObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Rate Plan object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Rate Plan object.
title: RatePlanCustomFields
type: object
ChargeModelConfigurationType:
description: |
Container for charge model configuration data.
**Note**: This field is only available if you have the High Water Mark, Pre-Rated Pricing, or Multi-Attribute Pricing charge models enabled. These charge models are available for customers with Enterprise and Nine editions by default. If you are a Growth customer, see [Zuora Editions](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/C_Zuora_Editions) for pricing information.
properties:
customFieldPerUnitRate:
description: |
The custom field that carries the per-unit rate for each usage record. For example, `perUnitAmount__c`.
This field is only available for the usage-based charges that use the Pre-Rated Per Unit Pricing charge model. The charge model is available for customers with Enterprise and Nine editions by default. If you are a Growth customer, see [Zuora Editions](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/C_Zuora_Editions) for pricing information.
type: string
customFieldTotalAmount:
description: |
The custom field that carries the total amount to charge for a usage record. For example, `totalAmount__c`.
This field is only available for the usage-based charges that use the Pre-Rated Pricing charge model. The charge model is available for customers with Enterprise and Nine editions by default. If you are a Growth customer, see [Zuora Editions](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/C_Zuora_Editions) for pricing information.
type: string
formula:
description: |
The pricing formula to calculate actual rating amount for each usage record.
This field is only available for the usage-based charges that use the Multi-Attribute Pricing charge model. The charge model is available for customers with Enterprise and Nine editions by default. If you are a Growth customer, see [Zuora Editions](https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/C_Zuora_Editions) for pricing information.
type: string
title: chargeModelConfiguration
type: object
POSTTierType:
properties:
endingUnit:
description: |
End number of a range of units for the tier.
type: number
price:
description: |
Price of the tier if the charge is a flat fee, or the price of each unit in the tier if the charge model is tiered pricing.
type: number
priceFormat:
description: |
Indicates if pricing is a flat fee or is per unit.
Values:
* `FlatFee`
* `PerUnit`
type: string
startingUnit:
description: |
Starting number of a range of units for the tier.
type: number
tier:
description: |
Unique number that identifies the tier that the price applies to.
format: int64
type: integer
required:
- tier
- price
title: tiers
type: object
RatePlanChargeObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Rate Plan Charge object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Rate Plan Charge object.
title: ratePlanChargeFieldsCustom
type: object
ContactObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Contact object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Contact object.
title: contactFieldsCustom
type: object
CreatePaymentMethodCreditCard:
allOf:
- type: object
properties:
type:
type: string
cardHolderInfo:
$ref: '#/components/schemas/CreatePaymentMethodCardholderInfo'
cardMaskNumber:
description: |
The masked card number.
Currently, this field is only supported on certain integrations. See this article for more information.
type: string
cardNumber:
description: |
Credit card number.
type: string
cardType:
description: |
The type of the credit card.
Possible values include `Visa`, `MasterCard`, `AmericanExpress`, `Discover`, `JCB`, and `Diners`. For more information about credit card types supported by different payment gateways, see Supported Payment Gateways.
type: string
checkDuplicated:
description: |
Indicates whether the duplication check is performed when you create a new credit card payment method. The default value is `false`.
With this field set to `true`, Zuora will check all active payment methods associated with the same billing account to ensure that no duplicate credit card payment methods are created. An error is returned if a duplicate payment method is found.
The following fields are used for the duplication check:
- `cardHolderName`
- `expirationMonth`
- `expirationYear`
- `creditCardMaskNumber`. It is the masked credit card number generated by Zuora. For example, `************1234`.
**This field is being deprecated.** To achieve the same purpose, use the `processingOptions` > `checkDuplicated` field of the payment method object.
type: boolean
expirationMonth:
description: |
One or two digit expiration month (1-12) of the credit card.
type: integer
expirationYear:
description: |
Four-digit expiration year of the credit card.
type: integer
identityNumber:
description: |
The identity number of the cardholder. This field is required for Credit Card payment methods in certain countries such as Brazil.
type: string
mitConsentAgreementRef:
description: |
Specifies your reference for the stored credential consent agreement that you have established with the customer. Only applicable if you set the `mitProfileAction` field.
maxLength: 128
type: string
mitConsentAgreementSrc:
description: |
Required if you set the `mitProfileAction` field. Specifies how the consent agreement has been established with the customer. The allowed value is `External`. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `External` set to this field.
enum:
- External
type: string
mitNetworkTransactionId:
description: |
Specifies the ID of a network transaction. Only applicable if you set the `mitProfileAction` field to `Persist`.
maxLength: 128
type: string
mitProfileAction:
description: |
Specifies how Zuora creates and activates the stored credential profile.
- `Activate` - Use this value if you are creating the stored credential profile after receiving the customer's consent.
Zuora will create the stored credential profile then send a cardholder-initiated transaction (CIT) to the payment gateway to validate the stored credential profile. If the CIT succeeds, the status of the stored credential profile will be `Active`. If the CIT does not succeed, Zuora will not create a stored credential profile.
If the payment gateway does not support the stored credential transaction framework, the status of the stored credential profile will be `Agreed`.
- `Persist` - Use this value if the stored credential profile represents a stored credential profile in an external system. The status of the payment method's stored credential profile will be `Active`.
If you do not specify this field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Activate` set to this field.
enum:
- Activate
- Persist
type: string
mitProfileAgreedOn:
description: |
The date on which the profile is agreed. The date format is `yyyy-mm-dd`.
format: date
type: string
mitProfileType:
description: |
Required if you set the `mitProfileAction` field. Indicates the type of the stored credential profile to process recurring or unsecheduled transactions. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Recurring` set to this field.
enum:
- Recurring
- Unscheduled
type: string
screeningAmount:
description: |
For Chase Paymentech Orbital Gateway integrations, if the Safetech Fraud service is enabled, use this field to pass in the amount used for fraud screening for Credit Card validation transactions.
Two-decimal amount is supported.
If the `screeningAmount` field is not specified, the authorization amount is used for fraud screening.
format: decimal
type: number
securityCode:
description: |
CVV or CVV2 security code of the credit card.
To ensure PCI compliance, this value is not stored and cannot be queried.
type: string
tokens:
description: |
To create tokenized payment methods, pass in the existing token information through the fields in this container.
Currently, this field is only supported on certain integrations. See this article for more information.
properties:
gatewayType:
description: |
The type of the payment gateway to generate the tokens. This field is
case-sensitive.
type: string
secondTokenId:
description: |
Pass in the second token of the payment method.
type: string
thirdTokenId:
description: |
Pass in the third token of the payment method.
type: string
tokenId:
description: |
Pass in the first token of the payment method.
type: string
required:
- gatewayType
- tokenId
type: object
tokenize:
default: false
description: |
Specify `true` to tokenize the payment method with the card information.
Currently, this field is only supported on certain integrations.
See this article for more information.
type: boolean
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
type: object
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- cardHolderInfo
- cardNumber
- cardType
- expirationMonth
- expirationYear
example:
accountKey: 8ad09be48db5aba7018db604776d4854
type: CreditCard
cardType: Visa
cardNumber: '4111111111111111'
expirationMonth: 12
expirationYear: 2028
cardHolderInfo:
cardHolderName: Amy Lawrence
CreatePaymentMethodCCReferenceTransaction:
allOf:
- type: object
properties:
type:
type: string
creditCardMaskNumber:
description: |
The masked credit card number, such as `*********1112`.
This field is specific for the CC Reference Transaction payment method. It is an optional field that you can use to distinguish different CC Reference Transaction payment methods.
Though there are no special restrictions on the input string, it is highly recommended to specify a card number that is masked.
maxLength: 19
type: string
secondTokenId:
description: |
A gateway unique identifier that replaces sensitive payment method data.
`secondTokenId` is conditionally required only when `tokenId` is being used to represent a gateway customer profile. `secondTokenId` is used in the CC Reference Transaction payment method.
type: string
tokenId:
description: |
A gateway unique identifier that replaces sensitive payment method data or represents a gateway's unique customer profile.
When `tokenId` is used to represent a customer profile, `secondTokenId` is conditionally required for representing the underlying tokenized payment method.
The values for the `tokenId` and `secondTokenId` fields differ for gateways. For more information, see the Knowledge Center article specific to each gateway that supports the CC Reference Transaction payment method.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
type: object
required:
- type
- tokenId
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
tokenId: A9xCTM0A3D7g0OOiYnwxJMjkZ6Nn8yMDusVbnhvH
secondTokenId: B4D339HPV3KHQQ65
creditCardMaskNumber: '************1111'
type: CreditCardReferenceTransaction
CreatePaymentMethodACH:
allOf:
- properties:
type:
type: string
addressLine1:
description: |
First address line, 255 characters or less.
type: string
addressLine2:
description: |
Second address line, 255 characters or less.
type: string
bankABACode:
description: |
The nine-digit routing number or ABA number used by banks. This field is
only required if the `type` field is set to `ACH`.
type: string
bankAccountMaskNumber:
description: |
The masked account number such as ****1234.
Currently, this field is only supported on certain integrations.
See this article for more information.
type: string
bankAccountName:
description: |
The name of the account holder, which can be either a person or a company.
For ACH payment methods on the BlueSnap integration, see [Overview of
BlueSnap gateway
integration](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways/BlueSnap_Gateway/Overview_of_BlueSnap_gateway_integration#Payer_Name_Extraction)
for more information about how Zuora splits the string in this field into
two parts and passes them to BlueSnap's `firstName` and `lastName` fields.
maxLength: 70
type: string
bankAccountNumber:
description: |
The bank account number associated with the ACH payment.
For the creation of tokenized ACH payment methods, this field is optional. Currently, ACH tokenization is supported on selected payment gateway integrations.
See this article for more information.
maxLength: 30
type: string
bankAccountType:
description: |
The type of bank account associated with the ACH payment.
When creating an ACH payment method on Adyen, this field is required by
Zuora but it is not required by Adyen. To create the ACH payment method
successfully, specify a real value for this field if you can. If it is not
possible to get the real value for it, specify any of the allowed values
as a dummy value, `Checking` preferably.
enum:
- BusinessChecking
- Checking
- Saving
type: string
bankName:
description: |
The name of the bank where the ACH payment account is held.
When creating an ACH payment method on Adyen, this field is required by
Zuora but it is not required by Adyen. To create the ACH payment method
successfully, specify a real value for this field if you can. If it is not
possible to get the real value for it, specify a dummy value.
maxLength: 70
type: string
city:
description: |
City, 40 characters or less.
It is recommended to provide the city and country information when
creating a payment method. The information will be used to process
payments. If the information is not provided during payment method
creation, the city and country data will be missing during payment
processing.
type: string
country:
description: |
Country, must be a valid country name or abbreviation.
See View countries or regions
for the list of supported country names and abbreviations.
It is recommended to provide the city and country information when
creating a payment method. The information will be used to process
payments. If the information is not provided during payment method
creation, the city and country data will be missing during payment
processing.
type: string
phone:
description: |
Phone number, 40 characters or less.
type: string
state:
description: |
State, must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
tokens:
description: |
To create tokenized payment methods, pass in the existing token information through the fields in this container.
Currently, this field is only supported on certain integrations.
See this article for more information.
properties:
gatewayType:
description: |
The type of the payment gateway to generate the tokens. This field is
case-sensitive.
type: string
secondTokenId:
description: |
Pass in the second token of the payment method.
type: string
thirdTokenId:
description: |
Pass in the third token of the payment method.
type: string
tokenId:
description: |
Pass in the first token of the payment method.
type: string
type: object
required:
- gatewayType
- tokenId
tokenize:
default: false
description: |
Specify `true` to tokenize the payment method with the account information.
Currently, this field is only supported on certain integrations.
See this article for more information.
type: boolean
type: object
title: AchPaymentMethod
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- bankABACode
- bankAccountName
- bankAccountNumber
- bankAccountType
- bankName
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
bankABACode: '999999999'
bankAccountName: TestName
bankAccountNumber: '999999999'
bankAccountType: Checking
bankName: TestBank
addressLine1: Test Address line1
addressLine2: Test Address line2
phone: '1234567890'
city: testCity
country: USA
state: Alaska
zipCode: '123456'
processingOptions:
checkDuplicated: true
type: ACH
CreatePaymentMethodSEPA:
allOf:
- properties:
type:
type: string
IBAN:
description: |
The International Bank Account Number.
This field is required if the `type` field is set to `SEPA`.
However, for the creation of tokenized SEPA payment methods, this field is optional.
Currently, SEPA tokenization is supported on selected payment gateway integrations.
See this article for more information.
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
However, for the creation of tokenized SEPA payment methods, this field is optional.
Currently, SEPA tokenization is supported on selected payment gateway integrations.
See this article for more information.
properties:
accountHolderName:
description: |
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
This field is required for SEPA Direct Debit payment methods on Stripe v2 for [certain countries](https://stripe.com/docs/payments/sepa-debit/set-up-payment?platform=web#web-submit-payment-method).
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
This field is required for SEPA payment methods on Stripe v2 for [certain countries](https://stripe.com/docs/payments/sepa-debit/set-up-payment?platform=web#web-submit-payment-method).
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
required:
- accountHolderName
accountMaskNumber:
description: |
The masked account number such as ****1234.
When creating tokenized SEPA payment methods, this `accountMaskNumber` field is required if the `tokens` field is provided.
Currently, SEPA tokenization is supported on selected payment gateway integrations.
See this article for more information.
type: string
businessIdentificationCode:
description: |
The BIC code used for SEPA.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
tokenize:
default: false
description: |
When creating a SEPA payment method on Adyen Integration v2.0, use this
field to specify whether to tokenize the payment method with IBAN. If
`tokenize` is `true`, `IBAN` is required. If the `tokens` field is provided, this `tokenize` field is not required. For more information about how to create tokenized SEPA payment methods on
Adyen, see Tokenize SEPA payment methods on Adyen Integration
v2.0.
type: boolean
tokens:
description: |
To create tokenized payment methods, pass in the existing token information through the fields in this container.
Currently, SEPA tokenization is supported on selected payment gateway integrations.
See this article for more information.
properties:
gatewayType:
description: |
The type of the payment gateway to generate the tokens. This field is
case-sensitive.
enum:
- Adyen
- Stripe
type: string
secondTokenId:
description: |
Pass in the second token of the payment method.
type: string
thirdTokenId:
description: |
Pass in the third token of the payment method.
type: string
tokenId:
description: |
Pass in the first token of the payment method.
type: string
type: object
required:
- gatewayType
- tokenId
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- IBAN
- accountHolderInfo
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
IBAN: FR1420041010050500013M02606
accountHolderInfo:
accountHolderName: TestName
processingOptions:
checkDuplicated: true
type: SEPA
CreatePaymentMethodBetalingsservice:
allOf:
- properties:
type:
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
properties:
accountHolderName:
description: |
Required.
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
accountNumber:
description: |
The number of the customer's bank account.
type: string
accountMaskNumber:
description: |
The masked account number such as ****1234.
type: string
bankCode:
description: |
The sort code or number that identifies the bank. This is also known as the sort code.
type: string
identityNumber:
description: |
The identity number used for Bank Transfer.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- accountNumber
- identityNumber
- bankCode
- accountHolderInfo
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
accountNumber: '3179681'
identityNumber: '0101701234'
bankCode: '345'
accountHolderInfo:
accountHolderName: TestName
processingOptions:
checkDuplicated: true
type: Betalingsservice
CreatePaymentMethodAutogiro:
allOf:
- properties:
type:
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
properties:
accountHolderName:
description: |
Required.
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
accountNumber:
description: |
The number of the customer's bank account.
type: string
accountMaskNumber:
description: |
The masked account number such as ****1234.
type: string
branchCode:
description: |
The branch code of the bank used for direct debit.
type: string
identityNumber:
description: |
The identity number used for Bank Transfer.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
title: AutogiroPaymentMethod
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- accountNumber
- identityNumber
- branchCode
- accountHolderInfo
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
accountNumber: '0000003'
identityNumber: '198112289874'
branchCode: '5491'
accountHolderInfo:
accountHolderName: TestName
processingOptions:
checkDuplicated: true
type: Autogiro
CreatePaymentMethodBacs:
allOf:
- properties:
type:
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
properties:
accountHolderName:
description: |
Required.
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
accountNumber:
description: |
The number of the customer's bank account.
type: string
accountMaskNumber:
description: |
The masked account number such as ****1234.
When creating BACS payment methods on Stripe, if the `tokens` field is provided, this `accountMaskNumber` field is required. For more information, see Overview of Stripe payment gateway integration.
type: string
bankCode:
description: |
The sort code or number that identifies the bank. This is also known as the sort code.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
tokenize:
default: false
description: |
When creating a BACS payment method on Adyen v2.0, set this field to `true` to support processing BACS recurring payments. For more information about other requirements for processing BACS recurring payments, see Overview of Adyen Integration v2.0.
type: boolean
tokens:
description: |
To create tokenized BACS payment methods on Stripe v2, pass in the existing token information through the fields in this container.
For more information, see Overview of Stripe payment gateway integration.
properties:
gatewayType:
description: |
Required.
The type of the payment gateway to generate the tokens. This field is case-sensitive.
enum:
- Stripe
type: string
secondTokenId:
description: |
Pass in the second token of the payment method. For more information, see Overview of Stripe payment gateway integration.
type: string
thirdTokenId:
description: |
Pass in the third token of the payment method.
type: string
tokenId:
description: |
Required.
Pass in the first token of the payment method. For more information, see Overview of Stripe payment gateway integration.
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
title: BacsPaymentMethod
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- accountNumber
- bankCode
- accountHolderInfo
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
accountNumber: '55779911'
bankCode: '200000'
accountHolderInfo:
accountHolderName: TestName
processingOptions:
checkDuplicated: true
type: Bacs
CreatePaymentMethodBecs:
allOf:
- properties:
type:
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
properties:
accountHolderName:
description: |
Required.
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
accountNumber:
description: |
The number of the customer's bank account.
type: string
accountMaskNumber:
description: |
The masked account number such as ****1234.
type: string
branchCode:
description: |
The branch code of the bank used for direct debit.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- accountNumber
- branchCode
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
accountNumber: '012345678'
branchCode: 082-082
accountHolderInfo:
accountHolderName: TestName
processingOptions:
checkDuplicated: true
type: Becs
CreatePaymentMethodBecsnz:
allOf:
- properties:
type:
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
properties:
accountHolderName:
description: |
Required.
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
accountNumber:
description: |
The number of the customer's bank account.
type: string
accountMaskNumber:
description: |
The masked account number such as ****1234.
type: string
branchCode:
description: |
The branch code of the bank used for direct debit.
type: string
bankCode:
description: |
The sort code or number that identifies the bank. This is also known as the sort code.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- accountNumber
- bankCode
- branchCode
- accountHolderInfo
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
accountNumber: 0003869-00
accountHolderInfo:
accountHolderName: TestName
branchCode: '3113'
bankCode: '12'
processingOptions:
checkDuplicated: true
type: Becsnz
CreatePaymentMethodPAD:
allOf:
- properties:
type:
type: string
accountHolderInfo:
description: |
The container for the account holder information. The nested `accountHolderName` field is required.
properties:
accountHolderName:
description: |
Required.
The full name of the bank account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
The country where the account holder stays.
type: string
email:
description: |
The email address of the account holder.
type: string
firstName:
description: |
The first name of the account holder.
type: string
lastName:
description: |
The last name of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
type: object
accountNumber:
description: |
The number of the customer's bank account.
type: string
accountMaskNumber:
description: |
The masked account number such as ****1234.
type: string
branchCode:
description: |
The branch code of the bank used for direct debit.
type: string
bankCode:
description: |
The sort code or number that identifies the bank. This is also known as the sort code.
type: string
mandateInfo:
description: |
The container of the mandate information for the payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method.
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- accountNumber
- bankCode
- branchCode
- accountHolderInfo
example:
accountKey: 8a90d6128d45df2b018d4b90681c05x0
accountNumber: '0000000'
accountHolderInfo:
accountHolderName: TestName
branchCode: '00006'
bankCode: '0003'
processingOptions:
checkDuplicated: true
type: PAD
CreatePMPayPalCP:
allOf:
- properties:
type:
type: string
BAID:
description: |
ID of a PayPal billing agreement.
type: string
example: I-1TJ3GAGG82Y9
email:
description: |
Email address associated with the payment method.
type: string
tokens:
description: |
To create tokenized payment methods, pass in the existing token information through the fields in this container.
Currently, this field is only supported on certain integrations. See this article for more information.
properties:
gatewayType:
description: |
The type of the payment gateway to generate the tokens. This field is
case-sensitive.
type: string
secondTokenId:
description: |
Pass in the second token of the payment method.
type: string
thirdTokenId:
description: |
Pass in the third token of the payment method.
type: string
tokenId:
description: |
Pass in the first token of the payment method.
type: string
required:
- gatewayType
- tokenId
type: object
tokenize:
default: false
description: |
Specify `true` to tokenize the payment method.
Currently, this field is only supported on certain integrations.
See this article for more information.
type: boolean
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- BAID
- email
example:
BAID: I-1TJ3GAGG82Y9
accountKey: 8a90d6128d45df2b018d4b90681c05x0
email: customer@example.com
type: PayPalCP
CreatePMPayPalEC:
allOf:
- properties:
type:
type: string
BAID:
description: |
ID of a PayPal billing agreement.
type: string
example: I-1TJ3GAGG82Y9
email:
description: |
Email address associated with the payment method.
type: string
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- BAID
- email
example:
BAID: I-1TJ3GAGG82Y9
accountKey: 8a90d6128d45df2b018d4b90681c05x0
email: customer@example.com
type: PayPalEC
CreatePMPayPalNativeEC:
allOf:
- properties:
type:
type: string
BAID:
description: |
ID of a PayPal billing agreement.
example: I-1TJ3GAGG82Y9
type: string
email:
description: |
Email address associated with the payment method.
type: string
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- BAID
example:
BAID: I-1TJ3GAGG82Y9
accountKey: 8a90d6128d45df2b018d4b90681c05x0
email: customer@example.com
type: PayPalNativeEC
CreatePaymentMethodPayPalAdaptive:
allOf:
- properties:
type:
type: string
preapprovalKey:
description: |
The PayPal preapproval key.
type: string
email:
description: |
Email address associated with the payment method.
type: string
format: email
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
required:
- type
- preapprovalKey
- email
example:
preapprovalKey: PA-3X000000LS390262X
accountKey: 8a90d6128d45df2b018d4b90681c05x0
email: customer@example.com
type: PayPalAdaptive
CreatePaymentMethodApplePayAdyen:
allOf:
- properties:
type:
type: string
applePaymentData:
description: |
This field is specific for setting up Apple Pay for Adyen to include payload with Apple Pay token or Apple payment data. This information should be stringified. For more information, see [Set up Adyen Apple Pay](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/L_Payment_Methods/Payment_Method_Types/Apple_Pay_on_Web/Set_up_Adyen_Apple_Pay).
type: string
email:
type: string
format: email
description: |
Email address associated with the payment method. This field is specific for setting up Apple Pay on Adyen v2.0. This field will be passed to Adyen as `shopperEmail`.
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
required:
- type
- applePaymentData
example:
accountKey: 2c92c0f97911f46a0179147510484b90
type: AdyenApplePay
email: testemail@test.com
applePaymentData: '{"data":"hM8GTBX0UVhoKmJ/DkneZfwLlH/utWfEueshybbTpuzlf5i1IwO1kvW32SlFW7TmyvU98gf2Pp1FeyFCh7F2atmstxQdonkeJgpIUV7eWW1wUNaOeND28J8YQsEkDhC3sMgOJoju7FHcXNwveq5fk94StFZozRSi08oAjTnTJko5F32aY/JNWr19GiwWBHZe2jkokryt0TEWKO5hm5oTxeLs1LBOoC2ezaR+p2jQb4ISN2aCgCNiX8605w5eYWk7UCTK3Axf/EuJT4vHe75OKghEmcQLxvFzTtEw33ly6Nj2RJX3+I5TbYLXOfiAO0XnsWdhguDrKogtI44HMFqlNCdt79G71tXwCwbXz0VJywEh1d57tbU5Y5f6pw8TrjjeAMt9sa2pHuHmMGDf","signature":"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", "header": { "publicKeyHash":"vJeh5XAkv8SGX2JHswEbnCUPn01YHcQ6imAp+gP300w=", "ephemeralPublicKey":"MFkwEwYHKoZIzj0CAQYIKoZIzj0DAQcDQgAEVx9kP/eFM6MrP5sXKuzHT7f9Uhsc0Rox0FKvRpHIiqQ05EXYPsgBJZCEjOYlkviC2jDSvV6tEC8Kfq/z/GhrFA==", "transactionId":"7fd9ede5ea8c1d7a8985346c241a8933190a1acb408448c52ac27f7862f674ff" }, "version":"EC_v1" }'
CreatePaymentMethodGooglePayAdyen:
allOf:
- properties:
type:
type: string
googlePaymentToken:
description: |
This field is specific for setting up Google Pay for Adyen gateway integrations to specify the stringified Google Pay token. For more information, see [Set up Adyen Google Pay](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/L_Payment_Methods/Payment_Method_Types/Set_up_Adyen_Google_Pay).
type: string
email:
description: |
Email address associated with the payment method. This field is specific for setting up Google Pay on Adyen v2.0. This field will be passed to Adyen as `shopperEmail`.
type: string
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
required:
- type
- googlePaymentToken
example:
accountKey: 2c92c0f97911f46a0179147510484b90
type: AdyenGooglePay
email: testemail@test.com
googlePaymentToken: '{"signature":"MEUCICeJTEEW+a9ak93yk8pYg4xGlPJbrBNjD8b6vahxD5TRAiEAyMiNhzosJDl2N46Dojzc53bwbT/O0t+VToLCqr01qs4\u003d","protocolVersion":"ECv1","signedMessage":"{\"encryptedMessage\":\"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\",\"ephemeralPublicKey\":\"BGNnBpAd6WypQEYJmDH/DhUZ9mX2b/wJK6as8g6hZmDCDpHSWFC1BZ42UBrX/hrF/UarrT24CMcWLZp6fYl6PNw\\u003d\",\"tag\":\"j9fPmiEL/zj8R+0JRrTC1NgV9VVCYQ9zYaB7uZrEz9U\\u003d\"}"}'
CreatePaymentMethodGooglePayChase:
allOf:
- properties:
type:
type: string
googlePaymentToken:
description: |
This field is specific for setting up Google Pay on Chase gateway integrations to specify the stringified Google Pay token. For more information, see [Set up Google Pay on Chase](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/L_Payment_Methods/Payment_Method_Types/Set_up_Google_Pay_on_Chase).
type: string
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
required:
- type
- googlePaymentToken
example:
accountKey: 2c92c0f97911f46a0179147510484b90
type: GooglePay
googlePaymentToken: '{"signature":"MEUCICeJTEEW+a9ak93yk8pYg4xGlPJbrBNjD8b6vahxD5TRAiEAyMiNhzosJDl2N46Dojzc53bwbT/O0t+VToLCqr01qs4\u003d","protocolVersion":"ECv1","signedMessage":"{\"encryptedMessage\":\"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\",\"ephemeralPublicKey\":\"BGNnBpAd6WypQEYJmDH/DhUZ9mX2b/wJK6as8g6hZmDCDpHSWFC1BZ42UBrX/hrF/UarrT24CMcWLZp6fYl6PNw\\u003d\",\"tag\":\"j9fPmiEL/zj8R+0JRrTC1NgV9VVCYQ9zYaB7uZrEz9U\\u003d\"}"}'
CreatePaymentMethodAmazonPay:
allOf:
- properties:
type:
type: string
amazonPayToken:
description: |
This field is specific for setting up Amazon Pay gateway integrations to specify the stringified Amazon Pay token.
type: string
type: object
- $ref: '#/components/schemas/PaymentMethodCommonFields'
required:
- type
- amazonPayToken
example:
amazonPayToken: C03-0739300-4671639
amazonPayRegion: JP
accountKey: 2c92c0f97911f46a0179147510484b90
PaymentMethodCommonFields:
properties:
accountKey:
description: |
The customer account ID such as `2x92c0f859b0480f0159d3a4a6ee5bb6` or the customer account number such as `A02855638`.
To create an orphan payment method that is not associated with any customer account, you can skip this field. As soon as the account information is available, associate the payment method with an account through the [Update a payment method](https://developer.zuora.com/v1-api-reference/api/operation/PUT_PaymentMethod/) operation.
type: string
authGateway:
description: |
Internal ID of the payment gateway that Zuora will use to authorize the payments that are made with the payment method.
If you do not set this field, Zuora will use one of the following payment gateways instead:
* The default payment gateway of the customer account that owns the payment method, if the `accountKey` field is set.
* The default payment gateway of your Zuora tenant, if the `accountKey` field is not set.
If Payment Gateway Routing is enabled:
- If this field is not specified, gateway routing rules will be invoked.
- If this field is specified, the specified gateway will be used to process the payment.
If Payment Gateway Routing is disabled:
- If this field is not specified, the default payment gateway will be used to process the payment. The default gateway of the customer account takes precedence over the default gateway of the tenant.
- If this field is specified, the specified gateway will be used to process the payment.
type: string
currencyCode:
description: |
The currency used for payment method authorization.
type: string
example: USD
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values. The fields supported by gateways vary. For more information, see the Overview topic of each gateway integration in [Zuora Knowledge Center](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways).
Zuora sends all the information that you specified to the gateway. If you specify any unsupported gateway option parameters, they will be ignored without error prompts.
properties:
key:
description: |
The name of a gateway-specific parameter.
type: string
value:
description: |
The value of the gateway-specific parameter.
type: string
type: object
example:
shopperInteraction: POS
shopperEmail: testemail@test.com
ipAddress:
description: |
The IPv4 or IPv6 information of the user when the payment method is created or updated. Some gateways use this field for fraud prevention. If this field is passed to Zuora, Zuora directly passes it to gateways.
If the IP address length is beyond 45 characters, a validation error occurs.
For validating SEPA payment methods on Stripe v2, this field is required.
type: string
makeDefault:
default: false
description: |
Specifies whether the payment method will be the default payment method of the customer account that owns the payment method. Only applicable if the `accountKey` field is set.
When you set this field to `true`, make sure the payment method is supported by the default payment gateway.
type: boolean
skipValidation:
default: false
description: |
Specify whether to skip the validation of the information through the payment gateway. For example, when migrating your payment methods, you can set this field to `true` to skip the validation.
type: boolean
type:
description: |
Type of the payment method. The following types of the payment methods are supported:
* `CreditCard`
* `CreditCardReferenceTransaction`
* `ACH`
* `SEPA`
* `Betalingsservice`
* `Autogiro`
* `Bacs`
* `Becs`
* `Becsnz`
* `PAD`
* `PayPalCP`
* `PayPalEC`
* `PayPalNativeEC`
* `PayPalAdaptive`
* `AdyenApplePay`
* `AdyenGooglePay`
* `GooglePay`
* `AmazonPay`
To view the schema and example applicable to a specific payment method type, select the corresponding option from the following list.
type: string
enum:
- CreditCard
- CreditCardReferenceTransaction
- ACH
- SEPA
- Betalingsservice
- Autogiro
- Bacs
- Becs
- Becsnz
- PAD
- PayPalCP
- PayPalEC
- PayPalNativeEC
- PayPalAdaptive
- AdyenApplePay
- AdyenGooglePay
- GooglePay
- AmazonPay
type: object
PaymentMethodObjectCustomFields:
additionalProperties:
description: |
Custom fields of the payment method. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a payment method object.
title: paymentMethodFieldsCustom
type: object
CreatePaymentMethodCardholderInfo:
description: "Container for cardholder information. The nested\_`cardHolderName`\_field is required.\n"
properties:
addressLine1:
description: |
First address line, 255 characters or less.
type: string
addressLine2:
description: |
Second address line, 255 characters or less.
type: string
cardHolderName:
description: |
The card holder's full name as it appears on the card, e.g., "John J Smith", 50 characters or less.
type: string
city:
description: |
City, 40 characters or less.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
country:
description: |
Country, must be a valid country name or abbreviation.
It is recommended to provide the city and country information when creating a payment method. The information will be used to process payments. If the information is not provided during payment method creation, the city and country data will be missing during payment processing.
type: string
email:
description: |
Card holder's email address, 80 characters or less.
type: string
phone:
description: |
Phone number, 40 characters or less.
type: string
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
required:
- cardHolderName
title: cardHolderInfo
type: object
example:
cardHolderName: Amy Lawrence
addressLine1: 101 Redwood Shores Parkway
city: Redwood City
state: CA
zipCode: 94065
country: USA
phone: (888) 976-9056
EinvoiceObjectCustomFields:
additionalProperties:
description: |
Custom fields of the eInvoiceProfile object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Manage custom fields for more information.
description: |
Container for custom fields of an EinvoiceProfile object.
title: eInvoiceProfileCustomFields
type: object
DeleteAccountResponseType:
properties:
id:
description: |
The ID of the deleted account.
type: string
jobId:
description: |
The ID of the job that handles the account deletion operation.
You can specify the value of this field as the value of the `jobId` path parameter in the [Retrieve an operation job](https://developer.zuora.com/api-references/api/operation/GET_OperationJob/) API operation to query job information.
type: string
jobStatus:
description: |
The status of the account deletion operation.
enum:
- Pending
type: string
reasons:
items:
properties:
code:
description: |
The error code of the response.
type: string
message:
description: |
The detail information of the error response.
type: string
type: object
type: array
success:
description: |
Whether the call succeeded.
type: boolean
type: object
GETAccountType:
properties:
basicInfo:
$ref: '#/components/schemas/GETAccountTypeBasicInfo'
billToContact:
$ref: '#/components/schemas/GETAccountTypeBillToContact'
billingAndPayment:
description: Container for billing and payment information for the account.
properties:
additionalEmailAddresses:
description: |
A list of additional email addresses to receive email notifications.
items:
type: string
type: array
autoPay:
description: |+
Whether future payments are automatically collected when they are due during a payment run.
type: boolean
billCycleDay:
description: |
Billing cycle day (BCD), the day of the month when a bill run generates invoices for the account.
format: int64
type: integer
currency:
description: |
A currency defined in the web-based UI administrative settings.
type: string
defaultPaymentMethodId:
description: |
ID of the default payment method for the account.
type: string
invoiceDeliveryPrefsEmail:
description: |
Whether the customer wants to receive invoices through email.
type: boolean
invoiceDeliveryPrefsPrint:
description: |
Whether the customer wants to receive printed invoices, such as through postal mail.
type: boolean
paymentMethodCascadingConsent:
description: |
`true` indicates the consent from your customer to use the Cascading Payment Method feature was collected.
`false` indicates the consent was not collected and the Cascading Payment Method feature is not enabled.
type: boolean
paymentGateway:
description: |
The name of the payment gateway instance. If null or left unassigned, the Account will use the Default Gateway.
type: string
paymentTerm:
description: |
A payment-terms indicator defined in the web-based UI administrative settings, e.g., "Net 30".
type: string
type: object
einvoiceProfile:
$ref: '#/components/schemas/GetAccountEInvoiceProfile'
gatewayRoutingEligible:
description: |
Returns `true` if the applicable billing accounts were was processed successfully for gateway routing .
type: boolean
metrics:
description: |
Container for account metrics of the account's default currency.
If you have the Multiple Currencies feature enabled, the `metricsData` field provides account metrics of different currencies.
properties:
balance:
description: |
The customer's total invoice balance minus credit balance.
format: decimal
type: string
contractedMrr:
description: |
Future expected MRR that accounts for future upgrades, downgrades, upsells and cancellations.
format: decimal
type: string
creditBalance:
description: |
Current credit balance.
format: decimal
type: string
reservedPaymentAmount:
description: |
The Reserved Payment Amount of the customer account. See [Prepaid Cash with Drawdown](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/JA_Advanced_Consumption_Billing/Prepaid_Cash_with_Drawdown) for more information.
format: float
type: number
totalDebitMemoBalance:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
Total balance of all posted debit memos.
format: decimal
type: string
totalInvoiceBalance:
description: |
Total balance of all posted invoices.
format: decimal
type: string
unappliedCreditMemoAmount:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
Total unapplied amount of all posted credit memos.
format: decimal
type: string
unappliedPaymentAmount:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
Total unapplied amount of all posted payments.
format: decimal
type: string
type: object
metricsData:
description: |
Container for account metrics of different currencies.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
items:
$ref: '#/components/schemas/GETAccountCurrencyMetricsType'
type: array
shipToContact:
$ref: '#/components/schemas/GetAccountTypeShipToContact'
soldToContact:
$ref: '#/components/schemas/GETAccountTypeSoldToContact'
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
taxInfo:
description: |
Container for tax exempt information, used to establish the tax exempt status of a customer account.
properties:
VATId:
description: |
EU Value Added Tax ID.
type: string
companyCode:
description: |
Unique code that identifies a company account in Avalara.
type: string
exemptCertificateId:
description: |
ID of the customer tax exemption certificate.
type: string
exemptCertificateType:
description: |
Type of tax exemption certificate that the customer holds.
type: string
exemptDescription:
description: |
Description of the tax exemption certificate that the customer holds.
type: string
exemptEffectiveDate:
description: |
Date when the customer tax exemption starts.
format: date
type: string
exemptEntityUseCode:
description: |
A unique entity use code to apply exemptions in Avalara AvaTax.
This account-level field is required only when you choose Avalara as your tax engine. See [Exempt Transactions](https://developer.avalara.com/avatax/handling-tax-exempt-customers/)for more details.
maxLength: 64
type: string
exemptExpirationDate:
description: |
Date when the customer tax exemption expires.
format: date
type: string
exemptIssuingJurisdiction:
description: |
Jurisdiction in which the customer tax exemption certificate was issued.
type: string
exemptStatus:
description: |
Status of the account tax exemption.
type: string
type: object
type: object
GETAccountTypeBasicInfo:
allOf:
- properties:
accountNumber:
description: |
Account number.
type: string
batch:
description: |
The alias name given to a batch. A string of 50 characters or less.
type: string
communicationProfileId:
description: The ID of the communication profile that this account is linked to.
type: string
creditMemoTemplateId:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
The unique ID of the credit memo template, configured in **Billing Settings** > **Manage Billing Document Configuration** through the Zuora UI. For example, 2c92c08a6246fdf101626b1b3fe0144b.
type: string
crmId:
description: |
CRM account ID for the account, up to 100 characters.
type: string
customerServiceRepName:
description: |
Name of the account's customer service representative, if applicable.
maxLength: 50
type: string
debitMemoTemplateId:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
The unique ID of the debit memo template, configured in **Billing Settings** > **Manage Billing Document Configuration** through the Zuora UI. For example, 2c92c08d62470a8501626b19d24f19e2.
type: string
id:
description: |
Account ID.
type: string
invoiceTemplateId:
description: |
Invoice template ID, configured in Billing Settings in the Zuora UI.
type: string
nullable: true
lastMetricsUpdate:
description: |
The date and time when account metrics are last updated, if the account is a partner account.
**Note**:
- This field is available only if you have the Reseller Account feature enabled.
- If you have the Reseller Account feature enabled, and set the `partnerAccount` field to `false` for an account, the value of the `lastMetricsUpdate` field is automatically set to `null` in the response.
- If you ever set the `partnerAccount` field to `true` for an account, the value of `lastMetricsUpdate` field is the time when the account metrics are last updated.
format: date-time
type: string
name:
description: |
Account name.
type: string
notes:
description: |
Notes associated with the account, up to 65,535 characters.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
parentId:
description: Identifier of the parent customer account for this Account object. The length is 32 characters. Use this field if you have Customer Hierarchy enabled.
type: string
partnerAccount:
description: |
Whether the customer account is a partner, distributor, or reseller.
**Note**: This field is available only if you have the Reseller Account feature enabled.
type: boolean
profileNumber:
description: The number of the communication profile that this account is linked to.
type: string
purchaseOrderNumber:
description: The purchase order number provided by your customer for services, products, or both purchased.
type: string
salesRep:
description: The name of the sales representative associated with this account, if applicable. Maximum of 50 characters.
type: string
sequenceSetId:
description: |
The ID of the billing document sequence set that is assigned to the customer account.
type: string
nullable: true
summaryStatementTemplateId:
description: The summary statement template ID. When a user attempts to generate a summary statement from the "Account Summary Statement" screen, the system utilizes this template to produce the PDF.
type: string
nullable: true
status:
description: |
Account status; possible values are: `Active`, `Draft`, `Canceled`.
type: string
tags:
description: ''
type: string
type: object
- $ref: '#/components/schemas/AccountObjectNSFields'
- $ref: '#/components/schemas/AccountObjectCustomFields'
description: |
Container for basic information about the account.
**Notes**:
- In the "Retrieve an order" operation, if the `getAccountDetails` query parameter is set to `true`, the subscription owner account details `subscriptionOwnerAccountDetails` and invoice owner account details `existingAccountDetails` will be in the response.
- In the "Retrieve a subscription by key" operation, the returned result differs based on the following query parameters:
- If the `getSubscriptionOwnerDetails` query parameter is set to `true`, the subscription owner account details `accountOwnerDetails` will be in the response.
- If the `getInvoiceOwnerDetails` query parameter is set to `true`, the invoice owner account details `invoiceOwnerAccountDetails` will be in the response.
- If both query parameters are set to `true`, the subscription owner account details `accountOwnerDetails` and invoice owner account details `invoiceOwnerAccountDetails` will be in the response.
title: basicInfo
GETAccountTypeBillToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Full country name. This field does not contain the ISO-standard abbreviation of the country name.
type: string
nullable: true
county:
description: 'County; 32 characters or less. Zuora Tax uses this information to calculate county taxation. '
type: string
nullable: true
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
id:
description: ID of the person to bill for the account, 32 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact.
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
nullable: true
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
nullable: true
personalEmail:
description: |
Personal email address.
type: string
maxLength: 80
state:
description: |
Full state name. This field does not contain the ISO-standard abbreviation of the state name.
type: string
taxRegion:
description: |
A region string, defined in your Zuora tax rules.
type: string
nullable: true
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for bill-to contact information.
title: Contact
GetAccountEInvoiceProfile:
description: |
Container for e-invoicing profile information for this account.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
allOf:
- properties:
businessCategory:
description: |
The high-level category of the business.
type: string
enum:
- B2B
- B2C
- B2G
businessName:
description: |
The full official name that the Buyer is registered with the relevant legal authority.
maxLength: 255
type: string
businessNumber:
description: |
The unique identifier number of the legal entity or person that you do business with.
For example, you must use a GSTIN for India.
type: string
businessNumberSchemeId:
description: |
The identification scheme identifier that an official registrar issues to identify the Buyer as a legal entity or person.
type: string
enabled:
description: |
Whether the e-invoicing profile for the customer account is enabled.
If the following conditions are met, all billing documents for one account can be submitted to an e-invoicing service provider to be generated in electronic format:
- The account must be configured to generate e-invoice files for billing documents.
- The billing document must be in Posted status.
- A business region must be created for the billing country contact, and be linked to an e-invoicing service provider.
type: boolean
endpointId:
description: |
The Buyer's electronic address, to which the application-level response to the billing document might be delivered.
type: string
endpointSchemeId:
description: |
The identification scheme identifier of the Buyer’s electronic address.
type: string
taxRegisterNumber:
description: |
The Buyer's VAT identifier (also known as the Buyer's VAT identification number) or the local identification (defined by the Buyer’s address) of the Buyer for tax purposes, or a reference that enables the Buyer to state the registered tax status.
type: string
title: einvoiceProfile
type: object
- $ref: '#/components/schemas/EinvoiceObjectCustomFields'
GETAccountCurrencyMetricsType:
allOf:
- properties:
balance:
description: |
The total balance in this currency.
type: string
contractedMrr:
description: |
The future expected Monthly Recurring Revenue (MRR) in this currency, accounting for future upgrades, downgrades, upsells, and cancellations.
format: decimal
type: string
currency:
description: |
The currency that metrics are aggregated based on.
type: string
reservedPaymentAmount:
description: |
The reserved payment amount of the customer account in this currency. For more information, see Prepaid Cash with Drawdown.
format: decimal
type: string
totalDebitMemoBalance:
description: |
The total balance of all posted debit memos in this currency.
**Note:** This field is only available if you have Invoice Settlement enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see Invoice Settlement Enablement and Checklist Guide for more information.
format: decimal
type: string
totalInvoiceBalance:
description: |
The total balance of all posted invoices in this currency.
format: decimal
type: string
unappliedCreditMemoAmount:
description: |
The total unapplied amount of all posted credit memos in this currency.
format: decimal
type: string
unappliedPaymentAmount:
description: |
The total unapplied amount of all posted payments in this currency.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
format: decimal
type: string
type: object
title: metricsData
GetAccountTypeShipToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Full country name. This field does not contain the ISO-standard abbreviation of the country name.
type: string
nullable: true
county:
description: 'County; 32 characters or less. Zuora tax uses this information to calculate county taxation. '
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
id:
description: ID of the person who bought the subscription associated with the account, 32 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact.
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
maxLength: 80
state:
description: |
Full state name. This field does not contain the ISO-standard abbreviation of the state name.
type: string
taxRegion:
description: |
A region string, defined in your Zuora tax rules.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for ship-to contact information. Uses the same field structure as billToContact.
title: Contact
GETAccountTypeSoldToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Full country name. This field does not contain the ISO-standard abbreviation of the country name.
type: string
nullable: true
county:
description: 'County; 32 characters or less. Zuora tax uses this information to calculate county taxation. '
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
id:
description: ID of the person who bought the subscription associated with the account, 32 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact.
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
maxLength: 80
state:
description: |
Full state name. This field does not contain the ISO-standard abbreviation of the state name.
type: string
taxRegion:
description: |
A region string, defined in your Zuora tax rules.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for sold-to contact information. Uses the same field structure as billToContact.
title: Contact
PUTAccountType:
allOf:
- properties:
additionalEmailAddresses:
description: |
A list of additional email addresses to receive email notifications. Use commas to separate email addresses.
items:
type: string
type: array
autoPay:
description: |
Whether future payments are to be automatically billed when they are due.
type: boolean
batch:
description: |
The alias name given to a batch. A string of 50 characters or
less.
**Note**: By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.
type: string
billCycleDay:
description: |
Sets the bill cycle day (BCD) for the charge. The BCD determines
which day of the month the customer is billed. Values: Any activated system-defined bill cycle day (`1`-`31`)
maxLength: 2
type: integer
billToContact:
$ref: '#/components/schemas/PUTAccountTypeBillToContact'
billToContactId:
description: |
The ID of a contact that will be the bill-to contact of the current account.
type: string
communicationProfileId:
description: |
The ID of the communication profile that this account is linked to.
You can provide either or both of the `communicationProfileId` and `profileNumber` fields.
If both are provided, the request will fail if they do not refer to the same communication profile.
type: string
creditMemoTemplateId:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
The unique ID of the credit memo template, configured in **Billing Settings** > **Manage Billing Document Configuration** through the Zuora UI. For example, 2c92c08a6246fdf101626b1b3fe0144b.
type: string
crmId:
description: |
CRM account ID for the account, up to 100 characters.
type: string
customerServiceRepName:
description: |
Name of the account’s customer service representative, if applicable.
maxLength: 50
type: string
debitMemoTemplateId:
description: |
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
The unique ID of the debit memo template, configured in **Billing Settings** > **Manage Billing Document Configuration** through the Zuora UI. For example, 2c92c08d62470a8501626b19d24f19e2.
type: string
defaultPaymentMethodId:
description: |
ID of the default payment method for the account.
Values: a valid ID for an existing payment method.
maxLength: 64
type: string
einvoiceProfile:
$ref: '#/components/schemas/PUTAccountEinvoiceProfile'
gatewayRoutingEligible:
default: false
description: |
Indicates whether to include the applicable billing accounts to gateway routing for controlled adoption.
type: boolean
invoiceDeliveryPrefsEmail:
description: |
Whether the customer wants to receive invoices through email.
The default value is `false`.
type: boolean
invoiceDeliveryPrefsPrint:
description: |
Whether the customer wants to receive printed invoices, such as through postal mail.
The default value is `false`.
type: boolean
invoiceTemplateId:
description: |
Invoice template ID, configured in Billing Settings in the Zuora UI.
type: string
name:
description: |
Account name, up to 255 characters.
type: string
notes:
description: |
A string of up to 65,535 characters.
type: string
parentId:
description: Identifier of the parent customer account for this Account object. The length is 32 characters. Use this field if you have Customer Hierarchy enabled.
type: string
partnerAccount:
default: false
description: |
Whether the customer account is a partner, distributor, or reseller.
You can set this field to `true` if you have business with distributors or resellers, or operating in B2B model to manage numerous subscriptions through concurrent API requests. After this field is set to `true`, the calculation of account metrics is performed asynchronously during operations such as subscription creation, order changes, invoice generation, and payments.
**Note**: This field is available only if you have the Reseller Account feature enabled.
type: boolean
paymentGateway:
description: |
The name of the payment gateway instance. If null or left unassigned, the Account will use the Default Gateway.
type: string
paymentTerm:
description: Payment terms for this account. Possible values are `Due Upon Receipt`, `Net 30`, `Net 60`, `Net 90`.
type: string
profileNumber:
description: |
The number of the communication profile that this account is linked to.
You can provide either or both of the `communicationProfileId` and `profileNumber` fields.
If both are provided, the request will fail if they do not refer to the same communication profile.
type: string
purchaseOrderNumber:
description: The purchase order number provided by your customer for services, products, or both purchased.
type: string
salesRep:
description: The name of the sales representative associated with this account, if applicable. Maximum of 50 characters.
type: string
sequenceSetId:
description: |
The ID of the billing document sequence set to assign to the customer account.
The billing documents to generate for this account will adopt the prefix and starting document number configured in the sequence set.
If a customer account has no assigned billing document sequence set, billing documents generated for this account adopt the prefix and starting document number from the default sequence set.
type: string
nullable: true
shipToContact:
$ref: '#/components/schemas/UpdateAccountShipToContact'
shipToContactId:
description: |
The ID of a contact that will be the ship-to contact of the current account.
type: string
soldToContact:
$ref: '#/components/schemas/PUTAccountTypeSoldToContact'
soldToContactId:
description: |
The ID of a contact that will be the sold-to contact of the current account.
type: string
tagging:
description: ''
type: string
summaryStatementTemplateId:
description: |
The summary statement template ID or number. When a user attempts to generate a summary statement from the "Account Summary Statement" screen, the system utilizes this template to produce the PDF.
type: string
taxInfo:
description: |
Container for tax exempt information, used to establish the tax exempt status of a customer account.
properties:
VATId:
description: |
EU Value Added Tax ID.
**Note:** This feature is in Limited Availability. If you wish to have access to the feature, submit a request at [Zuora Global Support](https://support.zuora.com).
type: string
companyCode:
description: |
Unique code that identifies a company account in Avalara. Use this field to calculate taxes based on origin and sold-to addresses in Avalara.
**Note:** This feature is in Limited Availability. If you wish to have access to the feature, submit a request at [Zuora Global Support](https://support.zuora.com).
type: string
exemptCertificateId:
description: |
ID of the customer tax exemption certificate. Requires Zuora Tax.
type: string
exemptCertificateType:
description: |
Type of tax exemption certificate that the customer holds. Requires Zuora Tax.
type: string
exemptDescription:
description: |
Description of the tax exemption certificate that the customer holds. Requires Zuora Tax.
type: string
exemptEffectiveDate:
description: |
Date when the customer tax exemption starts. Requires Zuora Tax.
Format: `yyyy-mm-dd`. Defaults to the current date.
format: date
type: string
exemptEntityUseCode:
description: |
A unique entity use code to apply exemptions in Avalara AvaTax.
This account-level field is required only when you choose Avalara as your tax engine. See [Exempt Transactions](https://developer.avalara.com/avatax/handling-tax-exempt-customers/)for more details.
maxLength: 64
type: string
exemptExpirationDate:
description: |
Date when the customer tax exemption expires. Requires Zuora Tax.
Format: `yyyy-mm-dd`. Defaults to the current date.
format: date
type: string
exemptIssuingJurisdiction:
description: |
Jurisdiction in which the customer tax exemption certificate was issued.
type: string
exemptStatus:
description: |
Status of the account tax exemption. Requires Zuora Tax.
Required if you use Zuora Tax. This field is unavailable if Zuora Tax is not used.
Values: `Yes`, `No`(default), `pendingVerification`. Note that the value will be set to `No` if no input.
type: string
type: object
type: object
- $ref: '#/components/schemas/AccountObjectNSFields'
- $ref: '#/components/schemas/AccountObjectCustomFields'
example:
billCycleDay: 1
PUTAccountTypeBillToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Country; must be a valid country name or abbreviation. If using Zuora Tax, you must specify a country in the sold-to contact to calculate tax. A bill-to contact may be used if no sold-to contact is provided.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
format: email
maxLength: 80
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region. If using Zuora Tax, be aware that Zuora Tax requires a state (in the US) or province (in Canada) in this field for the sold-to contact to calculate tax, and that a bill-to contact may be used if no sold-to contact is provided.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for bill-to contact information for this account.
title: Contact
PUTAccountEinvoiceProfile:
allOf:
- properties:
businessCategory:
description: |
The high-level category of the business.
type: string
enum:
- B2B
- B2C
- B2G
businessName:
description: 'Legal Business Name. The full formal name by which the Buyer is registered with the relevant legal authority. '
maxLength: 255
type: string
businessNumber:
description: 'Buyer legal registration identifier. An identifier issued by an official registrar that identifies the Buyer as a legal entity or person. GSTIN of buyer for India. '
type: string
businessNumberSchemeId:
description: 'Business Number Schema Id. The identification scheme identifier of the Buyer legal registration identifier. '
type: string
enabled:
description: 'Enable e-invoice for the account. All invoices generated from this account can be submitted to generate e-invoices when invoices meet the conditions: A business region must be created for the billing country contact, and it must be linked to a service provider. The account must be enabled to generate e-invoices. The invoice must be in the "Posted" status. '
type: boolean
endpointId:
description: |
Buyer electronic address.Identifies the Buyer's electronic address to which the invoice is delivered.
type: string
endpointSchemeId:
description: 'Buyer electronic address identification scheme identifier. '
type: string
taxRegisterNumber:
description: |
Buyer VAT identifier. The Buyer's VAT identifier (also known as Buyer VAT identification number).
type: string
type: object
- $ref: '#/components/schemas/EinvoiceObjectCustomFields'
description: |
Container for profile information for this account.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
title: einvoiceProfile
UpdateAccountShipToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Country; must be a valid country name or abbreviation.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
format: email
maxLength: 80
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for optional ship-to contact.
title: Contact
PUTAccountTypeSoldToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Country; must be a valid country name or abbreviation. If using Zuora Tax, you must specify a country in the sold-to contact to calculate tax. A bill-to contact may be used if no sold-to contact is provided.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
type: string
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
type: string
format: email
maxLength: 80
state:
description: |
State; must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region. If using Zuora Tax, be aware that Zuora Tax requires a state (in the US) or province (in Canada) in this field for the sold-to contact to calculate tax, and that a bill-to contact may be used if no sold-to contact is provided.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for optional sold-to contact.
title: Contact
GETAccountPaymentMethodType:
allOf:
- properties:
defaultPaymentMethodId:
description: |
ID of the default payment method for the account.
type: string
paymentGateway:
description: |
The name of the payment gateway instance. If null or left unassigned, the Account will use the Default Gateway.
type: string
returnedPaymentMethodType:
description: |
Container for a specific type of payment method on the customer account. For example, `creditcard`, `debitcard`, `creditcardreferencetransaction`, `ach`, etc. Each `returnedPaymentMethodType` array contains one or more payment methods of that payment method type.
**Note:** The response could return more than one payment method type arrays. See **Response samples** as an example.
items:
$ref: '#/components/schemas/GETPaymentMethodResponseForAccount'
title: Payment Method Type
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
- $ref: '#/components/schemas/CustomAccountPaymentMethod'
GETPaymentMethodResponseForAccount:
allOf:
- properties:
accountHolderInfo:
$ref: '#/components/schemas/GETAccountPMAccountHolderInfo'
accountVerificationService:
description: |
Displays the name of the service provider. For example, Plaid.
type: string
accountVerificationStatus:
description: |
Displays the status of the account.
**Note:**
- `Active` - Access token is active.
- `Expired` - Access token has expired and must be linked again.
- `Expiring` - Access token will expire in few days(7 days for Plaid) and must be linked again
- `Inactive` - The end customer has revoked the account pemission. The end customer can login again and select the same method for the access token to be linked again.
enum:
- Active
- Expired
- Expiring
- Inactive
type: string
bankIdentificationNumber:
description: |
The first six or eight digits of the payment method's number, such as the credit card number or account number. Banks use this number to identify a payment method.
type: string
createdBy:
description: ID of the user who created this payment method.
type: string
createdOn:
description: |
The date and time when the payment method was created, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
creditCardMaskNumber:
description: |
The masked credit card number, such as:
```
*********1112
```
**Note:** This field is only returned for Credit Card Reference Transaction payment type.
type: string
creditCardType:
description: |
The type of the credit card or debit card.
Possible values include `Visa`, `MasterCard`, `AmericanExpress`, `Discover`, `JCB`, and `Diners`. For more information about credit card types supported by different payment gateways, see [Supported Payment Gateways](https://knowledgecenter.zuora.com/CB_Billing/M_Payment_Gateways/Supported_Payment_Gateways).
**Note:** This field is only returned for the Credit Card and Debit Card payment types.
type: string
deviceSessionId:
description: |
The session ID of the user when the `PaymentMethod` was created or updated.
type: string
existingMandate:
description: |
Indicates whether the mandate is an existing mandate.
enum:
- 'Yes'
- 'No'
type: string
id:
description: |
The payment method ID.
type: string
ipAddress:
description: |
The IP address of the user when the payment method was created or updated.
type: string
isDefault:
description: |
Indicates whether this payment method is the default payment method for the account.
type: boolean
lastFailedSaleTransactionDate:
description: |
The date of the last failed attempt to collect payment with this payment method.
format: date-time
type: string
lastTransaction:
description: ID of the last transaction of this payment method.
type: string
lastTransactionTime:
description: The time when the last transaction of this payment method happened.
format: date-time
type: string
mandateInfo:
$ref: '#/components/schemas/POSTAccountPMMandateInfo'
maxConsecutivePaymentFailures:
description: |
The number of allowable consecutive failures Zuora attempts with the payment method before stopping.
type: integer
numConsecutiveFailures:
description: |
The number of consecutive failed payments for this payment method. It is reset to `0` upon successful payment.
format: int32
type: integer
paymentRetryWindow:
description: |
The retry interval setting, which prevents making a payment attempt if the last failed attempt was within the last specified number of hours.
type: integer
secondTokenId:
description: |
A gateway unique identifier that replaces sensitive payment method data.
**Note:** This field is only returned for the Credit Card Reference Transaction payment type.
type: string
status:
description: |
The status of the payment method.
enum:
- Active
- Closed
- Scrubbed
type: string
tokenId:
description: |
A gateway unique identifier that replaces sensitive payment method data or represents a gateway's unique customer profile.
**Note:** This field is only returned for the Credit Card Reference Transaction payment type.
type: string
totalNumberOfErrorPayments:
description: |
The number of error payments that used this payment method.
format: int32
type: integer
totalNumberOfProcessedPayments:
description: |
The number of successful payments that used this payment method.
format: int32
type: integer
type:
description: |
The type of the payment method.
type: string
enum:
- CreditCard
- CreditCardReferenceTransaction
- ACH
- SEPA
- Betalingsservice
- Autogiro
- Bacs
- Becs
- Becsnz
- PAD
- PayPalCP
- PayPalEC
- PayPalNativeEC
- PayPalAdaptive
- AdyenApplePay
- AdyenGooglePay
- GooglePay
updatedBy:
description: ID of the user who made the last update to this payment method.
type: string
updatedOn:
description: |
The last date and time when the payment method was updated, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
useDefaultRetryRule:
description: |
Indicates whether this payment method uses the default retry rules configured in the Zuora Payments settings.
type: boolean
type: object
- $ref: '#/components/schemas/PaymentMethodObjectCustomFieldsForAccount'
- $ref: '#/components/schemas/GETPaymentMethodResponseBankTransferForAccount'
- $ref: '#/components/schemas/GETPaymentMethodResponseACHForAccount'
- $ref: '#/components/schemas/GETPaymentMethodResponseCreditCardForAccount'
- $ref: '#/components/schemas/GETPaymentMethodResponsePayPalForAccount'
- $ref: '#/components/schemas/GETPaymentMethodResponseGooglePayForAccount'
- $ref: '#/components/schemas/GETPaymentMethodResponseApplePayForAccount'
CustomAccountPaymentMethod:
additionalProperties:
description: |
Container for custom payment methods created through the [Open Payment Method](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/MB_Set_up_custom_payment_gateways_and_payment_methods) service.
**Note:** The response could return more than one custom payment methods.
title: Custom Payment Method
type: object
description: |
Container for custom payment methods created through the [Open Payment Method](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/MB_Set_up_custom_payment_gateways_and_payment_methods) service.
**Note:** The response could return more than one custom payment methods.
title: CustomPaymentMethod
type: object
GETAccountPMAccountHolderInfo:
description: |
The account holder information.
properties:
accountHolderName:
description: |
The full name of the account holder.
maxLength: 60
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
type: string
country:
description: |
The country where the account holder stays.
When creating a payment method through a translated UI or Payment Page, a country name in a translated language might be selected. Regardless of the country texts selected when creating the payment method, only the supported country name returns in this field. For a complete list of supported country names, see View countries or regions. Internationalization is not supported for the API field value.
type: string
nullable: true
email:
description: |
The email address of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
title: accountHolderInfo
type: object
POSTAccountPMMandateInfo:
description: |
The mandate information for the Credit Card, Apple Pay, Google Pay, Credit Card Reference Transaction, ACH, or Bank Transfer payment method.
The following mandate fields are common to all supported payment methods:
* `mandateId`
* `mandateReason`
* `mandateStatus`
The following mandate fields are specific to the ACH and Bank Transfer payment methods:
* `mandateReceivedStatus`
* `existingMandateStatus`
* `mandateCreationDate`
* `mandateUpdateDate`
The following mandate fields are specific to the Credit Card, Apple Pay, and Google Pay payment methods:
* `mitTransactionId`
* `mitProfileAgreedOn`
* `mitConsentAgreementRef`
* `mitConsentAgreementSrc`
* `mitProfileType`
* `mitProfileAction`
properties:
existingMandateStatus:
description: |
Indicates whether the mandate is an existing mandate.
enum:
- 'Yes'
- 'No'
type: string
mandateCreationDate:
description: |
The date on which the mandate was created.
format: date
type: string
mandateId:
description: |
The mandate ID.
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
type: string
mandateReceivedStatus:
description: |
Indicates whether the mandate is received from the gateway
enum:
- 'Yes'
- 'No'
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
type: string
mandateUpdateDate:
description: |
The date on which the mandate was updated.
format: date
type: string
mitConsentAgreementRef:
description: |
Reference for the consent agreement that you have established with the customer.
type: string
mitConsentAgreementSrc:
description: |
Required if you set the `mitProfileAction` field. Specify how the consent agreement has been established with the customer. The allowed value is `External`. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `External` set to this field.
enum:
- External
type: string
mitProfileAction:
description: |
Specifies how Zuora creates and activates the stored credential profile. Only applicable if you set the `status` field to `Active`.
* `Activate` (default) - Use this value if you are creating the stored credential profile after receiving the customer's consent.
Zuora will create the stored credential profile then send a cardholder-initiated transaction (CIT) to the payment gateway to validate the stored credential profile. If the CIT succeeds, the status of the stored credential profile will be `Active`. If the CIT does not succeed, Zuora will not create a stored credential profile.
If the payment gateway does not support the stored credential transaction framework, the status of the stored credential profile will be `Agreed`.
* `Persist` - Use this value if the stored credential profile represents a stored credential profile in an external system. The status of the payment method's stored credential profile will be `Active`.
If you do not specify this field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Activate` set to this field.
enum:
- Activate
- Persist
type: string
mitProfileAgreedOn:
description: |
The date on which the stored credential profile is agreed. The date format is `yyyy-mm-dd`.
format: date
type: string
mitProfileType:
description: |
Indicates the type of the stored credential profile. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Recurring` set to this field.
type: string
mitTransactionId:
description: |
Specifies the ID of the transaction. Only applicable if you set the `mitProfileAction` field to `Persist`.
maxLength: 128
type: string
title: mandateInfo
type: object
PaymentMethodObjectCustomFieldsForAccount:
additionalProperties:
description: |
Custom fields of the payment method. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a payment method object.
title: paymentMethodFieldsCustom
type: object
GETPaymentMethodResponseBankTransferForAccount:
properties:
IBAN:
description: |
The International Bank Account Number used to create the SEPA payment method. The value is masked.
type: string
accountNumber:
description: |
The number of the customer's bank account and it is masked.
type: string
bankCode:
description: |
The sort code or number that identifies the bank. This is also known as the sort code.
type: string
bankTransferType:
description: |
The type of the Bank Transfer payment method. For example, `SEPA`.
type: string
branchCode:
description: |
The branch code of the bank used for Direct Debit.
type: string
businessIdentificationCode:
description: |
The BIC code used for SEPA. The value is masked.
type: string
identityNumber:
description: |
The identity number of the account holder or the cardholder.
type: string
type: object
GETPaymentMethodResponseACHForAccount:
properties:
bankABACode:
description: |
The nine-digit routing number or ABA number used by banks. This field is only required if the `type` field is set to `ACH`.
type: string
bankAccountName:
description: |
The name of the account holder, which can be either a person or a company. This field is only required if the `type` field is set to `ACH`.
type: string
type: object
GETPaymentMethodResponseCreditCardForAccount:
properties:
cardNumber:
description: |
The masked credit card number.
When `cardNumber` is `null`, the following fields will not be returned:
- `expirationMonth`
- `expirationYear`
- `accountHolderInfo`
type: string
expirationMonth:
description: |
One or two digits expiration month (1-12).
type: integer
expirationYear:
description: |
Four-digit expiration year.
type: integer
securityCode:
description: |
The CVV or CVV2 security code for the credit card or debit card.
Only required if changing expirationMonth, expirationYear, or cardHolderName.
To ensure PCI compliance, this value isn''t stored and can''t be queried.
type: string
type: object
GETPaymentMethodResponsePayPalForAccount:
properties:
BAID:
description: |
ID of a PayPal billing agreement. For example, I-1TJ3GAGG82Y9.
type: string
email:
description: |
Email address associated with the PayPal payment method.
type: string
preapprovalKey:
description: |
The PayPal preapproval key.
type: string
type: object
GETPaymentMethodResponseGooglePayForAccount:
properties:
googleBIN:
description: |
This field is only available for Google Pay payment methods.
type: string
googleCardNumber:
description: |
This field is only available for Google Pay payment methods.
type: string
googleCardType:
description: |
This field is only available for Google Pay payment methods.
For Google Pay payment methods on Adyen, the first 100 characters of [paymentMethodVariant](https://docs.adyen.com/development-resources/paymentmethodvariant) returned from Adyen are stored in this field.
type: string
googleExpiryDate:
description: |
This field is only available for Google Pay payment methods.
type: string
googleGatewayToken:
description: |
This field is only available for Google Pay payment methods.
type: string
type: object
GETPaymentMethodResponseApplePayForAccount:
properties:
appleBIN:
description: |
This field is only available for Apple Pay payment methods.
type: string
appleCardNumber:
description: |
This field is only available for Apple Pay payment methods.
type: string
appleCardType:
description: |
This field is only available for Apple Pay payment methods.
For Apple Pay payment methods on Adyen, the first 100 characters of [paymentMethodVariant](https://docs.adyen.com/development-resources/paymentmethodvariant) returned from Adyen are stored in this field.
type: string
appleExpiryDate:
description: |
This field is only available for Apple Pay payment methods.
type: string
appleGatewayToken:
description: |
This field is only available for Apple Pay payment methods.
type: string
type: object
GetCascadingPaymentMethodsConfigurationResponse:
properties:
consent:
type: boolean
description: |
`true` indicates the consent from your customer to use the Cascading Payment Method feature was collected. `false` indicates the consent was not collected and the Cascading Payment Method feature is not enabled.
priorities:
type: array
description: |
Container for the priority configuration of payment methods.
items:
type: object
properties:
paymentMethodId:
type: string
description: |
The ID of a payment method.
nullable: true
order:
type: integer
minimum: 1
description: |
The order of the payment method in the priority list. For example, `1` indicates the payment method is the first one in the priority list, and `2` indicates it is the second.
The first payment method in the priority list is the default payment method of the customer account.
title: priority
success:
type: boolean
description: |
Indicates whether the call succeeded.
type: object
PutCascadingPaymentMethodsConfigurationRequest:
properties:
consent:
type: boolean
description: |
`true` indicates that you have collected consent from your customer to use the Cascading Payment Method feature. `false` indicates the consent was not collected and the Cascading Payment Method feature is not enabled.
The `priorities` field can be specified only if `consent` is `true`.
priorities:
type: array
description: |
Container for the priority configuration of payment methods. You can add up to three payment methods to this container. For more information, see Cascade payment methods.
`priorities` is required if `consent` is `true`.
items:
type: object
properties:
paymentMethodId:
type: string
description: |
The ID of a payment method.
order:
type: integer
minimum: 1
description: |
The order of the payment method in the priority list. For example, `1` indicates the payment method is the first one in the priority list, and `2` indicates it is the second.
The first payment method in the priority list will be the default payment method of the customer account.
required:
- paymentMethodId
- order
title: priority
type: object
example:
consent: true
priorities:
- paymentMethodId: 2c92c0f95be68649015bf14e001f2760
order: 1
- paymentMethodId: 2c92c0f95be68649015bf14e001f2761
order: 2
- paymentMethodId: 2c92c0f95be68649015bf14e001f2762
order: 3
GETAccountSummaryType:
properties:
basicInfo:
$ref: '#/components/schemas/GETAccountSummaryTypeBasicInfo'
billToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeBillToContact'
invoices:
description: |
Container for invoices. Only returns the last 6 invoices.
items:
$ref: '#/components/schemas/GETAccountSummaryInvoiceType'
type: array
payments:
description: |
Container for payments. Only returns the last 6 payments.
items:
$ref: '#/components/schemas/GETAccountSummaryPaymentType'
type: array
shipToContact:
$ref: '#/components/schemas/GetAccountSummaryTypeShipToContact'
soldToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeSoldToContact'
subscriptions:
description: |
Container for subscriptions.
items:
$ref: '#/components/schemas/GETAccountSummarySubscriptionType'
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
taxInfo:
description: |
Container for tax exempt information, used to establish the tax exempt status of a customer account.
properties:
VATId:
description: |
EU Value Added Tax ID.
type: string
companyCode:
description: |
Unique code that identifies a company account in Avalara.
type: string
exemptCertificateId:
description: |
ID of the customer tax exemption certificate.
type: string
exemptCertificateType:
description: |
Type of tax exemption certificate that the customer holds.
type: string
exemptDescription:
description: |
Description of the tax exemption certificate that the customer holds.
type: string
exemptEffectiveDate:
description: |
Date when the customer tax exemption starts.
format: date
type: string
exemptEntityUseCode:
description: |
A unique entity use code to apply exemptions in Avalara AvaTax.
This account-level field is required only when you choose Avalara as your tax engine. See [Exempt Transactions](https://developer.avalara.com/avatax/handling-tax-exempt-customers/)for more details.
maxLength: 64
type: string
exemptExpirationDate:
description: |
Date when the customer tax exemption expires.
format: date
type: string
exemptIssuingJurisdiction:
description: |
Jurisdiction in which the customer tax exemption certificate was issued.
type: string
exemptStatus:
description: |
Status of the account tax exemption.
type: string
type: object
usage:
description: |
Container for usage data. Only returns the last 6 months of usage.
**Note:** If the Active Rating feature is enabled, no usage data is returned in the response body field.
items:
$ref: '#/components/schemas/GETAccountSummaryUsageType'
type: array
type: object
GETAccountSummaryTypeBasicInfo:
allOf:
- properties:
accountNumber:
description: |
Account number.
type: string
additionalEmailAddresses:
description: |
A list of additional email addresses to receive email notifications.
items:
type: string
type: array
autoPay:
description: |
Whether future payments are automatically collected when they are due during a payment run.
type: boolean
balance:
description: |
Current outstanding balance.
format: decimal
type: string
batch:
description: |
The alias name given to a batch. A string of 50 characters or less.
type: string
billCycleDay:
description: |
Billing cycle day (BCD), the day of the month when a bill run generates invoices for the account.
type: string
currency:
description: |
A currency as defined in Billing Settings in the Zuora UI.
type: string
defaultPaymentMethod:
description: |
Information of the default payment method for the account.
properties:
creditCardExpirationMonth:
description: |
Two-digit numeric card expiration month as `mm`.
type: string
creditCardExpirationYear:
description: |
Four-digit card expiration year as `yyyy`.
type: string
creditCardNumber:
description: |
Credit card number, 16 characters or less, displayed in masked format (e.g., ************1234).
type: string
creditCardType:
description: |
The type of the credit card.
Possible values include `Visa`, `MasterCard`, `AmericanExpress`, `Discover`, `JCB`, and `Diners`. For more information about credit card types supported by different payment gateways, see [Supported Payment Methods](https://knowledgecenter.zuora.com/Zuora_Central/Billing_and_Payments/L_Payment_Methods/Supported_Payment_Methods).
type: string
id:
description: |
ID of the default payment method associated with this account.
type: string
paymentMethodType:
description: |
Type of the payment method. For non-Credit-Card payment methods, only the `id` and `paymentMethodType` fields are returned.
type: string
enum:
- CreditCard
- CreditCardReferenceTransaction
- ACH
- BankTransfer
- PayPal
- AdyenApplePay
- AdyenGooglePay
- GooglePay
type: object
id:
description: |
Account ID.
type: string
invoiceDeliveryPrefsEmail:
description: |
Whether the customer wants to receive invoices through email.
type: boolean
invoiceDeliveryPrefsPrint:
description: |
Whether the customer wants to receive printed invoices, such as through postal mail.
type: boolean
lastInvoiceDate:
description: |
Date of the most recent invoice for the account; null if no invoice has ever been generated.
format: date
type: string
lastMetricsUpdate:
description: |
The date and time when account metrics are last updated, if the account is a partner account.
**Note**:
- This field is available only if you have the Reseller Account feature enabled.
- If you have the Reseller Account feature enabled, and set the `partnerAccount` field to `false` for an account, the value of the `lastMetricsUpdate` field is automatically set to `null` in the response.
- If you ever set the `partnerAccount` field to `true` for an account, the value of `lastMetricsUpdate` field is the time when the account metrics are last updated.
format: date-time
type: string
lastPaymentAmount:
description: |
Amount of the most recent payment collected for the account; null if no payment has ever been collected.
format: decimal
type: string
lastPaymentDate:
description: |
Date of the most recent payment collected for the account. Null if no payment has ever been collected.
format: date
type: string
name:
description: |
Account name.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
partnerAccount:
description: |
Whether the customer account is a partner, distributor, or reseller.
**Note**: This field is available only if you have the Reseller Account feature enabled.
type: boolean
paymentMethodCascadingConsent:
description: |
`true` indicates the consent from your customer to use the Cascading Payment Method feature was collected.
`false` indicates the consent was not collected and the Cascading Payment Method feature is not enabled.
type: boolean
purchaseOrderNumber:
description: The purchase order number provided by your customer for services, products, or both purchased.
type: string
status:
description: |
Account status; possible values are: `Active`, `Draft`, `Canceled`.
type: string
tags:
description: ''
type: string
type: object
- $ref: '#/components/schemas/AccountObjectNSFields'
- $ref: '#/components/schemas/AccountObjectCustomFields'
description: |
Container for basic information about the account.
title: basicInfo
GETAccountSummaryTypeBillToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Full country name. This field does not contain the ISO-standard abbreviation of the country name.
type: string
nullable: true
county:
description: 'County; 32 characters or less. Zuora Tax uses this information to calculate county taxation. '
type: string
nullable: true
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
id:
description: |
Contact ID.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
state:
description: |
Full state name. This field does not contain the ISO-standard abbreviation of the state name.
type: string
taxRegion:
description: |
A region string, defined in your Zuora tax rules.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for bill-to contact information.
**Notes**:
- If the bill-to contact is specified on the subscription, its value is populated in this field. For more information about how to specify the bill-to contact on the subscription, see Overview of Flexible Billing Attributes.
- If the bill-to contact is not specified on the subscription, the bill-to contact on the invoice owner account will be populated in this field.
title: Contact
GETAccountSummaryInvoiceType:
properties:
amount:
description: |
Invoice amount before adjustments, discounts, and similar items.
type: number
balance:
description: |
Balance due on the invoice.
format: decimal
type: string
dueDate:
description: |
Due date as `yyyy-mm-dd`.
format: date
type: string
id:
description: |
Invoice ID.
type: string
invoiceDate:
description: |
Invoice date as `yyyy-mm-dd`.
format: date
type: string
invoiceNumber:
description: |
Invoice number.
type: string
status:
description: |
Invoice status - not the payment status of the invoice, just the status of the invoice itself. Possible values are: `Posted`, `Draft`, `Canceled`, `Error`.
type: string
title: invoices
type: object
GETAccountSummaryPaymentType:
properties:
effectiveDate:
description: |
Effective date as `yyyy-mm-dd`.
format: date
type: string
id:
description: |
Payment ID.
type: string
paidInvoices:
description: |
Container for paid invoices for this subscription.
items:
$ref: '#/components/schemas/GETAccountSummaryPaymentInvoiceType'
type: array
paymentNumber:
description: |
Payment number.
type: string
paymentType:
description: |
Payment type; possible values are: `External`, `Electronic`.
type: string
status:
description: |
Payment status. Possible values are: `Draft`, `Processing`, `Processed`, `Error`, `Voided`, `Canceled`, `Posted`.
type: string
title: payments
type: object
GetAccountSummaryTypeShipToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Full country name. This field does not contain the ISO-standard abbreviation of the country name.
type: string
nullable: true
county:
description: 'County; 32 characters or less. Zuora Tax uses this information to calculate county taxation. '
type: string
nullable: true
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
id:
description: |
Contact ID.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
state:
description: |
Full state name. This field does not contain the ISO-standard abbreviation of the state name.
type: string
taxRegion:
description: |
A region string, defined in your Zuora tax rules.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for ship-to contact information.
**Notes**:
- If the ship-to contact is specified on the subscription, its value is populated in this field. For more information about how to specify the ship-to contact on the subscription, see Overview of Flexible Billing Attributes.
- If the ship-to contact is not specified on the subscription, the ship-to contact on the subscription owner account will be populated in this field.
title: Contact
GETAccountSummaryTypeSoldToContact:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
City, 40 characters or less.
type: string
country:
description: |
Full country name. This field does not contain the ISO-standard abbreviation of the country name.
type: string
nullable: true
county:
description: 'County; 32 characters or less. Zuora Tax uses this information to calculate county taxation. '
type: string
nullable: true
fax:
description: |
Fax phone number, 40 characters or less.
type: string
firstName:
description: |
First name, 100 characters or less.
type: string
id:
description: |
Contact ID.
type: string
lastName:
description: |
Last name, 100 characters or less.
type: string
state:
description: |
Full state name. This field does not contain the ISO-standard abbreviation of the state name.
type: string
taxRegion:
description: |
A region string, defined in your Zuora tax rules.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
type: string
zipCode:
description: |
Zip code, 20 characters or less.
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
description: |
Container for sold-to contact information.
**Notes**:
- If the sold-to contact is specified on the subscription, its value is populated in this field. For more information about how to specify the sold-to contact on the subscription, see Overview of Flexible Billing Attributes.
- If the sold-to contact is not specified on the subscription, the sold-to contact on the subscription owner account will be populated in this field.
title: Contact
GETAccountSummarySubscriptionType:
allOf:
- properties:
autoRenew:
description: |
If `true`, auto-renew is enabled. If `false`, auto-renew is disabled.
type: boolean
id:
description: |
Subscription ID.
type: string
initialTerm:
description: |
Duration of the initial subscription term in whole months.
type: string
ratePlans:
description: |
Container for rate plans for this subscription.
items:
$ref: '#/components/schemas/GETAccountSummarySubscriptionRatePlanType'
type: array
renewalTerm:
description: |
Duration of the renewal term in whole months.
type: string
status:
description: |
Subscription status; possible values are: `Draft`, `PendingActivation`, `PendingAcceptance`, `Active`, `Cancelled`, `Expired`.
type: string
subscriptionNumber:
description: |
Subscription Number.
type: string
subscriptionStartDate:
description: |
Subscription start date.
format: date
type: string
termEndDate:
description: |
End date of the subscription term. If the subscription is evergreen, this is either null or equal to the cancellation date, as appropriate.
format: date
type: string
termStartDate:
description: |
Start date of the subscription term. If this is a renewal subscription, this date is different than the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
title: subscriptions
GETAccountSummaryUsageType:
properties:
quantity:
description: |
Number of units used.
format: decimal
type: string
startDate:
description: |
The start date of a usage period as `yyyy-mm`. Zuora uses this field value to determine the usage date.
format: date
type: string
unitOfMeasure:
description: |
Unit by which consumption is measured, as configured in the Billing Settings section of the web-based UI.
type: string
title: usage
type: object
GETAccountSummarySubscriptionRatePlanType:
properties:
productId:
description: |
Product ID.
type: string
productName:
description: |
Product name.
type: string
productRatePlanId:
description: |
Product Rate Plan ID.
type: string
productSku:
description: ''
type: string
ratePlanName:
description: |
Rate plan name.
type: string
title: ratePlans
type: object
GETAccountSummaryPaymentInvoiceType:
properties:
appliedPaymentAmount:
description: |
Amount of payment applied to the invoice.
format: decimal
type: string
invoiceId:
description: |
Invoice ID.
type: string
invoiceNumber:
description: |
Invoice number.
type: string
title: paidInvoices
type: object
POSTContactType:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with the contact.
**Note**: When creating a contact, you must specify `accountNumber`, `accountId`, or both in the request body. If both fields are specified, they must correspond to the same account.
type: string
accountNumber:
description: |
The number of the customer account associated with the contact.
**Note**: When creating a contact, you must specify `accountNumber`, `accountId`, or both in the request body. If both fields are specified, they must correspond to the same account.
type: string
address1:
description: |
The first line of the contact's address, which is often a street address or business name.
maxLength: 255
type: string
address2:
description: |
The second line of the contact's address.
maxLength: 255
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
The city of the contact's address.
maxLength: 40
type: string
contactDescription:
description: |
A description for the contact.
maxLength: 100
type: string
country:
description: |
The country of the contact's address. Either a full name or an ISO code is supported.
maxLength: 64
type: string
county:
description: |
The county. May optionally be used by Zuora Tax to calculate county tax.
maxLength: 32
type: string
fax:
description: |
The contact's fax number.
maxLength: 40
type: string
firstName:
description: |
The contact's first name.
maxLength: 100
type: string
homePhone:
description: |
The contact's home phone number.
maxLength: 40
type: string
lastName:
description: |
The contact's last name.
maxLength: 100
type: string
mobilePhone:
description: |
The mobile phone number of the contact.
maxLength: 100
type: string
nickname:
description: |
A nickname for the contact.
maxLength: 100
type: string
otherPhone:
description: |
An additional phone number for the contact.
maxLength: 40
type: string
otherPhoneType:
description: |
The type of the additional phone number.
enum:
- Work
- Mobile
- Home
- Other
type: string
personalEmail:
description: |
The contact's personal email address.
maxLength: 80
type: string
format: email
state:
description: |
The state or province of the contact's address. Either a full name or an abbreviation code is supported.
maxLength: 40
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
maxLength: 32
type: string
workEmail:
description: |
The contact's business email address.
maxLength: 80
type: string
workPhone:
description: |
The contact's business phone number.
maxLength: 40
type: string
zipCode:
description: |
The zip code for the contact's address.
maxLength: 20
type: string
required:
- firstName
- lastName
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
example:
accountId: 6e767220676e6e61206776652075207570
accountNumber: A00000001
address1: 314, Bongora
address2: near Tech City
city: GHY
contactDescription: This is a description for the contact
country: India
fax: '6174'
firstName: Kuhi
homePhone: '1234123'
lastName: Das
mobilePhone: '123213'
nickname: Dorimi
otherPhone: '2314213'
otherPhoneType: Work
personalEmail: kuhiroll@example.com
state: Assam
zipCode: '123456'
ContactResponse:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with the contact.
type: string
accountNumber:
description: |
The number of the customer account associated with the contact.
type: string
address1:
description: |
The first line of the contact's address, which is often a street address or business name.
maxLength: 255
type: string
address2:
description: |
The second line of the contact's address.
maxLength: 255
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
The city of the contact's address.
maxLength: 40
type: string
contactDescription:
description: |
A description for the contact.
maxLength: 100
type: string
country:
description: |
The full country name of the contact's address.
maxLength: 64
type: string
county:
description: |
The county. May optionally be used by Zuora Tax to calculate county tax.
maxLength: 32
type: string
fax:
description: |
The contact's fax number.
maxLength: 40
type: string
firstName:
description: |
The contact's first name.
maxLength: 100
type: string
homePhone:
description: |
The contact's home phone number.
maxLength: 40
type: string
lastName:
description: |
The contact's last name.
maxLength: 100
type: string
mobilePhone:
description: |
The mobile phone number of the contact.
maxLength: 100
type: string
nickname:
description: |
A nickname for the contact.
maxLength: 100
type: string
otherPhone:
description: |
An additional phone number for the contact.
maxLength: 40
type: string
otherPhoneType:
description: |
The type of the additional phone number.
enum:
- Work
- Mobile
- Home
- Other
type: string
personalEmail:
description: |
The contact's personal email address.
maxLength: 80
type: string
state:
description: |
The full state or province name of the contact's address.
maxLength: 40
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
maxLength: 32
type: string
workEmail:
description: |
The contact's business email address.
maxLength: 80
type: string
workPhone:
description: |
The contact's business phone number.
maxLength: 40
type: string
zipCode:
description: |
The zip code for the contact's address.
maxLength: 20
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
PUTContactType:
allOf:
- properties:
address1:
description: |
The first line of the contact's address, which is often a street address or business name.
maxLength: 255
type: string
address2:
description: |
The second line of the contact's address.
maxLength: 255
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
The city of the contact's address.
maxLength: 40
type: string
contactDescription:
description: |
A description for the contact.
maxLength: 100
type: string
country:
description: |
The country of the contact's address. Either a full name or an ISO code is supported.
maxLength: 64
type: string
county:
description: |
The county. May optionally be used by Zuora Tax to calculate county tax.
maxLength: 32
type: string
fax:
description: |
The contact's fax number.
maxLength: 40
type: string
firstName:
description: |
The contact's first name.
maxLength: 100
type: string
homePhone:
description: |
The contact's home phone number.
maxLength: 40
type: string
lastName:
description: |
The contact's last name.
maxLength: 100
type: string
mobilePhone:
description: |
The mobile phone number of the contact.
maxLength: 100
type: string
nickname:
description: |
A nickname for the contact.
maxLength: 100
type: string
otherPhone:
description: |
An additional phone number for the contact.
maxLength: 40
type: string
otherPhoneType:
description: |
The type of the additional phone number.
enum:
- Work
- Mobile
- Home
- Other
type: string
personalEmail:
description: |
The contact's personal email address.
maxLength: 80
type: string
state:
description: |
The state or province of the contact's address. Either a full name or an abbreviation code is supported.
maxLength: 40
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
maxLength: 32
type: string
workEmail:
description: |
The contact's business email address.
maxLength: 80
type: string
workPhone:
description: |
The contact's business phone number.
maxLength: 40
type: string
zipCode:
description: |
The zip code for the contact's address.
maxLength: 20
type: string
type: object
- $ref: '#/components/schemas/ContactObjectCustomFields'
example:
address1: new Address
city: Mumbai
contactDescription: This is the new Description
mobilePhone: 123213
zipCode: 123134
PUTTransferContact:
type: object
properties:
destinationAccountKey:
description: |
The ID or number of the destination account.
type: string
example:
destinationAccountKey: A00000135
GETContactSnapshotResponse:
allOf:
- properties:
address1:
description: |
The first line for the address of the contact, which is often a street address or business name.
type: string
address2:
description: |
The second line for the address of the contact, which is mostly the locality.
type: string
asBillTo:
description: |
Indicates whether the contact can be specified as a bill-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asShipTo:
description: |
Indicates whether the contact can be specified as a ship-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
asSoldTo:
description: |
Indicates whether the contact can be specified as a sold-to contact.
This field is available only if you have turned on the Ship To Contact feature. You can turn on the feature through the self-service interface for Feature Management.
type: boolean
city:
description: |
The city for the address of the contact.
type: string
contactId:
description: |
The Zuora ID of the contact who the snapshot belongs to.
type: string
country:
description: |
The country for the address of the contact.
type: string
nullable: true
county:
description: |
The county for the address of the contact. The field value might optionally be used by Zuora Tax to calculate county tax.
type: string
description:
description: |
A description of the contact.
type: string
fax:
description: |
The fax number of the contact.
format: number
type: string
firstName:
description: |
The first name of the contact.
type: string
homePhone:
description: |
The home phone number of the contact.
format: number
type: string
id:
description: |
The unique ID of the contact snapshot.
type: string
lastName:
description: |
The last name of the contact.
type: string
mobilePhone:
description: |
The mobile phone number of the contact.
format: number
type: string
nickname:
description: |
A nickname for the contact.
type: string
otherPhone:
description: |
An additional phone number for the contact.
type: string
otherPhoneType:
description: |
The type of the additional phone number.
enum:
- Work
- Mobile
- Home
- Other
type: string
personalEmail:
description: |
The personal email address of the contact.
type: string
maxLength: 80
postalCode:
description: |
The postal code for the address of the contact.
format: number
type: string
state:
description: |
The state or province for the address of the contact.
type: string
taxRegion:
description: |
If using Zuora Tax rules.
type: string
workEmail:
description: |
The business email address of the contact.
type: string
workPhone:
description: |
The business email address of the contact.
format: number
type: string
type: object
- $ref: '#/components/schemas/ContactSnapshotObjectCustomFields'
ContactSnapshotObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Contact Snapshot object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. For more information, see Manage custom fields.
description: |
Container for custom fields of a Contact Snapshot object.
title: contactSnapshotFieldsCustom
type: object
POSTSubscriptionPreviewType:
allOf:
- properties:
accountKey:
description: |
Customer account number or ID.
You must specify the account information either in this field or in the `previewAccountInfo` field with the following conditions:
* If you already have a customer account, specify the account number or ID in this field.
* If you do not have a customer account, provide account information in the `previewAccountInfo` field.
type: string
contractEffectiveDate:
description: |
Effective contract date for this subscription, as yyyy-mm-dd.
format: date
type: string
customerAcceptanceDate:
description: |
The date on which the services or products within a subscription have been accepted by the customer, as yyyy-mm-dd.
Default value is dependent on the value of other fields. See **Notes** section for more details.
format: date
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
includeExistingDraftDocItems:
description: |
Specifies whether to include draft invoice items in subscription previews.
Values are:
* `true` (default). Includes draft invoice items in the preview result.
* `false`. Excludes draft invoice items in the preview result.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
initialTerm:
description: |
Duration of the first term of the subscription, in whole months. If `termType` is `TERMED`, then this field is required, and the value must be greater than `0`. If `termType` is `EVERGREEN`, this field is ignored.
format: int64
type: integer
initialTermPeriodType:
description: |+
The period type of the initial term.
Supported values are:
* `Month`
* `Year`
* `Day`
* `Week`
The default period type is `Month`.
type: string
invoiceOwnerAccountKey:
description: |
Invoice owner account number or ID.
**Note:** This feature is in **Limited Availability**. If you wish to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/).
type: string
notes:
description: The notes for the subscription.
maxLength: 1000
type: string
previewAccountInfo:
$ref: '#/components/schemas/POSTSubscriptionPreviewTypePreviewAccountInfo'
previewType:
description: |
The type of preview you will receive.
**Note**: If your API minor version is earlier than `206.0` or you specify the `Zuora-Version` header for this request to `206.0` or earlier, the following values are supported for the `previewType` field:
- `InvoiceItem` (default)
- `ChargeMetrics`
- `InvoiceItemChargeMetrics`
enum:
- LegalDoc
- ChargeMetrics
- LegalDocChargeMetrics
type: string
default: LegalDoc
serviceActivationDate:
description: |
The date on which the services or products within a subscription have been activated and access has been provided to the customer, as yyyy-mm-dd.
Default value is dependent on the value of other fields. See **Notes** section for more details.
format: date
type: string
subscribeToRatePlans:
description: |
Container for one or more rate plans for this subscription.
items:
$ref: '#/components/schemas/POSTSrpCreateType'
type: array
targetDate:
description: |
Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd. Default is current date.
**Note:** This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
termStartDate:
description: |
The date on which the subscription term begins, as yyyy-mm-dd. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
required:
- termType
- contractEffectiveDate
- subscribeToRatePlans
type: object
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
example:
accountKey: 8ad09be48db5aba7018db604776d4854
contractEffectiveDate: '2024-07-01'
termType: TERMED
initialTerm: 12
subscribeToRatePlans:
- productRatePlanId: 8ad081dd9096ef9501909b40bb4e74a4
POSTSubscriptionPreviewResponseType:
properties:
chargeMetrics:
description: |
Container for charge metrics.
properties:
dmrr:
description: |
Change in monthly recurring revenue.
type: string
dtcv:
description: |
Change in total contract value.
type: string
mrr:
description: |
Monthly recurring revenue.
type: string
number:
description: |
The charge number of the subscription. Only available for update subscription.
type: string
originRatePlanId:
description: |
The origin rate plan ID. Only available for update subscription.
type: string
originalId:
description: |
The original rate plan charge ID. Only available for update subscription.
type: string
productRatePlanChargeId:
description: |
The product rate plan charge ID.
type: string
productRatePlanId:
description: |
The product rate plan ID.
type: string
tcv:
description: |
Total contract value.
type: string
type: object
contractedMrr:
description: |
Monthly recurring revenue of the subscription.
type: number
creditMemo:
description: |
Container for credit memos.
**Note:** This container is only available if you are on the latest Zuora API version or you set the `Zuora-Version` request header to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version), and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
properties:
amount:
description: Credit memo amount.
format: double
type: number
amountWithoutTax:
description: Credit memo amount minus tax.
format: double
type: number
creditMemoItems:
description: ''
items:
$ref: '#/components/schemas/POSTSubscriptionPreviewCreditMemoItemsType'
type: array
taxAmount:
description: Tax amount on the credit memo.
format: double
type: number
type: object
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
invoice:
description: |
Container for invoices.
**Note:** This field is only available if you set the Zuora REST API minor version to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version) in the request header. Also, the response structure is changed and the following invoice related response fields are moved to this **invoice** container:
* amount
* amountWithoutTax
* taxAmount
* invoiceItems
properties:
amount:
description: Invoice amount.
type: number
amountWithoutTax:
description: |
Invoice amount minus tax.
type: number
invoiceItems:
description: |
Container for invoice items.
items:
$ref: '#/components/schemas/POSTSubscriptionPreviewInvoiceItemsType'
type: array
targetDate:
description: |
Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd. Default is current date.
**Note:** This field is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header.
type: string
taxAmount:
description: |
The tax amount of the invoice.
type: number
type: object
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd. Default is current date.
**Note:** This field is only available if you set the Zuora REST API minor version to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version) in the request header.
format: date
type: string
taxAmount:
description: |
Tax amount on the invoice.
type: number
totalContractedValue:
description: |
Total contracted value of the subscription.
type: number
type: object
POSTSubscriptionPreviewCreditMemoItemsType:
properties:
amountWithoutTax:
description: |
The credit memo item amount excluding tax.
format: double
type: number
chargeAmount:
description: |
The amount of the credit memo item. For tax-inclusive credit memo items, the amount indicates the credit memo item amount including tax. For tax-exclusive credit memo items, the amount indicates the credit memo item amount excluding tax
format: double
type: number
chargeDescription:
description: |
Description of this credit memo item.
type: string
chargeName:
description: |
Name of this credit memo item.
type: string
productName:
description: |
Name of the product associated with this credit memo item.
type: string
productRatePlanChargeId:
description: |
ID of the product rate plan charge associated with this credit memo item.
type: string
quantity:
description: |
Quantity of the charge associated with this credit memo item.
type: integer
serviceEndDate:
description: |
End date of the service period for this credit memo item, as yyyy-mm-dd.
format: date
type: string
serviceStartDate:
description: |
Service start date of this credit memo item, as yyyy-mm-dd.
format: date
type: string
taxAmount:
description: |
The tax amount of the credit memo item.
format: double
type: number
taxationItems:
description: |-
List of taxation items.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `315.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
items:
$ref: '#/components/schemas/POSTSubscriptionPreviewTaxationItemsType'
type: array
unitOfMeasure:
description: Unit used to measure consumption.
type: string
title: creditMemoItems
type: object
POSTSubscriptionPreviewInvoiceItemsType:
properties:
chargeAmount:
description: |
The amount of the charge. This amount doesn't include taxes unless the charge's tax mode is inclusive.
type: number
chargeDescription:
description: |
Description of the charge.
type: string
chargeName:
description: |
Name of the charge.
type: string
productName:
description: |
Name of the product associated with this item.
type: string
productRatePlanChargeId:
description: |
ID of the product rate plan charge.
type: string
quantity:
description: |
Quantity of this item.
type: number
serviceEndDate:
description: |
End date of the service period for this item, i.e., the last day of the period, as yyyy-mm-dd.
format: date
type: string
serviceStartDate:
description: |
Service start date as yyyy-mm-dd. If the charge is a one-time fee, this is the date of that charge.
format: date
type: string
taxAmount:
description: |
The tax amount of the invoice item.
format: double
type: number
taxationItems:
description: |-
List of taxation items.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `315.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
items:
$ref: '#/components/schemas/POSTSubscriptionPreviewTaxationItemsType'
type: array
unitOfMeasure:
description: ''
type: string
title: invoiceItems
type: object
POSTSubscriptionPreviewTaxationItemsType:
properties:
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
type: number
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the taxCode field.
type: string
name:
description: |
The name of the taxation item.
type: string
taxAmount:
description: |
The tax amount of the invoice item.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific invoice.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date when the tax is applied to the invoice.
type: string
taxRate:
description: 'The tax rate applied to the invoice. '
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
Enum:"Percentage" "FlatFee". The type of the tax rate applied to the invoice.
enum:
- Percentage
- FlatFee
type: string
title: taxationItems
type: object
POSTSubscriptionPreviewTypePreviewAccountInfo:
allOf:
- properties:
billCycleDay:
description: |
The account's bill cycle day (BCD), when bill runs generate invoices for the account. Specify any day of the month (`1`-`31`, where `31` = end-of-month), or `0` for auto-set.
format: int64
type: integer
billToContact:
description: |
Container for bill-to contact information of this account.
properties:
city:
description: |
The city of the bill-to address. The value should be 40 characters or less.
type: string
country:
description: |
The country of the bill-to address. The value must be a valid country name or abbreviation.
**Note:** You must specify this field if you are using Zuora Tax for this account.
type: string
county:
description: |
The county of the bill-to address. The value should be 32 characters or less.
type: string
state:
description: |
The state of the bill-to address. The value must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
**Note:** You must specify this field if you are using Zuora Tax for this account and the country is `USA` or `Canada`.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules.
type: string
zipCode:
description: |
The zip code of the bill-to address. The value should be 20 characters or less.
type: string
type: object
currency:
description: |
A currency as defined in Billing Settings.
type: string
required:
- billCycleDay
- billToContact
- currency
type: object
- $ref: '#/components/schemas/AccountObjectNSFields'
- $ref: '#/components/schemas/AccountObjectCustomFields'
description: |
A container for providing a customer account information if you do not have an existing customer account. This customer account information is only used for subscription preview.
You must specify the account information either in this field or in the `accountKey` field with the following conditions:
* If you already have a customer account, specify the account number or ID in the accountKey field.
* If you do not have a customer account, provide account information in this field.
title: previewAccountInfo
PreviewExistingSubscriptionRequest:
description: |
Preview the existing subscription by subscription ID or number.
properties:
previewStartDate:
$ref: '#/components/schemas/PreviewStartDate'
previewThroughDate:
$ref: '#/components/schemas/PreviewThroughDate'
quantityForUsageCharges:
items:
$ref: '#/components/schemas/QuantityForUsageCharges'
type: array
description: |
Container for usage charges.
type: object
example:
previewStartDate:
previewStartDatePolicy: specificDate
specificDate: '2024-01-01'
previewThroughDate:
previewThruDatePolicy: nextBillingPeriods
nextBillingPeriods: '2'
quantityForUsageCharges:
- chargeId: 402880e78ccd1743018cce026efb002d
quantity: 20
PreviewExistingSubscriptionResponse:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
invoices:
description: Container for invoices.
items:
$ref: '#/components/schemas/PreviewExistingSubscriptionResultInvoices'
type: array
creditMemos:
description: |
Container for credit memos.
**Note**: This field is only available if you have the Invoice Settlement feature enabled.
items:
$ref: '#/components/schemas/PreviewExistingSubscriptionResultCreditMemos'
type: array
type: object
PreviewExistingSubscriptionResultInvoices:
properties:
invoiceNumber:
type: string
description: |
The invoice number.
amount:
type: number
description: |
Invoice amount.
format: double
amountWithoutTax:
type: number
description: |
Invoice amount minus tax.
format: double
taxAmount:
type: number
description: |
The tax amount of the invoice.
format: double
targetDate:
format: date
type: string
description: |
Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd.
invoiceItems:
items:
$ref: '#/components/schemas/PreviewExistingSubscriptionInvoiceItemResult'
type: array
description: |
The container for invoice items.
status:
type: string
description: |
The status of the invoice.
enum:
- Draft
- Posted
- null
nullable: true
isFromExistingInvoice:
type: boolean
description: |
Indicates whether the invoice information is from an existing invoice.
type: object
PreviewExistingSubscriptionResultCreditMemos:
properties:
creditMemoNumber:
type: string
description: The credit memo number.
amount:
type: number
description: Credit memo amount.
format: double
amountWithoutTax:
type: number
description: Credit memo amount minus tax.
format: double
taxAmount:
type: number
description: The tax amount of the credit memo.
format: double
targetDate:
format: date
type: string
description: Date through which to calculate charges if a credit memo is generated, as yyyy-mm-dd.
creditMemoItems:
items:
$ref: '#/components/schemas/PreviewExistingSubscriptionCreditMemoItemResult'
type: array
description: Container for credit memo items.
status:
type: string
description: The status of the credit memo.
nullable: true
isFromExistingCreditMemo:
type: boolean
description: Indicates whether the credit memo information is from an existing credit memo.
type: object
PreviewExistingSubscriptionCreditMemoItemResult:
properties:
serviceStartDate:
format: date
type: string
description: Service start date as yyyy-mm-dd. If the charge is a one-time fee, this is the date of that charge.
serviceEndDate:
format: date
type: string
description: End date of the service period for this item, i.e., the last day of the period, as yyyy-mm-dd.
amountWithoutTax:
type: number
description: Credit memo amount minus tax.
format: double
taxAmount:
type: number
description: The tax amount of the credit memo item.
format: double
chargeDescription:
type: string
description: Description of the charge.
chargeName:
type: string
description: Name of the charge.
chargeNumber:
description: Available when the `chargeNumber` field was specified in the request or when the order is amending an existing subscription.
type: string
productName:
type: string
description: Name of the product.
productRatePlanChargeId:
type: string
description: The ID of the product rate plan charge.
processingType:
type: string
description: The processing type of the credit memo item.
enum:
- Charge
- Discount
- Tax
unitPrice:
type: number
description: The unit price of the charge.
format: double
quantity:
type: number
description: The quantity of the charge.
unitOfMeasure:
type: string
description: The unit of measure of the charge.
nullable: true
discountDetails:
items:
$ref: '#/components/schemas/PreviewExistingSubscriptionDiscountDetails'
type: array
description: Container for discount details.
type: object
PreviewExistingSubscriptionDiscountDetails:
properties:
discountChargeName:
type: string
description: The charge name of the discount.
discountChargeNumber:
type: string
description: The charge number of the discount.
discountRate:
type: number
description: The discount rate.
type: object
PreviewExistingSubscriptionInvoiceItemResult:
properties:
serviceStartDate:
format: date
type: string
description: Service start date as yyyy-mm-dd. If the charge is a one-time fee, this is the date of that charge.
serviceEndDate:
format: date
type: string
description: End date of the service period for this item, i.e., the last day of the period, as yyyy-mm-dd.
amountWithoutTax:
type: number
description: Invoice amount minus tax.
format: double
taxAmount:
type: number
description: The tax amount of the invoice item.
format: double
chargeDescription:
type: string
description: Description of the charge.
chargeName:
type: string
description: Name of the charge.
chargeNumber:
description: Available when the `chargeNumber` field was specified in the request or when the order is amending an existing subscription.
type: string
productName:
type: string
description: Name of the product.
productRatePlanChargeId:
type: string
description: The ID of the product rate plan charge.
processingType:
type: string
description: The processing type of the invoice item.
enum:
- Charge
- Discount
- Tax
unitPrice:
type: number
description: The unit price of the charge.
format: double
quantity:
type: number
description: The quantity of the charge.
unitOfMeasure:
type: string
description: The unit of measure of the charge.
nullable: true
discountDetails:
items:
$ref: '#/components/schemas/PreviewExistingSubscriptionDiscountDetails'
type: array
description: Container for discount details.
type: object
PreviewStartDate:
description: |
The start date of the preview.
properties:
previewStartDatePolicy:
$ref: '#/components/schemas/PreviewStartDatePolicy'
specificDate:
description: |
The specific date for the preview start date. Required if `previewStartDatePolicy` is `specificDate`.
type: string
type: object
PreviewThroughDate:
description: |
The preview through date.
properties:
previewThruDatePolicy:
$ref: '#/components/schemas/PreviewThruDatePolicy'
nextBillingPeriods:
description: |
The number of billing periods to preview. Required if `previewThruDatePolicy` is `nextBillingPeriods`.
type: number
specificDate:
description: |
The specific date for the preview start date. Required if `previewThruDatePolicy` is `specificDate`.
type: string
type: object
QuantityForUsageCharges:
allOf:
- properties:
chargeId:
description: |
The ID of the subscription charge.
type: string
quantity:
description: |
The quantity of the subscription charge.
type: number
type: object
PreviewThruDatePolicy:
description: |
The options on how the preview through date is calculated.
- If you set this field to `nextBillingPeriods`, you must specify the number of billing periods to preview in the `nextBillingPeriods` field.
- If you set this field to `endOfTerm`, the preview through date is the end date of the subscription term.
- If you set this field to `specificDate`, you must specify a specific date in the `specificDate` field. The date must be in the format `yyyy-mm-dd`.
enum:
- nextBillingPeriods
- endOfTerm
- specificDate
type: string
PreviewStartDatePolicy:
description: |
The options on how the preview start date is calculated.
- If you set this field to `startOfTerm`, the preview start date is the start date of the subscription term.
- If you set this field to `today`, the preview start date is today.
- If you set this field to `specificDate`, you must specify a specific date in the `specificDate` field. The date must be in the format `yyyy-mm-dd`.
enum:
- startOfTerm
- today
- specificDate
type: string
POSTSubscriptionType:
allOf:
- properties:
accountKey:
description: |
Customer account number or ID
type: string
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
If the value is true, the credit memo or unapplied payment on the order account will be automatically applied to the invoices generated by this order. The credit memo generated by this order will not be automatically applied to any invoices.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Whether to automatically apply a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
Prerequisite: `invoice` must be `true`.
**Note:**
- If you are using the field `invoiceCollect` rather than the field `invoice`, the `invoiceCollect` value must be `true`.
- This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
autoRenew:
default: false
description: |
If true, this subscription automatically renews at the end of the subscription term.
This field is only required if the `termType` field is set to `TERMED`.
type: boolean
collect:
default: true
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `196.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
contractEffectiveDate:
description: |
Effective contract date for this subscription, as yyyy-mm-dd
format: date
type: string
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
customerAcceptanceDate:
description: |
The date on which the services or products within a subscription have been accepted by the customer, as yyyy-mm-dd.
Default value is dependent on the value of other fields. See **Notes** section for more details.
format: date
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
externallyManagedBy:
description: |
An enum field on the Subscription object to indicate the name of a third-party store. This field is used to represent subscriptions created through third-party stores.
enum:
- Amazon
- Apple
- Google
- Roku
type: string
gatewayId:
description: |
The ID of the payment gateway instance. For example, `2c92c0f86078c4d5016091674bcc3e92`.
If Payment Gateway Routing is enabled:
- If this field is not specified, gateway routing rules will be invoked.
- If this field is specified, the specified gateway will be used to process the payment.
If Payment Gateway Routing is disabled:
- If this field is not specified, the default payment gateway will be used to process the payment. The default gateway of the customer account takes precedence over the default gateway of the tenant.
- If this field is specified, the specified gateway will be used to process the payment.
type: string
initialTerm:
description: |
The length of the period for the first subscription term. If `termType` is `TERMED`, then this field is required, and the value must be greater than `0`. If `termType` is `EVERGREEN`, this field is ignored.
format: int64
type: integer
initialTermPeriodType:
description: |
The period type for the first subscription term.
This field is used with the `InitialTerm` field to specify the initial subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
invoiceOwnerAccountKey:
description: |
Invoice owner account number or ID.
**Note:** This feature is in **Limited Availability**. If you wish to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/).
type: string
invoiceSeparately:
description: |
Separates a single subscription from other subscriptions and invoices the charge independently.
If the value is `true`, the subscription is billed separately from other subscriptions. If the value is `false`, the subscription is included with other subscriptions in the account invoice.
The default value is `false`.
Prerequisite: The default subscription setting Enable Subscriptions to be Invoiced Separately must be set to Yes.
type: boolean
lastBookingDate:
description: |-
The last booking date of the subscription object. This field is writable only when the subscription is newly created as a first version subscription. You can override the date value when creating a subscription through the Subscribe and Amend API or the subscription creation UI (non-Orders). Otherwise, the default value `today` is set per the user's timezone. The value of this field is as follows:
* For a new subscription created by the [Subscribe and Amend APIs](https://knowledgecenter.zuora.com/Billing/Subscriptions/Orders/Orders_Harmonization/Orders_Migration_Guidance#Subscribe_and_Amend_APIs_to_Migrate), this field has the value of the subscription creation date.
* For a subscription changed by an amendment, this field has the value of the amendment booking date.
* For a subscription created or changed by an order, this field has the value of the order date.
format: date
type: string
notes:
description: |
The notes for the subscription.
maxLength: 1000
type: string
paymentMethodId:
description: |
The ID of the payment method used for the payment.
type: string
prepayment:
description: |
Indicates whether the subscription will consume the reserved payment amount of the customer account. See [Prepaid Cash with Drawdown](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/JA_Advanced_Consumption_Billing/Prepaid_Cash_with_Drawdown) for more information.
type: boolean
renewalSetting:
description: |
Specifies whether a termed subscription will remain termed or change to evergreen when it is renewed.
Values:
* `RENEW_WITH_SPECIFIC_TERM` (default)
* `RENEW_TO_EVERGREEN`
type: string
renewalTerm:
description: |
The length of the period for the subscription renewal term. Default is `0`.
format: int64
type: integer
renewalTermPeriodType:
description: |
The period type for the subscription renewal term.
This field is used with the `renewalTerm` field to specify the subscription renewal term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
runBilling:
default: true
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement/Credit_and_Debit_Memos/Rules_for_Generating_Invoices_and_Credit_Memos).
The billing documents generated
in this operation is only for this subscription, not for the entire
customer account.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
type: boolean
serviceActivationDate:
description: |
The date on which the services or products within a subscription have been activated and access has been provided to the customer, as yyyy-mm-dd.
Default value is dependent on the value of other fields. See **Notes** section for more details.
format: date
type: string
subscribeToRatePlans:
description: |
Container for one or more rate plans for this subscription.
items:
$ref: '#/components/schemas/POSTSrpCreateType'
type: array
subscriptionNumber:
description: |
Subscription Number. The value can be up to 1000 characters.
If you do not specify a subscription number when creating a subscription, Zuora will generate a subscription number automatically.
If the account is created successfully, the subscription number is returned in the `subscriptionNumber` response field.
type: string
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as
yyyy-mm-dd. Default is current date.
**Note**: - This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
- The credit memo is only available if you have the Invoice Settlement feature enabled.
format: date
type: string
termStartDate:
description: |
The date on which the subscription term begins, as yyyy-mm-dd. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
required:
- accountKey
- contractEffectiveDate
- subscribeToRatePlans
- termType
- renewalTerm
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
example:
accountKey: 8ad09be48db5aba7018db604776d4854
contractEffectiveDate: '2024-07-16'
termType: TERMED
initialTerm: 12
renewalTerm: 12
autoRenew: true
subscribeToRatePlans:
- productRatePlanId: 8ad081dd9096ef9501909b40bb4e74a4
POSTSubscriptionResponseType:
properties:
contractedMrr:
description: |
Monthly recurring revenue of the subscription.
type: number
creditMemoId:
description: |
The credit memo ID, if a credit memo is generated during the subscription process.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoiceId:
description: |
Invoice ID, if an invoice is generated during the subscription process.
type: string
paidAmount:
description: |
Payment amount, if a payment is collected.
type: number
paymentId:
description: |
Payment ID, if a payment is collected.
type: string
subscriptionId:
description: ''
type: string
subscriptionNumber:
description: ''
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
totalContractedValue:
description: |
Total contracted value of the subscription.
type: number
type: object
GETSubscriptionWrapper:
properties:
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
subscriptions:
description: |
Array of subscriptions.
items:
$ref: '#/components/schemas/GETSubscriptionType'
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETSubscriptionType:
allOf:
- properties:
accountId:
description: ''
type: string
accountName:
description: ''
type: string
accountNumber:
description: ''
type: string
autoRenew:
description: |
If `true`, the subscription automatically renews at the end of the term. Default is `false`.
type: boolean
billToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeBillToContact'
cancelReason:
description: |
The reason for a subscription cancellation copied from the `changeReason` field of a Cancel Subscription order action.
This field contains valid value only if a subscription is cancelled through the Orders UI or API. Otherwise, the value for this field will always be `null`.
type: string
contractEffectiveDate:
description: |
Effective contract date for this subscription, as yyyy-mm-dd.
format: date
type: string
contractedMrr:
description: |
Monthly recurring revenue of the subscription.
type: number
contractedNetMrr:
description: |
Monthly recurring revenue of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
asOfDayGrossMrr:
description: |
Monthly recurring revenue of the subscription exclusive of any discounts applicable as of specified day.
type: number
asOfDayNetMrr:
description: |
Monthly recurring revenue of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts as of specified day.
type: number
netTotalContractedValue:
description: |
Total contracted value of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
currency:
description: |
The currency of the subscription.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
type: string
currentTerm:
description: |
The length of the period for the current subscription term.
format: int64
type: integer
currentTermPeriodType:
description: |
The period type for the current subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
customerAcceptanceDate:
description: |
The date on which the services or products within a subscription have been accepted by the customer, as yyyy-mm-dd.
format: date
type: string
externallyManagedBy:
description: |
An enum field on the Subscription object to indicate the name of a third-party store. This field is used to represent subscriptions created through third-party stores.
enum:
- Amazon
- Apple
- Google
- Roku
type: string
id:
description: |
Subscription ID.
type: string
initialTerm:
description: |
The length of the period for the first subscription term.
format: int64
type: integer
initialTermPeriodType:
description: |
The period type for the first subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the subscription.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
invoiceOwnerAccountId:
description: ''
type: string
invoiceOwnerAccountName:
description: ''
type: string
invoiceOwnerAccountNumber:
description: ''
type: string
invoiceScheduleId:
description: |
The ID of the invoice schedule associated with the subscription.
If multiple invoice schedules are created for different terms of a subscription, this field stores the latest invoice schedule.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: integer
invoiceSeparately:
description: |
Separates a single subscription from other subscriptions and creates an invoice for the subscription.
If the value is `true`, the subscription is billed separately from other subscriptions. If the value is `false`, the subscription is included with other subscriptions in the account invoice.
type: boolean
invoiceTemplateId:
description: |
The ID of the invoice template associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Template from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
invoiceTemplateName:
description: |
The name of the invoice template associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify the `invoiceTemplateId` field in the request or you select **Default Template from Account** for the `invoiceTemplateId` field during subscription creation, the value of the `invoiceTemplateName` field is automatically set to `null` in the response body.
type: string
isLatestVersion:
description: If `true`, the current subscription object is the latest version.
type: boolean
lastBookingDate:
description: |-
The last booking date of the subscription object. This field is writable only when the subscription is newly created as a first version subscription. You can override the date value when creating a subscription through the Subscribe and Amend API or the subscription creation UI (non-Orders). Otherwise, the default value `today` is set per the user's timezone. The value of this field is as follows:
* For a new subscription created by the [Subscribe and Amend APIs](https://knowledgecenter.zuora.com/Billing/Subscriptions/Orders/Orders_Harmonization/Orders_Migration_Guidance#Subscribe_and_Amend_APIs_to_Migrate), this field has the value of the subscription creation date.
* For a subscription changed by an amendment, this field has the value of the amendment booking date.
* For a subscription created or changed by an order, this field has the value of the order date.
format: date
type: string
notes:
description: |
A string of up to 65,535 characters.
type: string
orderNumber:
description: |
The order number of the order in which the changes on the subscription are made.
**Note:** This field is only available if you have the [Order Metrics](https://knowledgecenter.zuora.com/BC_Subscription_Management/Orders/AA_Overview_of_Orders#Order_Metrics) feature enabled. If you wish to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/). We will investigate your use cases and data before enabling this feature for you.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentTerm:
description: |
The name of the payment term associated with the subscription. For example, `Net 30`. The payment term determines the due dates of invoices.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Term from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
ratePlans:
description: |
Container for rate plans.
items:
$ref: '#/components/schemas/GETSubscriptionRatePlanType'
type: array
renewalSetting:
description: |
Specifies whether a termed subscription will remain `TERMED` or change to `EVERGREEN` when it is renewed.
Values are:
* `RENEW_WITH_SPECIFIC_TERM` (default)
* `RENEW_TO_EVERGREEN`
type: string
renewalTerm:
description: |
The length of the period for the subscription renewal term.
format: int64
type: integer
renewalTermPeriodType:
description: |
The period type for the subscription renewal term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
revision:
description: |
An auto-generated decimal value uniquely tagged with a subscription. The value always contains one decimal place, for example, the revision of a new subscription is 1.0. If a further version of the subscription is created, the revision value will be increased by 1. Also, the revision value is always incremental regardless of deletion of subscription versions.
type: string
sequenceSetId:
description: |
The ID of the sequence set associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Set from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the subscription.
**Note**: This field is available in the request body only if you have the Flexible Billing Attributes
feature turned on. The value is `null` in the response body without this feature turned on.
type: string
nullable: true
sequenceSetName:
description: |
The name of the sequence set associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify the `sequenceSetId` field in the request or you select **Default Template from Account** for the `sequenceSetId` field during subscription creation, the value of the `sequenceSetName` field is automatically set to `null` in the response body.
type: string
serviceActivationDate:
description: |
The date on which the services or products within a subscription have been activated and access has been provided to the customer, as yyyy-mm-dd
format: date
type: string
shipToContact:
$ref: '#/components/schemas/GetAccountSummaryTypeShipToContact'
soldToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeSoldToContact'
status:
description: |
Subscription status; possible values are:
* `Draft`
* `Pending Activation`
* `Pending Acceptance`
* `Active`
* `Cancelled`
* `Suspended`
type: string
statusHistory:
description: |
Container for status history.
items:
$ref: '#/components/schemas/GETSubscriptionStatusHistoryType'
type: array
subscriptionEndDate:
description: |
The date when the subscription term ends, where the subscription ends at midnight the day before.
For example, if the `subscriptionEndDate` is 12/31/2016, the subscriptions ends at midnight (00:00:00 hours) on 12/30/2016.
This date is the same as the term end date or the cancelation date, as appropriate.
format: date
type: string
subscriptionNumber:
description: ''
type: string
subscriptionStartDate:
description: |
Date the subscription becomes effective.
format: date
type: string
termEndDate:
description: |
Date the subscription term ends. If the subscription is evergreen, this is null or is the cancellation date (if one has been set).
format: date
type: string
termStartDate:
description: |
Date the subscription term begins. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
scheduledCancelDate:
description: The date when the subscription is scheduled to be canceled.
format: date
type: string
scheduledSuspendDate:
description: The date when the subscription is scheduled to be suspended.
format: date
type: string
scheduledResumeDate:
description: The date when the subscription is scheduled to be resumed.
format: date
type: string
totalContractedValue:
description: |
Total contracted value of the subscription.
type: number
version:
description: This is the subscription version automatically generated by Zuora Billing. Each order or amendment creates a new version of the subscription, which incorporates the changes made in the order or amendment.
format: int64
type: integer
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
title: subscriptions
GETSubscriptionRatePlanType:
allOf:
- properties:
externallyManagedPlanId:
description: |
Indicates the unique identifier for the rate plan purchased on a third-party store. This field is used to represent a subscription rate plan created through third-party stores.
type: string
id:
description: |
Rate plan ID.
type: string
lastChangeType:
description: |
The last amendment on the rate plan.
**Note:** If a subscription is created through an order, this field is only available if multiple orders are created on the subscription.
Possible Values:
* `Add`
* `Update`
* `Remove`
type: string
productId:
description: ''
type: string
productName:
description: ''
type: string
productRatePlanId:
description: ''
type: string
productSku:
description: |
The unique SKU for the product.
type: string
contractedMrr:
description: |
Monthly recurring revenue of the subscription rate plan exclusive of all the discounts applicable.
type: number
contractedNetMrr:
description: |
Monthly recurring revenue of the subscription rate plan inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
asOfDayGrossMrr:
description: |
Monthly recurring revenue of the subscription rate plan exclusive of any discounts applicable as of specified day.
type: number
asOfDayNetMrr:
description: |
Monthly recurring revenue of the subscription rate plan inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts as of specified day.
type: number
ratePlanCharges:
description: |
Container for one or more charges.
items:
$ref: '#/components/schemas/GETSubscriptionRatePlanChargesType'
type: array
ratePlanName:
description: |
Name of the rate plan.
type: string
subscriptionProductFeatures:
description: |-
Container for one or more features.
Only available when the following settings are enabled:
* The Entitlements feature in your tenant.
* The Enable Feature Specification in Product and Subscriptions setting in Zuora Billing Settings
items:
$ref: '#/components/schemas/GETSubscriptionProductFeatureType'
type: array
type: object
- $ref: '#/components/schemas/RatePlanObjectCustomFields'
title: ratePlans
GETSubscriptionStatusHistoryType:
allOf:
- properties:
endDate:
description: The effective end date of the status history.
format: date
type: string
startDate:
description: The effective start date of the status history.
format: date
type: string
status:
description: |
The status of the subscription.
Values are:
* `Pending Activation`
* `Pending Acceptance`
* `Active`
* `Cancelled`
* `Suspended`
* `OutOfTerm`
type: string
type: object
title: statusHistory
GETSubscriptionRatePlanChargesType:
allOf:
- properties:
amendedByOrderOn:
description: |
The date when the rate plan charge is amended through an order or amendment. This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
type: string
applyDiscountTo:
description: |
Specifies the type of charges a specific discount applies to.
This field is only used when applied to a discount charge model. If you are not using a discount charge model, the value is null.
Possible values:
* `RECURRING`
* `USAGE`
* `ONETIMERECURRING`
* `ONETIMEUSAGE`
* `RECURRINGUSAGE`
* `ONETIMERECURRINGUSAGE`
type: string
applyToBillingPeriodPartially:
description: |
Allow the discount duration to be aligned with the billing period partially.
**Note**: This field is only available if you have the [Enhanced Discounts](https://knowledgecenter.zuora.com/Zuora_Billing/Build_products_and_prices/Basic_concepts_and_terms/B_Charge_Models/D_Manage_Enhanced_Discount) feature enabled.
type: boolean
billingDay:
description: |
Billing cycle day (BCD), which is when bill runs generate invoices
for charges associated with the product rate plan charge or the account.
Values:
* `DefaultFromCustomer`
* `SpecificDayofMonth(# of the month)`
* `SubscriptionStartDay`
* `ChargeTriggerDay`
* `SpecificDayofWeek/dayofweek`: in which dayofweek is the day in the week you define your billing periods to start.
In the response data, a day-of-the-month ordinal value (`first`-`31st`) appears in place of the hash sign above ("#"). If this value exceeds the number of days in a particular month, the last day of the month is used as the BCD.
type: string
billingPeriod:
description: |
Allows billing period to be overridden on the rate plan charge.
type: string
billingPeriodAlignment:
description: |
Possible values:
* `AlignToCharge`
* `AlignToSubscriptionStart`
* `AlignToTermStart`
type: string
billingTiming:
description: |
The billing timing for the charge. This field is only used if the `ratePlanChargeType` value is `Recurring`.
Possible values are:
* `In Advance`
* `In Arrears`
**Note:** This feature is in **Limited Availability**. If you wish to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/).
type: string
chargeFunction:
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown or Minimum Commitment feature enabled.
To use this field, you must set the `X-Zuora-WSDL-Version` request header to `141` or higher. Otherwise, an error occurs.
This field defines what type of charge it is:
* Standard: Normal charge with no Prepayment or Commitment or Drawdown.
* Prepayment: For recurring charges. Unit or currency based prepaid charge.
* CommitmentTrueUp: For recurring charges. Currency based minimum commitment charge.
* Drawdown: For usage charges. Drawdown from prepaid funds.
* DrawdownAndCreditCommitment: For usage charges. Drawdown from prepaid funds and then credit to minimum commitment funds.
* CreditCommitment: For usage charges. Credit to minimum commitment funds.
enum:
- Standard
- Prepayment
- CommitmentTrueUp
- Drawdown
- CreditCommitment
- DrawdownAndCreditCommitment
type: string
commitmentType:
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown feature enabled.
To use this field, you must set the `X-Zuora-WSDL-Version` request header to `133` or higher. Otherwise, an error occurs.
This field defines the type of commitment. A prepaid charge can be `UNIT` or `CURRENCY`. A minimum commitment(in-arrears) charge can only be `CURRENCY` type. For topup(recurring or one-time) charges, this field indicates what type of funds are created.
* If UNIT, it will create a fund with given prepaidUom.
* If CURRENCY, it will create a fund with the currency amount calculated in list price.
For drawdown(usage) charges, this field indicates what type of funds are drawdown from that created from topup charges.
enum:
- UNIT
- CURRENCY
type: string
chargeModelConfiguration:
$ref: '#/components/schemas/ChargeModelConfigurationType'
chargeSegments:
description: |
This field is returned only if you have set the `charge-detail` query parameter to `all-segments`.
Container for the charge information for all the charge segments.
type: array
items:
$ref: '#/components/schemas/RatePlanChargeSegment'
chargedThroughDate:
description: |
The date through which a customer has been billed for the charge.
format: date
type: string
creditOption:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
To use this field, you must set the `X-Zuora-WSDL-Version` request header to 114 or higher. Otherwise, an error occurs.
The way to calculate credit. See [Credit Option](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_prepayment_charge#Credit_Option) for more information.
enum:
- TimeBased
- ConsumptionBased
- FullCreditBack
type: string
currency:
description: |
Currency used by the account. For example, `USD` or `EUR`.
type: string
description:
description: |
Description of the rate plan charge.
type: string
discountAmount:
description: |
The amount of the discount.
type: number
discountApplyDetails:
description: |
Container for the application details about a discount rate plan charge.
Only discount rate plan charges have values in this field.
items:
$ref: '#/components/schemas/DiscountApplyDetails'
type: array
discountClass:
description: |
The class that the discount belongs to. The discount class defines the order in which discount rate plan charges are applied.
For more information, see [Manage Discount Classes](https://knowledgecenter.zuora.com/BC_Subscription_Management/Product_Catalog/B_Charge_Models/Manage_Discount_Classes).
type: string
discountLevel:
description: |
The level of the discount. Values: `RatePlan`, `Subscription`, `Account`.
type: string
discountPercentage:
description: |
The amount of the discount as a percentage.
type: number
dmrc:
description: |
The change (delta) of monthly recurring charge exists when the change in monthly recurring revenue caused by an amendment or a new subscription.
type: number
done:
description: |
A value of `true` indicates that an invoice for a charge segment has been completed. A value of `false` indicates that an invoice has not been completed for the charge segment.
type: boolean
drawdownRate:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
The [conversion rate](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_drawdown_charge#UOM_Conversion) between Usage UOM and Drawdown UOM for a [drawdown charge](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_drawdown_charge). Must be a positive number (>0).
type: number
drawdownUom:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
Unit of measurement for a [drawdown charge](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_drawdown_charge).
type: string
dtcv:
description: |
After an amendment or an AutomatedPriceChange event, `dtcv` displays the change (delta) for the total contract value (TCV) amount for this charge, compared with its previous value with recurring charge types.
type: number
effectiveEndDate:
description: |
The effective end date of the rate plan charge.
format: date
type: string
effectiveStartDate:
description: |
The effective start date of the rate plan charge.
format: date
type: string
endDateCondition:
description: |
Defines when the charge ends after the charge trigger date.
If the subscription ends before the charge end date, the charge ends when the subscription ends. But if the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge will end on the charge end date.
Values:
* `Subscription_End`
* `Fixed_Period`
* `Specific_End_Date`
* `One_Time`
type: string
estimatedStartDate:
type: string
format: date
description: |
The estimated start date of the pending charge in an active subscription.
The value must be a date within the subscription term. The system will then automatically calculate the estimated end date for the pending charge. The estimated start and end dates are used to manage the estimated charge duration and forecast the revenue for the pending charge.
**Note:** This field is available only when the Pending Subscription Processing feature is turned on.
estimatedEndDate:
type: string
format: date
description: |
The estimated end date of the pending charge in an active subscription.
The system automatically calculates the estimated end date for the pending charge. The estimated start and end dates are used to manage the estimated charge duration and forecast the revenue for the pending charge.
**Note:** This field is available only when the Pending Subscription Processing feature is turned on.
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude rate plan charge related invoice items, invoice item adjustments, credit memo items, and debit memo items from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
excludeItemBookingFromRevenueAccounting:
description: |
The flag to exclude rate plan charges from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
id:
description: |
Rate plan charge ID.
type: string
includedUnits:
description: |
Specifies the number of units in the base set of units.
type: number
invoiceScheduleId:
description: |
The ID of the invoice schedule associated with the rate plan charge on the subscription.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
isAllocationEligible:
description: |
This field is used to identify if the charge segment is allocation
eligible in revenue recognition.
**Note**: The field is only available if you have the Order to Revenue feature enabled. To enable this field, submit a request at Zuora Global Support.
type: boolean
isDimensionalPrice:
description: |
**Note**: This field is only available when the Dynamic Pricing feature is enabled.
Indicates whether the charge uses dimensional pricing. When set to true, this charge enables dynamic pricing.
type: boolean
isPrepaid:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
Indicates whether this charge is a prepayment (topup) charge or a drawdown charge. Values: `true` or `false`.
type: boolean
isPriceNegotiated:
description: |
**Note**: This field is only available when the Negotiated Price Table feature is enabled.
Indicates whether the charge uses negotiated pricing. When set to true, this charge defines a negotiated price table.
type: boolean
isRollover:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
The value is either "True" or "False". It determines whether the rollover fields are needed.
type: boolean
isStackedDiscount:
description: |
**Note**: This field is only applicable to the Discount - Percentage charge model.
To use this field, you must set the `X-Zuora-WSDL-Version` request header to 130 or higher. Otherwise, an error occurs.
This field indicates whether the discount is to be calculated as stacked discount. Possible values are as follows:
- `True`: This is a stacked discount, which should be calculated by stacking with other discounts.
- `False`: This is not a stacked discount, which should be calculated in sequence with other discounts.
For more information, see [Stacked discounts](https://knowledgecenter.zuora.com/Zuora_Billing/Products/Product_Catalog/B_Charge_Models/B_Discount_Charge_Models).
type: boolean
isUnbilled:
description: |
This field is used to dictate how to perform the accounting during
revenue recognition.
**Note**: The field is only available if you have the Order to Revenue feature enabled. To enable this field, submit a request at Zuora Global Support.
type: boolean
listPriceBase:
description: |
List price base; possible values are:
* `Per_Billing_Period`
* `Per_Month`
* `Per_Week`
* `Per_Year`
* `Per_Specific_Months`
type: string
model:
description: |
Charge model; possible values are:
* `FlatFee`
* `PerUnit`
* `Overage`
* `Volume`
* `Tiered`
* `TieredWithOverage`
* `DiscountFixedAmount`
* `DiscountPercentage`
* `MultiAttributePricing`
* `PreratedPerUnit`
* `PreratedPricing`
* `HighWatermarkVolumePricing`
* `HighWatermarkTieredPricing`
* `Delivery`
type: string
mrr:
description: |
Monthly recurring revenue of the rate plan charge.
type: number
name:
description: |
Charge name.
type: string
number:
description: |
Charge number.
type: string
numberOfDeliveries:
description: |
Number of deliveries in the billing period for the charge segment.
The `numberOfDeliveries` is used for the Delivery Pricing charge model only.
type: number
numberOfPeriods:
description: |
Specifies the number of periods to use when calculating charges in an overage smoothing charge model.
format: int64
type: integer
originalChargeId:
description: |
The original ID of the rate plan charge.
type: string
originalListPrice:
description: |
The original list price is the price of a product or service at which it is listed for sale by a manufacturer or retailer.
**Note:** This field applies to the following charges in a subscription created through an order:
- `oneTimeFlatFee`
- `oneTimePerUnit`
- `recurringFlatFee`
- `recurringPerUnit`
- `usageFlatFee`
- `usagePerUnit`
- `usageOverage`
- `usageTieredWithOverage`
type: number
originalOrderDate:
description: |
The date when the rate plan charge is created through an order or amendment.
This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
format: date
type: string
overageCalculationOption:
description: |
Determines when to calculate overage charges.
type: string
overagePrice:
description: |
The price for units over the allowed amount.
type: number
overageUnusedUnitsCreditOption:
description: |
Determines whether to credit the customer with unused units of usage.
type: string
prepaidOperationType:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
The type of this charge. It is either a prepayment (topup) charge or a drawdown charge.
enum:
- topup
- drawdown
type: string
prepaidQuantity:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
The number of units included in a [prepayment charge](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_prepayment_charge). Must be a positive number (>0).
type: number
prepaidTotalQuantity:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
The total amount of units that end customers can use during a validity period when they subscribe to a [prepayment charge](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_prepayment_charge).
type: number
prepaidUom:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
Unit of measurement for a [prepayment charge](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_prepayment_charge).
type: string
price:
description: |
The price associated with the rate plan charge expressed as a decimal.
type: number
pricingAttributes:
description: |
Container for pricing attributes that provide additional context for dynamic pricing. This field includes all the dynamic pricing attributes and values associated with this charge, except for the pricing attributes mapped to Zuora Usage object fields.
**Note:** You must enable the Dynamic Pricing feature to access this field. The Dynamic Pricing feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.
type: object
additionalProperties: true
salesPrice:
description: |
The sales price associated with the rate plan charge expressed as a decimal.
**Notes**:
- This field is only available to subscriptions that are created through orders and exist after 2023-01-10.
- This field applies to the following charge models, and the values vary with the charge models:
- Flat fee: the value equals the value of the `price` field.
- Per unit: the value equals `price` multiplied by `quantity`.
- Fixed amount discount: the value equals the value of the `discountAmount` field.
- Volume: The calculation of the tier price is dependent on whether the price format is the flat fee or per unit.
- Tiered: The calculation of the tier price is dependent on whether the price format is the flat fee or per unit.
type: number
priceChangeOption:
description: |
When the following is true:
1. AutomatedPriceChange setting is on
2. Charge type is not one-time
3. Charge model is not discount percentage
Then an automatic price change can have a value for when a termed subscription is renewed.
Values (one of the following):
* `NoChange` (default)
* `SpecificPercentageValue`
* `UseLatestProductCatalogPricing`
type: string
priceIncreasePercentage:
description: |
A planned future price increase amount as a percentage.
type: number
pricingSummary:
description: |
Concise description of rate plan charge model.
type: string
processedThroughDate:
description: |
The date until when charges have been processed. When billing in arrears, such as usage, this field value is the the same as the `ChargedThroughDate` value. This date is the earliest date when a charge can be amended.
format: date
type: string
productCategory:
description: |
This is used to maintain the product category.
**Note**: This field is only available if you have the Additional Revenue Fields property enabled.
type: string
productClass:
description: |
This is used to maintain the product class.
**Note**: This field is only available if you have the Additional Revenue Fields property enabled.
type: string
productFamily:
description: |
This is used to maintain the product family.
**Note**: This field is only available if you have the Additional Revenue Fields property enabled.
type: string
productLine:
description: |
This is used to maintain the product line.
**Note**: This field is only available if you have the Additional Revenue Fields property enabled.
type: string
productRatePlanChargeId:
description: ''
type: string
quantity:
description: |
The quantity of units, such as the number of authors in a hosted wiki service. Valid for all charge models except for Flat Fee pricing.
type: number
ratingGroup:
description: |
Specifies a rating group based on which usage records are rated.
Possible values:
- `ByBillingPeriod` (default): The rating is based on all the usages in a billing period.
- `ByUsageStartDate`: The rating is based on all the usages on the same usage start date.
- `ByUsageRecord`: The rating is based on each usage record.
- `ByUsageUpload`: The rating is based on all the usages in a uploaded usage file (`.xls` or `.csv`).
- `ByGroupId`: The rating is based on all the usages in a custom group.
**Note:**
- The `ByBillingPeriod` value can be applied for all charge models.
- The `ByUsageStartDate`, `ByUsageRecord`, and `ByUsageUpload` values can only be applied for per unit, volume pricing, and tiered pricing charge models.
- The `ByGroupId` value is only available if you have the Active Rating feature enabled.
- Use this field only for Usage charges. One-Time Charges and Recurring Charges return `NULL`.
type: string
reflectDiscountInNetAmount:
type: boolean
default: false
description: |
When you apply percentage discounts to either of the following charges, you need to set the `reflectDiscountInNetAmount` field on your discount charge to `true`, to enable calculating and displaying the net amount of the following charges in Zuora Revenue.
* delivery pricing charge
* prepayment charge
* drawdown charge
Note the following:
* If you are an Order to Revenue customer, when you set the `reflectDiscountInNetAmount` field to `true`, you must also set both the `excludeItemBookingFromRevenueAccounting` and `excludeItemBillingFromRevenueAccounting` fields to `true`.
* If you are a Billing - Revenue Integration customer, you must set the `reflectDiscountInNetAmount` field to `false`, otherwise an error will be returned. Billing - Revenue Integration does not support discounts on the preceding charges.
* If you are a Zuora Billing customer who does not enable the Order to Revenue or Billing - Revenue Integration feature, when you apply percentage discounts to the preceding charges, you also need to set the `reflectDiscountInNetAmount` field to `true`.
revenueRecognitionTiming:
description: |
Specifies the type of revenue recognition timing.
Predefined options are listed as enum values in this API Reference. Other options might also be avaliable depending on the revenue recognition policy configuration in the Zuora Billing UI.
**Note**: This field is only available if you have the Order to Revenue feature enabled.
maxLength: 200
type: string
enum:
- Upon Billing Document Posting Date
- Upon Order Activation Date
revenueAmortizationMethod:
description: |
Specifies the type of revenue amortization method.
Predefined options are listed as enum values in this API Reference. Other options might also be avaliable depending on the revenue recognition policy configuration in the Zuora Billing UI.
**Note**: This field is only available if you have the Order to Revenue feature enabled.
maxLength: 200
type: string
enum:
- Immediate
- Ratable Using Start And End Dates
rolloverApply:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
This field defines the priority of rollover, which is either first or last.
enum:
- ApplyFirst
- ApplyLast
type: string
rolloverPeriodLength:
default: null
description: |
**Note**: This field is only available if you have the [Prepaid with
Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown)
feature enabled.
Use this field when you want to set the rollover fund's period length shorter than the prepayment charge's validity period. In this case, you must set the `rolloverPeriods` field to 1. For example, you can define the rollover fund's period length as 5 months, shorter than the prepayment charge's validity period: a year.
type: integer
rolloverPeriods:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
This field defines the number of rollover periods, it is restricted to 3.
type: number
segment:
description: |
The identifying number of the subscription rate plan segment. Segments are numbered sequentially, starting with 1.
format: int64
type: integer
smoothingModel:
description: |
Specifies when revenue recognition begins. When charge model is `Overage` or `TieredWithOverage`, `smoothingModel` will be one of the following values:
* `ContractEffectiveDate`
* `ServiceActivationDate`
* `CustomerAcceptanceDate`
type: string
specificBillingPeriod:
description: |
Customizes the number of month or week for the charges billing period. This field is required if you set the value of the `BillingPeriod` field to `Specific_Months` or `Specific_Weeks`.
format: int64
type: integer
specificEndDate:
description: |
The specific date on which the charge ends. If the subscription ends before the specific end date, the charge ends when the subscription ends. But if the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge will end on the specific end date.
format: date
type: string
specificListPriceBase:
description: |
The number of months for the list price base of the charge.
**Note**:
- This field is available only if you have the Annual List Price feature enabled.
- The value of this field is `null` if you do not set the value of the `listPriceBase` field to `Per_Specific_Months`.
subscriptionChargeDeliverySchedule:
$ref: '#/components/schemas/GETDeliveryScheduleType'
subscriptionChargeIntervalPricing:
description: |
Interval Pricing information. This field is available if the Offers feature is enabled.
items:
$ref: '#/components/schemas/GETIntervalPriceType'
type: array
tcv:
description: |
The total contract value.
type: number
tiers:
description: |
One or many defined ranges with distinct pricing.
items:
$ref: '#/components/schemas/GETTierType'
type: array
triggerDate:
description: |
The date that the rate plan charge will be triggered.
format: date
type: string
triggerEvent:
description: |
The event that will cause the rate plan charge to be triggered.
Possible values:
* `ContractEffective`
* `ServiceActivation`
* `CustomerAcceptance`
* `SpecificDate`
type: string
type:
description: |
Charge type. Possible values are: `OneTime`, `Recurring`, `Usage`.
type: string
unusedUnitsCreditRates:
description: |
Specifies the rate to credit a customer for unused units of usage. This field is applicable only for overage charge models when the
`OverageUnusedUnitsCreditOption` field value is `CreditBySpecificRate`.
type: number
upsellOriginChargeNumber:
description: |
The identifier of the original upselling charge associated with the current charge.
For a termed subscription, you can now use the "Create an order" API operation to perform an Add Product order action to make a product quantity upsell for per unit recurring charges. The benefit is that the charge added by this approach will be automatically combined with the original existing charge for which you want to upsell when the subscription is renewed. The approach is as follows:
* Use an Add Product order action to add a charge that is of the same charge type, charge model, and charge end date as the existing per unit recurring charge for which you want to make a quantity upsell.
* In the preceding charge to add, use the `upsellOriginChargeNumber` field to specify the existing rate plan charge for which you want to make the quantity upsell.
Note that a termed subscription with such upsell charges can not be changed to an evergreen subscription.
**Note**: The Quantity Upsell feature is in the **Early Adopter** phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at [Zuora Global
Support](https://support.zuora.com).
type: string
uom:
description: |
Specifies the units to measure usage.
type: string
upToPeriods:
description: |
Specifies the length of the period during which the charge is active. If this period ends before the subscription ends, the charge ends when this period ends.
If the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge end date will change accordingly up to the original period end.
type: string
upToPeriodsType:
description: |
The period type used to define when the charge ends.
Values:
* `Billing_Periods`
* `Days`
* `Weeks`
* `Months`
* `Years`
type: string
usageRecordRatingOption:
description: |
Determines how Zuora processes usage records for per-unit usage charges.
type: string
validityPeriodType:
description: |
**Note**: This field is only available if you have the [Prepaid with Drawdown](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown) feature enabled.
The period in which the prepayment units are valid to use as defined in a [prepayment charge](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Create_prepayment_charge).
enum:
- SUBSCRIPTION_TERM
- ANNUAL
- SEMI_ANNUAL
- QUARTER
- MONTH
type: string
version:
description: |
Rate plan charge revision number.
format: int64
type: integer
type: object
- $ref: '#/components/schemas/RatePlanChargeObjectCustomFields'
title: ratePlanCharges
GETSubscriptionProductFeatureType:
properties:
description:
description: |
Feature description.
type: string
featureCode:
description: |
Feature code, up to 255 characters long.
type: string
id:
description: |
SubscriptionProductFeature ID.
type: string
name:
description: |
Feature name, up to 255 characters long.
type: string
title: subscriptionProductFeatures
type: object
RatePlanChargeSegment:
type: object
title: ratePlanChargeSegment
properties:
id:
type: string
description: |
ID of the charge.
amendedByOrderOn:
description: |
The date when the rate plan charge is amended through an order or amendment. This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
format: date
type: string
applyDiscountTo:
type: string
enum:
- ONETIME
- RECURRING
- USAGE
- ONETIMERECURRING
- ONETIMEUSAGE
- RECURRINGUSAGE
- ONETIMERECURRINGUSAGE
- null
description: |
Specifies the type of charges a specific discount applies to.
This field is only used when applied to a discount charge model. If you are not using a discount charge model, the value is `null`.
nullable: true
chargeFunction:
description: |
**Note**: This field is only available if you have the Unbilled Usage feature enabled.
Define what type of charge it is in Advanced consumption billing: * `Standard`: Normal charge with no Prepayment or Commitment or Drawdown. * `Prepayment`: For recurring charges. Unit or currency based prepaid charge. * `CommitmentTrueUp`: For recurring charges. Currency based minimum commitment charge. * `Drawdown`: For usage charges. Drawdown from prepaid funds. * `DrawdownAndCreditCommitment`: For usage charges. Drawdown from prepaid funds and then credit to minimum commitment funds. * `CreditCommitment`: For usage charges. Credit to minimum commitment funds.
enum:
- Standard
- Prepayment
- CommitmentTrueUp
- Drawdown
- CreditCommitment
- DrawdownAndCreditCommitment
type: string
chargeModelConfiguration:
$ref: '#/components/schemas/ChargeModelConfigurationType'
chargedThroughDate:
description: |
The date through which a customer has been billed for the charge.
format: date
type: string
commitmentType:
description: |
**Note**: This field is only available if you have the Unbilled Usage
feature enabled.
The type of commitment. A prepaid charge can be `UNIT` or `CURRENCY`. And a min commitment(in-arrears) charge can only be CURRENCY type.
For topup(recurring/one-time) charges, this field indicates what type of funds are created.
* If `UNIT`, it will create a fund with given prepaidUom.
* If `CURRENCY`, it will create a fund with the currency amount calculated in list price.
For drawdown(usage) charges, this field indicates what type of funds are drawdown from that created from topup charges.
enum:
- UNIT
- CURRENCY
type: string
prepaidCommittedAmount:
type: string
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown enabled.
The amount of the prepaid committed amount.
nullable: true
creditOption:
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown
feature enabled. \nTo use this field, you must set the `X-Zuora-WSDL-Version` request header to 114 or higher. Otherwise, an error occurs.
The way to calculate credit. See Credit Option for more information.
enum:
- TimeBased
- ConsumptionBased
- FullCreditBack
- null
type: string
nullable: true
currency:
$ref: '#/components/schemas/Currency'
deliverySchedule:
$ref: '#/components/schemas/GETDeliveryScheduleType'
numberOfDeliveries:
type: number
description: |
The number of the deliveries.
nullable: true
description:
description: Description of the rate plan charge segment.
type: string
discountAmount:
description: The amount of the discount.
type: number
nullable: true
discountApplyDetails:
description: |
Container for the application details about a discount rate plan charge.
Only discount rate plan charges have values in this field.
items:
$ref: '#/components/schemas/DiscountApplyDetails'
type: array
nullable: true
discountClass:
description: |
The class that the discount belongs to. The discount class defines
the order in which discount rate plan charges are applied.
For more information, see Manage Discount Classes.
type: string
nullable: true
discountLevel:
$ref: '#/components/schemas/DiscountLevel'
discountPercentage:
description: |
The amount of the discount as a percentage.
type: number
nullable: true
applyToBillingPeriodPartially:
type: boolean
description: |
A value of `true` indicates that the charge segment is applied to a billing period
partially. The value of this field is `false` by default.
default: false
dmrc:
description: |
The change (delta) of monthly recurring charge exists when the change
in monthly recurring revenue caused by an amendment or a new subscription.
type: number
format: double
done:
description: |
A value of `true` indicates that an invoice for a charge segment
has been completed. A value of `false` indicates that an invoice has not been
completed for the charge segment.
type: boolean
drawdownRate:
type: number
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown
feature enabled.
The conversion rate
between Usage UOM and Drawdown UOM for a drawdown charge.
Must be a positive number (>0).
drawdownUom:
$ref: '#/components/schemas/Uom'
dtcv:
description: |
After an amendment or an AutomatedPriceChange event, `dtcv` displays the change (delta) for the total contract value (TCV) amount for this charge, compared with its previous value with recurring charge types.
type: number
format: double
effectiveEndDate:
format: date
type: string
description: |
The effective end date of the charge.
effectiveStartDate:
format: date
type: string
description: |
The effective start date of the charge.
endDateCondition:
$ref: '#/components/schemas/EndDateCondition'
includedUnits:
type: number
description: |
The number of units included in this charge segment.
inputArgumentId:
type: string
description: |
The ID of the input argument for the charge segment.
isCommitted:
type: boolean
description: |
Indicates if the charge segment is committed.
isPrepaid:
type: boolean
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown
feature enabled.
Indicates whether this charge is a prepayment (topup) charge or a drawdown charge.
isRollover:
type: boolean
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown
feature enabled.
It determines whether the rollover fields are needed.
mrr:
type: number
format: double
description: |
Monthly recurring revenue (MRR) is the amount of recurring
charges in a given month. The MRR calculation doesn't include one-time
charges nor usage charges.
originalOrderDate:
format: date
type: string
description: |
The date when the rate plan charge is created through an order or
amendment. This field is to standardize the booking date information
to increase audit ability and traceability of data between Zuora
Billing and Zuora Revenue. It is mapped as the booking date for a
sales order line in Zuora Revenue.
overagePrice:
type: number
description: |
Price for units over the allowed amount.
Available for the usage-based charge type for the Overage and Tiered with Overage charge models.
prepaidOperationType:
enum:
- topup
- drawdown
type: string
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown
feature enabled.
The type of this charge. It is either a prepayment (topup) charge or a
drawdown charge.
prepaidQuantity:
type: number
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown
feature enabled.
The number of units included in a prepayment charge.
prepaidTotalQuantity:
type: number
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown feature enabled.
The total amount of units that end customers can use during a validity period when they subscribe to a prepayment charge.
prepaidUOM:
$ref: '#/components/schemas/Uom'
quantity:
type: number
description: |
Number of units purchased.
price:
type: number
description: |
The price of the charge segment.
priceChangeOption:
$ref: '#/components/schemas/PriceChangeOption'
priceIncreasePercentage:
type: number
nullable: true
description: |
Specifies the percentage to increase or decrease the price of a termed
subscription's renewal. Use this field if you set the
`PriceChangeOption` value to `SpecificPercentageValue`.
1. AutomatedPriceChange setting is on
2. Charge type is not one-time
3. Charge model is not discount fixed amount
minimum: -100
maximum: 100
pricingSummary:
type: string
description: |
A concise description of the charge model and pricing that is suitable to
show to your customers.
originalListPrice:
type: number
nullable: true
description: |
The original list price is the price of a product or service at which it
is listed for sale by a manufacturer or retailer.
processedThroughDate:
format: date
type: string
description: |
The date until when charges have been processed. When billing in arrears, such as usage, this field value is the the same as the
`ChargedThroughDate` value.
This date is the earliest date when a charge can be amended.
rolloverApply:
enum:
- ApplyFirst
- ApplyLast
type: string
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown feature enabled.
This field defines the priority of rollover, which is either first or last.
rolloverPeriodLength:
type: integer
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown feature enabled.
Use this field when you want to set the rollover fund's period length shorter than the prepayment charge's validity period.
rolloverPeriods:
format: int64
type: integer
description: |
**Note**: This field is only available if you have the Prepaid with Drawdown feature enabled.
This field defines the number of rollover periods, it is restricted to 3.
prorationOption:
type: string
description: |
**Note**: This field is only available if you have the Charge Level Proration feature enabled.
The charge-level proration option for the product rate plan charge.
segment:
format: int64
type: integer
description: |
Segment number of the charge.
specificEndDate:
format: date
type: string
description: |
Defines when the charge ends after the charge trigger date.
This field is only applicable when the `endDateCondition` field is `Specific_End_Date`.
subscriptionChargeIntervalPricing:
items:
$ref: '#/components/schemas/GETIntervalPriceType'
type: array
tcv:
type: number
format: double
description: |
Total contract value (TCV) is the sum of one-time charges, recurring
charges, and usage charges. The TCV calculation includes one-time
charges, recurring charges, and usage charges.
tiers:
items:
$ref: '#/components/schemas/RatePlanChargeTier'
type: array
nullable: true
triggerDate:
format: date
type: string
nullable: true
description: |
The date when the charge becomes effective and billing begins, in `yyyy-mm-dd` format.
billingPeriodAlignment:
$ref: '#/components/schemas/BillingPeriodAlignment'
triggerEvent:
$ref: '#/components/schemas/TriggerEvent'
upToPeriods:
format: int64
type: integer
nullable: true
description: |
Specifies the length of the period during which the charge is active. If this period ends before the subscription ends, the charge ends when this period ends.
The value is inherited from `ProductRatePlanCharge.UpToPeriods` field.
upToPeriodsType:
$ref: '#/components/schemas/UpToPeriodsType'
validityPeriodType:
$ref: '#/components/schemas/ValidityPeriodType'
salesPrice:
type: number
format: double
description: |
The sales price of the charge segment.
accountingCode:
type: string
nullable: true
description: |
The accounting code of the charge segment.
revenueRecognitionCode:
type: string
nullable: true
description: |
The revenue recognition code of the charge segment.
revRecTriggerCondition:
type: string
nullable: true
description: |
Specifies when revenue recognition begins.
estimatedEndDate:
format: date
type: string
description: |
The estimated end date of the charge segment.
estimatedStartDate:
format: date
type: string
description: |
The estimated start date of the charge segment.
taxable:
type: boolean
nullable: true
description: |
Indicates whether the charge is taxable.
taxCode:
type: string
nullable: true
description: |
The tax code of a charge.
taxMode:
type: string
nullable: true
description: |
Determines how to define taxation for the charge.
It affects the tax calculation of the charge.
enum:
- TaxExclusive
- TaxInclusive
- null
DiscountApplyDetails:
properties:
appliedProductName:
description: |
The name of the product that the discount rate plan charge applies to.
type: string
appliedProductRatePlanChargeId:
description: |
The ID of the product rate plan charge that the discount rate plan charge applies to.
type: string
appliedProductRatePlanChargeName:
description: |
The name of the product rate plan charge that the discount rate plan charge applies to.
type: string
appliedProductRatePlanId:
description: |
The ID of the product rate plan that the discount rate plan charge applies to.
type: string
appliedProductRatePlanName:
description: |
The name of the product rate plan that the discount rate plan charge applies to.
type: string
title: discountApplyDetails
type: object
GETDeliveryScheduleType:
description: |
The `deliverySchedule` is used for the Delivery Pricing charge model only.
**Note**: The Delivery Pricing charge model is in the **Early Adopter** phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. To manage and access this feature through the self-service interface, see [Enable billing features by yourself](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Billing_Settings/Manage_Features) in the Knowledge Center. You can check **Delivery Pricing** in **Billing Settings** > **Enable Charge Types / Models**.
properties:
frequency:
description: |
Specifies delivery frequency for the delivery schedule.
enum:
- Weekly
type: string
friday:
description: |
Indicates whether delivery occurs on Friday.
type: boolean
monday:
description: |
Indicates whether delivery occurs on Monday.
type: boolean
saturday:
description: |
Indicates whether delivery occurs on Saturday.
type: boolean
sunday:
description: |
Indicates whether delivery occurs on Sunday.
type: boolean
thursday:
description: |
Indicates whether delivery occurs on Thursday.
type: boolean
tuesday:
description: |
Indicates whether delivery occurs on Tuesday.
type: boolean
wednesday:
description: |
Indicates whether delivery occurs on Wednesday.
type: boolean
title: deliverySchedule
type: object
GETIntervalPriceType:
properties:
duration:
description: |
Duration period of this interval.
type: integer
price:
description: |
Price of this interval.
type: number
sequence:
description: |
A system-generated number that indicates the sequence in which each interval price is billed.
type: integer
subscriptionChargeIntervalPriceTiers:
items:
$ref: '#/components/schemas/GETIntervalPriceTierType'
type: array
type:
description: |
Interval type of this pricing.
enum:
- Day
- Month
- Infinity
type: string
title: IntervalPricing
type: object
GETTierType:
properties:
endingUnit:
description: |
Decimal defining end of tier range.
type: number
originalListPrice:
description: |
The original list price is the price of a product or service at which it is listed for sale by a manufacturer or retailer.
**Note:** This field applies to the following charges in a subscription created through an order:
- `oneTimeTiered`
- `oneTimeVolume`
- `recurringTiered`
- `recurringVolume`
- `usageTiered`
- `usageVolume`
- `usageTieredWithOverage`
type: number
price:
description: |
The decimal value of the tiered charge model. If the charge model is not a tiered type then this price field will be null and the `price` field directly under the `productRatePlanCharges` applies.
type: number
priceFormat:
description: |
Tier price format. Allowed values: `flat fee`, `per unit`.
type: string
startingUnit:
description: |
Decimal defining start of tier range.
type: number
tier:
description: |
Unique number of the tier.
format: int64
type: integer
title: tiers
type: object
GETIntervalPriceTierType:
properties:
endingUnit:
description: |
Decimal defining end of tier range.
type: number
isOveragePrice:
description: |
True if the price is overage price for the tier.
type: boolean
price:
description: |
The decimal value of the tiered charge model. If the charge model is not a tiered type then this price field will be null and the `price` field directly under the `productRatePlanCharges` applies.
type: number
priceFormat:
description: |
Tier price format. Allowed values: `flat fee`, `per unit`.
type: string
startingUnit:
description: |
Decimal defining start of tier range.
type: number
tier:
description: |
Unique number of the tier.
format: int64
type: integer
title: IntervalPricing
type: object
Currency:
type: string
description: Currency used by the account. For example, `USD` or `EUR`.
DiscountLevel:
type: string
enum:
- rateplan
- subscription
- account
description: |
The level of the discount.
For example, if the value of this field is `subscription` and the value of the `applyDiscountTo` field is `RECURRING`, the discount charge applies to all recurring charges in the same subscription as the discount charge.
Uom:
description: Specifies the units to measure usage.
type: string
EndDateCondition:
description: |
Condition for the charge to become inactive.
If the value of this field is `Fixed_Period`, the charge is active for a predefined duration based on the value of the `upToPeriodsType` and `upToPeriods` fields.
If the value of this field is `Specific_End_Date`, use the `specificEndDate` field to specify the date when then charge becomes inactive.
type: string
enum:
- Subscription_End
- Fixed_Period
- Specific_End_Date
- One_Time
PriceChangeOption:
type: string
description: |
Applies an automatic price change when a termed subscription is renewed.
enum:
- NoChange
- SpecificPercentageValue
- UseLatestProductCatalogPricing
- null
default: NoChange
nullable: true
RatePlanChargeTier:
type: object
title: chargeTier
properties:
tier:
description: |
Unique number of the tier.
format: int64
type: integer
minimum: 1
startingUnit:
description: |
Decimal defining start of tier range.
type: number
format: double
endingUnit:
description: |
Decimal defining end of tier range.
type: number
format: double
price:
description: |
The decimal value of the tiered charge model. If the charge model is not a tiered type then this price field will be null and the `price` field directly under the `productRatePlanCharges` applies.
type: number
priceFormat:
description: |
Tier price format.
type: string
enum:
- FlatFee
- PerUnit
originalListPrice:
type: number
format: double
description: |
The original list price is the price of a product or service at which it is listed for sale by a manufacturer or retailer.
BillingPeriodAlignment:
description: |
Specifies how Zuora determines when to start new billing periods. You
can use this field to align the billing periods of different charges.
* `AlignToCharge` - Zuora starts a new billing period on the first billing day that
falls on or after the date when the charge becomes active.
* `AlignToSubscriptionStart` - Zuora starts a new billing period on the first billing
day that falls on or after the start date of the subscription.
* `AlignToTermStart` - For each term of the subscription, Zuora starts a new billing
period on the first billing day that falls on or after the start date of the term.
See the `billCycleType` field for information about how Zuora determines the billing
day.
**Note:** `AlignToTermEnd` is only available for prepayment charges by default.
To enable this value for non-prepaid recurring charges, contact Zuora Global Support.
enum:
- AlignToCharge
- AlignToSubscriptionStart
- AlignToTermStart
- AlignToTermEnd
type: string
TriggerEvent:
description: |
Condition for the charge to become active. If this field is not specified,
the value of the field will be defaulted to the trigger event value defined in the
product catalog.
If the value of this field is `SpecificDate`, use the `specificTriggerDate` field
to specify the date when the charge becomes active.
type: string
enum:
- ContractEffective
- ServiceActivation
- CustomerAcceptance
- SpecificDate
UpToPeriodsType:
description: |
Unit of time that the charge duration is measured in. Only applicable
if the value of the `endDateCondition` field is `Fixed_Period`.
type: string
enum:
- Days
- Weeks
- Months
- Years
- Billing_Periods
- null
nullable: true
ValidityPeriodType:
description: |
**Note**: This field is only available if you have the
Prepaid with Drawdown
feature enabled.
The period in which the prepayment units are valid to use as defined in a prepayment
charge.
type: string
enum:
- SUBSCRIPTION_TERM
- ANNUAL
- SEMI_ANNUAL
- QUARTER
- MONTH
- null
nullable: true
GETSubscriptionByKeyWithSuccess:
allOf:
- properties:
accountId:
description: The ID of the account associated with this subscription.
type: string
accountName:
description: The name of the account associated with this subscription.
type: string
accountNumber:
description: The number of the account associated with this subscription.
type: string
autoRenew:
description: |
If `true`, the subscription automatically renews at the end of the term. Default is `false`.
type: boolean
billToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeBillToContact'
cancelReason:
description: |
The reason for a subscription cancellation copied from the `changeReason` field of a Cancel Subscription order action.
This field contains valid value only if a subscription is cancelled through the Orders UI or API. Otherwise, the value for this field will always be `null`.
type: string
contractEffectiveDate:
description: |
Effective contract date for this subscription, as yyyy-mm-dd.
format: date
type: string
contractedMrr:
description: |
Monthly recurring revenue of the subscription.
type: number
contractedNetMrr:
description: |
Monthly recurring revenue of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
asOfDayGrossMrr:
description: |
Monthly recurring revenue of the subscription exclusive of any discounts applicable as of specified day.
type: number
asOfDayNetMrr:
description: |
Monthly recurring revenue of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts as of specified day.
type: number
netTotalContractedValue:
description: |
Total contracted value of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
currency:
description: |
The currency of the subscription.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
type: string
currentTerm:
description: |
The length of the period for the current subscription term.
format: int64
type: integer
currentTermPeriodType:
description: |
The period type for the current subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
customerAcceptanceDate:
description: |
The date on which the services or products within a subscription have been accepted by the customer, as yyyy-mm-dd.
format: date
type: string
externallyManagedBy:
description: |
An enum field on the Subscription object to indicate the name of a third-party store. This field is used to represent subscriptions created through third-party stores.
enum:
- Amazon
- Apple
- Google
- Roku
type: string
id:
description: |
Subscription ID.
type: string
initialTerm:
description: |
The length of the period for the first subscription term.
format: int64
type: integer
initialTermPeriodType:
description: |
The period type for the first subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the subscription.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
invoiceOwnerAccountId:
description: ''
type: string
invoiceOwnerAccountName:
description: ''
type: string
invoiceOwnerAccountNumber:
description: ''
type: string
invoiceScheduleId:
description: |
The ID of the invoice schedule associated with the subscription.
If multiple invoice schedules are created for different terms of a subscription, this field stores the latest invoice schedule.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: integer
invoiceSeparately:
description: |
Separates a single subscription from other subscriptions and creates an invoice for the subscription.
If the value is `true`, the subscription is billed separately from other subscriptions. If the value is `false`, the subscription is included with other subscriptions in the account invoice.
type: boolean
invoiceTemplateId:
description: |
The ID of the invoice template associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Template from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
nullable: true
invoiceTemplateName:
description: |
The name of the invoice template associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify the `invoiceTemplateId` field in the request or you select **Default Template from Account** for the `invoiceTemplateId` field during subscription creation, the value of the `invoiceTemplateName` field is automatically set to `null` in the response body.
type: string
isLatestVersion:
description: If `true`, the current subscription object is the latest version.
type: boolean
lastBookingDate:
description: |-
The last booking date of the subscription object. This field is writable only when the subscription is newly created as a first version subscription. You can override the date value when creating a subscription through the Subscribe and Amend API or the subscription creation UI (non-Orders). Otherwise, the default value `today` is set per the user's timezone. The value of this field is as follows:
* For a new subscription created by the [Subscribe and Amend APIs](https://knowledgecenter.zuora.com/Billing/Subscriptions/Orders/Orders_Harmonization/Orders_Migration_Guidance#Subscribe_and_Amend_APIs_to_Migrate), this field has the value of the subscription creation date.
* For a subscription changed by an amendment, this field has the value of the amendment booking date.
* For a subscription created or changed by an order, this field has the value of the order date.
format: date
type: string
notes:
description: |
A string of up to 65,535 characters.
type: string
orderNumber:
description: |
The order number of the order in which the changes on the subscription are made.
**Note:** This field is only available if you have the [Order Metrics](https://knowledgecenter.zuora.com/BC_Subscription_Management/Orders/AA_Overview_of_Orders#Order_Metrics) feature enabled. If you wish to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/). We will investigate your use cases and data before enabling this feature for you.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
originalListPrice:
description: |
The original list price is the price of a product or service at which it is listed for sale by a manufacturer or retailer.
**Note:** This field applies to the following charges in a subscription created through an order:
- `oneTimeFlatFee`
- `oneTimePerUnit`
- `recurringFlatFee`
- `recurringPerUnit`
- `usageFlatFee`
- `usagePerUnit`
- `usageOverage`
- `usageTieredWithOverage`
type: number
paymentTerm:
description: |
The name of the payment term associated with the subscription. For example, `Net 30`. The payment term determines the due dates of invoices.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Term from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
ratePlans:
description: |
Container for rate plans.
items:
$ref: '#/components/schemas/GETSubscriptionRatePlanType'
type: array
renewalSetting:
description: |
Specifies whether a termed subscription will remain `TERMED` or change to `EVERGREEN` when it is renewed.
Values are:
* `RENEW_WITH_SPECIFIC_TERM` (default)
* `RENEW_TO_EVERGREEN`
type: string
renewalTerm:
description: |
The length of the period for the subscription renewal term.
format: int64
type: integer
renewalTermPeriodType:
description: |
The period type for the subscription renewal term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
revision:
description: |
An auto-generated decimal value uniquely tagged with a subscription. The value always contains one decimal place, for example, the revision of a new subscription is 1.0. If a further version of the subscription is created, the revision value will be increased by 1. Also, the revision value is always incremental regardless of deletion of subscription versions.
type: string
sequenceSetId:
description: |
The ID of the sequence set associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Set from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the subscription.
**Note**: This field is available in the request body only if you have the Flexible Billing Attributes
feature turned on. The value is `null` in the response body without this feature turned on.
type: string
nullable: true
sequenceSetName:
description: |
The name of the sequence set associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify the `sequenceSetId` field in the request or you select **Default Template from Account** for the `sequenceSetId` field during subscription creation, the value of the `sequenceSetName` field is automatically set to `null` in the response body.
type: string
serviceActivationDate:
description: |
The date on which the services or products within a subscription have been activated and access has been provided to the customer, as yyyy-mm-dd
format: date
type: string
shipToContact:
$ref: '#/components/schemas/GetAccountSummaryTypeShipToContact'
soldToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeSoldToContact'
status:
description: |
Subscription status; possible values are:
* `Draft`
* `Pending Activation`
* `Pending Acceptance`
* `Active`
* `Cancelled`
* `Suspended`
type: string
statusHistory:
description: |
Container for status history.
items:
$ref: '#/components/schemas/GETSubscriptionStatusHistoryType'
type: array
subscriptionEndDate:
description: |
The date when the subscription term ends, where the subscription ends at midnight the day before.
For example, if the `subscriptionEndDate` is 12/31/2016, the subscriptions ends at midnight (00:00:00 hours) on 12/30/2016.
This date is the same as the term end date or the cancelation date, as appropriate.
format: date
type: string
subscriptionNumber:
description: Subscription number.
type: string
subscriptionStartDate:
description: |
Date the subscription becomes effective.
format: date
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
termEndDate:
description: |
Date the subscription term ends. If the subscription is evergreen, this is null or is the cancellation date (if one has been set).
format: date
type: string
termStartDate:
description: |
Date the subscription term begins. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
scheduledCancelDate:
description: The date when the subscription is scheduled to be canceled.
format: date
type: string
scheduledSuspendDate:
description: The date when the subscription is scheduled to be suspended.
format: date
type: string
scheduledResumeDate:
description: The date when the subscription is scheduled to be resumed.
format: date
type: string
totalContractedValue:
description: |
Total contracted value of the subscription.
type: number
version:
description: This is the subscription version automatically generated by Zuora Billing. Each order or amendment creates a new version of the subscription, which incorporates the changes made in the order or amendment.
format: int64
type: integer
accountOwnerDetails:
$ref: '#/components/schemas/GETAccountTypeBasicInfo'
invoiceOwnerAccountDetails:
$ref: '#/components/schemas/GETAccountTypeBasicInfo'
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
PUTSubscriptionType:
allOf:
- properties:
add:
description: |
Container for adding one or more rate plans.
items:
$ref: '#/components/schemas/PUTSrpAddType'
type: array
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
Whether to automatically apply credit memos or unapplied payments, or both to an invoice.
If the value is `true`, the credit memo or unapplied payment, or both will be automatically applied to the invoice. If no value is specified or the value is `false`, no action is taken.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Whether to automatically apply a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
Prerequisite: `invoice` must be `true`.
**Note:**
- If you are using the field `invoiceCollect` rather than the field `invoice`, the `invoiceCollect` value must be `true`.
- This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
autoRenew:
description: |
If `true`, this subscription automatically renews at the end of the subscription term. Default is `false`.
type: boolean
bookingDate:
description: |
The booking date that you want to set for the contract when you change the `termType` field of the subscription and as a result get a new version of subscription created. The booking date of an amendment is the equivalent of the order date of an order. This field must be in the `yyyy-mm-dd` format. The default value is the current date when you make the API call.
format: date
type: string
change:
description: |
Use this field to change one or more rate plans - to replace the existing rate plans in a subscription with other rate plans.
**Note**: Changing rate plans is currently not supported for the Billing - Revenue Integration feature. When Billing - Revenue Integration is enabled, changing rate plans will no longer be applicable in Zuora Billing.
items:
$ref: '#/components/schemas/PUTSrpChangeType'
type: array
collect:
default: false
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or a later available version.
type: boolean
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
currentTerm:
description: |
The length of the period for the current subscription term. If `termType` is `TERMED`, this field is required and must be greater than `0`. If `termType` is `EVERGREEN`, this value is ignored.
format: int64
type: integer
currentTermPeriodType:
description: |
The period type for the current subscription term.
This field is used with the `CurrentTerm` field to specify the current subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
externallyManagedBy:
description: |
An enum field on the Subscription object to indicate the name of a third-party store. This field is used to represent subscriptions created through third-party stores.
enum:
- Amazon
- Apple
- Google
- Roku
type: string
includeExistingDraftDocItems:
description: |
Specifies whether to include draft invoice items in subscription previews.
Values are:
* `true` (default). Includes draft invoice items in the preview result.
* `false`. Excludes draft invoice items in the preview result.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `207.0` or a later available version.
type: boolean
invoiceSeparately:
description: |
Separates a single subscription from other subscriptions and invoices the charge independently.
If the value is `true`, the subscription is billed separately from other subscriptions. If the value is `false`, the subscription is included with other subscriptions in the account invoice.
The default value is `false`.
Prerequisite: The default subscription setting Enable Subscriptions to be Invoiced Separately must be set to Yes.
type: boolean
notes:
description: |
The notes for the subscription.
maxLength: 1000
type: string
preview:
description: |
If `true` the update is made in preview mode. The default setting is `false`.
type: boolean
previewType:
description: |
The type of preview you will receive.
**Note**: If your API minor version is earlier than `206.0` or you specify the `Zuora-Version` header for this request to `206.0` or earlier, the following values are supported for the `previewType` field:
- `InvoiceItem` (default)
- `ChargeMetrics`
- `InvoiceItemChargeMetrics`
enum:
- LegalDoc
- ChargeMetrics
- LegalDocChargeMetrics
default: LegalDoc
type: string
remove:
description: |
Container for removing one or more rate plans.
items:
$ref: '#/components/schemas/PUTSrpRemoveType'
type: array
renewalSetting:
description: |
Specifies whether a termed subscription will remain `TERMED` or change to `EVERGREEN` when it is renewed.
Values are:
* `RENEW_WITH_SPECIFIC_TERM` (default)
* `RENEW_TO_EVERGREEN`
type: string
renewalTerm:
description: |
The length of the period for the subscription renewal term. Default is `0`.
format: int64
type: integer
renewalTermPeriodType:
description: |
The period type for the subscription renewal term.
This field is used with the `renewalTerm` field to specify the subscription renewal term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
runBilling:
default: false
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement/Credit_and_Debit_Memos/Rules_for_Generating_Invoices_and_Credit_Memos).
The billing documents generated in this operation is only for this subscription, not for the entire customer account.
This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or a later available version.
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
type: boolean
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as
yyyy-mm-dd. Default is current date.
**Note:** The credit memo is only available if you have the Invoice Settlement feature enabled.
This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `211.0` or a later available version.
format: date
type: string
termStartDate:
description: |
Date the subscription term begins, as yyyy-mm-dd. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
update:
description: |
Container for updating one or more rate plans.
items:
$ref: '#/components/schemas/PUTSrpUpdateType'
type: array
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
example:
autoRenew: true
PUTSubscriptionResponseType:
properties:
chargeMetrics:
description: |
Container for charge metrics. This field is available only if the `preview` field in the request body is `true`.
properties:
dmrr:
description: |
Change in total contract value.
type: string
dtcv:
description: |
Change in monthly recurring revenue.
type: string
mrr:
description: |
Monthly recurring revenue.
type: string
number:
description: |
The charge number of the subscription. Only available for update subscription.
type: string
originRatePlanId:
description: |
The origin rate plan ID. Only available for update subscription.
type: string
originalId:
description: |
The original rate plan charge ID. Only available for update subscription.
type: string
productRatePlanChargeId:
description: ''
type: string
productRatePlanId:
description: ''
type: string
tcv:
description: |
Total contract value.
type: string
type: object
creditMemo:
description: |
Container for credit memos. This field is available only if the `preview` field in the request body is `true`.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
properties:
amount:
description: Credit memo amount.
format: double
type: number
amountWithoutTax:
description: Credit memo amount minus tax.
format: double
type: number
creditMemoItems:
description: ''
items:
$ref: '#/components/schemas/POSTSubscriptionPreviewCreditMemoItemsType'
type: array
taxAmount:
description: Tax amount on the credit memo.
format: double
type: number
type: object
creditMemoId:
description: |
The credit memo ID. This field is available only if the `preview` field in the request body is `false` and a credit memo is generated during the update.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoice:
description: |
Container for invoices. This field is available only if the `preview` field in the request body is `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `207.0` or
[a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version). Also, the response structure is changed and the following invoice related response fields are moved to this **invoice** container:
* amount
* amountWithoutTax
* taxAmount
* invoiceItems
* targetDate
properties:
amount:
description: Invoice amount.
format: double
type: number
amountWithoutTax:
description: |
Invoice amount minus tax.
format: double
type: number
invoiceItems:
description: |
Container for invoice items.
items:
$ref: '#/components/schemas/PUTSubscriptionPreviewInvoiceItemsType'
type: array
targetDate:
description: |
Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd. Default is current date.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
taxAmount:
description: |
The tax amount of the invoice.
format: double
type: number
type: object
invoiceId:
description: |
The ID of the generated invoice.
This field is available only if the `preview` field in the request body is `false` and an invoice is generated during the update.
type: string
invoiceItems:
description: |
Container for invoice items. This field is available only if the `preview` field in the request body is `true`.
items:
$ref: '#/components/schemas/PUTSubscriptionPreviewInvoiceItemsType'
type: array
paidAmount:
description: |
Payment amount, if a payment is collected
type: number
paymentId:
description: |
Payment ID, if a payment is collected.
type: string
subscriptionId:
description: |
The ID of the resulting new subscription.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
Date through which to calculate charges if an invoice is generated, as yyyy-mm-dd. Default is current date. This field is available only if the `preview` field in the request body is `true`.
**Note:** This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `207.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
taxAmount:
description: |
Tax amount on the invoice. This field is available only if the `preview` field in the request body is `true`.
type: number
totalDeltaMrr:
description: |
Change in the subscription monthly recurring revenue as a result of the update.
type: number
totalDeltaTcv:
description: |
Change in the total contracted value of the subscription as a result of the update.
type: number
type: object
PUTSubscriptionPreviewInvoiceItemsType:
properties:
chargeAmount:
description: |
The amount of the charge. This amount doesn't include taxes unless the charge's tax mode is inclusive.
type: number
chargeDescription:
description: |
Description of the charge.
type: string
chargeName:
description: |
Name of the charge
type: string
productName:
description: |
Name of the product associated with this item.
type: string
productRatePlanChargeId:
description: ''
type: string
quantity:
description: |
Quantity of this item.
type: number
serviceEndDate:
description: |
End date of the service period for this item, i.e., the last day of the period, as yyyy-mm-dd.
format: date
type: string
serviceStartDate:
description: |
Service start date as yyyy-mm-dd. If the charge is a one-time fee, this is the date of that charge.
format: date
type: string
taxationItems:
description: |-
List of taxation items.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `315.0` or a later available version.
items:
$ref: '#/components/schemas/POSTSubscriptionPreviewTaxationItemsType'
type: array
unitOfMeasure:
description: ''
type: string
title: invoiceItems
type: object
PUTSrpAddType:
allOf:
- properties:
bookingDate:
description: |
The booking date that you want to set for the amendment contract. The booking date of an amendment is the equivalent of the order date of an order. This field must be in the `yyyy-mm-dd` format. The default value is the current date when you make the API call.
format: date
type: string
chargeOverrides:
description: |
This optional container is used to override the quantity of one or more product rate plan charges for this subscription.
items:
$ref: '#/components/schemas/PUTScAddType'
type: array
contractEffectiveDate:
description: |
The date when the amendment changes take effect. The format of the date is yyyy-mm-dd.
If there is already a future-dated Update Product amendment on the subscription, the `specificUpdateDate` field will be used instead of this field to specify when the Update Product amendment takes effect.
format: date
type: string
customerAcceptanceDate:
description: |
The date when the customer accepts the contract in yyyy-mm-dd format.
If this field is not set:
* If the `serviceActivationDate` field is not set, the value of this field is set to be the contract effective date.
* If the `serviceActivationDate` field is set, the value of this field is set to be the service activation date.
The billing trigger dates must follow this rule:
contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
externalCatalogPlanId:
description: |
An external ID of the product rate plan to be added. You can use this field to specify a product rate plan that is imported from an external system. The value of the `externalCatalogPlanId` field must match one of the values that are predefined in the `externallyManagedPlanIds` field on a product rate plan.
**Note:** If both `externalCatalogPlanId` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externalIdSourceSystem:
description: |
The ID of the external source system. You can use this field and `externalCatalogPlanId` to specify a product rate plan that is imported from an external system.
**Note:** If both `externalCatalogPlanId`, `externalIdSourceSystem` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externallyManagedPlanId:
description: |
Indicates the unique identifier for the rate plan purchased on a third-party store. This field is used to represent a subscription rate plan created through third-party stores.
type: string
productRatePlanId:
description: |
ID of a product rate plan for this subscription
type: string
productRatePlanNumber:
description: |
Number of a product rate plan for this subscription
type: string
serviceActivationDate:
description: |
The date when the new product in the subscription is activated in yyyy-mm-dd format.
You must specify a Service Activation date if the Customer Acceptance date is set. If the Customer Acceptance date is not set, the value of the `serviceActivationDate` field defaults to be the Contract Effective Date.
The billing trigger dates must follow this rule:
contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
required:
- contractEffectiveDate
type: object
- $ref: '#/components/schemas/RatePlanObjectCustomFields'
title: add
PUTSrpChangeType:
allOf:
- properties:
bookingDate:
description: |
The booking date that you want to set for the amendment contract. The booking date of an amendment is the equivalent of the order date of an order. This field must be in the `yyyy-mm-dd` format. The default value is the current date when you make the API call.
format: date
type: string
chargeOverrides:
description: This optional container is used to override one or more product rate plan charges for this subscription.
items:
$ref: '#/components/schemas/PUTScAddType'
type: array
contractEffectiveDate:
description: Effective date of the new subscription, as yyyy-mm-dd.
format: date
type: string
customerAcceptanceDate:
description: |
The date when the customer accepts the contract in yyyy-mm-dd format.
When this field is not set:
* If the `serviceActivationDate` field is not set, the value of this field
is set to be the contract effective date.
* If the `serviceActivationDate` field is set, the value of this field is
set to be the service activation date.
The billing trigger dates must follow this rule: contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
effectivePolicy:
description: |
The default value for the `effectivePolicy` field is as follows:
* If the rate plan change (from old to new) is an upgrade, the effective policy is `EffectiveImmediately` by default.
* If the rate plan change (from old to new) is a downgrade, the effective policy is `EffectiveEndOfBillingPeriod` by default.
* Otherwise, the effective policy is `SpecificDate` by default.
**Notes**:
* When setting this field to `EffectiveEndOfBillingPeriod`, you cannot set the billing trigger dates for the subscription as the system will automatically set the trigger dates to the end of billing period.
* When setting this field to `SpecificDate`, you must also set the `contractEffectiveDate` field.
enum:
- EffectiveImmediately
- EffectiveEndOfBillingPeriod
- SpecificDate
type: string
externalCatalogPlanId:
description: |
An external ID of the rate plan to be removed. You can use this field to specify an existing rate plan in your subscription. The value of the `externalCatalogPlanId` field must match one of the values that are predefined in the `externallyManagedPlanIds` field on a product rate plan. However, if there are multiple rate plans with the same `productRatePlanId` value existing in the subscription, you must use the `ratePlanId` field to remove the rate plan. The `externalCatalogPlanId` field cannot be used to distinguish multiple rate plans in this case.
**Note:** Provide only one of `externalCatalogPlanId`, `ratePlanId` or `productRatePlanId`. If more than one field is provided then the request would fail.
type: string
externalIdSourceSystem:
description: |
The ID of the external source system. You can use this field and `externalCatalogPlanId` to specify a product rate plan that is imported from an external system.
**Note:** If both `externalCatalogPlanId`, `externalIdSourceSystem` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
newExternalCatalogPlanId:
description: |
An external ID of the product rate plan to be added. You can use this field to specify a product rate plan that is imported from an external system. The value of the `externalCatalogPlanId` field must match one of the values that are predefined in the `externallyManagedPlanIds` field on a product rate plan.
**Note:** Provide only one of `newExternalCatalogPlanId` or `newProductRatePlanId`. If both fields are provided then the request would fail.
type: string
newExternalIdSourceSystem:
description: |
The ID of the external source system. You can use this field and `newExternalCatalogPlanId` to specify a product rate plan that is imported from an external system.
**Note:** If both `newExternalCatalogPlanId`, `newExternalIdSourceSystem` and `newProductRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
newProductRatePlanId:
description: ID of a product rate plan for this subscription.
type: string
newProductRatePlanNumber:
description: Number of a product rate plan for this subscription.
type: string
productRatePlanId:
description: |
ID of the product rate plan that the removed rate plan is based on.
type: string
productRatePlanNumber:
description: 'Number of a product rate plan for this subscription. '
type: string
ratePlanId:
description: |
ID of a rate plan to remove. Note that the removal of a rate plan through the Change Plan amendment supports the function of removal before future-dated removals, as in a Remove Product amendment.
type: string
resetBcd:
default: false
description: |
If resetBcd is true then reset the Account BCD to the effective date; if it is false keep the original BCD.
type: boolean
serviceActivationDate:
description: 'The date when the change in the subscription is activated in yyyy-mm-dd format. You must specify a Service Activation date if the Customer Acceptance date is set. If the Customer Acceptance date is not set, the value of the `serviceActivationDate` field defaults to be the Contract Effective Date. The billing trigger dates must follow this rule: contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate'
format: date
type: string
subType:
description: |
Use this field to choose the sub type for your change plan amendment.
However, if you do not set this field, the field will be automatically generated by the system according to the following rules:
When the old and new rate plans are within the same Grading catalog group:
* If the grade of new plan is greater than that of the old plan, this is an "Upgrade".
* If the grade of new plan is less than that of the old plan, this is a "Downgrade".
* If the grade of new plan equals that of the old plan, this is a "Crossgrade".
When the old and new rate plans are not in the same Grading catalog group, or either has no group, this is "PlanChanged".
enum:
- Upgrade
- Downgrade
- Crossgrade
- PlanChanged
type: string
subscriptionRatePlanNumber:
description: 'Number of a rate plan for this subscription. '
type: string
type: object
- $ref: '#/components/schemas/RatePlanObjectCustomFields'
title: change
PUTSrpRemoveType:
properties:
bookingDate:
description: |
The booking date that you want to set for the amendment contract. The booking date of an amendment is the equivalent of the order date of an order. This field must be in the `yyyy-mm-dd` format. The default value is the current date when you make the API call.
format: date
type: string
contractEffectiveDate:
description: |
Effective date of the new subscription, as yyyy-mm-dd.
format: date
type: string
customerAcceptanceDate:
description: |
The date when the customer accepts the contract in yyyy-mm-dd format.
If this field is not set:
* If the `serviceActivationDate` field is not set, the value of this field is set to be the contract effective date.
* If the `serviceActivationDate` field is set, the value of this field is set to be the service activation date.
The billing trigger dates must follow this rule:
contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
externalCatalogPlanId:
description: |
An external ID of the rate plan to be removed. You can use this field to specify an existing rate plan in your subscription. The value of the `externalCatalogPlanId` field must match one of the values that are predefined in the `externallyManagedPlanIds` field on a product rate plan. However, if there are multiple rate plans with the same `productRatePlanId` value existing in the subscription, you must use the `ratePlanId` field to remove the rate plan. The `externalCatalogPlanId` field cannot be used to distinguish multiple rate plans in this case.
**Note:** If both `externalCatalogPlanId` and `ratePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externalIdSourceSystem:
description: |
The ID of the external source system. You can use this field and `externalCatalogPlanId` to specify a product rate plan that is imported from an external system.
**Note:** If both `externalCatalogPlanId`, `externalIdSourceSystem` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
productRatePlanNumber:
description: |
Number of a product rate plan for this subscription.
type: string
ratePlanId:
description: |
ID of a rate plan for this subscription. This can be the latest version or any history version of ID.
type: string
serviceActivationDate:
description: |
The date when the remove amendment is activated in yyyy-mm-dd format.
You must specify a Service Activation date if the Customer Acceptance date is set. If the Customer Acceptance date is not set, the value of the `serviceActivationDate` field defaults to be the Contract Effective Date.
The billing trigger dates must follow this rule:
contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
subscriptionRatePlanNumber:
description: |
Number of a rate plan for this subscription.
type: string
required:
- contractEffectiveDate
title: remove
type: object
PUTSrpUpdateType:
allOf:
- properties:
bookingDate:
description: |
The booking date that you want to set for the amendment contract. The booking date of an amendment is the equivalent of the order date of an order. This field must be in the `yyyy-mm-dd` format. The default value is the current date when you make the API call.
format: date
type: string
chargeUpdateDetails:
description: |
Container for one or more product rate plan charges.
items:
$ref: '#/components/schemas/PUTScUpdateType'
type: array
contractEffectiveDate:
description: |
The date when the amendment changes take effect. The format of the date is yyyy-mm-dd.
If there is already a future-dated Update Product amendment on the subscription, the `specificUpdateDate` field will be used instead of this field to specify when the Update Product amendment takes effect.
format: date
type: string
customerAcceptanceDate:
description: |
The date when the customer accepts the contract in yyyy-mm-dd format.
If this field is not set:
* If the `serviceActivationDate` field is not set, the value of this field is set to be the contract effective date.
* If the `serviceActivationDate` field is set, the value of this field is set to be the service activation date.
The billing trigger dates must follow this rule:
contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
externalCatalogPlanId:
description: |
An external ID of the rate plan to be updated. You can use this field to specify an existing rate plan in your subscription. The value of the `externalCatalogPlanId` field must match one of the values that are predefined in the `externallyManagedPlanIds` field on a product rate plan. However, if there are multiple rate plans with the same `productRatePlanId` value existing in the subscription, you must use the `ratePlanId` field to update the rate plan. The `externalCatalogPlanId` field cannot be used to distinguish multiple rate plans in this case.
**Note:** If both `externalCatalogPlanId` and `ratePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externalIdSourceSystem:
description: |
The ID of the external source system. You can use this field and `externalCatalogPlanId` to specify a product rate plan that is imported from an external system.
**Note:** If both `externalCatalogPlanId`, `externalIdSourceSystem` and `productRatePlanId` are provided. They must point to the same product rate plan. Otherwise, the request would fail.
type: string
externallyManagedPlanId:
description: |
Indicates the unique identifier for the rate plan purchased on a third-party store. This field is used to represent a subscription rate plan created through third-party stores.
type: string
productRatePlanNumber:
description: |
Number of a product rate plan for this subscription.
type: string
ratePlanId:
description: |
ID of a rate plan for this subscription. This can be the latest version or any history version of ID.
type: string
serviceActivationDate:
description: |
The date when the update amendment is activated in yyyy-mm-dd format.
You must specify a Service Activation date if the Customer Acceptance date is set. If the Customer Acceptance date is not set, the value of the `serviceActivationDate` field defaults to be the Contract Effective Date.
The billing trigger dates must follow this rule:
contractEffectiveDate <= serviceActivationDate <= contractAcceptanceDate
format: date
type: string
specificUpdateDate:
description: |
The date when the Update Product amendment takes effect. This field is only applicable if there is already a future-dated Update Product amendment on the subscription. The format of the date is yyyy-mm-dd.
Required only for Update Product amendments if there is already a future-dated Update Product amendment on the subscription.
format: date
type: string
subscriptionRatePlanNumber:
description: |
Number of a rate plan for this subscription.
type: string
required:
- contractEffectiveDate
type: object
- $ref: '#/components/schemas/RatePlanObjectCustomFields'
title: update
PUTScUpdateType:
allOf:
- properties:
billingPeriodAlignment:
description: |
Aligns charges within the same subscription if multiple charges begin on different dates.
Values:
* `AlignToCharge`
* `AlignToSubscriptionStart`
* `AlignToTermStart`
Available for the following charge types:
* Recurring
* Usage-based
type: string
chargeModelConfiguration:
$ref: '#/components/schemas/ChargeModelConfigurationType'
description:
description: |
Description of the charge.
type: string
includedUnits:
description: |
Specifies the number of units in the base set of units for this charge. Must be >=0.
Available for the following charge type for the Overage charge model:
* Usage-based
type: number
overagePrice:
description: |
Price for units over the allowed amount.
Available for the following charge type for the Overage and Tiered with Overage charge models:
* Usage-based
type: number
price:
description: |
Price for units in the subscription rate plan.
Supports all charge types for the Flat Fee and Per Unit charge models
type: number
priceChangeOption:
description: |
Applies an automatic price change when a termed subscription is renewed. The Billing Admin setting **Enable Automatic Price Change When Subscriptions are Renewed?** must be set to Yes to use this field.
Values:
* `NoChange` (default)
* `SpecificPercentageValue`
* `UseLatestProductCatalogPricing`
Available for the following charge types:
* Recurring
* Usage-based
Not available for the Fixed-Amount Discount charge model.
type: string
priceIncreasePercentage:
description: |
Specifies the percentage to increase or decrease the price of a termed subscription's renewal. Required if you set the `PriceChangeOption` field to `SpecificPercentageValue`.
Decimal between `-100` and `100`.
Available for the following charge types:
* Recurring
* Usage-based
Not available for the Fixed-Amount Discount charge model.
type: number
quantity:
description: |
Quantity of units; must be greater than zero.
type: number
ratePlanChargeId:
description: |
ID of a rate-plan charge for this subscription. It can be the latest version or any history version of ID.
type: string
tiers:
description: |
Container for Volume, Tiered or Tiered with Overage charge models. Supports the following charge types:
* One-time
* Recurring
* Usage-based
items:
$ref: '#/components/schemas/POSTTierType'
type: array
triggerDate:
description: |
Specifies when to start billing the customer for the charge. Required if the `triggerEvent` field is set to USD.
`triggerDate` cannot be updated for the following using the REST update subscription call:
* One-time charge type
* Discount-Fixed Amount charge model
* Discount-Percentage charge model
format: date
type: string
triggerEvent:
description: |
Specifies when to start billing the customer for the charge.
Values:
* `UCE`
* `USA`
* `UCA`
* `USD`
This is the date when charge changes in the REST request become effective.
`triggerEvent` cannot be updated for the following using the REST update subscription call:
* One-time charge type
* Discount-Fixed Amount charge model
* Discount-Percentage charge model
type: string
required:
- ratePlanChargeId
type: object
- $ref: '#/components/schemas/RatePlanChargeObjectCustomFields'
title: chargeUpdateDetails
PUTScAddType:
allOf:
- properties:
amendedByOrderOn:
description: |
The date when the rate plan charge is amended through an order or amendment. This field is not updatable.
This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
type: string
applyDiscountTo:
description: |
Specifies the type of charges that you want a specific discount to apply to.
Values:
* `ONETIME`
* `RECURRING`
* `USAGE`
* `ONETIMERECURRING`
* `ONETIMEUSAGE`
* `RECURRINGUSAGE`
* `ONETIMERECURRINGUSAGE`
Available for the following charge type for the Discount-Fixed Amount and Discount-Percentage charge models:
* Recurring
type: string
billCycleDay:
description: |
Sets the bill cycle day (BCD) for the charge. The BCD determines which day of the month customer is billed.
Values: `1`-`31`
Available for the following charge types:
* Recurring
* Usage-based
type: string
billCycleType:
description: |
Specifies how to determine the billing day for the charge. When this field is set to `SpecificDayofMonth`, set the `BillCycleDay` field. When this field is set to `SpecificDayofWeek`, set the `weeklyBillCycleDay` field.
Values:
* `DefaultFromCustomer`
* `SpecificDayofMonth`
* `SubscriptionStartDay`
* `ChargeTriggerDay`
* `SpecificDayofWeek`
Available for the following charge types:
* Recurring
* Usage-based
type: string
billingPeriod:
description: |
Billing period for the charge. The start day of the billing period is also called the bill cycle day (BCD). When you renew a subscription, the current subscription term is extended by creating a new term. If any charge in your subscription has the billing period set as `SubscriptionTerm`, a new charge segment is generated for the new term.
Values:
* `Month`
* `Quarter`
* `Semi_Annual`
* `Annual`
* `Eighteen_Months`
* `Two_Years`
* `Three_Years`
* `Five_Years`
* `Specific_Months`
* `Subscription_Term`
* `Week`
* `Specific_Weeks`
Available for the following charge types:
* Recurring
* Usage-based
type: string
billingPeriodAlignment:
description: |
Aligns charges within the same subscription if multiple charges begin on different dates.
Values:
* `AlignToCharge`
* `AlignToSubscriptionStart`
* `AlignToTermStart`
Available for the following charge types:
* Recurring
* Usage-based
type: string
billingTiming:
description: |
Billing timing for the charge for recurring charge types. Not avaliable for one time, usage and discount charges.
Values:
* `IN_ADVANCE` (default)
* `IN_ARREARS`
type: string
chargeModelConfiguration:
$ref: '#/components/schemas/ChargeModelConfigurationType'
description:
description: |
Description of the charge.
type: string
discountAmount:
description: |
Specifies the amount of fixed-amount discount.
Available for the following charge type for the Discount-Fixed Amount charge model:
* Recurring
type: number
discountLevel:
description: |
Specifies if the discount applies to the product rate plan only , the entire subscription, or to any activity in the account.
Values:
* `rateplan`
* `subscription`
* `account`
Available for the following charge type for the Discount-Fixed Amount and Discount-Percentage charge models:
* Recurring
type: string
discountPercentage:
description: |
Specifies the percentage of a percentage discount.
Available for the following charge type for the Discount-Percentage charge model:
* Recurring
type: number
endDateCondition:
description: |
Defines when the charge ends after the charge trigger date. If the subscription ends before the charge end date, the charge ends when the subscription ends. But if the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge will end on the charge end date.
Values:
* `Subscription_End`
* `Fixed_Period`
* `Specific_End_Date`
* `One_Time`
type: string
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude rate plan charge related invoice items, invoice item adjustments, credit memo items, and debit memo items from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
excludeItemBookingFromRevenueAccounting:
default: false
description: |
The flag to exclude rate plan charges from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
includedUnits:
description: |
Specifies the number of units in the base set of units for this charge. Must be >=`0`.
Available for the following charge type for the Overage charge model:
* Usage-based
type: number
isAllocationEligible:
description: |
This field is used to identify if the charge segment is allocation
eligible in revenue recognition.
**Note**: The field is only available if you have the Order to Revenue feature enabled. To enable this field, submit a request at Zuora Global Support.
type: boolean
isUnbilled:
description: |
This field is used to dictate how to perform the accounting during
revenue recognition.
**Note**: The field is only available if you have the Order to Revenue feature enabled. To enable this field, submit a request at Zuora Global Support.
type: boolean
listPriceBase:
description: |
The list price base for the product rate plan charge.
Values:
* `Per_Billing_Period`
* `Per_Month`
* `Per_Week`
* `Per_Year`
* `Per_Specific_Months`
Available for the following charge type for the Flat Fee, Per Unit, Volume Pricing, and Tiered Pricing charge models:
* Recurring
type: string
number:
description: |
Unique number that identifies the charge. System-generated if not provided.
type: string
numberOfPeriods:
description: |
Specifies the number of periods to use when calculating charges in an overage smoothing charge model.
Available for the following charge type for the Overage and Tiered with Overage charge models:
* Usage-based
format: int64
type: integer
originalOrderDate:
description: |
The date when the rate plan charge is created through an order or amendment. This field is not updatable.
This field is to standardize the booking date information to increase audit ability and traceability of data between Zuora Billing and Zuora Revenue. It is mapped as the booking date for a sale order line in Zuora Revenue.
format: date
type: string
overagePrice:
description: |
Price for units over the allowed amount.
Available for the following charge type for the Overage and Tiered with Overage charge models:
* Usage-based
type: number
overageUnusedUnitsCreditOption:
description: |
Determines whether to credit the customer with unused units of usage.
Values:
* `NoCredit`
* `CreditBySpecificRate`
Available for the following charge type for the Overage and Tiered with Overage charge models:
* Usage-based
type: string
price:
description: |
Price for units in the subscription rate plan.
Supports all charge types for the Flat Fee and Per Unit charge models
type: number
priceChangeOption:
description: |
Applies an automatic price change when a termed subscription is renewed. The Zuora Billing Admin setting Enable Automatic Price Change When Subscriptions are Renewed? must be set to Yes to use this field. See Define Default Subscription Settings for more information on setting this option.
Values:
* `NoChange` (default)
* `SpecificPercentageValue`
* `UseLatestProductCatalogPricing`
Available for the following charge types:
* Recurring
* Usage-based
* Not available for the Fixed-Amount Discount charge model.
type: string
priceIncreasePercentage:
description: |
Specifies the percentage to increase or decrease the price of a termed subscription's renewal. Required if you set the `PriceChangeOption` field to `SpecificPercentageValue`.
Decimal between -100 and 100.
Available for the following charge types:
* Recurring
* Usage-based
Not available for the Fixed-Amount Discount charge model.
type: number
productRatePlanChargeId:
description: ''
type: string
productRatePlanChargeNumber:
description: 'Number of a product rate-plan charge for this subscription. '
type: string
quantity:
description: |
Number of units. Must be >=`0`.
Available for the following charge types for the Per Unit, Volume Pricing, and Tiered Pricing charge models:
* One-time
* Recurring
type: number
ratingGroup:
description: |
Specifies a rating group based on which usage records are rated.
Possible values:
- `ByBillingPeriod` (default): The rating is based on all the usages in a billing period.
- `ByUsageStartDate`: The rating is based on all the usages on the same usage start date.
- `ByUsageRecord`: The rating is based on each usage record.
- `ByUsageUpload`: The rating is based on all the usages in a uploaded usage file (`.xls` or `.csv`).
- `ByGroupId`: The rating is based on all the usages in a custom group.
**Note:**
- The `ByBillingPeriod` value can be applied for all charge models.
- The `ByUsageStartDate`, `ByUsageRecord`, and `ByUsageUpload` values can only be applied for per unit, volume pricing, and tiered pricing charge models.
- The `ByGroupId` value is only available if you have the Active Rating feature enabled.
- Use this field only for Usage charges. One-Time Charges and Recurring Charges return `NULL`.
type: string
specificBillingPeriod:
description: |
Specifies the number of month or week for the charges billing period. Required if you set the value of the `billingPeriod` field to `Specific_Months` or `Specific_Weeks`.
Available for the following charge types:
* Recurring
* Usage-based
format: int64
type: integer
specificEndDate:
description: |
Defines when the charge ends after the charge trigger date.
This field is only applicable when the `endDateCondition` field is set to `Specific_End_Date`.
If the subscription ends before the specific end date, the charge ends when the subscription ends. But if the subscription end date is subsequently changed through a Renewal, or Terms and Conditions amendment, the charge will end on the specific end date.
format: date
type: string
specificListPriceBase:
description: |
The number of months for the list price base of the charge. This field is required if you set the value of the `listPriceBase` field to `Per_Specific_Months`.
**Note**:
- This field is available only if you have the Annual List Price feature enabled.
- The value of this field is `null` if you do not set the value of the `listPriceBase` field to `Per_Specific_Months`.
format: int32
maximum: 200
minimum: 1
type: integer
tiers:
description: |
Container for Volume, Tiered or Tiered with Overage charge models. Supports the following charge types:
* One-time
* Recurring
* Usage-based
items:
$ref: '#/components/schemas/POSTTierType'
type: array
triggerDate:
description: |
Specifies when to start billing the customer for the charge. Required if the `triggerEvent` field is set to `USD`.
format: date
type: string
triggerEvent:
description: |
Specifies when to start billing the customer for the charge.
Values:
* `UCE`
* `USA`
* `UCA`
* `USD`
type: string
unusedUnitsCreditRates:
description: |
Specifies the rate to credit a customer for unused units of usage. This field applies only for overage charge models when the `OverageUnusedUnitsCreditOption` field is set to `CreditBySpecificRate`.
Available for the following charge type for the Overage and Tiered with Overage charge models:
* Usage-based
type: number
upToPeriods:
description: |
The period type used to define when the charge ends.
Values:
* `Billing_Periods`
* `Days`
* `Weeks`
* `Months`
* `Years`
You must use this field together with the `upToPeriods` field to specify the time period.
This field is applicable only when the `endDateCondition` field is set to `Fixed_Period`.
format: int64
type: integer
upToPeriodsType:
description: |
The period type used to define when the charge ends.
Values:
* `Billing_Periods`
* `Days`
* `Weeks`
* `Months`
* `Years`
You must use this field together with the `upToPeriods` field to specify the time period.
This field is applicable only when the `endDateCondition` field is set to `Fixed_Period`.
type: string
required:
- productRatePlanChargeId
type: object
- $ref: '#/components/schemas/RatePlanChargeObjectCustomFields'
title: chargeOverrides
GETSubscriptionTypeWithSuccess:
allOf:
- properties:
accountId:
description: The ID of the account associated with this subscription.
type: string
accountName:
description: The name of the account associated with this subscription.
type: string
accountNumber:
description: The number of the account associated with this subscription.
type: string
autoRenew:
description: |
If `true`, the subscription automatically renews at the end of the term. Default is `false`.
type: boolean
billToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeBillToContact'
cancelReason:
description: |
The reason for a subscription cancellation copied from the `changeReason` field of a Cancel Subscription order action.
This field contains valid value only if a subscription is cancelled through the Orders UI or API. Otherwise, the value for this field will always be `null`.
type: string
contractEffectiveDate:
description: |
Effective contract date for this subscription, as yyyy-mm-dd.
format: date
type: string
contractedMrr:
description: |
Monthly recurring revenue of the subscription, does not count in the discounts.
type: number
contractedNetMrr:
description: |
Monthly recurring revenue of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
asOfDayGrossMrr:
description: |
Monthly recurring revenue of the subscription exclusive of any discounts applicable as of specified day.
type: number
asOfDayNetMrr:
description: |
Monthly recurring revenue of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts as of specified day.
type: number
netTotalContractedValue:
description: |
Total contracted value of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
currency:
description: |
The currency of the subscription.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
type: string
currentTerm:
description: |
The length of the period for the current subscription term.
format: int64
type: integer
currentTermPeriodType:
description: |
The period type for the current subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
customerAcceptanceDate:
description: |
The date on which the services or products within a subscription have been accepted by the customer, as yyyy-mm-dd.
format: date
type: string
externallyManagedBy:
description: |
An enum field on the Subscription object to indicate the name of a third-party store. This field is used to represent subscriptions created through third-party stores.
enum:
- Amazon
- Apple
- Google
- Roku
type: string
id:
description: |
Subscription ID.
type: string
initialTerm:
description: |
The length of the period for the first subscription term.
format: int64
type: integer
initialTermPeriodType:
description: |
The period type for the first subscription term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the subscription.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
invoiceOwnerAccountId:
description: ''
type: string
invoiceOwnerAccountName:
description: ''
type: string
invoiceOwnerAccountNumber:
description: ''
type: string
invoiceScheduleId:
description: |
The ID of the invoice schedule associated with the subscription.
If multiple invoice schedules are created for different terms of a subscription, this field stores the latest invoice schedule.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: integer
invoiceSeparately:
description: |
Separates a single subscription from other subscriptions and creates an invoice for the subscription.
If the value is `true`, the subscription is billed separately from other subscriptions. If the value is `false`, the subscription is included with other subscriptions in the account invoice.
type: boolean
invoiceTemplateId:
description: |
The ID of the invoice template associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Template from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
invoiceTemplateName:
description: |
The name of the invoice template associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify the `invoiceTemplateId` field in the request or you select **Default Template from Account** for the `invoiceTemplateId` field during subscription creation, the value of the `invoiceTemplateName` field is automatically set to `null` in the response body.
type: string
isLatestVersion:
description: If `true`, the current subscription object is the latest version.
type: boolean
lastBookingDate:
description: |-
The last booking date of the subscription object. This field is writable only when the subscription is newly created as a first version subscription. You can override the date value when creating a subscription through the Subscribe and Amend API or the subscription creation UI (non-Orders). Otherwise, the default value `today` is set per the user's timezone. The value of this field is as follows:
* For a new subscription created by the [Subscribe and Amend APIs](https://knowledgecenter.zuora.com/Billing/Subscriptions/Orders/Orders_Harmonization/Orders_Migration_Guidance#Subscribe_and_Amend_APIs_to_Migrate), this field has the value of the subscription creation date.
* For a subscription changed by an amendment, this field has the value of the amendment booking date.
* For a subscription created or changed by an order, this field has the value of the order date.
format: date
type: string
notes:
description: |
A string of up to 65,535 characters.
type: string
orderNumber:
description: |
The order number of the order in which the changes on the subscription are made.
**Note:** This field is only available if you have the [Order Metrics](https://knowledgecenter.zuora.com/BC_Subscription_Management/Orders/AA_Overview_of_Orders#Order_Metrics) feature enabled. If you wish to have access to the feature, submit a request at [Zuora Global Support](http://support.zuora.com/). We will investigate your use cases and data before enabling this feature for you.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentTerm:
description: |
The name of the payment term associated with the subscription. For example, `Net 30`. The payment term determines the due dates of invoices.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Term from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
scheduledCancelDate:
description: The date when the subscription is scheduled to be canceled.
format: date
type: string
scheduledSuspendDate:
description: The date when the subscription is scheduled to be suspended.
format: date
type: string
scheduledResumeDate:
description: The date when the subscription is scheduled to be resumed.
format: date
type: string
ratePlans:
description: |
Container for rate plans.
items:
$ref: '#/components/schemas/GETSubscriptionRatePlanType'
type: array
renewalSetting:
description: |
Specifies whether a termed subscription will remain `TERMED` or change to `EVERGREEN` when it is renewed.
Values are:
* `RENEW_WITH_SPECIFIC_TERM` (default)
* `RENEW_TO_EVERGREEN`
type: string
renewalTerm:
description: |
The length of the period for the subscription renewal term.
format: int64
type: integer
renewalTermPeriodType:
description: |
The period type for the subscription renewal term.
Values are:
* `Month` (default)
* `Year`
* `Day`
* `Week`
type: string
revision:
description: |
An auto-generated decimal value uniquely tagged with a subscription. The value always contains one decimal place, for example, the revision of a new subscription is 1.0. If a further version of the subscription is created, the revision value will be increased by 1. Also, the revision value is always incremental regardless of deletion of subscription versions.
type: string
sequenceSetId:
description: |
The ID of the sequence set associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body and the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify this field in the request or you select **Default Set from Account** for this field during subscription creation, the value of this field is automatically set to `null` in the response body.
type: string
nullable: true
communicationProfileId:
default: false
description: |
The ID of the communication profile associated with the subscription.
**Note**: If you have the [Flexible Billing
Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes)
feature disabled, this field is unavailable in the request body and the
value of this field is `null` in the response body.
type: string
sequenceSetName:
description: |
The name of the sequence set associated with the subscription.
**Note**:
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null` in the response body.
- If you have the Flexible Billing Attributes feature enabled, and you do not specify the `sequenceSetId` field in the request or you select **Default Template from Account** for the `sequenceSetId` field during subscription creation, the value of the `sequenceSetName` field is automatically set to `null` in the response body.
type: string
serviceActivationDate:
description: |
The date on which the services or products within a subscription have been activated and access has been provided to the customer, as yyyy-mm-dd
format: date
type: string
shipToContact:
$ref: '#/components/schemas/GetAccountSummaryTypeShipToContact'
soldToContact:
$ref: '#/components/schemas/GETAccountSummaryTypeSoldToContact'
status:
description: |
Subscription status; possible values are:
* `Draft`
* `Pending Activation`
* `Pending Acceptance`
* `Active`
* `Cancelled`
* `Suspended`
type: string
statusHistory:
description: |
Container for status history.
items:
$ref: '#/components/schemas/GETSubscriptionStatusHistoryType'
type: array
subscriptionEndDate:
description: |
The date when the subscription term ends, where the subscription ends at midnight the day before.
For example, if the `subscriptionEndDate` is 12/31/2016, the subscriptions ends at midnight (00:00:00 hours) on 12/30/2016.
This date is the same as the term end date or the cancelation date, as appropriate.
format: date
type: string
subscriptionNumber:
description: Subscription number.
type: string
subscriptionStartDate:
description: |
Date the subscription becomes effective.
format: date
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
termEndDate:
description: |
Date the subscription term ends. If the subscription is evergreen, this is null or is the cancellation date (if one has been set).
format: date
type: string
termStartDate:
description: |
Date the subscription term begins. If this is a renewal subscription, this date is different from the subscription start date.
format: date
type: string
termType:
description: |
Possible values are: `TERMED`, `EVERGREEN`.
type: string
totalContractedValue:
description: |
Total contracted value of the subscription.
type: number
version:
description: This is the subscription version automatically generated by Zuora Billing. Each order or amendment creates a new version of the subscription, which incorporates the changes made in the order or amendment.
format: int64
type: integer
type: object
- $ref: '#/components/schemas/SubscriptionObjectQTFields'
- $ref: '#/components/schemas/SubscriptionObjectNSFields'
- $ref: '#/components/schemas/SubscriptionObjectCustomFields'
PUTRenewSubscriptionType:
example:
runBilling: true
properties:
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
If the value is true, the credit memo or unapplied payment on the order account will be automatically applied to the invoices generated by this order. The credit memo generated by this order will not be automatically applied to any invoices.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Whether to automatically apply a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
Prerequisite: `invoice` must be `true`.
**Note:**
- If you are using the field `invoiceCollect` rather than the field `invoice`, the `invoiceCollect` value must be `true`.
- This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
collect:
default: false
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
orderDate:
description: |
The date when the order is signed. If no additinal contractEffectiveDate is provided, this order will use this order date as the contract effective date.
This field must be in the `yyyy-mm-dd` format.
This field is required for Orders customers only, not applicable to Orders Harmonization customers.
format: date
type: string
runBilling:
default: false
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement/Credit_and_Debit_Memos/Rules_for_Generating_Invoices_and_Credit_Memos).
The billing documents generated
in this operation is only for this subscription, not for the entire
customer account.
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as yyyy-mm-dd. Default is current date.
**Note**:
- This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
- The credit memo is only available if you have the Invoice Settlement feature enabled.
format: date
type: string
type: object
PUTRenewSubscriptionResponseType:
properties:
creditMemoId:
description: |
The credit memo ID, if a credit memo is generated during the subscription process.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoiceId:
description: |
Invoice ID, if one is generated.
type: string
paidAmount:
description: |
Payment amount, if payment is collected.
type: number
paymentId:
description: |
Payment ID, if payment is collected.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
termEndDate:
description: |
Date the new subscription term ends, as yyyy-mm-dd.
format: date
type: string
termStartDate:
description: |
Date the new subscription term begins, as yyyy-mm-dd.
format: date
type: string
totalDeltaMrr:
description: |
Change in the subscription monthly recurring revenue as a result of the update. For a renewal, this is the MRR of the subscription in the new term.
type: number
totalDeltaTcv:
description: |
Change in the total contracted value of the subscription as a result of the update. For a renewal, this is the TCV of the subscription in the new term.
type: number
type: object
POSTSubscriptionCancellationType:
example:
cancellationPolicy: EndOfCurrentTerm
properties:
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
If the value is true, the credit memo or unapplied payment on the order account will be automatically applied to the invoices generated by this order. The credit memo generated by this order will not be automatically applied to any invoices.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Whether to automatically apply a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
Prerequisite: `invoice` must be `true`.
**Note:**
- If you are using the field `invoiceCollect` rather than the field `invoice`, the `invoiceCollect` value must be `true`.
- This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
bookingDate:
description: |
The booking date that you want to set for the amendment contract when you cancel the subscription. The default value is the current date when you make the API call.
format: date
type: string
cancellationEffectiveDate:
description: |
Date the cancellation takes effect, in the format yyyy-mm-dd. Use only if `cancellationPolicy` is `SpecificDate`. Should not be earlier than the subscription contract-effective date, later than the subscription term-end date, or within a period for which the customer has been invoiced.
format: date
type: string
cancellationPolicy:
description: |
Cancellation method. Possible values are: `EndOfCurrentTerm`, `EndOfLastInvoicePeriod`, `SpecificDate`. If using `SpecificDate`, the `cancellationEffectiveDate` field is required.
type: string
collect:
default: false
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
contractEffectiveDate:
description: |
The date when the customer notifies you that they want to cancel their subscription.
format: date
type: string
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
orderDate:
description: |
The date when the order is signed. If no additinal contractEffectiveDate is provided, this order will use this order date as the contract effective date.
This field must be in the `yyyy-mm-dd` format.
This field is required for Orders customers only, not applicable to Orders Harmonization customers.
format: date
type: string
runBilling:
default: false
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement/Credit_and_Debit_Memos/Rules_for_Generating_Invoices_and_Credit_Memos).
The billing documents generated
in this operation is only for this subscription, not for the entire
customer account.
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: boolean
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as
yyyy-mm-dd. Default is current date.
**Note**:
- This field is available only if you are on the latest Zuora
API version, or you set the `Zuora-Version` request header to `211.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
- The credit memo is only available if you have the Invoice
Settlement feature enabled.
format: date
type: string
required:
- cancellationPolicy
type: object
POSTSubscriptionCancellationResponseType:
properties:
cancelledDate:
description: |
The date that the subscription was canceled.
This field is available in the Orders Harmonization tenants and the Subscribe and Amend tenants. This field is not available in the Orders tenants. For more information, see Identify your tenant type for managing subscriptions.
format: date
type: string
creditMemoId:
description: |
The credit memo ID, if a credit memo is generated during the subscription process.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoiceId:
description: |
ID of the invoice, if one is generated.
type: string
paidAmount:
description: |
Amount paid.
type: number
paymentId:
description: |
ID of the payment, if a payment is collected.
type: string
subscriptionId:
description: |
The subscription ID.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
totalDeltaMrr:
description: |
Change in the subscription monthly recurring revenue as a result of the update.
type: number
totalDeltaTcv:
description: |
Change in the total contracted value of the subscription as a result of the update.
type: number
type: object
PUTSubscriptionResumeType:
example:
resumePolicy: Today
properties:
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
If the value is true, the credit memo or unapplied payment on the order account will be automatically applied to the invoices generated by this order. The credit memo generated by this order will not be automatically applied to any invoices.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Whether to automatically apply a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
Prerequisite: `invoice` must be `true`.
**Note:** This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
bookingDate:
description: |
The booking date that you want to set for the amendment contract when you resume the subscription. If `extendsTerm` is `true`, which means you also extend the term, then this field is also the booking date for the Terms and Conditions amendment contract.
This field must be in the `yyyy-mm-dd` format. The default value of this field is the current date when you make the API call.
format: date
type: string
collect:
default: false
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or a later available version.
type: boolean
contractEffectiveDate:
description: |
The date when the customer notifies you that they want to resume their subscription.
format: date
type: string
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
extendsTerm:
description: |
Whether to extend the subscription term by the length of time the suspension is in effect.
Values: `true`, `false`.
type: boolean
orderDate:
description: |
The date when the order is signed. If no additinal contractEffectiveDate is provided, this order will use this order date as the contract effective date.
This field must be in the `yyyy-mm-dd` format.
This field is required for Orders customers only, not applicable to Orders Harmonization customers.
format: date
type: string
resumePeriods:
description: |
The length of the period used to specify when the subscription is resumed. The subscription resumption takes effect after a specified period based on the suspend date or today's date. You must use this field together with the `resumePeriodsType` field to specify the period.
**Note:** This field is only applicable when the `suspendPolicy` field is set to `FixedPeriodsFromToday` or `FixedPeriodsFromSuspendDate`.
type: string
resumePeriodsType:
description: |
The period type used to define when the subscription resumption takes effect. The subscription resumption takes effect after a specified period based on the suspend date or today's date. You must use this field together with the `resumePeriods` field to specify the period.
Values: `Day`, `Week`, `Month`, `Year`
**Note:** This field is only applicable when the `suspendPolicy` field is set to `FixedPeriodsFromToday` or `FixedPeriodsFromSuspendDate`.
type: string
resumePolicy:
description: |
Resume methods. Specify a way to resume a subscription.
Values:
* `Today`: The subscription resumption takes effect on today's date.
* `FixedPeriodsFromSuspendDate`: The subscription resumption takes effect after a specified period based on the suspend date. You must specify the `resumePeriods` and `resumePeriodsType` fields to define the period.
* `SpecificDate`: The subscription resumption takes effect on a specific date. You must define the specific date in the `resumeSpecificDate` field.
* `FixedPeriodsFromToday`: The subscription resumption takes effect after a specified period based on the today's date. You must specify the `resumePeriods` and `resumePeriodsType` fields to define the period.
* `suspendDate`: The subscription resumption takes effect on the date of suspension of the subscription.
type: string
resumeSpecificDate:
description: |
A specific date when the subscription resumption takes effect, in the format yyyy-mm-dd.
**Note:** This field is only applicable only when the `resumePolicy` field is set to `SpecificDate`.
The value should not be earlier than the subscription suspension date.
format: date
type: string
runBilling:
default: false
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement/Credit_and_Debit_Memos/Rules_for_Generating_Invoices_and_Credit_Memos).
The billing documents generated
in this operation is only for this subscription, not for the entire
customer account.
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or a later available version.
type: boolean
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as
yyyy-mm-dd. Default is current date.
**Note:**
- This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or a later available version.
- The credit memo is only available if you have the Invoice Settlement feature enabled.
format: date
type: string
required:
- resumePolicy
type: object
PUTSubscriptionResumeResponseType:
properties:
creditMemoId:
description: |
The credit memo ID, if a credit memo is generated during the subscription process.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoiceId:
description: |
Invoice ID, if an invoice is generated during the subscription process.
type: string
paidAmount:
description: |
Payment amount, if a payment is collected.
type: number
paymentId:
description: |
Payment ID, if a payment is collected.
type: string
resumeDate:
description: |
The date when subscription resumption takes effect, as yyyy-mm-dd.
format: date
type: string
subscriptionId:
description: |
The subscription ID.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
termEndDate:
description: |
The date when the new subscription term ends, as yyyy-mm-dd.
format: date
type: string
totalDeltaTcv:
description: |
Change in the total contracted value of the subscription as a result of the update.
type: number
type: object
PUTSubscriptionSuspendType:
example:
suspendPolicy: Today
properties:
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to an invoice. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply to invoices.
items:
type: string
type: array
applyCredit:
description: |
If the value is true, the credit memo or unapplied payment on the order account will be automatically applied to the invoices generated by this order. The credit memo generated by this order will not be automatically applied to any invoices.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: boolean
applyCreditBalance:
description: |
Whether to automatically apply a credit balance to an invoice.
If the value is `true`, the credit balance is applied to the invoice. If the value is `false`, no action is taken.
To view the credit balance adjustment, retrieve the details of the invoice using the Get Invoices method.
Prerequisite: `invoice` must be `true`.
**Note:**
- If you are using the field `invoiceCollect` rather than the field `invoice`, the `invoiceCollect` value must be `true`.
- This field is deprecated if you have the Invoice Settlement feature enabled.
type: boolean
bookingDate:
description: |
The booking date that you want to set for the amendment contract when you suspend the subscription. If `resume` is `true`, which means you also choose to resume the subscription at some point, then this field is also the booking date for the Resume amendment contract.
This field must be in the `yyyy-mm-dd` format. The default value of this field is the current date when you make the API call.
format: date
type: string
collect:
default: false
description: |
Collects an automatic payment for a subscription. The collection generated in this operation is only for this subscription, not for the entire customer account.
If the value is `true`, the automatic payment is collected. If the value is `false`, no action is taken.
Prerequisite: The `invoice` or `runBilling` field must be `true`.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `196.0` or a later available version.
type: boolean
contractEffectiveDate:
description: |
The date when the customer notifies you that they want to amend their subscription.
format: date
type: string
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
documentDate:
description: |
The date of the billing document, in `yyyy-mm-dd` format. It represents the invoice date for invoices, credit memo date for credit memos, and debit memo date for debit memos.
- If this field is specified, the specified date is used as the billing document date.
- If this field is not specified, the date specified in the `targetDate` is used as the billing document date.
format: date
type: string
extendsTerm:
description: |
Whether to extend the subscription term by the length of time the suspension is in effect. Values: `true`, `false`.
type: boolean
orderDate:
description: |
The date when the order is signed. If no additinal contractEffectiveDate is provided, this order will use this order date as the contract effective date.
This field must be in the `yyyy-mm-dd` format.
This field is required for Orders customers only, not applicable to Orders Harmonization customers.
format: date
type: string
resume:
description: |
Whether to set when to resume a subscription when creating a suspend amendment. Values: `true`, `false`.
type: boolean
resumePeriods:
description: |
The length of the period used to specify when the subscription is resumed. The subscription resumption takes effect after a specified period based on the suspend date or today's date. You must use this field together with the `resumePeriodsType` field to specify the period.
**Note:** This field is only applicable when the `suspendPolicy` field is set to `FixedPeriodsFromToday` or `FixedPeriodsFromSuspendDate`.
type: string
resumePeriodsType:
description: |
The period type used to define when the subscription resumption takes effect. The subscription resumption takes effect after a specified period based on the suspend date or today's date. You must use this field together with the resumePeriods field to specify the period.
Values: `Day`, `Week`, `Month`, `Year`
**Note:** This field is only applicable when the `suspendPolicy` field is set to `FixedPeriodsFromToday` or `FixedPeriodsFromSuspendDate`.
type: string
resumePolicy:
description: |
Resume methods. Specify a way to resume a subscription. Values:
* `Today`: The subscription resumption takes effect on today's date.
* `FixedPeriodsFromSuspendDate`: The subscription resumption takes effect after a specified period based on the suspend date. You must specify the `resumePeriods` and `resumePeriodsType` fields to define the period.
* `SpecificDate`: The subscription resumption takes effect on a specific date. You must define the specific date in the `resumeSpecificDate` field.
* `FixedPeriodsFromToday`: The subscription resumption takes effect after a specified period based on the today's date. You must specify the `resumePeriods` and `resumePeriodsType` fields to define the period.
* `suspendDate`: The subscription resumption takes effect on the date of suspension of the subscription.
type: string
resumeSpecificDate:
description: |
A specific date when the subscription resumption takes effect, in the format yyyy-mm-dd.
**Note:** This field is only applicable only when the `resumePolicy` field is set to `SpecificDate`.
The value should not be earlier than the subscription suspension date.
format: date
type: string
runBilling:
default: false
description: |
Creates an invoice for a subscription. If you have the Invoice Settlement feature enabled, a credit memo might also be created based on the [invoice and credit memo generation rule](https://knowledgecenter.zuora.com/CB_Billing/Invoice_Settlement/Credit_and_Debit_Memos/Rules_for_Generating_Invoices_and_Credit_Memos).
The billing documents generated
in this operation is only for this subscription, not for the entire
customer account.
Possible values:
- `true`: An invoice is created. If you have the Invoice Settlement feature enabled, a credit memo might also be created.
- `false`: No invoice is created.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or a later available version.
type: boolean
suspendPeriods:
description: |
The length of the period used to specify when the subscription suspension takes effect. The subscription suspension takes effect after a specified period based on today's date. You must use this field together with the `suspendPeriodsType` field to specify the period.
**Note:** This field is only applicable only when the suspendPolicy field is set to FixedPeriodsFromToday.
type: string
suspendPeriodsType:
description: |
The period type used to define when the subscription suspension takes effect. The subscription suspension takes effect after a specified period based on today's date. You must use this field together with the suspendPeriods field to specify the period.
Type: string (enum)
Values: `Day`, `Week`, `Month`, `Year`
**Note:** This field is only applicable only when the suspendPolicy field is set to FixedPeriodsFromToday.
type: string
suspendPolicy:
description: |
Suspend methods. Specify a way to suspend a subscription.
Value:
* `Today`: The subscription suspension takes effect on today's date.
* `EndOfLastInvoicePeriod`: The subscription suspension takes effect at the end of the last invoice period. The suspend date defaults to a date that is one day after the last invoiced period. You can choose this option to avoid any negative invoices (credits) issued back to the customer after the subscription suspension.
* `SpecificDate`: The subscription suspension takes effect on a specific date. You must define the specific date in the `suspendSpecificDate` field.
* `FixedPeriodsFromToday`: The subscription suspension takes effect after a specified period based on today's date. You must specify the `suspendPeriods` and `suspendPeriodsType` fields to define the period.
type: string
suspendSpecificDate:
description: |
A specific date when the subscription suspension takes effect, in the format yyyy-mm-dd.
**Note:** This field is only applicable only when the suspendPolicy field is set to SpecificDate.
The value should not be earlier than the subscription contract effective date, later than the subscription term end date, or within a period for which the customer has been invoiced.
format: date
type: string
targetDate:
description: |
Date through which to calculate charges if an invoice or a credit memo is generated, as
yyyy-mm-dd. Default is current date.
This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `211.0` or a later available version.
**Note:** The credit memo is only available if you have the Invoice Settlement feature enabled.
format: date
type: string
required:
- suspendPolicy
type: object
PUTSubscriptionSuspendResponseType:
properties:
creditMemoId:
description: |
The credit memo ID, if a credit memo is generated during the subscription process.
**Note:** This container is only available if you set the Zuora REST API minor version to 207.0 or later [available versions](https://developer.zuora.com/api-references/api/overview/#section/API-Versions/Minor-Version) in the request header, and you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
invoiceId:
description: |
Invoice ID, if an invoice is generated during the subscription process.
type: string
paidAmount:
description: |
Payment amount, if a payment is collected.
type: number
paymentId:
description: |
Payment ID, if a payment is collected.
type: string
resumeDate:
description: |
The date when subscription resumption takes effect, in the format yyyy-mm-dd.
format: date
type: string
nullable: true
subscriptionId:
description: |
The subscription ID.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
suspendDate:
description: |
The date when subscription suspension takes effect, in the format yyyy-mm-dd.
format: date
type: string
termEndDate:
description: |
The date when the new subscription term ends, in the format yyyy-mm-dd.
format: date
type: string
totalDeltaTcv:
description: |
Change in the total contracted value of the subscription as a result of the update.
type: number
type: object
PUTDeleteSubscriptionResponseType:
properties:
success:
description: Returns `true` if the request is processed successfully.
type: boolean
type: object
PUTSubscriptionPatchSpecificVersionRequestType:
example:
customFields:
CustomTag__c: internal
properties:
customFields:
$ref: '#/components/schemas/SubscriptionObjectCustomFields'
ratePlans:
items:
properties:
charges:
items:
properties:
chargeId:
description: |
Use either this field or the `chargeNumber` field to specify the charge for which you will be updating the custom fields. By using this field you actually specify a specific charge segment of a charge. See [Segmented rate plan charges](https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/RatePlanCharge#Segmented_rate_plan_charges) for more information about charge segments.
type: string
chargeNumber:
description: |
Use either this field or the `chargeId` field to specify the charge for which you will be updating the custom fields. By using this field you actually specify the last charge segment of a charge. See [Segmented rate plan charges](https://knowledgecenter.zuora.com/Central_Platform/API/G_SOAP_API/E1_SOAP_API_Object_Reference/RatePlanCharge#Segmented_rate_plan_charges) for more information about charge segments.
type: string
customFields:
$ref: '#/components/schemas/RatePlanChargeObjectCustomFields'
type: object
type: array
customFields:
$ref: '#/components/schemas/RatePlanObjectCustomFields'
ratePlanId:
description: The rate plan id in any version of the subscription. This will be linked to the only one rate plan in the current version.
type: string
required:
- ratePlanId
type: object
type: array
type: object
GETMetricsBySubscriptionNumbersResponse:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
subscriptionMetrics:
items:
properties:
subscriptionNumber:
description: |
The number for the subscription.
type: string
contractedMrr:
description: |
Monthly recurring revenue of the subscription.
type: number
contractedNetMrr:
description: |
Monthly recurring revenue of the subscription rate plan inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
asOfDayGrossMrr:
description: |
Monthly recurring revenue of the subscription rate plan exclusive of any discounts applicable as of specified day.
type: number
asOfDayNetMrr:
description: |
Monthly recurring revenue of the subscription rate plan inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts as of specified day.
type: number
netTotalContractedValue:
description: |
Total contracted value of the subscription inclusive of all the discounts applicable, including the fixed-amount discounts and percentage discounts.
type: number
totalContractedValue:
description: |
Total contracted value of the subscription.
type: number
type: object
type: array
type: object
POSTReverseRolloverRequestType:
allOf:
- properties:
destinationValidityPeriod:
$ref: '#/components/schemas/DestinationValidityPeriodInfo'
prepaymentUom:
description: |
Specifies the units of measure for prepayment charge. Units of measure are configured in the web-based UI. Your values depend on your configuration in **Billing Settings**.
**Values**: a valid unit of measure
type: string
sourceValidityPeriod:
$ref: '#/components/schemas/SourceValidityPeriodInfo'
subscriptionNumber:
description: The unique identifier number of the subscription.
maxLength: 100
type: string
required:
- subscriptionNumber
- prepaymentUom
- sourceValidityPeriod
- destinationValidityPeriod
type: object
example:
destinationValidityPeriod:
endDate: '2024-01-01'
startDate: '2023-01-01'
prepaymentUom: Each
sourceValidityPeriod:
endDate: '2025-01-01'
startDate: '2024-01-01'
subscriptionNumber: A-S00000009
POSTReverseRolloverResponseType:
properties:
message:
description: Indicates the result.
type: string
reverseRolloverFundCount:
description: Indicates the number of funds which have been rolled back.
format: int64
type: integer
success:
description: Indicates whether the call succeeded.
type: boolean
type: object
DestinationValidityPeriodInfo:
description: Date range of the destination validity period to which the funds are transferred. It should be close to the source validity period.
properties:
endDate:
description: End date of the destination validity period.
format: date
type: string
startDate:
description: Start date of the destination validity period.
format: date
type: string
required:
- startDate
- endDate
title: destinationValidityPeriod
type: object
SourceValidityPeriodInfo:
description: Date range of the source validity period from which the funds are transferred. It should be close to the destination validity period.
properties:
endDate:
description: End date of the source validity period.
format: date
type: string
startDate:
description: Start date of the source validity period.
format: date
type: string
required:
- startDate
- endDate
title: sourceValidityPeriod
type: object
POSTTriggerRolloverRequestType:
allOf:
- properties:
destinationValidityPeriod:
$ref: '#/components/schemas/DestinationValidityPeriodInfo'
prepaymentUom:
description: |
Specifies the units of measure for prepayment charge. Units of measure are configured in the web-based UI. Your values depend on your configuration in **Billing Settings**.
**Values**: a valid unit of measure
type: string
priority:
description: |
Specifies the priority of rolled over fund in case of drawdown.
**Values**: ApplyLast / ApplyFirst
type: string
sourceValidityPeriod:
$ref: '#/components/schemas/SourceValidityPeriodInfo'
subscriptionNumber:
description: The unique identifier number of the subscription.
maxLength: 100
type: string
required:
- subscriptionNumber
- prepaymentUom
- sourceValidityPeriod
- destinationValidityPeriod
- priority
type: object
example:
destinationValidityPeriod:
endDate: '2025-01-01'
startDate: '2024-01-01'
prepaymentUom: Each
priority: ApplyFirst
sourceValidityPeriod:
endDate: '2024-01-01'
startDate: '2023-01-01'
subscriptionNumber: A-S00000009
POSTTriggerRolloverResponseType:
properties:
message:
description: Indicates the result.
type: string
rolloverFundCount:
description: Indicates the number of funds which have been rolled over.
format: int64
type: integer
success:
description: Indicates whether the call succeeded.
type: boolean
type: object
POSTDepleteFundRequestType:
properties:
fundIds:
description: |
The unique ID of the fund. A maximum of 100 fund Ids are allowed.
type: object
example:
fundIds:
- 4028818c8d0c9db5018d0cbbdecd72c1
- 4028818c8d0c9db5018d0cbbdecd72c2
POSTDepleteFundResponseType:
properties:
fundIds:
items:
properties:
fundId:
description: |
The unique ID of the fund.
type: string
status:
description: |
The status of the fund expiry.
type: string
message:
description: |
The detail information of the fund expiry response.
type: string
type: object
type: array
type: object
POSTUsageResponseType:
properties:
checkImportStatus:
description: |
The path for checking the status of the import.
The possible status values at this path are `Pending`, `Processing`, `Completed`, `Canceled`, and `Failed`. Only `Completed` indicates that the file contents were imported successfully.
type: string
size:
description: |
The size of the uploaded file in bytes.
format: int64
type: integer
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
GETUsageRateDetailWrapper:
properties:
data:
description: |
Contains usage rate details for the invoice item as specified in the request.
properties:
amountWithoutTax:
description: |
The amount of the invoice item without tax.
format: double
type: number
chargeNumber:
description: |
The unique number of the product rate plan charge associated with the invoice item.
type: string
invoiceId:
description: |
The unique ID of the invoice.
type: string
invoiceItemId:
description: |
The unique ID of the invoice item.
type: string
invoiceNumber:
description: |
The unique number of the invoice.
type: string
listPrice:
description: |
The list price of the product rate plan charge associated with the invoice item. For example, if the product rate plan charge uses the tiered charge model, its list price could be:
Tier / From / To / List Price / Price Format\n1 / 0 / 9 / 0.00 / Per Unit\n2 / 10 / 20 / 1.00 / Per Unit\n3 / 21 / 30 / 2.00 / Flat Fee\n4 / 31 / / 3.00 / Per Unit\n
type: string
quantity:
description: |
The quantity of the invoice item.
format: double
type: number
rateDetail:
description: |
The rate detail of the invoice item. It shows how the total amount is calculated. For example, if the product rate plan charge uses the tiered charge model, the rate detail for the associated invoice item could be:
Tier 1: 0-9, 9 Each(s) x $0.00/Each = $0.00\nTier 2: 10-20, 11 Each(s) x $1.00/Each = $11.00\nTier 3: 21-30, $2.00 Flat Fee\nTier 4: >=31, 15 Each(s) x $3.00/Each = $45.00\nTotal = $58.00.
The rate detail retrieved from this REST API operation is the same as the [Rate Detail presented on PDF invoices](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Create_a_custom_invoice_template/DD_Display_Usage_Charge_Breakdown#How_UsageSummary.RateDetail_is_displayed_on_invoices).
type: string
servicePeriod:
description: |
The service period of the invoice item.
type: string
uom:
description: |
The unit of measurement of the invoice item.
type: string
type: object
success:
description: |
Returns `true` if the request was processed successfully.
Returns `false` if the request was not processed successfully.
type: boolean
type: object
ProxyCreateUsage:
allOf:
- properties:
AccountId:
description: |2-
The ID of the account associated with the usage data. This field is only required if no value is specified for the `AccountNumber` field.
**Character limit**: 32 **Values**: a valid account ID.
type: string
AccountNumber:
description: |2-
The number of the account associated with the usage data. This field is only required if no value is specified for the `AccountId` field.
**Character limit**: 50 **Values**: a valid account number.
type: string
ChargeId:
description: ' The OrginalId of the rate plan charge related to the usage record, e.g., `2c9081a03c63c94c013c6873357a0117` **Character limit**: 32 **Values**: a valid rate plan charge OriginalID. '
type: string
ChargeNumber:
description: |
A unique number for the rate plan charge related to the usage record. For example, C-00000007.
maxLength: 50
type: string
Description:
description: |
A description of the usage record.
maxLength: 200
type: string
EndDateTime:
description: |2-
The end date and time of a range of time when usage is tracked. Use this field for reporting; this field doesn't affect usage calculation.
**Character limit**: 29 **Values**: a valid date and time value.
format: date-time
type: string
ProductRatePlanChargeNumber:
description: |
Specify a product rate plan charge number so that you can charge your customer with a dynamic usage charge for the corresponding uploaded usage record.
To use this field, you must set the `X-Zuora-WSDL-Version` request header to `146` or higher. Otherwise, an error occurs.
**Note**: This field is only available if you have the Dynamic Usage Charges feature enabled.
type: string
Quantity:
description: |
Indicates the number of units used.
**Character limit**: 16
**Values**: A valid decimal amount.
format: double
type: number
StartDateTime:
description: |2-
The start date and time of a range of time when usage is tracked. Zuora uses this field value to determine the usage date. Unlike the `EndDateTime`, the `StartDateTime` field does affect usage calculation.
**Character limit**: 29 **Values**: a valid date and time value
format: date-time
type: string
SubscriptionId:
description: |
The original ID of the subscription that contains the fees related to the usage data.
The ID of a subscription might change when you create amendments to the subscription. It is good practice to use the unique subscription number that you can specify in the `SubscriptionNumber` field.
maxLength: 32
type: string
SubscriptionNumber:
description: |
The unique identifier number of the subscription that contains the fees related to the usage data.
It is good practice to use this field when creating usage records.
maxLength: 100
type: string
UOM:
description: |
Specifies the units to measure usage. Units of measure are configured in the web-based UI. Your values depend on your configuration in **Billing Settings**. **Character limit**: **Values**: a valid unit of measure
type: string
UniqueKey:
description: |
The unique external reference of the usage record. See [Upload usage record with unique key](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Bill_for_usage_or_prepaid_products/Advanced_Consumption_Billing/Unbilled_Usage#Upload_usage_record_with_unique_key) for information on how to use this field.
**Note**: This field is only available if you set the `X-Zuora-WSDL-Version` request header to `114` or later. This field is only available if you have the Prepaid with Drawdown feature or the Unbilled Usage feature enabled. See [Upload usage record with unique key](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/J_Billing_Operations/Prepaid_with_Drawdown/Prepaid_balance_transactions#Upload_usage_record_with_unique_key) for more information.
type: string
required:
- Quantity
- StartDateTime
- UOM
type: object
- $ref: '#/components/schemas/UsageObjectCustomFields'
example:
AccountId: 8ad09378905a5af201907ca1edb524c2
UOM: Minutes
Quantity: 200
StartDateTime: '2024-06-01T02:00:00.000+01:00'
UsageObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Usage object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Usage object.
title: usageFieldsCustom
type: object
ProxyGetUsage:
allOf:
- properties:
AccountId:
description: |2-
The ID of the account associated with the usage data. This field is required if no value is specified for the `AccountNumber` field.
**Character limit**: 32 **Values**: a valid account ID
type: string
AccountNumber:
description: |2-
The number of the account associated with the usage data. This field is required if no value is specified for the `AccountId` field.
**Character limit**: 50 **Values**: a valid account number
type: string
ChargeId:
description: ' The OrginalId of the rate plan charge related to the usage record, e.g., `2c9081a03c63c94c013c6873357a0117` **Character limit**: 32 **Values**: a valid rate plan charge OriginalID '
type: string
CreatedById:
description: |2-
The user ID of the person who uploaded the usage records.
**Character limit**: 32 **Values**: automatically generated
type: string
CreatedDate:
description: |2-
The date when the usage was generated.
**Character limit**: 29 **Values**: automatically generated
format: date-time
type: string
Description:
description: |
A description of the usage record.
type: string
EndDateTime:
description: |2-
The end date and time of a range of time when usage is tracked. Use this field for reporting; this field doesn't affect usage calculation.
**Character limit**: 29 **Values**: a valid date and time value
format: date-time
type: string
Id:
description: Object identifier.
type: string
ProductRatePlanChargeNumber:
description: |
Specify a product rate plan charge number so that you can charge your customer with a dynamic usage charge for the corresponding uploaded usage record.
To use this field, you must set the `X-Zuora-WSDL-Version` request header to `146` or higher. Otherwise, an error occurs.
**Note**: This field is only available if you have the Dynamic Usage Charges feature enabled.
type: string
Quantity:
description: |
Indicates the number of units used.
**Character limit**: 16
**Values**: A valid decimal amount.
format: double
type: number
RbeStatus:
description: |2-
Indicates if the rating and billing engine (RBE) processed usage data for an invoice.
**Character limit**: 9 **Values**: automatically generated to be one of the following values: `Importing`, `Pending`, `Processed`
type: string
SourceType:
description: |2-
Indicates if the usage records were imported from the web-based UI or the API.
**Character limit**: 6 **Values**: automatically generated to be one of the following values: `API`, `Import`
type: string
StartDateTime:
description: |2-
The start date and time of a range of time when usage is tracked. Zuora uses this field value to determine the usage date. Unlike the `EndDateTime`, the `StartDateTime` field does affect usage calculation.
**Character limit**: 29 **Values**: a valid date and time value
format: date-time
type: string
SubscriptionId:
description: |2-
The original ID of the subscription that contains the fees related to the usage data.
**Character limit**: 32 **Values**: a valid subscription ID
type: string
SubscriptionNumber:
description: |
The unique identifier number of the subscription that contains the fees related to the usage data.
type: string
UOM:
description: |2-
Specifies the units to measure usage. Units of measure are configured in the web-based UI. Your values depend on your configuration in **Billing Settings**.
**Character limit**: **Values**: a valid unit of measure
type: string
UpdatedById:
description: |2-
The ID of the user who last updated the usage upload.
**Character limit**: 32 **Values**: automatically generated
type: string
UpdatedDate:
description: |2-
The date when the usage upload was last updated.
**Character limit**: 29 **Values**: automatically generated
format: date-time
type: string
type: object
- $ref: '#/components/schemas/UsageObjectCustomFields'
ProxyModifyUsage:
allOf:
- properties:
EndDateTime:
description: |2-
The end date and time of a range of time when usage is tracked. Use this field for reporting; this field doesn't affect usage calculation.
**Character limit**: 29 **Values**: a valid date and time value
format: date-time
type: string
Quantity:
description: |
Indicates the number of units used.
**Character limit**: 16
**Values**: A valid decimal amount.
format: double
type: number
RbeStatus:
description: |2-
Indicates if the rating and billing engine (RBE) processed usage data for an invoice.
**Character limit**: 9 **Values**: automatically generated to be one of the following values: `Importing`, `Pending`, `Processed`
type: string
StartDateTime:
description: |2-
The start date and time of a range of time when usage is tracked. Zuora uses this field value to determine the usage date. Unlike the `EndDateTime`, the `StartDateTime` field does affect usage calculation.
**Character limit**: 29 **Values**: a valid date and time value
format: date-time
type: string
UOM:
description: |2-
Specifies the units to measure usage. Units of measure are configured in the web-based UI. Your values depend on your configuration in **Billing Settings**.
**Character limit**: **Values**: a valid unit of measure
type: string
type: object
- $ref: '#/components/schemas/UsageObjectCustomFields'
example:
EndDateTime: '2024-06-30T02:00:00.000+01:00'
GETAdjustmentsBySubscriptionNumberResponseType:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
adjustments:
description: |
Container for all the delivery adjustments of a subscription.
items:
$ref: '#/components/schemas/GETAdjustmentByIdResponseType'
type: array
type: object
GETAdjustmentByIdResponseType:
allOf:
- properties:
adjustmentId:
description: |
The system generated delivery adjustment ID.
format: UUID
type: string
adjustmentNumber:
description: |
The system generated delivery adjustment Number.
type: string
amount:
description: |
The amount of the delivery adjustment.
type: number
billingDate:
description: |
The billing date is same as the delivery date of the delivery adjustment, in `yyyy-mm-dd` format.
format: date
type: string
chargeNumber:
description: |
The charge number in the subscription for which the delivery adjustment is created.
type: string
creditMemoNumber:
description: |
The Credit Memo generated for the delivery adjustment.
type: string
debitMemoNumber:
description: |
The Debit Memo generated to write off the Credit Memo for the delivery adjustment.
**Note**: This field is only available when the delivery adjustment is in `Cancelled` status.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
deliveryDate:
description: |
The delivery adjustment date, in `yyyy-mm-dd` format.
format: date
type: string
deliveryDay:
description: |
The delivery adjustment day of the week.
format: string
type: string
reason:
description: |
The reason for the delivery adjustment.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
status:
description: |
The status of the delivery adjustment will be `Billed` or `Cancelled`.
type: string
subscriptionNumber:
description: |
The subscription number for which the delivery adjustment is created.
type: string
type: object
POSTCreateBillingAdjustmentRequestType:
example:
chargeNumbers:
- string
- string
deferredRevenueAccountingCode: string
endDate: '2023-02-27'
exclusion:
- chargeNumbers:
- string
- string
deliveryDate: '2023-02-26'
- chargeNumbers:
- string
- string
deliveryDate: '2023-05-27'
reason: string
recognizedRevenueAccountingCode: string
revenueRecognitionRuleName: string
startDate: '2023-02-26'
subscriptionNumber: string
type: DeliveryCredit
properties:
accountNumber:
description: |
The account number for which the delivery adjustment is created.
**Note**:
- The account number should be of the subscription owner.
- Only one of accountNumber or subscriptionNumber should be provided.
type: string
chargeNumbers:
description: |
An optional container to specify charge numbers in the subscription for which the delivery adjustment needs to be created.
items:
type: string
type: array
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
endDate:
description: |
The end date of the delivery adjustment, in `yyyy-mm-dd` format. This is inclusive.
format: date
type: string
exclusion:
description: |
The charge numbers and the corresponding dates for exclusion of delivery adjustment.
items:
properties:
chargeNumbers:
description: |
The charge numbers to be excluded from delivery adjustment on the specified delivery date.
items:
type: string
type: array
deliveryDate:
description: |
The date on which the delivery adjustment has to be excluded, in `yyyy-mm-dd` format.
format: date
type: string
type: object
type: array
reason:
description: |
The reason for the delivery adjustment.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
startDate:
description: |
The start date of the delivery adjustment, in `yyyy-mm-dd` format. This is inclusive.
format: date
type: string
subscriptionNumber:
description: |
The subscription number for which the delivery adjustment is created.
**Note**: Only one of accountNumber or subscriptionNumber should be provided.
type: string
type:
description: |
The type of delivery adjustment.
enum:
- DeliveryCredit
type: string
creditMemoCustomFields:
additionalProperties:
description: |
Custom fields of the Credit Memo object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Manage Custom Fields for more information.
type: object
description: |
Container for custom fields of the Credit Memo object. When creating a delivery adjustment, Zuora generates a credit memo automatically. You can use this field to specify the custom fields of the credit memo associated with this adjustment.
title: creditMemoCustomFields
type: object
required:
- startDate
- endDate
type: object
GETAdjustmentsResponseType:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
adjustments:
description: |
Container for delivery adjustments of a subscription.
items:
$ref: '#/components/schemas/POSTAdjustmentResponseType'
type: array
ineligibleAdjustments:
description: |
Container for ineligible delivery adjustments of a subscription.
items:
$ref: '#/components/schemas/POSTIneligibleAdjustmentResponseType'
type: array
totalAmount:
description: |
The total amount of all the delivery adjustments.
type: number
totalNumberOfDeliveries:
description: |
The total number of all delivery adjustments.
type: number
type: object
POSTAdjustmentResponseType:
allOf:
- properties:
adjustmentId:
description: |
The system generated delivery adjustment ID.
format: UUID
type: string
adjustmentNumber:
description: |
The system generated delivery adjustment number.
format: string
type: string
amount:
description: |
The amount of the delivery adjustment.
type: number
billingDate:
description: |
The billing date is same as the delivery date of the delivery adjustment, in `yyyy-mm-dd` format.
format: date
type: string
chargeNumber:
description: |
The charge number in the subscription for which the delivery adjustment is created.
type: string
creditMemoNumber:
description: |
The Credit Memo generated for the delivery adjustment.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
deliveryDate:
description: |
The delivery adjustment date, in `yyyy-mm-dd` format.
format: date
type: string
deliveryDay:
description: |
The delivery adjustment day of the week.
type: string
eligible:
description: |
The eligible flag is set as true for a successfully created delivery adjustment.
type: boolean
reason:
description: |
The reason for the delivery adjustment.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
status:
description: |
The status of the delivery adjustment will be `Billed` or `Cancelled`.
type: string
subscriptionNumber:
description: |
The subscription number for which the delivery adjustment is created.
type: string
type: object
POSTIneligibleAdjustmentResponseType:
allOf:
- properties:
adjustmentId:
description: |
The system generated delivery adjustment ID.
format: UUID
type: string
adjustmentNumber:
description: |
The system generated delivery adjustment number.
format: string
type: string
amount:
description: |
The amount of the delivery adjustment.
type: number
billingDate:
description: |
The billing date of the delivery adjustment.
format: date
type: string
chargeNumber:
description: |
The charge number in the subscription for which the delivery adjustment is created.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
deliveryDate:
description: |
The delivery adjustment date, in `yyyy-mm-dd` format.
format: date
type: string
deliveryDay:
description: |
The delivery adjustment day of the week.
format: string
type: string
eligible:
description: |
The eligible flag is set as false for an unsuccessful delivery adjustment.
type: boolean
errorMessage:
description: |
The reason due to which a delivery adjustment is not eligible on the given date.
type: string
reason:
description: |
The reason for the delivery adjustment.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
status:
description: |
The status of the delivery adjustment.
type: string
subscriptionNumber:
description: |
The subscription number for which the delivery adjustment is created.
type: string
type: object
POSTPreviewBillingAdjustmentRequestType:
example:
chargeNumbers:
- string
- string
deferredRevenueAccountingCode: string
endDate: '2023-02-27'
exclusion:
- chargeNumbers:
- string
- string
deliveryDate: '2023-02-26'
- chargeNumbers:
- string
- string
deliveryDate: '2023-05-27'
reason: string
recognizedRevenueAccountingCode: string
revenueRecognitionRuleName: string
startDate: '2023-02-26'
subscriptionNumber: string
type: DeliveryCredit
properties:
accountNumber:
description: |
The account number for which the delivery adjustment is created.
**Note**:
- The account number should be of the subscription owner.
- Only one of accountNumber or subscriptionNumber should be provided.
type: string
chargeNumbers:
description: |
An optional container to specify charge numbers in the subscription for which the delivery adjustment needs to be created.
items:
type: string
type: array
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
endDate:
description: |
The end date of the delivery adjustment, in `yyyy-mm-dd` format. This is inclusive.
format: date
type: string
reason:
description: |
The reason for the delivery adjustment.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note**: For the credit memo generated by the delivery adjustment, if this field is not specified, the value inherits from the subscription rate plan charge.
type: string
startDate:
description: |
The start date of the delivery adjustment, in `yyyy-mm-dd` format. This is inclusive.
format: date
type: string
subscriptionNumber:
description: |
The subscription number for which the delivery adjustment is created.
**Note**: Only one of accountNumber or subscriptionNumber should be provided.
type: string
type:
description: |
The type of delivery adjustment.
enum:
- DeliveryCredit
type: string
required:
- startDate
- endDate
type: object
CancelBillingAdjustmentRequest:
example:
debitMemoCustomFields:
trackingNumber__c: '001'
description: |
Information about `CancelBillingAdjustment`.
properties:
debitMemoCustomFields:
additionalProperties:
description: |
Custom fields of the Debit Memo object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Manage Custom Fields for more information.
type: object
description: |
Container for custom fields of the Debit Memo object. When cancelling a delivery adjustment, Zuora generates a debit memo automatically. You can use this field to specify the custom fields of the debit memo associated with the cancellation of adjustment.
title: debitMemoCustomFields
type: object
GETCancelAdjustmentResponseType:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
debitMemoNumber:
description: |
The Debit Memo generated to write off the Credit Memo for the delivery adjustment.
type: string
type: object
BillingDocumentQueryResponseElementType:
properties:
documents:
description: |
Container for billing documents.
items:
$ref: '#/components/schemas/GETBillingDocumentsResponseType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETBillingDocumentsResponseType:
properties:
accountId:
description: The ID of the customer account associated with the billing document.
format: uuid
type: string
amount:
description: |
The total amount of the billing document.
format: double
type: number
balance:
description: |
The balance of the billing document.
format: double
type: number
documentDate:
description: |
The date of the billing document. The date can be the invoice date for invoices, credit memo date for credit memos, or debit memo date for debit memos.
format: date
type: string
documentNumber:
description: |
The number of the billing document.
type: string
documentType:
description: |
The type of the billing document.
enum:
- Invoice
- CreditMemo
- DebitMemo
type: string
id:
description: |
The ID of the billing document.
type: string
status:
description: |
The current status of the billing document.
enum:
- Draft
- Posted
- Canceled
- Error
type: string
currency:
description: |
The currency of the billing document.
**Note:** By default, the currency on a billing document matches the default currency set on the associated account.
However, Zuora now offers a Multiple Currencies feature to support different currencies for billing documents, allowing flexibility beyond the account-level currency.
For more information, see Multiple Currency.
type: string
nullable: true
title: documents
type: object
POSTBillingDocumentFilesDeletionJobRequest:
example:
accountIds:
- 4028905558b483220158b48983dd0015
- 6028905558b483220158b68983dd0016
properties:
accountIds:
description: |
Container for the IDs of the accounts that you want to create the billing document files deletion job for.
**Note**: When creating jobs to delete billing document PDF files, you must specify either set of `accountIds` or `accountKeys` in the request body.
items:
type: string
type: array
accountKeys:
description: |
Container for the IDs and/or numbers of the accounts that you want to create the billing document files deletion job for.
**Note**: When creating jobs to delete billing document PDF files, you must specify either set of `accountIds` or `accountKeys` in the request body.
items:
type: string
type: array
type: object
POSTBillingDocumentFilesDeletionJobResponse:
properties:
id:
description: |
The unique ID of the billing document file deletion job.
type: string
status:
description: |
The status of the billing document file deletion job.
enum:
- Pending
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETBillingDocumentFilesDeletionJobResponse:
properties:
id:
description: |
The unique ID of the billing document file deletion job.
type: string
status:
description: |
The status of the billing document file deletion job.
enum:
- Pending
- Processing
- Completed
- Error
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
PostGenerateBillingDocumentType:
example:
subscriptionIds:
- 8ad09be490a1ec6a0190a56eb69d4cd3
effectiveDate: '2024-07-01'
targetDate: '2024-08-31'
properties:
autoPost:
default: false
description: |
Whether to automatically post the billing documents after the draft billing documents are generated.
If an error occurs during posting billing documents, the draft billing documents are not generated too.
enum:
- true
- false
type: boolean
autoRenew:
default: false
description: |
Whether to automatically renew the subscriptions with **Auto Renew** set to **Yes**.
enum:
- true
- false
type: boolean
chargeTypeToExclude:
description: |
The types of the charges to be excluded from the generation of billing documents. The field values are case insensitive. Supported values include `onetime`, `recurring`, and `usage`.
items:
type: string
type: array
creditMemoReasonCode:
description: A code identifying the reason for the credit memo transaction that is generated by the request. The value must be an existing reason code. If you do not pass the field or pass the field with empty value, Zuora uses the default reason code.
type: string
effectiveDate:
description: |
The date on which to generate the billing documents, in `yyyy-mm-dd` format.
format: date
type: string
includeSubscriptions:
default: true
description: |
Indicates whether to bill subscriptions in the bill run.
type: boolean
includeOrderLineItems:
default: true
description: |
Indicates whether to bill order line items in the bill run.
type: boolean
subscriptionIds:
description: |
The IDs of the subscriptions that you want to create the billing documents for. Each value must be the ID of the latest version of an active subscription.
items:
type: string
type: array
targetDate:
description: |
The date used to determine which charges are to be billed, in `yyyy-mm-dd` format.
format: date
type: string
type: object
GenerateBillingDocumentResponseType:
properties:
creditMemos:
description: |
Container for generated credit memos.
**Note:** This container is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/CreditMemoResponseType'
type: array
invoices:
description: |
Container for generated invoics.
items:
$ref: '#/components/schemas/InvoiceResponseType'
type: array
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
CreditMemoResponseType:
properties:
id:
description: |
The ID of the generated credit memo.
type: string
title: creditMemos
type: object
InvoiceResponseType:
properties:
id:
description: |
The ID of the generated invoice.
type: string
title: invoices
type: object
PostInvoiceType:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with the invoice.
You must specify either `accountNumber` or `accountId` for a customer account. If both of them are specified, they must refer to the same customer account.
type: string
accountNumber:
description: |
The Number of the account associated with the invoice.
You must specify either `accountNumber` or `accountId` for a customer account. If both of them are specified, they must refer to the same customer account.
type: string
autoPay:
default: false
description: |
Whether invoices are automatically picked up for processing in the corresponding payment run.
type: boolean
billToContact:
$ref: '#/components/schemas/PostCreateInvoiceContactType'
billToContactId:
description: |
The ID of the bill-to contact associated with the invoice. This field is mutually exclusive with the `billToContact` field.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: string
comments:
description: |
Comments about the invoice.
type: string
currency:
description: |
The code of a currency as defined in Billing Settings through the Zuora UI.
If you do not specify a currency during standalone invoice creation, the default account currency is applied. The currency that you specify in the request must be configured and activated in Billing Settings.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
type: string
customRates:
description: |
It contains Home currency and Reporting currency custom rates currencies. The maximum number of items is 2 (you can pass the Home currency item or Reporting currency item or both).
**Note**:
- This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
- You cannot set the custom rates, if both the **Automatically include additional Currency Conversion information in data source exports** option and **Fx data** feature are enabled.
- Invoice, InvoiceItem, and TaxationItem will utilize the provided custom Fx rate to convert amounts from the transactional currency to the home currency.
items:
$ref: '#/components/schemas/InvoiceWithCustomRatesType'
maxItems: 2
type: array
dueDate:
description: |
The date by which the payment for this invoice is due, in `yyyy-mm-dd` format.
format: date
type: string
invoiceDate:
description: |
The date that appears on the invoice being created, in `yyyy-mm-dd` format. The value cannot fall in a closed accounting period.
format: date
type: string
invoiceItems:
description: |
Container for invoice items. The maximum number of invoice items is 1,000.
You must have corresponding billing permissions to create invoice items from existing product rate plan charges or new charges. For more information about billing permissions, see Billing Roles.
- To create an invoice item from an existing charge, you must have the **Create Standalone Invoice With Product Catalog** permission and specify the charge ID in the `productRatePlanChargeId` field.
- To create an invoice item from a new charge, you must have the **Create Standalone Invoice Without Product Catalog** permission without specifying the `productRatePlanChargeId` field.
**Note**: For the "Create a standalone invoice" and "Create standalone invoices" operations, note the following:
- If tax has been calculated by an external tax engine, you need to create a standalone invoice with both `invoiceItems` and `taxItems`. The `taxItems` corresponds to the tax information processed by this external tax engine. In this case, you should not specify the `taxMode` and `taxCode` nested fields of the `invoiceItems` field. Instead, you need to specify the `taxMode` and `taxCode` nested fields of the `taxItems` field. You need to specify the `taxMode` field as `TaxExclusive`.
- If tax has not been calculated by an external tax engine, you can create a standalone invoice only with `invoiceItems`, and decide whether Zuora includes the tax in the quoted charge price and invoice item by specifying the `taxMode` nested field of the `invoiceItems` field as either `TaxExclusive` or `TaxInclusive`. Meanwhile, you need to specify the `taxCode` field, indicating the charge price and invoice item are taxable.
items:
$ref: '#/components/schemas/PostInvoiceItemType'
type: array
invoiceNumber:
description: |
A customized invoice number with the following format requirements:
- Max length: 32 characters
- Acceptable characters: a-z,A-Z,0-9,-,_,
Purely numerical prefixes or prefixes ending with a number are supported for standalone invoices. For example, you can use `202310000300`, `2003`, `INV202310000300`, or `2023-09-100009785` as invoice numbers.
The value must be unique in the system, otherwise it may cause issues with bill runs and subscribe/amend. Check out [things to note and troubleshooting steps](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Unified_Invoicing/Import_external_invoices_as_standalone_invoices?#Customizing_invoice_number).
type: string
paymentTerm:
description: |
The ID or name of the payment term associated with the invoice. For example, `Net 30`. The payment term determines the due dates of invoices.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: string
sequenceSet:
description: |
The ID or name of the sequence set associated with the invoice.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: string
shipToContact:
$ref: '#/components/schemas/PostCreateInvoiceContactType'
shipToContactId:
description: |
The ID of the ship-to contact associated with the invoice. This field is mutually exclusive with the `shipToContact` field.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: string
shipToSameAsBillTo:
default: false
description: |
Whether the ship-to contact and bill-to contact are the same entity. This field is mutually exclusive with the `shipToContact` and `shipToContactId` fields.
The created invoice has the same bill-to contact and ship-to contact entity only when all the following conditions are met in the request body:
- This field is set to `true`.
- A bill-to contact or bill-to contact ID is specified.
- Neither ship-to contact nor ship-to contact ID is specified.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: boolean
soldToContact:
$ref: '#/components/schemas/PostCreateInvoiceContactType'
soldToContactId:
description: |
The ID of the sold-to contact associated with the invoice. This field is mutually exclusive with the `soldToContact` field.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: string
soldToSameAsBillTo:
default: false
description: |
Whether the sold-to contact and bill-to contact are the same entity. This field is mutually exclusive with the `soldToContact` and `soldToContactId` fields.
The created invoice has the same bill-to contact and sold-to contact entity only when all the following conditions are met in the request body:
- This field is set to `true`.
- A bill-to contact or bill-to contact ID is specified.
- Neither sold-to contact nor sold-to contact ID is specified.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: boolean
status:
default: Draft
description: |
The status of invoice. By default, the invoice status is Draft.
When creating an invoice, if you set this field to `Posted`, the invoice is created and posted directly.
enum:
- Draft
- Posted
type: string
templateId:
description: |
The ID of the invoice template associated with the invoice.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
type: string
transferredToAccounting:
enum:
- Processing
- Error
- Ignore
- 'Yes'
- 'No'
type: string
required:
- invoiceDate
title: invoices
type: object
- $ref: '#/components/schemas/InvoiceObjectNSFields'
- $ref: '#/components/schemas/InvoiceObjectCustomFields'
example:
accountId: 8ad09be48db5aba7018db604776d4854
invoiceDate: '2024-07-30'
invoiceItems:
- amount: 100
serviceStartDate: '2024-07-11'
productRatePlanChargeId: 8ad097b4909708e001909b41bb085d38
PostInvoiceResponse:
allOf:
- properties:
accountId:
description: |
The ID of the customer account associated with the invoice.
type: string
adjustmentAmount:
description: |
The amount of the invoice adjustments associated with the invoice.
type: number
amount:
description: |
The total amount of the invoice.
type: number
amountWithoutTax:
description: |
The invoice amount excluding tax.
type: number
autoPay:
description: |
Whether invoices are automatically picked up for processing in the corresponding payment run.
type: boolean
balance:
description: |
The remaining balance of the invoice after all payments, adjustments, and refunds are applied.
type: number
billRunId:
description: |
The id of bill run if the invoice is generated by a bill run.
type: string
billToContactId:
description: |
The ID of the bill-to contact associated with the invoice.
type: string
nullable: true
billToContactSnapshotId:
description: |
The ID of the bill-to contact snapshot associated with the invoice.
type: string
comments:
description: |
Comments about the invoice.
type: string
createdById:
description: |
The user ID of the person who created the invoice. If a bill run generated the invoice, then the value is the user ID of person who created the bill run.
type: string
createdDate:
description: |
The date and time when the invoice was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditBalanceAdjustmentAmount:
description: |
The currency amount of the adjustment applied to the customer's credit balance.
**Note:** This field is only available if you have the Credit Balance feature enabled and the Invoice Settlement feature disabled.
type: number
creditMemoAmount:
description: |
The currency amount of all credit memos applied to this invoice.
**Note:** This field is only available if you have [Invoice Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement) enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: number
currency:
description: |
The currency of the invoice.
**Note:** By default, the currency on a billing document matches the default currency set on the associated account.
However, Zuora now offers a Multiple Currencies feature to support different currencies for billing documents, allowing flexibility beyond the account-level currency.
For more information, see Multiple Currency.
nullable: true
type: string
discount:
description: |
the invoice discount amount.
type: number
dueDate:
description: |
The date by which the payment for this invoice is due, in `yyyy-mm-dd` format.
format: date
type: string
einvoiceErrorCode:
description: |
The error code when status is "Failed". This code can either be a Zuora-generated error code or one returned by a third-party e-invoice vendor.
type: string
einvoiceErrorMessage:
description: |
The error message when status is "Failed". This message can either be a Zuora-generated error code or one returned by a third-party e-invoice vendor.
type: string
einvoiceFileId:
description: |
The ID of the e-invoice file.
type: string
einvoiceStatus:
description: |
The status of the e-invoice file generation for the invoice.
- If e-invoicing file generation succeeds, this field is either `Generated` or `Success`, and both the error code and message are empty, and the `eInvoiceField` fieldstores the ID of the generated e-inoice file.
- If the responses from tax vendors such as Sovos or Avalara are taking too long, this field becomes `RetrieveTimeOut`. Once the vendor responds successfully, you can use the 'Resync E-Invoice Status' action to update the status automatically. You can view these updates in System Health telemetry.
- If a failure occurs during e-invoice file generation, this field is `Failed` and error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If e-invoice file generation conditionally succeeds, this field is `ConditionalSuccess` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If the e-invoice file has been approved by the tax authority, this field is `ApprovedByAuthority`. The next status will be either `Success` or `Rejected`.
- If the e-invoice file has been rejected by the government, this field is `Rejected`. You cannot resend this e-invoice; you must create a new invoice instead.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
enum:
- Processing
- RetrieveTimeOut
- Generated
- Success
- Failed
- ConditionalSuccess
- ApprovedByAuthority
- Rejected
type: string
id:
description: |
The unique ID of the invoice.
type: string
includesOneTime:
description: |
Specifies whether the invoice includes one-time charges.
type: boolean
includesRecurring:
description: |
Specifies whether the invoice includes recurring charges.
type: boolean
includesUsage:
description: |
Specifies whether the invoice includes usage charges.
type: boolean
invoiceDate:
description: |
The date that appears on the invoice being created.
format: date
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the invoice.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
invoiceNumber:
description: |
The unique identification number of the invoice.
type: string
lastEmailSentDate:
description: |
The date when the invoice was last emailed.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentAmount:
description: |
The amount of payments applied to the invoice.
type: number
paymentTerm:
description: |
The name of payment term associated with the invoice.
type: string
nullable: true
postedBy:
description: |
The user ID of the person who moved the invoice to Posted status.
type: string
postedDate:
description: |
The date when the invoice was posted.
format: date
type: string
refundAmount:
description: |
Specifies the amount of a refund that was applied against an earlier payment on the invoice.
type: number
sequenceSetId:
description: |
The ID of the sequence set associated with the invoice.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the invoice.
type: string
nullable: true
shipToContactId:
description: |
The ID of the ship-to contact associated with the invoice.
type: string
nullable: true
shipToContactSnapshotId:
description: |
The ID of the ship-to contact snapshot associated with the invoice.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the invoice.
type: string
nullable: true
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the invoice.
type: string
source:
description: |
The source of the invoice.
enum:
- BillRun
- API
- ApiSubscribe
- ApiAmend
type: string
sourceId:
description: |
The ID of the invoice source.
If an invoice is generated from a bill run, the value is the number of the corresponding bill run.Otherwise, the value is `null`.
type: string
sourceType:
description: |
The type of the invoice source.
enum:
- Subscription
- Standalone
- Order
- Consolidation
type: string
status:
description: |
The status of the invoice.
enum:
- Draft
- Posted
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
This date is used to determine which charges are to be billed. All charges that are to be billed on this date or prior will be included in this bill run.
format: date
type: string
taxAmount:
description: |
The amount of taxation.
type: number
taxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
type: number
taxMessage:
description: |
The message that the tax engine return if it calculates the taxes of this invoice fails.
type: string
nullable: true
taxStatus:
description: |
The status that the tax engine return after it calculates the taxes of this invoice.
**Note:** This field is only applicable to tax calculation by third-party tax engines. The `Voided` status indicates that the tax transaction is successfully canceled on the tax vendor's side. If a tax transaction was successfully committed to the third-party tax engine but the invoice failed to post, Zuora automatically detects the issue and voids the tax transaction on the vendor's side.
enum:
- Complete
- Error
- UnknownError
- DuplicateDoc
- InvalidRequest
- InvalidResponse
- TaxEngineError
- ConcurrentModify
- InternalServerError
- TaxCodeTemplateError
- Voided
type: string
templateId:
description: |
The ID of the invoice template.
- If you have the Flexible Billing Attributes feature enabled, the value of this field depends on the configuration of the invoice template.
- If you specify an invoice template at the subscription level, the value of this field is automatically populated from the corresponding subscription.
- If you do not specify any invoice template at the subscription level, the value of this field is automatically populated from the corresponding account.
- If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
nullable: true
transferredToAccounting:
description: |
Whether the invoice was transferred to an external accounting system.
enum:
- Processing
- Error
- Ignore
- 'Yes'
- 'No'
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the invoice.
type: string
updatedDate:
description: |
The date when the invoice was last updated.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/InvoiceObjectNSFields'
- $ref: '#/components/schemas/InvoiceObjectCustomFields'
InvoiceObjectNSFields:
description: |
Container for Invoice fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the invoice's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the invoice was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: invoiceFieldsNS
type: object
InvoiceObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Invoice object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Invoice object.
title: invoiceFieldsCustom
type: object
PostCreateInvoiceContactType:
allOf:
- properties:
address1:
description: |
First address line, 255 characters or less.
maxLength: 255
type: string
address2:
description: |
Second address line, 255 characters or less.
type: string
city:
description: |
City, 40 characters or less.
maxLength: 40
type: string
country:
description: |
Country; must be a valid country name or abbreviation. If using Zuora Tax, you must specify a country in the ship-to or sold-to contact to calculate tax. A bill-to contact may be used if no ship-to or sold-to contact is provided.
type: string
county:
description: |
County; 32 characters or less. May optionally be used by Zuora Tax to calculate county tax.
maxLength: 32
type: string
fax:
description: |
Fax phone number, 40 characters or less.
maxLength: 40
type: string
firstName:
description: |
First name, 100 characters or less.
maxLength: 100
type: string
homePhone:
description: |
Home phone number, 40 characters or less.
maxLength: 40
type: string
lastName:
description: |
Last name, 100 characters or less.
maxLength: 100
type: string
mobilePhone:
description: |
Mobile phone number, 40 characters or less.
maxLength: 40
type: string
nickname:
description: |
Nickname for this contact
type: string
otherPhone:
description: |
Other phone number, 40 characters or less.
maxLength: 40
type: string
otherPhoneType:
description: |
Possible values are: `Work`, `Mobile`, `Home`, `Other`.
type: string
personalEmail:
description: |
Personal email address.
maxLength: 80
type: string
format: email
state:
description: |
State; must be a valid subregion (state or province) name or code.
For more information, see View subregions of a specific country or region.
If using Zuora Tax, be aware that Zuora Tax requires a
state (in the US) or province (in Canada) in this field for the
ship-to or sold-to contact to calculate tax, and that a bill-to contact may be
used if no ship-to or sold-to contact is provided.
type: string
taxRegion:
description: |
If using Zuora Tax, a region string as optionally defined in your tax rules. Not required.
type: string
workEmail:
description: |
Work email address, 80 characters or less.
maxLength: 80
type: string
workPhone:
description: |
Work phone number, 40 characters or less.
maxLength: 40
type: string
zipCode:
description: |
Zip code, 20 characters or less.
maxLength: 20
type: string
required:
- firstName
- lastName
type: object
- $ref: '#/components/schemas/ContactCustomFields'
description: |
Container for bill-to, sold-to, or ship-to contact information. A new Contact will be created under the invoice owner account.
**Note**: If you have the Flexible Billing Attributes feature disabled, this field is unavailable in the request body.
title: Contact
InvoiceWithCustomRatesType:
allOf:
- properties:
currency:
description: |
The currency code for either Reporting or Home currency.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or later.
type: string
customFxRate:
description: |
The Custom FX conversion rate between Home/Reporting and Transactional currency items.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or later.
format: decimal
type: number
rateDate:
description: |
The date on which a particular currency rate is fixed or obtained on.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or later.
format: date
type: string
required:
- currency
- customFxRate
type: object
title: customRates
PostInvoiceItemType:
allOf:
- properties:
accountingCode:
description: |
The accounting code associated with the invoice item.
type: string
adjustmentLiabilityAccountingCode:
description: |
The accounting code for adjustment liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
adjustmentRevenueAccountingCode:
description: |
The accounting code for adjustment revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
amount:
description: |
The amount of the invoice item.
- For tax-inclusive invoice items, the amount indicates the invoice item amount including tax.
- For tax-exclusive invoice items, the amount indicates the invoice item amount excluding tax.
type: number
bookingReference:
description: |
The booking reference of the invoice item.
type: string
chargeDate:
description: |
The date when the invoice item is charged, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
chargeName:
description: |
The name of the charge associated with the invoice item.
This field is required if the `productRatePlanChargeId` field is not specified in the request.
type: string
contractAssetAccountingCode:
description: |
The accounting code for contract asset.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractLiabilityAccountingCode:
description: |
The accounting code for contract liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractRecognizedRevenueAccountingCode:
description: |
The accounting code for contract recognized revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
description:
description: |
The description of the invoice item.
type: string
discountItems:
description: |
Container for discount items. The maximum number of discount items is 10.
items:
$ref: '#/components/schemas/PostDiscountItemType'
type: array
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the invoice item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
itemType:
description: |
The type of the invoice item.
type: string
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the invoice item is created from.
You must have the **Create Standalone Invoice With Product Catalog** permission to create an invoice item from an existing charge.
If you specify a value for the `productRatePlanChargeId` field in the request, Zuora directly copies the values of the following fields from the corresponding product rate plan charge, regardless of the values specified in the request body:
- `chargeName`
- `sku`
- `uom`
- `taxCode`
- `taxMode`
- `accountingCode`
- `deferredRevenueAccountingCode`
- `recognizedRevenueAccountingCode`
type: string
purchaseOrderNumber:
description: |
The purchase order number associated with the invoice item.
type: string
quantity:
default: 1
description: |
The number of units for the invoice item.
type: number
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
revRecCode:
description: |
The revenue recognition code.
type: string
revRecTriggerCondition:
description: |
The date when revenue recognition is triggered.
enum:
- ContractEffectiveDate
- ServiceActivationDate
- CustomerAcceptanceDate
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
serviceEndDate:
description: |
The service end date of the invoice item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the invoice item.
format: date
type: string
sku:
description: |
The SKU of the invoice item. The SKU of the invoice item must be different from the SKU of any existing product.
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to the invoice item.
**Note**: This field is only available only if you have Taxation enabled.
type: string
taxItems:
description: |
Container for taxation items. The maximum number of taxation items is 5.
**Note**: This field is only available only if you have Taxation enabled.
items:
$ref: '#/components/schemas/PostTaxationItemType'
type: array
taxMode:
description: |
The tax mode of the invoice item, indicating whether the amount of the invoice item includes tax.
**Note**: This field is only available only if you have Taxation enabled.
enum:
- TaxInclusive
- TaxExclusive
type: string
unbilledReceivablesAccountingCode:
description: |
The accounting code for unbilled receivables.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
unitPrice:
description: |
The per-unit price of the invoice item. To pass Level 3 data to the gateway, this field is required and must be greater than zero.
type: number
uom:
description: |
The unit of measure.
type: string
required:
- amount
- serviceStartDate
title: invoiceItems
type: object
- $ref: '#/components/schemas/InvoiceItemObjectNSFields'
- $ref: '#/components/schemas/InvoiceItemObjectCustomFields'
PostDiscountItemType:
allOf:
- properties:
accountingCode:
description: |
The accounting code associated with the discount item.
type: string
accountsReceivableAccountingCode:
description: |
The accounting code for accounts receivable.
type: string
adjustmentLiabilityAccountingCode:
description: |
The accounting code for adjustment liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
adjustmentRevenueAccountingCode:
description: |
The accounting code for adjustment revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
amount:
description: |
The amount of the discount item.
- Should be a negative number. For example, `-10`.
- Always a fixed amount no matter whether the discount charge associated with the discount item uses the [fixed-amount model or percentage model](https://knowledgecenter.zuora.com/Billing/Subscriptions/Product_Catalog/B_Charge_Models/B_Discount_Charge_Models#Fixed_amount_model_and_percentage_model).
- For tax-exclusive discount items, this amount indicates the discount item amount excluding tax.
- For tax-inclusive discount items, this amount indicates the discount item amount including tax.
type: number
bookingReference:
description: |
The booking reference of the discount item.
type: string
chargeDate:
description: |
The date when the discount item is charged, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
chargeName:
description: |
The name of the charge associated with the discount item.
This field is required if the `productRatePlanChargeId` field is not specified in the request body.
type: string
contractAssetAccountingCode:
description: |
The accounting code for contract asset.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractLiabilityAccountingCode:
description: |
The accounting code for contract liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractRecognizedRevenueAccountingCode:
description: |
The accounting code for contract recognized revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
description:
description: |
The description of the discount item.
type: string
itemType:
description: |
The type of the discount item.
type: string
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the discount item is created from.
If you specify a value for the `productRatePlanChargeId` field in the request, Zuora directly copies the values of the following fields from the corresponding product rate plan charge, regardless of the values specified in the request body:
- `chargeName`
- `sku`
If you specify a value for the `productRatePlanChargeId` field in the request, Zuora directly copies the values of the following fields from the corresponding discount charge that [uses discount specific accounting codes, rule and segment to manage revenue](https://knowledgecenter.zuora.com/Billing/Subscriptions/Product_Catalog/B_Charge_Models/Manage_Discount_Charges#Use_discount_specific_accounting_codes.2C_rule_and_segment_to_manage_revenue), regardless of the values specified in the request body:
- `accountingCode`
- `deferredRevenueAccountingCode`
- `recognizedRevenueAccountingCode`
If you specify a value for the `productRatePlanChargeId` field in the request, Zuora directly copies the values of the following fields from the corresponding invoice item charge if the discount charge DOES NOT [use discount specific accounting codes, rule and segment to manage revenue](https://knowledgecenter.zuora.com/Billing/Subscriptions/Product_Catalog/B_Charge_Models/Manage_Discount_Charges#Use_discount_specific_accounting_codes.2C_rule_and_segment_to_manage_revenue), regardless of the values specified in the request body:
- `accountingCode`
- `deferredRevenueAccountingCode`
- `recognizedRevenueAccountingCode`
type: string
purchaseOrderNumber:
description: |
The purchase order number associated with the discount item.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
revRecCode:
description: |
The revenue recognition code.
type: string
revRecTriggerCondition:
description: |
The date when revenue recognition is triggered.
enum:
- ContractEffectiveDate
- ServiceActivationDate
- CustomerAcceptanceDate
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
sku:
description: |
The SKU of the invoice item. The SKU of the discount item must be different from the SKU of any existing product.
type: string
taxItems:
description: |
Container for taxation items. The maximum number of taxation items is 5.
**Note**: This field is only available only if you have Taxation enabled.
items:
$ref: '#/components/schemas/PostTaxationItemType'
type: array
unbilledReceivablesAccountingCode:
description: |
The accounting code for unbilled receivables.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
unitPrice:
description: |
The per-unit price of the discount item.
If the discount charge associated with the discount item uses the percentage model, the unit price will display as a percentage amount in PDF. For example: if unit price is 5.00, it will display as 5.00% in PDF.
type: number
required:
- amount
title: invoiceItems
type: object
- $ref: '#/components/schemas/DiscountItemObjectNSFields'
- $ref: '#/components/schemas/DiscountItemObjectCustomFields'
PostTaxationItemType:
allOf:
- properties:
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: number
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
name:
description: |
The name of taxation.
type: string
taxAmount:
description: |
The amount of the taxation item in the invoice item.
format: number
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific invoice item.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the invoice item, in `yyyy-mm-dd` format.
format: date
type: string
taxMode:
description: |
The tax mode of the invoice item, indicating whether the amount of the invoice item includes tax.
enum:
- TaxInclusive
- TaxExclusive
type: string
taxRate:
description: |
The tax rate applied to the invoice item.
format: number
type: string
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the invoice item.
enum:
- Percentage
- FlatFee
type: string
required:
- name
- taxAmount
- taxDate
- taxMode
- taxRate
- taxRateType
title: taxItems
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
InvoiceItemObjectNSFields:
description: |
Container for Invoice Item fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the invoice item's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the invoice item was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: invoiceItemFieldsNS
type: object
InvoiceItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Invoice Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Invoice Item object.
title: invoiceItemFieldsCustom
type: object
TaxationItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Taxation Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Taxation Item object.
title: taxationItemFieldsCustom
type: object
DiscountItemObjectNSFields:
description: |
Container for discount Item fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the invoice item's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the invoice item was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: discountItemFieldsNS
type: object
DiscountItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Discount Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Discount Item object.
title: discountItemFieldsCustom
type: object
ContactCustomFields:
additionalProperties:
description: |
Custom fields of the Contact object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
type: object
PutBatchInvoiceType:
example:
invoices:
- id: 2c93808457d787030157e031d86c4c57
invoiceDate: '2017-12-16'
- id: 2c92c8955bd63cc1015bd7c151af02ab
invoiceDate: '2017-12-16'
properties:
invoices:
description: |
Container for invoice update details.
items:
$ref: '#/components/schemas/BatchInvoiceType'
type: array
type: object
BatchInvoiceType:
allOf:
- properties:
autoPay:
description: |
Whether invoices are automatically picked up for processing in the corresponding payment run.
By default, invoices are automatically picked up for processing in the corresponding payment run.
type: boolean
comments:
description: |
Additional information related to the invoice that a Zuora user added to the invoice.
maxLength: 255
type: string
dueDate:
description: |
The date by which the payment for this invoice is due.
format: date
type: string
id:
description: |
The ID of the invoice to be updated.
type: string
invoiceDate:
description: |
The new invoice date of the invoice. The new invoice date cannot fall in a closed accounting period.
You can only specify `invoiceDate` or `dueDate` in one request. Otherwise, an error occurs.
format: date
type: string
invoiceItems:
description: |
Container for invoice items. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/PutInvoiceItemType'
type: array
transferredToAccounting:
description: |
Whether the invoice was transferred to an external accounting system.
enum:
- Processing
- 'Yes'
- Error
- Ignore
type: string
templateId:
description: |
The ID of the invoice template associated with the invoice.
**Note**: This field is only available if you have the Flexible Billing Attributes feature enabled.
type: string
type: object
- $ref: '#/components/schemas/InvoiceObjectNSFields'
- $ref: '#/components/schemas/InvoiceObjectCustomFields'
title: invoices
PutInvoiceItemType:
allOf:
- properties:
accountingCode:
description: |
The accounting code associated with the invoice item.
type: string
adjustmentLiabilityAccountingCode:
description: |
The accounting code for adjustment liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
adjustmentRevenueAccountingCode:
description: |
The accounting code for adjustment revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
amount:
description: |
The amount of the invoice item.
- For tax-inclusive invoice items, the amount indicates the invoice item amount including tax.
- For tax-exclusive invoice items, the amount indicates the invoice item amount excluding tax.
type: number
bookingReference:
description: |
The booking reference of the invoice item.
**Note**: This field is only available if `id` is null.
type: string
chargeDate:
description: |
The date when the invoice item is charged, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
chargeName:
description: |
The name of the charge associated with the invoice item.
This field is required if the `productRatePlanChargeId` field is not specified in the request.
type: string
contractAssetAccountingCode:
description: |
The accounting code for contract asset.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractLiabilityAccountingCode:
description: |
The accounting code for contract liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractRecognizedRevenueAccountingCode:
description: |
The accounting code for contract recognized revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
delete:
description: |
Indicates whether to delete the existing invoice item.
**Note**: Set this field to `true` and specify an item `id` to delete an item.
type: boolean
description:
description: |
The description of the invoice item.
type: string
discountItems:
description: |
Container for discount items. The maximum number of discount items is 10.
items:
$ref: '#/components/schemas/PutDiscountItemType'
type: array
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude the invoice item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
id:
description: |
The unique ID of the invoice item.
- Specify this field when updating or deleting an existing memo item.
- Do not specify this field when creating a memo item.
type: string
itemType:
description: |
The type of the invoice item.
type: string
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the invoice item is created from.
If you specify the ID of a product rate plan charge in this field, no matter whether the following fields are specified with values, the following fields use the values from the corresponding product rate plan charge instead of the specified values:
- `chargeName`
- `sku`
- `uom`
- `taxCode`
- `taxMode`
- `accountingCode`
- `deferredRevenueAccountingCode`
- `recognizedRevenueAccountingCode`
**Note**: Do not specify the invoice item `id` when specifying this field.
type: string
purchaseOrderNumber:
description: |
The purchase order number associated the invoice item.
type: string
quantity:
description: |
The number of units for the invoice item.
format: number
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
revRecCode:
description: |
The revenue recognition code.
type: string
revRecTriggerCondition:
description: |
The date when revenue recognition is triggered.
enum:
- ContractEffectiveDate
- ServiceActivationDate
- CustomerAcceptanceDate
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
serviceEndDate:
description: |
The service end date of the invoice item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the invoice item.
format: date
type: string
sku:
description: |
The SKU of the invoice item. The SKU of the invoice item must be different from the SKU of any existing product.
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to the invoice item.
**Note:**
- This field is only available if you have Taxation enabled.
- If the values of both `taxCode` and `taxMode` fields are changed to `null` when updating a standalone invoice, the corresponding `invoiceItems` > `taxItems` field and its nested fields specified in the creation request will be removed.
type: string
taxMode:
description: |
The tax mode of the invoice item, indicating whether the amount of the invoice item includes tax.
**Note:**
- This field is only available if you have Taxation enabled.
- If the values of both `taxCode` and `taxMode` fields are changed to `null` when updating a standalone invoice, the corresponding `invoiceItems` > `taxItems` field and its nested fields specified in the creation request will be removed.
enum:
- TaxInclusive
- TaxExclusive
type: string
unbilledReceivablesAccountingCode:
description: |
The accounting code for unbilled receivables.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
unitPrice:
description: |
The per-unit price of the invoice item.
format: number
type: string
uom:
description: |
The unit of measure.
type: string
type: object
- $ref: '#/components/schemas/InvoiceItemObjectNSFields'
- $ref: '#/components/schemas/InvoiceItemObjectCustomFields'
PutDiscountItemType:
allOf:
- properties:
accountingCode:
description: |
The accounting code associated with the discount item.
type: string
adjustmentLiabilityAccountingCode:
description: |
The accounting code for adjustment liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
adjustmentRevenueAccountingCode:
description: |
The accounting code for adjustment revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
amount:
description: |
The amount of the discount item.
- Should be a negative number. For example, `-10`.
- Always a fixed amount no matter whether the discount charge associated with the discount item uses the [fixed-amount model or percentage model](https://knowledgecenter.zuora.com/Billing/Subscriptions/Product_Catalog/B_Charge_Models/B_Discount_Charge_Models#Fixed_amount_model_and_percentage_model).
- For tax-exclusive discount items, this amount indicates the discount item amount excluding tax.
- For tax-inclusive discount items, this amount indicates the discount item amount including tax.
format: number
type: string
bookingReference:
description: |
The booking reference of the discount item.
type: string
chargeDate:
description: |
The date when the discount item is charged, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
chargeName:
description: |
The name of the charge associated with the discount item.
This field is required if the `productRatePlanChargeId` field is not specified in the request.
type: string
contractAssetAccountingCode:
description: |
The accounting code for contract asset.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractLiabilityAccountingCode:
description: |
The accounting code for contract liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractRecognizedRevenueAccountingCode:
description: |
The accounting code for contract recognized revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
description:
description: |
The description of the discount item.
type: string
id:
description: |
The unique ID of the discount item.
type: string
itemType:
description: |
The type of the discount item.
type: string
purchaseOrderNumber:
description: |
The purchase order number associated with the discount item.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
revRecCode:
description: |
The revenue recognition code.
type: string
revRecTriggerCondition:
description: |
The date when revenue recognition is triggered.
enum:
- ContractEffectiveDate
- ServiceActivationDate
- CustomerAcceptanceDate
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
sku:
description: |
The SKU of the invoice item. The SKU of the discount item must be different from the SKU of any existing product.
type: string
unbilledReceivablesAccountingCode:
description: |
The accounting code for unbilled receivables.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
unitPrice:
description: |
The per-unit price of the discount item.
If the discount charge associated with the discount item uses the percentage model, the unit price will display as a percentage amount in PDF. For example: if unit price is 5.00, it will display as 5.00% in PDF.
format: number
type: string
required:
- amount
title: invoiceItems
type: object
- $ref: '#/components/schemas/DiscountItemObjectNSFields'
- $ref: '#/components/schemas/DiscountItemObjectCustomFields'
PostBatchInvoicesType:
example:
invoices:
- accountId: ff8080817cda56fa017cda87aaa2071e
autoPay: false
comments: comments
currency: EUR
invoiceDate: '2020-02-01'
invoiceItems:
- amount: 100
bookingReference: bookingReference
chargeDate: '2020-02-01 00:00:00'
description: description
discountItems:
- amount: -10
bookingReference: discountBookingReference
chargeDate: '2020-02-01 11:00:00'
chargeName: discount
description: description
sku: SKU-0002
taxItems:
- exemptAmount: 0
jurisdiction: jurisdiction
locationCode: locationCode
name: country tax
taxAmount: -1
taxCode: country tax code
taxCodeDescription: country tax code, tax rate 10%
taxDate: '2021-02-08'
taxMode: TaxExclusive
taxRate: 0.1
taxRateDescription: country tax
taxRateType: Percentage
productRatePlanChargeId: ff8080817cda56fa017cda87999d071b
purchaseOrderNumber: PO-000303
quantity: 1
serviceEndDate: '2020-02-10'
serviceStartDate: '2020-02-01'
taxItems:
- exemptAmount: 0
jurisdiction: juristiction
locationCode: locationCode
name: country tax
taxAmount: 10
taxCode: tax code
taxCodeDescription: tax code description
taxDate: '2020-02-01'
taxMode: TaxExclusive
taxRate: 0.01
taxRateDescription: tax rate description
taxRateType: Percentage
- amount: 100
bookingReference: bookingReference
chargeDate: '2020-02-01 00:00:00'
chargeName: charge name
description: description
purchaseOrderNumber: PO-000303
quantity: 1
serviceEndDate: '2020-02-10'
serviceStartDate: '2020-02-01'
sku: sku-001
uom: each
- accountId: ff8080817cda56fa017cda87aaa2071e
autoPay: false
comments: comments
currency: EUR
invoiceDate: '2020-02-01'
invoiceItems:
- amount: 100
bookingReference: bookingReference
chargeDate: '2020-02-01 00:00:00'
description: description
productRatePlanChargeId: ff8080817cda56fa017cda87999d071b
purchaseOrderNumber: PO-000303
quantity: 1
serviceEndDate: '2020-02-10'
serviceStartDate: '2020-02-01'
taxItems:
- exemptAmount: 0
jurisdiction: juristiction
locationCode: locationCode
name: country tax
taxAmount: 10
taxCode: tax code
taxCodeDescription: tax code description
taxDate: '2020-02-01'
taxMode: TaxExclusive
taxRate: 0.01
taxRateDescription: tax rate description
taxRateType: Percentage
- amount: 100
bookingReference: bookingReference
chargeDate: '2020-02-01 00:00:00'
chargeName: charge name
description: description
purchaseOrderNumber: PO-000303
quantity: 1
serviceEndDate: '2020-02-10'
serviceStartDate: '2020-02-01'
sku: sku-001
uom: each
useSingleTransaction: false
properties:
invoices:
description: |
Container for standalone invoices.
items:
$ref: '#/components/schemas/PostInvoiceType'
type: array
useSingleTransaction:
description: |
Whether a batch request is handled with a single transaction.
- `true` indicates that a batch request will be handled with a single transaction.
- `false` indicates that the standalone invoices to be created in a batch request will be handled with separated transactions.
If the field is set to `false`, a failure in the batch request will not cause the whole request to fail, so you have to retry the whole batch request.
type: boolean
type: object
PostBatchInvoiceResponse:
properties:
invoices:
items:
$ref: '#/components/schemas/PostBatchInvoiceItemResponse'
type: array
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
PostBatchInvoiceItemResponse:
allOf:
- properties:
success:
description: |
Indicates whether the invoice is created successfully.
type: boolean
type: object
- $ref: '#/components/schemas/PostInvoiceResponse'
POSTInvoicesBatchPostType:
allOf:
- properties:
invoices:
description: |
The container for invoices to be posted. The maximum number of invoices to be posted is 50 in one request.
items:
$ref: '#/components/schemas/InvoicePostType'
title: invoices
type: array
type: object
example:
invoices:
- complexity__c: Middle
description__c: description
id: 402890555a7e9791015a7f15fe440123
invoiceDate: '2022-10-12'
- complexity__c: Middle
description__c: description
id: 402890555a7e9791015a7f15fe44013a
invoiceDate: '2022-10-12'
- complexity__c: Middle
description__c: description
id: 402890555a7e9791015a7f15fe44012b
invoiceDate: '2022-10-12'
InvoicesBatchPostResponseType:
allOf:
- properties:
invoices:
description: |
The container for a list of posted invoices.
items:
$ref: '#/components/schemas/InvoicePostResponseType'
title: invoices
type: array
success:
description: |
Returns `true` if the request has one of invoices was posted successfully.
type: boolean
type: object
InvoicePostResponseType:
allOf:
- properties:
id:
description: |
The ID of the invoice that was posted.
type: string
success:
description: |
Returns `true` if the invoice was posted successfully.
type: boolean
type: object
InvoicePostType:
allOf:
- properties:
id:
description: |
The ID of the invoice to be posted.
type: string
invoiceDate:
description: |
The date that appears on the invoice being created, in `yyyy-mm-dd` format. The value cannot fall in a closed accounting period.
format: date
type: string
type: object
- $ref: '#/components/schemas/InvoiceObjectCustomFields'
GetInvoicePdfStatusBatchResponse:
description: ''
example:
invoiceFiles:
- invoiceId: 402824aa8cc894d5018cc8a120576881
invoiceNumber: INV00000003
pdfGenerationStatus: Generated
createdOn: '2024-01-01 11:35:56'
updatedOn: '2024-01-01 11:35:56'
pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d
- invoiceId: 2c98908a904dfc2601904e6e14090241
invoiceNumber: INV00000004
pdfGenerationStatus: Error
createdOn: '2024-01-02 10:14:13'
updatedOn: '2024-01-02 10:14:13'
errorCode: INVALID_TEMPLATE
errorMessage: Unknown merge filed chargeNumber__c
- invoiceId: 402824aa8cc894d5018cc8a120576881
invoiceNumber: INV00000005
pdfGenerationStatus: Pending
createdOn: '2024-01-01 11:35:56'
updatedOn: '2024-01-01 11:35:56'
success: true
properties:
invoiceFiles:
description: |
Array of invoice PDF statuses requested.
items:
$ref: '#/components/schemas/GetInvoicePdfStatusResponse'
type: array
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
title: invoiceFiles
GetInvoicePdfStatusResponse:
allOf:
- properties:
invoiceId:
description: |
The ID of the invoice whose pdf status is requested.
type: string
invoiceNumber:
description: |
The invoice number of the invoice whose pdf status is requested.
type: string
pdfGenerationStatus:
description: |
The generation status of the invoice PDF.
- **Obsolete**: The status changes to `Obsolete` when additional updates are applied to the document, for example, payment applied or custom fields updated.
- **Archived**: The status changes to `Archived` from `Generated` when the PDF file is archived. The file cannot be used directly until it is restored. For restoring, refer to the Restore a file operation.
enum:
- None
- Pending
- Processing
- Generated
- Error
- Obsolete
- Archived
type: string
createdOn:
description: |
The time at which the request to generate the PDF was created.
type: string
updatedOn:
description: |
The time at which the request to generate the PDF was updated.
type: string
pdfFileURL:
description: |
The file path or the URL of the PDF when the status is `Generated`.
type: string
errorCategory:
description: |
The error category when the status is `Error`.
type: string
errorMessage:
description: |
The error message when the status is `Error`.
type: string
type: object
DeleteInvoiceResponseType:
properties:
id:
description: |
The ID of the deleted invoice.
type: string
jobId:
description: |
The ID of the job that handles the invoice deletion operation.
You can specify the value of this field as the value of the `jobId` path parameter in the [Retrieve an operation job](https://developer.zuora.com/api-references/api/operation/GET_OperationJob/) API operation to query job information.
type: string
jobStatus:
description: |
The status of the invoice deletion operation.
enum:
- Pending
- Completed
type: string
reasons:
items:
properties:
code:
description: |
The error code of the response.
type: string
message:
description: |
The detail information of the error response.
type: string
type: object
type: array
success:
description: |
Whether the call succeeded.
type: boolean
type: object
PutInvoiceType:
allOf:
- properties:
autoPay:
description: |
Whether invoices are automatically picked up for processing in the corresponding payment run.
By default, invoices are automatically picked up for processing in the corresponding payment run.
type: boolean
comments:
description: |
Additional information related to the invoice that a Zuora user added to the invoice.
maxLength: 255
type: string
dueDate:
description: |
The date by which the payment for this invoice is due.
format: date
type: string
invoiceDate:
description: |
The new invoice date of the invoice. The new invoice date cannot fall in a closed accounting period.
You can only specify `invoiceDate` or `dueDate` in one request. Otherwise, an error occurs.
format: date
type: string
invoiceItems:
description: |
Container for invoice items, The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/PutInvoiceItemType'
type: array
transferredToAccounting:
description: |
Whether the invoice was transferred to an external accounting system.
enum:
- Processing
- 'Yes'
- Error
- Ignore
type: string
templateId:
description: |
The ID of the invoice template associated with the invoice.
**Note**: This field is only available if you have the Flexible Billing Attributes feature enabled.
type: string
type: object
- $ref: '#/components/schemas/InvoiceObjectNSFields'
- $ref: '#/components/schemas/InvoiceObjectCustomFields'
example:
invoiceItems:
- id: 8ad084db909fae930190a121c87f5800
amount: 105
PutInvoiceResponseType:
allOf:
- properties:
accountId:
description: |
The ID of the customer account associated with the invoice.
type: string
amount:
description: |
The total amount of the invoice.
format: BigDecimal
type: number
autoPay:
description: |
Whether invoices are automatically picked up for processing in the corresponding payment run.
type: boolean
balance:
description: |
The balance of the invoice.
format: BigDecimal
type: number
cancelledById:
description: |
The ID of the Zuora user who cancelled the invoice.
type: string
nullable: true
cancelledOn:
description: |
The date and time when the invoice was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the invoice.
type: string
createdById:
description: |
The ID of the Zuora user who created the invoice.
type: string
createdDate:
description: |
The date and time when the invoice was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditBalanceAdjustmentAmount:
description: |
**Note:** This filed is only available if you have the Credit Balance feature enabled and the Invoice Settlement feature disabled.
The currency amount of the adjustment applied to the customer's credit balance.
format: BigDecimal
type: number
currency:
description: |
A currency defined in the web-based UI administrative settings.
type: string
discount:
description: |
The discount of the invoice.
format: BigDecimal
type: number
dueDate:
description: |
The date by which the payment for this invoice is due.
format: date
type: string
id:
description: |
The unique ID of the invoice.
type: string
invoiceDate:
description: |
The date on which to generate the invoice.
format: date
type: string
number:
description: |
The unique identification number of the invoice.
type: string
postedById:
description: |
The ID of the Zuora user who posted the invoice.
type: string
postedOn:
description: |
The date and time when the invoice was posted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
status:
description: |
The status of the invoice.
enum:
- Draft
- Posted
- Canceled
- Error
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
The target date for the invoice, in `yyyy-mm-dd` format. For example, 2017-07-20.
format: date
type: string
taxAmount:
description: |
The amount of taxation.
format: BigDecimal
type: number
templateId:
description: |
The ID of the invoice template associated with the invoice.
type: string
totalTaxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: BigDecimal
type: number
transferredToAccounting:
description: |
Whether the invoice was transferred to an external accounting system.
enum:
- Processing
- 'Yes'
- Error
- Ignore
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the invoice.
type: string
updatedDate:
description: |
The date and time when the invoice was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/InvoiceObjectNSFields'
- $ref: '#/components/schemas/InvoiceObjectCustomFields'
GetInvoiceApplicationPartCollectionType:
properties:
applicationParts:
description: |
Container for application parts.
items:
$ref: '#/components/schemas/GetInvoiceApplicationPartType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GetInvoiceApplicationPartType:
properties:
appliedAmount:
description: |
The amount that is applied to the invoice.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the payment or credit memo.
format: uuid
type: string
createdDate:
description: |
The date and time when the payment or credit memo was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-12-01 15:31:10.
format: date-time
type: string
creditMemoId:
description: |
The ID of credit memo that is applied to the specified invoice.
format: uuid
type: string
paymentId:
description: |
The ID of the payment that is applied to the specified invoice.
format: uuid
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the payment or credit memo.
format: uuid
type: string
updatedDate:
description: |
The date and time when the payment or credit memo was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2018-01-02 11:42:16.
format: date-time
type: string
title: applicationParts
type: object
PostInvoiceEmailRequestType:
example:
useEmailTemplateSetting: true
properties:
emailAddresses:
description: |
The valid email addresses you want to email an invoice to. Use commas to separate email addresses.
**Note:** This field is only applicable if you set the `useEmailTemplateSetting` field to `false`.
type: string
includeAdditionalEmailAddresses:
default: false
description: |
Whether to send an invoice to the additional email addresses of the invoice account.
You can set the additional email addresses in the **Additional Email Addresses** field on the account detail page from the Zuora UI. See [Create a Customer Account](https://knowledgecenter.zuora.com/BC_Subscription_Management/Customer_Accounts/B_Create_a_Customer_Account#section_2) for more information.
enum:
- true
- false
type: boolean
useEmailTemplateSetting:
default: false
description: |
Indicates whether to email an invoice based on the email template setting.
If you set this field to `true`, the invoice is sent to the email addresses specified in the **To Email** field of the email template. The email template is the one you set in the **Delivery Options** panel of the **Edit notification** dialog from the Zuora UI. See [Edit Email Templates](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/Create_Email_Templates) for more information about how to edit the **To Email** field in the email template.
enum:
- true
- false
type: boolean
type: object
GETInvoiceFilesResponse:
properties:
invoiceFiles:
description: |
Container for invoice PDF files.
items:
$ref: '#/components/schemas/InvoiceFile'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
InvoiceFile:
properties:
id:
description: |
The ID of the invoice PDF file. This is the ID for the file object and different from the file handle ID in the `pdfFileUrl` field. To open a file, you have to use the file handle ID.
type: string
pdfFileUrl:
description: |
The relative URL of the invoice PDF file.
You can obtain the absolute URL for downloading the file by adding a prefix in the following format: `{environment_base_url}/apps`
For example, `https://apisandbox.zuora.com/apps/v1/files/2c98901f62d7d83d0162d7facea6262d`.
type: string
versionNumber:
description: |
The version number of the invoice PDF file.
format: int64
type: integer
title: invoiceFiles
type: object
POSTUploadFileResponse:
properties:
fileId:
description: |
The unique ID of the uploaded PDF file.
type: string
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
GETInvoiceItemsResponse:
properties:
invoiceItems:
description: |
Container for invoice items.
items:
$ref: '#/components/schemas/InvoiceItem'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
InvoiceItem:
allOf:
- properties:
accountingCode:
description: The accounting code associated with the invoice item.
type: string
adjustmentLiabilityAccountingCode:
description: |
The accounting code for adjustment liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
adjustmentRevenueAccountingCode:
description: |
The accounting code for adjustment revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
appliedToItemId:
description: The unique ID of the invoice item that the discount charge is applied to.
type: string
availableToCreditAmount:
description: |
The amount of the invoice item that is available to credit.
format: decimal
type: number
balance:
description: |
The balance of the invoice item.
**Note**: This field is only available if you have the Invoice Settlement feature enabled.
format: decimal
type: string
bookingReference:
description: |
The booking reference of the invoice item.
type: string
chargeAmount:
description: |
The amount of the charge.
**Note**: This amount does not include taxes regardless if the charge's tax mode is inclusive or exclusive. This is the discount amount actually applied when the invoice item is a discount charge.
format: decimal
type: string
chargeDate:
description: |
The date when the invoice item is charged, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
chargeDescription:
description: The description of the charge.
type: string
chargeId:
description: The unique ID of the charge.
type: string
chargeName:
description: The name of the charge.
type: string
chargeType:
description: |
The type of the charge.
enum:
- OneTime
- Recurring
- Usage
type: string
contractAssetAccountingCode:
description: |
The accounting code for contract asset.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractLiabilityAccountingCode:
description: |
The accounting code for contract liability.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
contractRecognizedRevenueAccountingCode:
description: |
The accounting code for contract recognized revenue.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
deferredRevenueAccountingCode:
description: |
The deferred revenue accounting code associated with the invoice item.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
description:
description: The description of the invoice item.
type: string
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the invoice item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
fulfillmentId:
description: |
The reference ID of the fulfillment associated with the invoice item.
type: string
id:
description: Item ID.
type: string
invoiceScheduleId:
description: |
The ID of the invoice schedule item by which Invoice Schedule Item the invoice item is generated by when the Invoice Schedule Item is executed.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
invoiceScheduleItemId:
description: |
The ID of the invoice schedule item associated with the invoice item.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
itemType:
description: |
The type of the invoice item.
type: string
numberOfDeliveries:
description: |
The number of deliveries dedicated to the Delivery Pricing charges.
**Note**: This field is available only if you have the Delivery Pricing feature enabled.
type: number
orderLineItemId:
description: |
The reference ID of the oder line item associated with the invoice item.
type: string
processingType:
description: |
The kind of the charge for the invoice item.
enum:
- Charge
- Discount
- Prepayment
- Tax
- Rounding
type: string
productName:
description: Name of the product associated with this item.
type: string
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the invoice item is created from.
type: string
purchaseOrderNumber:
description: |
The purchase order number associated with the invoice item.
type: string
quantity:
description: The quantity of this item, in the configured unit of measure for the charge.
format: decimal
type: string
reflectDiscountInNetAmount:
type: boolean
default: false
description: |
When you apply percentage discounts to either of the following charges, you need to set the `reflectDiscountInNetAmount` field on your discount charge to `true`, to enable calculating and displaying the net amount of the following charges in Zuora Revenue.
* delivery pricing charge
* prepayment charge
* drawdown charge
Note the following:
* If you are an Order to Revenue customer, when you set the `reflectDiscountInNetAmount` field to `true`, you must also set both the `excludeItemBookingFromRevenueAccounting` and `ExcludeItemBillingFromRevenueAccounting` fields to `true`.
* If you are a Billing - Revenue Integration customer, you must set the `reflectDiscountInNetAmount` field to `false`, otherwise an error will be returned. Billing - Revenue Integration does not support discounts on the preceding charges.
* If you are a Zuora Billing customer who does not enable the Order to Revenue or Billing - Revenue Integration feature, when you apply percentage discounts to the preceding charges, you also need to set the `reflectDiscountInNetAmount` field to `true`.
recognizedRevenueAccountingCode:
description: |
The recognized revenue accounting code associated with the invoice item.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
revRecCode:
description: |
The revenue recognition code.
type: string
revRecTriggerCondition:
description: |
The date when revenue recognition is triggered.
enum:
- ContractEffectiveDate
- ServiceActivationDate
- CustomerAcceptanceDate
type: string
revenueRecognitionRuleName:
description: |
The revenue recognition rule of the invoice item.
**Note:** This field is only available if you have Zuora Finance enabled.
type: string
serviceEndDate:
description: The end date of the service period for this item, i.e., the last day of the service period, as _yyyy-mm-dd_.
format: date
type: string
serviceStartDate:
description: The start date of the service period for this item, as _yyyy-mm-dd_. For a one-time fee item, the date of the charge.
format: date
type: string
sku:
description: |
The SKU of the invoice item.
type: string
shipToContactId:
description: |
The ID of the ship-to contact associated with the invoice item.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the invoice item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the invoice item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
sourceItemType:
description: |
The type of the source item.
enum:
- SubscriptionComponent
- Rounding
- ProductRatePlanCharge
- None
- OrderLineItem
type: string
subscriptionId:
description: The ID of the subscription for this item.
type: string
subscriptionName:
description: The name of the subscription for this item.
type: string
taxAmount:
description: Tax applied to the charge.
format: decimal
type: string
taxCode:
description: |
The tax code of the invoice item.
**Note** Only when taxation feature is enabled, this field can be presented.
type: string
taxMode:
description: |
The tax mode of the invoice item.
**Note** Only when taxation feature is enabled, this field can be presented.
type: string
taxationItems:
description: |
Container for the taxation items of the invoice item.
properties:
data:
description: |
List of taxation items.
items:
$ref: '#/components/schemas/GETInvoiceTaxItemType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
type: object
unbilledReceivablesAccountingCode:
description: |
The accounting code for unbilled receivables.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: string
unitOfMeasure:
description: Unit used to measure consumption.
type: string
unitPrice:
description: |
The per-unit price of the invoice item.
**Note**: For discount charges, this represents the discount percentage (for percentage-based discounts) or the discount amount (for fixed-amount discounts).
format: double
type: number
type: object
- $ref: '#/components/schemas/InvoiceItemObjectNSFields'
- $ref: '#/components/schemas/InvoiceItemObjectCustomFields'
title: invoiceItems
GETInvoiceTaxItemType:
allOf:
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
- properties:
availableToCreditAmount:
description: |
The amount of the invoice taxation item that is available to credit.
format: decimal
type: number
applicableTaxUnRounded:
description: |
The unrounded amount of the tax.
type: number
country:
description: |
The field which contains country code.
type: string
balance:
description: |
The balance of the taxation item.
format: double
type: number
creditAmount:
description: |
The amount of credit memos applied to the taxation item.
format: double
type: number
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
id:
description: |
The ID of the taxation item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
name:
description: |
The name of the taxation item.
type: string
paymentAmount:
description: |
The amount of payments applied to the taxation item.
format: double
type: number
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific invoice.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the invoice, in `yyyy-mm-dd` format.
format: date
type: string
taxRate:
description: |
The tax rate applied to the invoice.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate.
enum:
- Percentage
- FlatFee
type: string
title: data
type: object
title: data
GETInvoiceTaxationItemsResponse:
properties:
data:
description: |
Container for the taxation items of the invoice item.
items:
$ref: '#/components/schemas/GETInvoiceTaxItemType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
PutReverseInvoiceType:
example:
applyEffectiveDate: '2017-02-20'
memoDate: '2017-02-20'
properties:
applyEffectiveDate:
description: |
The date when the credit memo is applied to the invoice that will be reversed, in `yyyy-mm-dd` format. The effective date must be later than or equal to the memo date.
The default value is the date when you reverse the invoice and create the credit memo.
format: date
type: string
comment:
description: |
Comments about the reversal. The comment is used as the comment of the credit memo generated by reversing the specified invoice.
maxLength: 255
minLength: 0
type: string
memoDate:
description: |
The date when the credit memo was created, in `yyyy-mm-dd` format. The memo date must be later than or equal to the invoice date.
The default value is the date when you reverse the invoice and create the credit memo.
format: date
type: string
reasonCode:
description: |
A code identifying the reason for the reversal. The value must be an existing reason code or empty. The code is used as the reason code of the credit memo generated by reversing the specified invoice.
If you do not specify a value, Zuora uses the default reason code `Invoice reversal` for the credit memo.
type: string
type: object
PutReverseInvoiceResponseType:
properties:
creditMemo:
description: |
Container for the credit memo that is automatically generated when during the invoice reversal.
properties:
id:
description: The ID of the credit memo.
type: string
type: object
debitMemo:
description: |
Container for the debit memo that is automatically generated during the reversal of the credit memo related to this invoice. If no related credit memo is reversed, this field is not retruned in the response body.
properties:
id:
description: The ID of the debit memo.
type: string
type: object
id:
type: string
nullable: true
description: |
The ID of the invoice to be reserved.
This field is available only when the reversal operation is performed asynchronously.
jobId:
type: string
nullable: true
description: |
The ID of the job that handles the invoice reversal operation.
You can specify the value of this field as the value of the `jobId` path parameter in the [Retrieve an operation job](https://developer.zuora.com/v1-api-reference/api/operation/GET_OperationJob/) API operation to query job information.
This field is available only when the reversal operation is performed asynchronously.
jobStatus:
type: string
nullable: true
enum:
- Pending
- Processing
- Failed
- Completed
description: |
The status of the invoice reversal operation.
This field is available only when the reversal operation is performed asynchronously.
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTTaxationItemList:
example:
taxationItems:
- exemptAmount: 0
financeInformation:
accountsReceivableAccountingCode: Check
salesTaxPayableAccountingCode: Check
invoiceItemId: 402890555a7e9791015a879f064d0055
jurisdiction: CALIFORNIA
locationCode: '06'
name: STATE TAX
taxAmount: 0.1
taxCode: ServiceTaxCode
taxCodeDescription: This is tax code description!
taxDate: '2016-09-30'
taxMode: TaxExclusive
taxRate: 0.0625
taxRateDescription: This is tax rate description!
taxRateType: Percentage
properties:
taxationItems:
description: |
Container for taxation items.
items:
$ref: '#/components/schemas/POSTTaxationItemTypeForInvoice'
type: array
type: object
GETTaxationItemListType:
properties:
success:
description: Returns `true` if the request was processed successfully.
type: boolean
taxationItems:
description: |
Container for taxation items.
items:
$ref: '#/components/schemas/GETTaxationItemTypewithSuccess'
type: array
type: object
GETTaxationItemTypewithSuccess:
allOf:
- properties:
createdById:
description: |
The ID of the Zuora user who created the taxation item.
type: string
createdDate:
description: |
The date and time when the taxation item was created in the Zuora system, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
accountsReceivableAccountingCode:
description: |
The accounting code for accounts receivable.
type: string
accountsReceivableAccountingCodeType:
description: |
The type of the accounting code for accounts receivable.
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
type: string
salesTaxPayableAccountingCodeType:
description: |
The type of the accounting code for the sales taxes payable.
type: string
type: object
id:
description: |
The ID of the taxation item.
type: string
invoiceItemId:
description: |
The ID of the invoice associated with the taxation item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
nullable: true
name:
description: |
The name of the taxation item.
type: string
taxAmount:
description: |
The amount of the tax applied to the invoice.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific invoice.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
nullable: true
taxDate:
description: |
The date when the tax is applied to the invoice.
format: date
type: string
taxMode:
description: |
The tax mode of the invoice item, indicating whether the amount of the invoice item includes tax.
enum:
- TaxInclusive
- TaxExclusive
type: string
taxRate:
description: |
The tax rate applied to the invoice.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
nullable: true
taxRateType:
description: |
The type of the tax rate applied to the invoice.
enum:
- Percentage
- FlatFee
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the taxation item.
type: string
updatedDate:
description: |
The date and time when the taxation item was last updated, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
title: taxationItems
POSTTaxationItemTypeForInvoice:
allOf:
- properties:
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: number
type: string
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
accountsReceivableAccountingCode:
description: |
The accounting code for accounts receivable.
maxLength: 100
minLength: 0
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
invoiceItemId:
description: |
The ID of the invoice associated with the taxation item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
name:
description: |
The name of taxation.
type: string
taxAmount:
description: |
The amount of the taxation item in the invoice item.
format: number
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific invoice item.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the invoice item, in `yyyy-mm-dd` format.
format: date
type: string
taxMode:
description: |
The tax mode of the invoice item, indicating whether the amount of the invoice item includes tax.
enum:
- TaxInclusive
- TaxExclusive
type: string
taxRate:
description: |
The tax rate applied to the invoice item.
format: number
type: string
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the invoice item.
enum:
- Percentage
- FlatFee
type: string
required:
- invoiceItemId
- jurisdiction
- name
- taxAmount
- taxDate
- taxRate
- taxRateType
title: taxItems
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
PUTWriteOffInvoiceRequest:
allOf:
- properties:
comment:
description: |
Comments about the write-off. The comment is used as the comment of the credit memo generated by writing off the specified invoice.
maxLength: 255
minLength: 0
type: string
items:
description: |
Container for items. This field is optional.
**Note:** If specified, you must specify ALL the items of the invoice. The entire balance of the invoice will be written off, you cannot just write off some items of the invoice.
items:
$ref: '#/components/schemas/CreditMemoItemFromWriteOffInvoice'
type: array
memoDate:
description: |
The date when the credit memo was created, in `yyyy-mm-dd` format. The memo date must be later than or equal to the invoice date.
The default value is the date when you write off the invoice.
format: date
type: string
revenueImpacting:
description: |
Indicates whether this write off operation impacts the revenue. If `revenueImpacting` = `Yes`, the deferred revenue accounting code will be automatically selected from the associated invoice
The **Exclude Billing Item From Revenue** field will be automatically set to **Yes** by default for such non-revenue impacting write off credit memos, and this setting cannot be changed. This enhancement helps ensure that only revenue-impacting items are synchronized with Zuora Revenue, reducing unnecessary data processing.
If `revenueImpacting` = `No`, users can select an accounting code such as bad-debt expense accounting code for the write off operation.
**Note**: This field is available only if you have enabled the enhanced write-off permission for your tenant. Contact Zuora Global Support to enable this permission.
enum:
- 'Yes'
- 'No'
default: 'Yes'
type: string
amount:
description: |
The write off amount of the invoice.
**Note**: This field is available only if you have enabled the enhanced write-off permission for your tenant. Contact Zuora Global Support to enable this permission.
type: number
taxAutoCalculation:
description: |
Indicates whether to automatically calculate taxes in the credit memo.
type: boolean
nonRevenueWriteOffAccountingCode:
description: |
Specify the accounting code for the non revenue write off. Available only if `revenueImpacting` = `no`.
**Note**: This field is available only if you have enabled the enhanced write-off permission for your tenant. Contact Zuora Global Support to enable this permission.
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code `Write-off`.
type: string
type: object
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
example:
memoDate: '2019-01-02'
type: object
PUTWriteOffInvoiceResponse:
properties:
creditMemo:
description: |
Container for the credit memo that is automatically generated when writing off invoices.
properties:
id:
description: |
The ID of the credit memo that is created when the invoice is written off.
type: string
type: object
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
CreditMemoItemFromWriteOffInvoice:
allOf:
- properties:
comment:
description: |
Comments about the credit memo item.
type: string
financeInformation:
description: |
Container for the finance information related to the credit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
type: object
invoiceItemId:
description: |
The ID of the invoice item.
type: string
serviceEndDate:
description: |
The service end date of the credit memo item.
format: date
type: string
amountWithoutTax:
description: |
The write off amount of the invoice item excluding tax.
type: number
serviceStartDate:
description: |
The service start date of the credit memo item.
format: date
type: string
skuName:
description: |
The name of the charge associated with the invoice.
type: string
unitOfMeasure:
description: |
The definable unit that you measure when determining charges.
type: string
taxationItems:
description: |
Container for the taxation items of the credit memo item.
**Note**:
* This field is available only if you have enabled the enhanced write-off permission for your tenant. Contact Zuora Global Support to enable this permission.
* This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `239.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
items:
properties:
amount:
description: |
The credit memo taxation amount.
type: number
taxationItemId:
description: |
The Id of the debit memo item.
type: string
type: object
type: array
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: items
CreditMemoObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Credit Memo object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Credit Memo object.
title: creditMemoFieldsCustom
type: object
CreditMemoObjectNSFields:
description: |
Container for Credit Memo fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the credit memo's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Origin__NS:
description: |
Origin of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the credit memo was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Transaction__NS:
description: |
Related transaction in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: creditMemoFieldsNS
type: object
CreditMemoItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Credit Memo Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Credit Memo Item object.
title: creditMemoItemFieldsCustom
type: object
GETCreditMemoCollectionType:
properties:
creditmemos:
description: |
Container for credit memos.
items:
$ref: '#/components/schemas/GETCreditMemoTypewithSuccess'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETCreditMemoTypewithSuccess:
allOf:
- properties:
accountId:
description: |
The ID of the customer account associated with the credit memo.
type: string
accountNumber:
description: |
The number of the account associated with the credit memo.
type: string
amount:
description: |
The total amount of the credit memo.
format: double
type: number
appliedAmount:
description: |
The applied amount of the credit memo.
format: double
type: number
autoApplyUponPosting:
description: |
Whether the credit memo automatically applies to the invoice upon posting.
type: boolean
billToContactId:
description: |
The ID of the bill-to contact associated with the credit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
cancelledById:
description: |
The ID of the Zuora user who cancelled the credit memo.
type: string
nullable: true
cancelledOn:
description: |
The date and time when the credit memo was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the credit memo.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the credit memo.
type: string
createdDate:
description: |
The date and time when the credit memo was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditMemoDate:
description: |
The date when the credit memo takes effect, in `yyyy-mm-dd` format. For example, 2017-05-20.
format: date
type: string
currency:
description: |
The currency of the credit memo.
**Note:** By default, the currency on a billing document matches the default currency set on the associated account.
However, Zuora now offers a Multiple Currencies feature to support different currencies for billing documents, allowing flexibility beyond the account-level currency.
For more information, see Multiple Currency.
type: string
nullable: true
einvoiceErrorCode:
description: |
The error code returned when the e-invoice file status is `Failed`. This code can either be a Zuora-generated error code or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceErrorMessage:
description: |
The error message returned when the e-invoice file status is `Failed`. This message can either be a Zuora-generated error message or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceFileId:
description: |
The ID of the e-invoice file generated for the credit memo.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceStatus:
description: |
The status of the e-invoice file generation for the credit memo.
- If e-invoice file generation succeeds, this field is either `Generated` or `Success`, and both the error code and message are empty, and the `eInvoiceFileId` field stores the ID of the generated e-invoice file.
- If the responses from tax vendors such as Sovos or Avalara are
taking too long, this field becomes `RetrieveTimeOut`. Once the
vendor responds successfully, you can use the 'Resync E-Invoice Status'
action to update the status automatically. You can view these updates
in System Health telemetry.
- If a failure occurs during e-invoice file generation, this field is `Failed` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If e-invoice file generation conditionally succeeds, this field is `ConditionalSuccess` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If the e-invoice file has been approved by the tax authority, this field is `ApprovedByAuthority`. The next status will be either `Success` or `Rejected`.
- If the e-invoice file has been rejected by the government, this field is `Rejected`. You cannot resend this e-invoice; you must create a new invoice instead.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase
enabled.
enum:
- Processing
- RetrieveTimeOut
- Generated
- Success
- Failed
- ConditionalSuccess
- ApprovedByAuthority
- Rejected
type: string
nullable: true
excludeFromAutoApplyRules:
description: |
Whether the credit memo is excluded from the rule of automatically applying unapplied credit memos to invoices and debit memos during payment runs.
type: boolean
id:
description: |
The unique ID of the credit memo.
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the credit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
latestPDFFileId:
description: |
The ID of the latest PDF file generated for the credit memo.
type: string
number:
description: |
The unique identification number of the credit memo.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
postedById:
description: |
The ID of the Zuora user who posted the credit memo.
type: string
nullable: true
postedOn:
description: |
The date and time when the credit memo was posted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty.
type: string
referredInvoiceId:
description: |
The ID of a referred invoice.
type: string
nullable: true
refundAmount:
description: |
The amount of the refund on the credit memo.
format: double
type: number
revenueImpacting:
description: |
Indicates whether this write off operation impacts the revenue. If `revenueImpacting` = `Yes`, the deferred revenue accounting code will be automatically selected from the associated invoice
If `revenueImpacting` = `No`, users can select an accounting code such as bad-debt expense accounting code for the write off operation.
enum:
- 'Yes'
- 'No'
default: 'Yes'
type: string
reversed:
description: |
Whether the credit memo is reversed.
type: boolean
sequenceSetId:
description: |
The ID of the sequence set associated with the credit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the credit memo.
**Note**: This field is available in the request body only if you have the Flexible Billing Attributes
feature turned on. The value is `null` in the response body without this feature turned on.
type: string
nullable: true
source:
description: |
The source of the credit memo.
Possible values:
- `BillRun`: The credit memo is generated by a bill run.
- `API`: The credit memo is created by calling the [Invoice and collect](https://developer.zuora.com/api-references/api/operation/POST_TransactionInvoicePayment) operation, or by calling the Orders, Order Line Items, or Fulfillments API operations.
- `ApiSubscribe`: The credit memo is created by calling the [Create subscription](https://developer.zuora.com/api-references/api/operation/POST_Subscription) and [Create account](https://developer.zuora.com/api-references/api/operation/POST_Account) operation.
- `ApiAmend`: The credit memo is created by calling the [Update subscription](https://developer.zuora.com/api-references/api/operation/PUT_Subscription) operation.
- `AdhocFromPrpc`: The credit memo is created from a product rate plan charge through the Zuora UI or by calling the [Create a credit memo from a charge](https://developer.zuora.com/api-references/api/operation/POST_CreditMemoFromPrpc) operation.
- `AdhocFromInvoice`: The credit memo is created from an invoice or created by reversing an invoice. You can create a credit memo from an invoice through the Zuora UI or by calling the [Create credit memo from invoice](https://developer.zuora.com/api-references/api/operation/POST_CreditMemoFromInvoice) operation. You can create a credit memo by reversing an invoice through the Zuora UI or by calling the [Reverse invoice](https://developer.zuora.com/api-references/api/operation/PUT_ReverseInvoice) operation.
type: string
sourceId:
description: |
The ID of the credit memo source.
If a credit memo is generated from a bill run, the value is the number of the corresponding bill run. Otherwise, the value is `null`.
type: string
sourceType:
description: |
The type of the credit memo source.
enum:
- Subscription
- Standalone
- Invoice
- Order
- CreditMemo
- Consolidation
type: string
status:
description: |
The status of the credit memo.
enum:
- Draft
- Posted
- Canceled
- Error
- PendingForTax
- Generating
- CancelInProgress
type: string
targetDate:
description: |
The target date for the credit memo, in `yyyy-mm-dd` format. For example, 2017-07-20.
format: date
type: string
nullable: true
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxMessage:
description: |
The message about the status of tax calculation related to the credit memo. If tax calculation fails in one credit memo, this field displays the reason for the failure.
type: string
nullable: true
taxStatus:
description: |
The status of tax calculation related to the credit memo.
**Note**: This field is only applicable to tax calculation by third-party tax engines. Also, the `Voided` status indicates that the tax transaction is successfully canceled on the tax vendor's side. If a tax transaction was successfully committed to the third-party tax engine but the invoice failed to post, Zuora automatically detects the issue and voids the tax transaction on the vendor's side.
enum:
- Complete
- Error
- UnknownError
- DuplicateDoc
- InvalidRequest
- InvalidResponse
- TaxEngineError
- ConcurrentModify
- InternalServerError
- TaxCodeTemplateError
- Voided
type: string
nullable: true
totalTaxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
transferredToAccounting:
description: |
Whether the credit memo was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedAmount:
description: |
The unapplied amount of the credit memo.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the credit memo.
type: string
updatedDate:
description: |
The date and time when the credit memo was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
title: creditmemos
CreditMemoFromChargeRequest:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with the credit memo.
**Note**: When creating credit memos from product rate plan charges, you must specify `accountNumber`, `accountId`, or both in the request body. If both fields are specified, they must correspond to the same account.
type: string
accountNumber:
description: |
The number of the customer account associated with the credit memo.
**Note**: When creating credit memos from product rate plan charges, you must specify `accountNumber`, `accountId`, or both in the request body. If both fields are specified, they must correspond to the same account.
type: string
autoPost:
default: false
description: |
Whether to automatically post the credit memo after it is created.
Setting this field to `true`, you do not need to separately call the [Post a credit memo](https://developer.zuora.com/api-references/api/operation/PUT_PostCreditMemo) operation to post the credit memo.
type: boolean
charges:
description: |
Container for product rate plan charges. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/CreditMemoFromChargeDetailType'
maxItems: 1000
type: array
comment:
description: |
Comments about the credit memo.
type: string
currency:
description: |
The code of a currency as defined in Billing Settings through the Zuora UI.
If you do not specify a currency during credit memo creation, the default account currency is applied. The currency that you specify in the request must be configured and activated in Billing Settings.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
type: string
customRates:
description: |
It contains Home currency and Reporting currency custom rates currencies. The maximum number of items is 2 (you can pass the Home currency item or Reporting currency item or both).
**Note**:
- The API custom rate feature is permission controlled.
- You cannot set the custom rates, if both the **Automatically include additional Currency Conversion information in data source exports** option and **Fx data** feature are enabled.
- CreditMemo, CreditMemoItem, and CreditMemoItemTax will utilize the provided custom Fx rate to convert amounts from the transactional currency to the home currency.
items:
$ref: '#/components/schemas/CreditMemoFromChargeCustomRatesType'
maxItems: 2
type: array
effectiveDate:
description: |
The date when the credit memo takes effect.
format: date
type: string
excludeFromAutoApplyRules:
default: false
description: |
Whether the credit memo is excluded from the rule of automatically applying unapplied credit memos to invoices and debit memos during payment runs. If you set this field to `true`, a payment run does not pick up this credit memo or apply it to other invoices or debit memos.
type: boolean
number:
type: string
maxLength: 32
description: |
A customized credit memo number with the following format requirements:
- Max length: 32 characters
- Acceptable characters: a-z,A-Z,0-9,-,_
The value must be unique in the system, otherwise it may cause issues with bill runs and subscriptions.
If not provided, Zuora will generate a unique number per the sequence set on the account level. If the account-level sequence set is not specified, the system default sequence set is used. For more information, see Configure prefix and numbering for billing documents.
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
type: object
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
example:
accountId: 8ad09be48db5aba7018db604776d4854
charges:
- amount: 10
productRatePlanChargeId: 8ad097b4909708e001909b41bb085d38
title: memos
GETCreditMemoType:
allOf:
- properties:
accountId:
description: |
The ID of the customer account associated with the credit memo.
type: string
accountNumber:
description: |
The number of the customer account associated with the credit memo.
type: string
amount:
description: |
The total amount of the credit memo.
format: double
type: number
appliedAmount:
description: |
The applied amount of the credit memo.
format: double
type: number
autoApplyUponPosting:
description: |
Whether the credit memo automatically applies to the invoice upon posting.
type: boolean
billToContactId:
description: |
The ID of the bill-to contact associated with the credit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
billToContactSnapshotId:
description: |
The ID of the bill-to contact snapshot associated with the credit memo.
The value of this field is `null` if the bill rule [Preserve snapshot of bill-to and sold-to contacts when billing documents are posted](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/Billing_Settings/Define_Billing_Rules#Preserve_snapshot_of_bill-to_and_sold-to_contacts_when_billing_documents_are_posted) is disabled.
type: string
nullable: true
cancelledById:
description: |
The ID of the Zuora user who cancelled the credit memo.
type: string
nullable: true
cancelledOn:
description: |
The date and time when the credit memo was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the credit memo.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the credit memo.
type: string
createdDate:
description: |
The date and time when the credit memo was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditMemoDate:
description: |
The date when the credit memo takes effect, in `yyyy-mm-dd` format. For example, 2017-05-20.
format: date
type: string
currency:
description: |
The currency of the credit memo.
**Note:** By default, the currency on a billing document matches the default currency set on the associated account.
However, Zuora now offers a Multiple Currencies feature to support different currencies for billing documents, allowing flexibility beyond the account-level currency.
For more information, see Multiple Currency.
type: string
nullable: true
einvoiceErrorCode:
description: |
The error code returned when the e-invoice file status is `Failed`. This code can either be a Zuora-generated error code or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceErrorMessage:
description: |
The error message returned when the e-invoice file status is `Failed`. This message can either be a Zuora-generated error message or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceFileId:
description: |
The ID of the e-invoice file generated for the credit memo.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceStatus:
description: |
The status of the e-invoice file generation for the credit memo.
- If e-invoice file generation succeeds, this field is either `Generated` or `Success`, and both the error code and message are empty, and the `eInvoiceFileId` field stores the ID of the generated e-invoice file.
- If the responses from tax vendors such as Sovos or Avalara are
taking too long, this field becomes `RetrieveTimeOut`. Once the
vendor responds successfully, you can use the 'Resync E-Invoice Status'
action to update the status automatically. You can view these updates
in System Health telemetry.
- If a failure occurs during e-invoice file generation, this field is `Failed` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If e-invoice file generation conditionally succeeds, this field is `ConditionalSuccess` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If the e-invoice file has been approved by the tax authority, this field is `ApprovedByAuthority`. The next status will be either `Success` or `Rejected`.
- If the e-invoice file has been rejected by the government, this field is `Rejected`. You cannot resend this e-invoice; you must create a new invoice instead.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase
enabled.
enum:
- Processing
- RetrieveTimeOut
- Generated
- Success
- Failed
- ConditionalSuccess
- ApprovedByAuthority
- Rejected
type: string
nullable: true
excludeFromAutoApplyRules:
description: |
Whether the credit memo is excluded from the rule of automatically
applying credit memos to invoices.
type: boolean
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the credit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing -
Revenue Integration feature enabled.
type: boolean
id:
description: |
The unique ID of the credit memo.
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the credit memo.
The value of this field is `null` if you have the [Flexible Billing
Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes)
feature disabled.
type: string
nullable: true
latestPDFFileId:
description: |
The ID of the latest PDF file generated for the credit memo.
type: string
nullable: true
number:
description: |
The unique identification number of the credit memo.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
postedById:
description: |
The ID of the Zuora user who posted the credit memo.
type: string
postedOn:
description: |
The date and time when the credit memo was posted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty.
type: string
referredInvoiceId:
description: |
The ID of a referred invoice.
type: string
nullable: true
refundAmount:
description: |
The amount of the refund on the credit memo.
format: double
type: number
revenueImpacting:
description: |
Indicates whether this write off operation impacts the revenue. If `revenueImpacting` = `Yes`, the deferred revenue accounting code will be automatically selected from the associated invoice
If `revenueImpacting` = `No`, users can select an accounting code such as bad-debt expense accounting code for the write off operation.
enum:
- 'Yes'
- 'No'
default: 'Yes'
type: string
reversed:
description: |
Whether the credit memo is reversed.
type: boolean
sequenceSetId:
description: |
The ID of the sequence set associated with the credit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the credit memo.
**Note**: This field is available in the request body only if you have the Flexible Billing Attributes
feature turned on. The value is `null` in the response body without this feature turned on.
type: string
nullable: true
source:
description: |
The source of the credit memo.
Possible values:
- `BillRun`: The credit memo is generated by a bill run.
- `API`: The credit memo is created by calling the [Invoice and collect](https://developer.zuora.com/api-references/api/operation/POST_TransactionInvoicePayment) operation, or by calling the Orders, Order Line Items, or Fulfillments API operations.
- `ApiSubscribe`: The credit memo is created by calling the [Create subscription](https://developer.zuora.com/api-references/api/operation/POST_Subscription) and [Create account](https://developer.zuora.com/api-references/api/operation/POST_Account) operation.
- `ApiAmend`: The credit memo is created by calling the [Update subscription](https://developer.zuora.com/api-references/api/operation/PUT_Subscription) operation.
- `AdhocFromPrpc`: The credit memo is created from a product rate plan charge through the Zuora UI or by calling the [Create a credit memo from a charge](https://developer.zuora.com/api-references/api/operation/POST_CreditMemoFromPrpc) operation.
- `AdhocFromInvoice`: The credit memo is created from an invoice or created by reversing an invoice. You can create a credit memo from an invoice through the Zuora UI or by calling the [Create credit memo from invoice](https://developer.zuora.com/api-references/api/operation/POST_CreditMemoFromInvoice) operation. You can create a credit memo by reversing an invoice through the Zuora UI or by calling the [Reverse invoice](https://developer.zuora.com/api-references/api/operation/PUT_ReverseInvoice) operation.
type: string
sourceId:
description: |
The ID of the credit memo source.
If a credit memo is generated from a bill run, the value is the number of the corresponding bill run. Otherwise, the value is `null`.
type: string
nullable: true
sourceType:
description: |
The type of the credit memo source.
enum:
- Subscription
- Standalone
- Invoice
- Order
- CreditMemo
- Consolidation
type: string
status:
description: |
The status of the credit memo.
enum:
- Draft
- Posted
- Canceled
- Error
- PendingForTax
- Generating
- CancelInProgress
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
The target date for the credit memo, in `yyyy-mm-dd` format. For example, 2017-07-20.
format: date
type: string
nullable: true
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxMessage:
description: |
The message about the status of tax calculation related to the credit memo. If tax calculation fails in one credit memo, this field displays the reason for the failure.
type: string
nullable: true
taxStatus:
description: |
The status of tax calculation related to the credit memo.
**Note**: This field is only applicable to tax calculation by third-party tax engines. Also, the `Voided` status indicates that the tax transaction is successfully canceled on the tax vendor's side. If a tax transaction was successfully committed to the third-party tax engine but the invoice failed to post, Zuora automatically detects the issue and voids the tax transaction on the vendor's side.
enum:
- Complete
- Error
- UnknownError
- DuplicateDoc
- InvalidRequest
- InvalidResponse
- TaxEngineError
- ConcurrentModify
- InternalServerError
- TaxCodeTemplateError
- Voided
type: string
nullable: true
totalTaxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
transferredToAccounting:
description: |
Whether the credit memo was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedAmount:
description: |
The unapplied amount of the credit memo.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the credit memo.
type: string
updatedDate:
description: |
The date and time when the credit memo was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
CreditMemoFromChargeDetailType:
allOf:
- properties:
amount:
description: |
The amount of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: double
type: number
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude the credit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
description:
description: |
The description of the product rate plan charge.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
maxLength: 255
minLength: 0
type: string
financeInformation:
description: |
Container for the finance information related to the product rate plan charge associated with the credit memo.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
type: object
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the credit memo is created from.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
quantity:
description: |
The number of units for the credit memo item.
format: double
type: number
serviceEndDate:
description: |
The service end date of the credit memo item. If not specified, the effective end date of the corresponding product rate plan will be used.
format: date
type: string
serviceStartDate:
description: |
The service start date of the credit memo item. If not specified, the effective start date of the corresponding product rate plan will be used.
format: date
type: string
required:
- productRatePlanChargeId
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: charges
CreditMemoFromChargeCustomRatesType:
allOf:
- properties:
currency:
description: |
The currency code for either Reporting or Home currency.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
customFxRate:
description: |
The Custom FX conversion rate between Home/Reporting and Transactional currency items.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: decimal
type: number
rateDate:
description: |
The date on which a particular currency rate is fixed or obtained on.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
required:
- currency
- customFxRate
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: customRates
POSTBulkCreditMemosRequestType:
discriminator:
propertyName: sourceType
mapping:
Invoice: '#/components/schemas/BulkCreateCreditMemosFromInvoiceRequest'
Standalone: '#/components/schemas/BulkCreateCreditMemosFromChargeRequest'
oneOf:
- $ref: '#/components/schemas/BulkCreateCreditMemosFromInvoiceRequest'
- $ref: '#/components/schemas/BulkCreateCreditMemosFromChargeRequest'
BulkCreditMemosResponseType:
allOf:
- properties:
memos:
description: |
The container for a list of credit memos.
items:
$ref: '#/components/schemas/GETCreditMemoType'
maxItems: 50
title: memos
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
BulkCreateCreditMemosFromInvoiceRequest:
properties:
sourceType:
type: string
enum:
- Invoice
description: |
The type of the source where credit memos are created.
This enum field has the following values:
- `Invoice`: By setting this field to `Invoice`, you can create multiple credit memos from invoices.
- `Standalone`: By setting this field to `Standalone`, you can create multiple credit memos from product rate plan charges.
The specific schema of the `memos` object field in the request body depends on the value of the `sourceType` field.
- To view the `memos` schema applicable to credit memo creation from invoices, select `Invoice` from the following drop-down list.
- To view the `memos` schema applicable to credit memo creation from product rate plan charges, select `Standalone` from the following drop-down list.
memos:
description: |
The container for a list of credit memos. The maximum number of credit memos is 50.
items:
$ref: '#/components/schemas/CreditMemoFromInvoiceRequest'
maxItems: 50
type: array
required:
- sourceType
type: object
BulkCreateCreditMemosFromChargeRequest:
properties:
sourceType:
type: string
enum:
- Standalone
- Invoice
description: |
The type of the source where credit memos are created.
This enum field has the following values:
- `Invoice`: By setting this field to `Invoice`, you can create multiple credit memos from invoices.
- `Standalone`: By setting this field to `Standalone`, you can create multiple credit memos from product rate plan charges.
The specific schema of the `memos` object field in the request body depends on the value of the `sourceType` field.
- To view the `memos` schema applicable to credit memo creation from invoices, select `Invoice` from the following drop-down list.
- To view the `memos` schema applicable to credit memo creation from product rate plan charges, select `Standalone` from the following drop-down list.
memos:
description: |
The container for a list of credit memos. The maximum number of credit memos is 50.
items:
$ref: '#/components/schemas/CreditMemoFromChargeRequest'
maxItems: 50
type: array
required:
- sourceType
type: object
CreditMemoFromInvoiceRequest:
allOf:
- properties:
autoApplyToInvoiceUponPosting:
description: |
Whether the credit memo automatically applies to the invoice upon posting.
type: boolean
autoPost:
default: false
description: |
Whether to automatically post the credit memo after it is created.
Setting this field to `true`, you do not need to separately call the [Post credit memo](https://developer.zuora.com/api-references/api/operation/PUT_PostCreditMemo) operation to post the credit memo.
type: boolean
comment:
description: |
Comments about the credit memo.
maxLength: 255
minLength: 0
type: string
effectiveDate:
description: |
The date when the credit memo takes effect.
format: date
type: string
excludeFromAutoApplyRules:
description: |
Whether the credit memo is excluded from the rule of automatically applying credit memos to invoices.
type: boolean
invoiceId:
description: |
The ID of the invoice that the credit memo is created from.
type: string
items:
description: |
Container for items. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/CreditMemoItemFromInvoiceItemType'
maxItems: 1000
type: array
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
taxAutoCalculation:
default: true
description: |
Whether to automatically calculate taxes in the credit memo.
type: boolean
type: object
required:
- invoiceId
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
example:
invoiceId: 8a90d7a892d82d920192dbcb314501c7
items:
- amount: 10
invoiceItemId: 8a90d7a892d82d920192dbcb31f401c8
skuName: SKU-00000707
title: memos
CreditMemoItemFromInvoiceItemType:
allOf:
- properties:
amount:
description: |
The amount of the credit memo item.
format: double
type: number
description:
description: |
The description of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
financeInformation:
description: |
Container for the finance information related to the credit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
type: object
invoiceItemId:
description: |
The ID of the invoice item.
type: string
quantity:
description: |
The number of units for the credit memo item.
format: double
type: number
serviceEndDate:
description: |
The service end date of the credit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the credit memo item.
format: date
type: string
skuName:
description: |
The name of the charge associated with the invoice.
type: string
taxItems:
description: |
Container for taxation items.
items:
$ref: '#/components/schemas/CreditMemoTaxItemFromInvoiceTaxItemType'
type: array
taxMode:
default: TaxExclusive
description: |
The tax mode of the credit memo item, indicating whether the amount of the credit memo item includes tax.
**Note**:
- Only includes the `taxMode` field if the credit memo needs to be processed with a different tax mode than what was processed during invoice generation or the product rate plan charge was defined with. Otherwise, do not specify a tax mode.
- You can set this field to `TaxInclusive` only if the `taxAutoCalculation` field is set to `true`.
- If you set `taxMode` to `TaxInclusive`, you cannot input tax amounts for credit memo items. The corresponding invoice item must use the same tax engine as the credit memo item to calculate tax amounts.
enum:
- TaxExclusive
- TaxInclusive
type: string
unitOfMeasure:
description: |
The definable unit that you measure when determining charges.
type: string
required:
- skuName
- amount
- invoiceItemId
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: items
CreditMemoTaxItemFromInvoiceTaxItemType:
properties:
amount:
description: |
The amount of the credit memo taxation item.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the source taxation item.
properties:
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
sourceTaxItemId:
description: |
The ID of the source taxation item.
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific credit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the credit memo, in `yyyy-mm-dd` format.
format: date
type: string
taxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
taxName:
description: |
The name of taxation.
type: string
taxRate:
description: |
The tax rate applied to the credit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the credit memo.
enum:
- Percentage
- FlatFee
type: string
title: taxItems
type: object
PUTBulkCreditMemosRequestType:
allOf:
- properties:
memos:
description: |
The container for a list of credit memos. The maximum number of credit memos is 50.
items:
$ref: '#/components/schemas/PUTCreditMemosWithIdType'
maxItems: 50
type: array
type: object
example:
memos:
- autoApplyUponPosting: false
comment: new comment
effectiveDate: '2017-04-17'
excludeFromAutoApplyRules: false
id: 402890555b797b57015b7986fc1a001f
items:
- amount: 1
comment: This is comment!
id: 402890555b797b57015b7986fc1a001c
quantity: 1
serviceEndDate: '2016-11-30'
serviceStartDate: '2016-11-01'
skuName: SKU-1
taxItems:
- amount: 0.03
id: 402890555b797b57015b7986fc3c001d
jurisdiction: CALIFORNIA
locationCode: '06'
taxCode: null
taxCodeDescription: This is tax code description!
taxDate: '2016-11-30'
taxExemptAmount: 0
taxName: STATE TAX1
taxRate: 0.0625
taxRateDescription: This is tax rate description!
taxRateType: Percentage
unitOfMeasure: Test_UOM
- amount: 2
comment: This is comment!
id: 402890555b797b57015b7986fc41001e
serviceEndDate: '2016-11-30'
serviceStartDate: '2016-11-01'
skuName: SKU-2
taxItems: []
unitOfMeasure: Test_UOM
reasonCode: Correcting invoice error
PUTCreditMemosWithIdType:
allOf:
- properties:
id:
description: |
The ID of the credit memo.
type: string
type: object
- $ref: '#/components/schemas/PUTCreditMemoType'
title: memos
PUTCreditMemoType:
allOf:
- properties:
autoApplyUponPosting:
description: |
Whether the credit memo automatically applies to the invoice upon posting.
type: boolean
comment:
description: |
Comments about the credit memo.
maxLength: 255
minLength: 0
type: string
effectiveDate:
description: |
The date when the credit memo takes effect.
format: date
type: string
excludeFromAutoApplyRules:
description: |
Whether the credit memo is excluded from the rule of automatically applying unapplied credit memos to invoices and debit memos during payment runs. If you set this field to `true`, a payment run does not pick up this credit memo or apply it to other invoices or debit memos.
type: boolean
items:
description: |
Container for credit memo items.
items:
$ref: '#/components/schemas/PUTCreditMemoItemType'
type: array
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
transferredToAccounting:
description: |
Whether the credit memo is transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
type: object
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
example:
comment: Details about this Credit Memo
PUTCreditMemoItemType:
allOf:
- properties:
amount:
description: |
The amount of the credit memo item. For tax-inclusive credit memo items, the amount indicates the credit memo item amount including tax. For tax-exclusive credit memo items, the amount indicates the credit memo item amount excluding tax
format: double
type: number
comment:
description: |
Comments about the credit memo item.
type: string
delete:
description: |
Whether to delete the existing credit memo item.
**Note**: To delete a credit memo item, set this field to `true` and specify a credit memo item ID in the `id` field.
type: boolean
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude the credit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
financeInformation:
description: |
Container for the finance information related to the credit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
type: object
id:
description: |
The ID of the credit memo item.
- Specify this field when updating or deleting an existing memo item.
- Do not specify this field when creating a memo item.
maxLength: 32
minLength: 32
type: string
quantity:
description: |
The number of units for the credit memo item.
format: double
type: number
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the credit memo is created from.
**Note**: Do not specify the credit memo item `id` when specifying this field.
type: string
serviceEndDate:
description: |
The service end date of the credit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the credit memo item.
format: date
type: string
skuName:
description: |
The name of the SKU.
type: string
taxItems:
description: |
Container for credit memo taxation items.
items:
$ref: '#/components/schemas/PutCreditMemoTaxItemType'
type: array
unitOfMeasure:
description: |
The definable unit that you measure when determining charges.
type: string
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: items
PutCreditMemoTaxItemType:
allOf:
- properties:
amount:
description: |
The amount of the taxation item in the credit memo item.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item in the credit memo item.
properties:
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
id:
description: |
The ID of the taxation item in the credit memo item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific credit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the credit memo, in `yyyy-mm-dd` format.
format: date
type: string
taxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
taxName:
description: |
The name of taxation.
type: string
taxRate:
description: |
The tax rate applied to the credit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the credit memo.
enum:
- Percentage
- FlatFee
type: string
required:
- id
type: object
- $ref: '#/components/schemas/CreditTaxationItemObjectCustomFields'
title: taxItems
CreditTaxationItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Credit Taxation Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Credit Taxation Item object.
title: creditTaxationItemFieldsCustom
type: object
GetCreditMemoPdfStatusBatchResponse:
description: ''
example:
creditMemoFiles:
- creditMemoId: 402824aa8cc894d5018cc8a120576881
creditMemoNumber: CM00000003
pdfGenerationStatus: Generated
createdOn: '2024-01-01 11:35:56'
updatedOn: '2024-01-01 11:35:56'
pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d
- creditMemoId: 2c98908a904dfc2601904e6e14090241
creditMemoNumber: CM00000004
pdfGenerationStatus: Error
createdOn: '2024-01-02 10:14:13'
updatedOn: '2024-01-02 10:14:13'
errorCode: INVALID_TEMPLATE
errorMessage: Unknown merge filed chargeNumber__c
- creditMemoId: 402824aa8cc894d5018cc8a120576881
creditMemoNumber: CM00000005
pdfGenerationStatus: Pending
createdOn: '2024-01-01 11:35:56'
updatedOn: '2024-01-01 11:35:56'
success: true
properties:
creditMemoFiles:
description: |
Array of credit memo PDF statuses requested.
items:
$ref: '#/components/schemas/GetCreditMemoPdfStatusResponse'
type: array
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
title: creditMemoFiles
GetCreditMemoPdfStatusResponse:
allOf:
- properties:
creditMemoId:
description: |
The ID of the credit memo whose pdf status is requested.
type: string
creditMemoNumber:
description: |
The credit memo number of the credit memo whose pdf status is requested.
type: string
pdfGenerationStatus:
description: |
The generation status of the credit memo PDF.
type: string
enum:
- None
- Pending
- Processing
- Generated
- Error
- Obsolete
createdOn:
description: |
The time at which the request to generate the PDF was created.
type: string
updatedOn:
description: |
The time at which the request to generate the PDF was updated.
type: string
pdfFileURL:
description: |
The file path or the URL of the PDF when the status is `Generated`.
type: string
errorCategory:
description: |
The error category when the status is `Error`.
type: string
errorMessage:
description: |
The error message when the status is `Error`.
type: string
type: object
GETTaxationItemsOfCreditMemoItemType:
allOf:
- properties:
data:
description: |
Container for the taxation items of the credit memo item.
items:
$ref: '#/components/schemas/GETCMTaxItemTypeNew'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETCMTaxItemTypeNew:
allOf:
- properties:
appliedAmount:
description: |
The applied amount of the taxation item.
format: double
type: number
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
type: string
nullable: true
onAccountAccountingCodeType:
description: |
The type of the accounting code that maps to an on account in your accounting system.
type: string
nullable: true
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
type: string
nullable: true
salesTaxPayableAccountingCodeType:
description: |
The type of the accounting code for the sales taxes payable.
type: string
nullable: true
type: object
id:
description: |
The ID of the taxation item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
name:
description: |
The name of the taxation item.
type: string
refundAmount:
description: |
The amount of the refund on the taxation item.
format: double
type: number
sourceTaxItemId:
description: |
The ID of the source taxation item.
type: string
nullable: true
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific credit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the credit memo, in `yyyy-mm-dd` format.
format: date
type: string
taxRate:
description: |
The tax rate applied to the credit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate.
enum:
- Percentage
- FlatFee
type: string
unappliedAmount:
description: |
The unapplied amount of the taxation item.
format: double
type: number
type: object
- $ref: '#/components/schemas/CreditTaxationItemObjectCustomFields'
title: data
PUTCreditMemoWriteOff:
allOf:
- properties:
comment:
description: |
Comments about the debit memo.
type: string
memoDate:
description: |
The creation date of the debit memo and the effective date of the credit memo. Credit memos are applied to the corresponding debit memos on `memoDate`. By default, `memoDate` is set to the current date.
format: date
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. The default value is `Write-off`.
type: string
type: object
- $ref: '#/components/schemas/DebitMemoObjectCustomFieldsCMWriteOff'
example:
memoDate: '2022-05-05'
PUTCreditMemoWriteOffResponseType:
properties:
debitMemo:
description: |
Container for the credit memo that is automatically created.
properties:
id:
description: |
The unique ID of the created debit memo.
type: string
type: object
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
DebitMemoObjectCustomFieldsCMWriteOff:
additionalProperties:
description: |
Custom fields of the Debit Memo object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Debit Memo object.
title: debitMemoFieldsCustom
type: object
ApplyCreditMemoType:
example:
effectiveDate: '2024-08-19'
invoices:
- invoiceId: 8ad097b490a1ec740190a5aaece25734
amount: 11
properties:
debitMemos:
description: |
Container for debit memos that the credit memo is applied to. The maximum number of debit memos is 1,000.
items:
$ref: '#/components/schemas/CreditMemoApplyDebitMemoRequestType'
type: array
effectiveDate:
description: |
The date when the credit memo is applied.
format: date
type: string
invoices:
description: |
Container for invoices that the credit memo is applied to. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/CreditMemoApplyInvoiceRequestType'
type: array
type: object
CreditMemoApplyDebitMemoRequestType:
properties:
amount:
description: |
The credit memo amount to be applied to the debit memo.
format: double
type: number
debitMemoId:
description: |
The unique ID of the debit memo that the credit memo is applied to.
type: string
items:
description: |
Container for items. The maximum number of items is 1,000.
If `creditMemoItemId` is the source, then it should be accompanied by a target `debitMemoItemId`.
If `creditTaxItemId` is the source, then it should be accompanied by a target `taxItemId`.
items:
$ref: '#/components/schemas/CreditMemoApplyDebitMemoItemRequestType'
type: array
required:
- amount
- debitMemoId
title: debitMemos
type: object
CreditMemoApplyInvoiceRequestType:
properties:
amount:
description: |
The credit memo amount to be applied to the invoice.
format: double
type: number
invoiceId:
description: |
The unique ID of the invoice that the credit memo is applied to.
type: string
items:
description: |
Container for items. The maximum number of items is 1,000.
If `creditMemoItemId` is the source, then it should be accompanied by a target `invoiceItemId`.
If `creditTaxItemId` is the source, then it should be accompanied by a target `taxItemId`.
items:
$ref: '#/components/schemas/CreditMemoApplyInvoiceItemRequestType'
type: array
required:
- amount
- invoiceId
title: invoices
type: object
CreditMemoApplyInvoiceItemRequestType:
properties:
amount:
description: |
The amount that is applied to the specific item.
format: double
type: number
creditMemoItemId:
description: |
The ID of the credit memo item.
type: string
creditTaxItemId:
description: |
The ID of the credit memo taxation item.
type: string
invoiceItemId:
description: |
The ID of the invoice item that the credit memo item is applied to.
type: string
taxItemId:
description: |
The ID of the invoice taxation item that the credit memo taxation item is applied to.
type: string
required:
- amount
title: items
type: object
CreditMemoApplyDebitMemoItemRequestType:
properties:
amount:
description: |
The amount that is applied to the specific item.
format: double
type: number
creditMemoItemId:
description: |
The ID of the credit memo item.
type: string
creditTaxItemId:
description: |
The ID of the credit memo taxation item.
type: string
debitMemoItemId:
description: |
The ID of the debit memo item that the credit memo item is applied to.
type: string
taxItemId:
description: |
The ID of the debit memo taxation item that the credit memo taxation item is applied to.
type: string
required:
- amount
title: items
type: object
PostCreditMemoEmailRequestType:
example:
useEmailTemplateSetting: true
properties:
emailAddresses:
description: |
The valid email addresses you want to email a credit memo to. Use commas to separate email addresses.
**Note:** This field is only applicable if you set the `useEmailTemplateSetting` field to `false`.
type: string
includeAdditionalEmailAddresses:
default: false
description: |
Indicates whether to send a credit memo to the additional email addresses of the memo account.
You can set the additional email addresses in the **Additional Email Addresses** field on the account detail page from the Zuora UI. See [Create a Customer Account](https://knowledgecenter.zuora.com/BC_Subscription_Management/Customer_Accounts/B_Create_a_Customer_Account#section_2) for more information.
enum:
- true
- false
type: boolean
pdfFileId:
description: |
The ID of the PDF file that you want to send in the email.
If you do not specify any PDF file ID, the latest PDF file generated for the credit memo is sent in the email.
type: string
useEmailTemplateSetting:
default: false
description: |
Indicates whether to email a credit memo based on the email template setting.
If you set this field to `true`, the credit memo is sent to the email addresses specified in the **To Email** field of the email template. The email template is the one you set in the **Delivery Options** panel of the **Edit notification** dialog from the Zuora UI. See [Edit Email Templates](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/Create_Email_Templates) for more information about how to edit the **To Email** field in the email template.
enum:
- true
- false
type: boolean
type: object
GETCreditMemoFilesResponse:
properties:
creditMemoFiles:
description: |
Container for credit memo PDF files.
items:
$ref: '#/components/schemas/CreditMemoFile'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
CreditMemoFile:
properties:
id:
description: |
The ID of the credit memo PDF file. This is the ID for the file object and different from the file handle ID in the `pdfFileUrl` field. To open a file, you have to use the file handle ID.
type: string
pdfFileUrl:
description: |
The relative URL of the credit memo PDF file.
You can obtain the absolute URL for downloading the file by adding a prefix in the following format: `{environment_base_url}/apps`
For example, `https://apisandbox.zuora.com/apps/v1/files/8a90a24f8e128020018e12cf610903f8`.
type: string
versionNumber:
description: |
The version number of the credit memo PDF file.
format: int64
type: integer
title: creditMemoFile
type: object
GETCreditMemoItemsListType:
properties:
items:
description: |
Container for credit memo items.
items:
$ref: '#/components/schemas/GETCreditMemoItemTypewithSuccess'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETCreditMemoItemTypewithSuccess:
allOf:
- properties:
amount:
description: |
The amount of the credit memo item. For tax-inclusive credit memo items, the amount indicates the credit memo item amount including tax. For tax-exclusive credit memo items, the amount indicates the credit memo item amount excluding tax.
format: double
type: number
amountWithoutTax:
description: |
The credit memo item amount excluding tax.
format: double
type: number
appliedAmount:
description: |
The applied amount of the credit memo item.
format: double
type: number
appliedToItemId:
description: |
The unique ID of the credit memo item that the discount charge is applied to.
type: string
createdById:
description: |
The ID of the Zuora user who created the credit memo item.
type: string
createdDate:
description: |
The date and time when the credit memo item was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditFromItemId:
description: |
The ID of the credit from item.
type: string
creditFromItemSource:
description: |
The type of the credit from item.
enum:
- InvoiceItem
- CreditMemoItem
type: string
description:
description: |
The description of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the credit memo item from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
financeInformation:
description: |
Container for the finance information related to the credit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
type: string
deferredRevenueAccountingCodeType:
description: |
The type of the deferred revenue accounting code, such as Deferred Revenue.
type: string
nonRevenueWriteOffAccountingCode:
description: |
Specify the accounting code for the non revenue write off. Available only if `revenueImpacting` = `no`.
type: string
nonRevenueWriteOffAccountingCodeType:
description: |
Specify the accounting code type for the non revenue write off.
type: string
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
type: string
onAccountAccountingCodeType:
description: |
The type of the accounting code that maps to an on account in your accounting system.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
type: string
recognizedRevenueAccountingCodeType:
description: |
The type of the recognized revenue accounting code, such as Sales Revenue or Sales Discount.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
type: string
revenueScheduleNumber:
description: |
Revenue schedule number. The revenue schedule number is always prefixed with "RS", for example, RS-00000001.
type: string
type: object
id:
description: |
The ID of the credit memo item.
type: string
invoiceScheduleId:
description: |
The ID of the invoice schedule associated with the credit memo item.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
invoiceScheduleItemId:
description: |
The ID of the invoice schedule item associated with the credit memo item. The credit memo item is generated during the processing of the invoice schedule item.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
numberOfDeliveries:
description: |
The number of deliveries dedicated to the Delivery Pricing charges. The value might be different, as follows:
- For the credit memo generated by a bill run, this field has a value.
- For the credit memo generated from an invoice, this field is blank.
**Note**: This field is available only if you have the Delivery Pricing feature enabled.
type: number
processingType:
description: |
The kind of the charge for the credit memo item. Its possible values are `Charge` and `Discount`.
type: string
quantity:
description: |
The number of units for the credit memo item.
format: double
type: number
reflectDiscountInNetAmount:
type: boolean
default: false
description: |
When you apply percentage discounts to either of the following charges, you need to set the `reflectDiscountInNetAmount` field on your discount charge to `true`, to enable calculating and displaying the net amount of the following charges in Zuora Revenue.
* delivery pricing charge
* prepayment charge
* drawdown charge
Note the following:
* If you are an Order to Revenue customer, when you set the `reflectDiscountInNetAmount` field to `true`, you must also set the `excludeItemBillingFromRevenueAccounting` field to `true`.
* If you are a Billing - Revenue Integration customer, you must set the `reflectDiscountInNetAmount` field to `false`, otherwise an error will be returned. Billing - Revenue Integration does not support discounts on the preceding charges.
* If you are a Zuora Billing customer who does not enable the Order to Revenue or Billing - Revenue Integration feature, when you apply percentage discounts to the preceding charges, you also need to set the `reflectDiscountInNetAmount` field to `true`.
refundAmount:
description: |
The amount of the refund on the credit memo item.
format: double
type: number
revenueImpacting:
description: |
Indicates whether this write off operation impacts the revenue. If `revenueImpacting` = `Yes`, the deferred revenue accounting code will be automatically selected from the associated invoice
If `revenueImpacting` = `No`, users can select an accounting code such as bad-debt expense accounting code for the write off operation.
enum:
- 'Yes'
- 'No'
default: 'Yes'
type: string
serviceEndDate:
description: |
The service end date of the credit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the credit memo item.
format: date
type: string
sku:
description: |
The SKU for the product associated with the credit memo item.
type: string
skuName:
description: |
The name of the SKU.
type: string
shipToContactId:
description: |
The ID of the ship-to contact associated with the credit memo item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the credit memo item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the credit memo item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
sourceItemId:
description: |
The ID of the source item.
- If the value of the `sourceItemType` field is `SubscriptionComponent` , the value of this field is the ID of the corresponding rate plan charge.
- If the value of the `sourceItemType` field is `InvoiceDetail`, the value of this field is the ID of the corresponding invoice item.
- If the value of the `sourceItemType` field is `ProductRatePlanCharge` , the value of this field is the ID of the corresponding product rate plan charge.
- If the value of the `sourceItemType` field is `OrderLineItem` , the value of this field is the ID of the corresponding return order line item.
type: string
sourceItemType:
description: |
The type of the source item.
- If a credit memo is not created from an invoice or a product rate plan charge or a return order line item, the value of this field is `SubscriptionComponent`.
- If a credit memo is created from an invoice, the value of this field is `InvoiceDetail`.
- If a credit memo is created from a product rate plan charge, the value of this field is `ProductRatePlanCharge`.
- If a credit memo is created from a return order line item, the value of this field is `OrderLineItem`.
enum:
- SubscriptionComponent
- InvoiceDetail
- ProductRatePlanCharge
- OrderLineItem
type: string
subscriptionId:
description: |
The ID of the subscription associated with the credit memo item.
type: string
taxMode:
description: |
The tax mode of the credit memo item, indicating whether the amount of the credit memo item includes tax.
enum:
- TaxExclusive
- TaxInclusive
type: string
taxationItems:
description: |
Container for the taxation items of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `239.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
properties:
data:
description: |
List of taxation items.
items:
$ref: '#/components/schemas/GETCMTaxItemTypeNew'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
type: object
unappliedAmount:
description: |
The unapplied amount of the credit memo item.
format: double
type: number
unitOfMeasure:
description: |
The units to measure usage.
type: string
unitPrice:
description: |
The per-unit price of the credit memo item.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the credit memo item.
type: string
updatedDate:
description: |
The date and time when the credit memo item was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: items
GETCreditMemoItemType:
allOf:
- properties:
amount:
description: |
The amount of the credit memo item. For tax-inclusive credit memo items, the amount indicates the credit memo item amount including tax. For tax-exclusive credit memo items, the amount indicates the credit memo item amount excluding tax.
format: double
type: number
amountWithoutTax:
description: |
The credit memo item amount excluding tax.
format: double
type: number
appliedAmount:
description: |
The applied amount of the credit memo item.
format: double
type: number
appliedToItemId:
description: |
The unique ID of the credit memo item that the discount charge is applied to.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the credit memo item.
type: string
createdDate:
description: |
The date and time when the credit memo item was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditFromItemId:
description: |
The ID of the credit from item.
type: string
creditFromItemSource:
description: |
The type of the credit from item.
enum:
- InvoiceItem
- CreditMemoItem
type: string
description:
description: |
The description of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the credit memo item from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
financeInformation:
description: |
Container for the finance information related to the credit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
type: string
nullable: true
deferredRevenueAccountingCodeType:
description: |
The type of the deferred revenue accounting code, such as Deferred Revenue.'
type: string
nullable: true
nonRevenueWriteOffAccountingCode:
description: |
Specify the accounting code for the non revenue write off. Available only if `revenueImpacting` = `no`.
type: string
nullable: true
nonRevenueWriteOffAccountingCodeType:
description: |
Specify the accounting code type for the non revenue write off.
type: string
nullable: true
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
type: string
nullable: true
onAccountAccountingCodeType:
description: |
The type of the accounting code that maps to an on account in your accounting system.
type: string
nullable: true
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
type: string
nullable: true
recognizedRevenueAccountingCodeType:
description: |
The type of the recognized revenue accounting code, such as Sales Revenue or Sales Discount.
type: string
nullable: true
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
type: string
revenueScheduleNumber:
description: |
Revenue schedule number. The revenue schedule number is always prefixed with "RS", for example, RS-00000001.
type: string
type: object
id:
description: |
The ID of the credit memo item.
type: string
invoiceScheduleId:
description: |
The ID of the invoice schedule associated with the credit memo item.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
invoiceScheduleItemId:
description: |
The ID of the invoice schedule item associated with the credit memo item. The credit memo item is generated during the processing of the invoice schedule item.
**Note**: This field is available only if you have the Billing Schedule feature enabled.
type: string
numberOfDeliveries:
description: |
The number of deliveries dedicated to the Delivery Pricing charges. The value might be different, as follows:
- For the credit memo generated by a bill run, this field has a value.
- For the credit memo generated from an invoice, this field is blank.
**Note**: This field is available only if you have the Delivery Pricing feature enabled.
type: number
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
processingType:
description: |
The kind of the charge for the credit memo item. Its possible values are `Charge` and `Discount`.
type: string
quantity:
description: |
The number of units for the credit memo item.
format: double
type: number
refundAmount:
description: |
The amount of the refund on the credit memo item.
format: double
type: number
reflectDiscountInNetAmount:
type: boolean
default: false
description: |
When you apply percentage discounts to either of the following charges, you need to set the `reflectDiscountInNetAmount` field on your discount charge to `true`, to enable calculating and displaying the net amount of the following charges in Zuora Revenue.
* delivery pricing charge
* prepayment charge
* drawdown charge
Note the following:
* If you are an Order to Revenue customer, when you set the `reflectDiscountInNetAmount` field to `true`, you must also set the `excludeItemBillingFromRevenueAccounting` field to `true`.
* If you are a Billing - Revenue Integration customer, you must set the `reflectDiscountInNetAmount` field to `false`, otherwise an error will be returned. Billing - Revenue Integration does not support discounts on the preceding charges.
* If you are a Zuora Billing customer who does not enable the Order to Revenue or Billing - Revenue Integration feature, when you apply percentage discounts to the preceding charges, you also need to set the `reflectDiscountInNetAmount` field to `true`.
revenueImpacting:
description: |
Indicates whether this write off operation impacts the revenue. If `revenueImpacting` = `Yes`, the deferred revenue accounting code will be automatically selected from the associated invoice
If `revenueImpacting` = `No`, users can select an accounting code such as bad-debt expense accounting code for the write off operation.
enum:
- 'Yes'
- 'No'
default: 'Yes'
type: string
serviceEndDate:
description: |
The service end date of the credit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the credit memo item. If the associated charge is a one-time fee, this date is the date of that charge.
format: date
type: string
sku:
description: |
The SKU for the product associated with the credit memo item.
type: string
skuName:
description: |
The name of the SKU.
type: string
shipToContactId:
description: |
The ID of the ship-to contact associated with the credit memo item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the credit memo item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the credit memo item.
**Note**: If you have the Flexible Billing Attributes feature disabled, the value of this field is `null`.
type: string
sourceItemId:
description: |
The ID of the source item.
- If the value of the `sourceItemType` field is `SubscriptionComponent` , the value of this field is the ID of the corresponding rate plan charge.
- If the value of the `sourceItemType` field is `InvoiceDetail`, the value of this field is the ID of the corresponding invoice item.
- If the value of the `sourceItemType` field is `ProductRatePlanCharge` , the value of this field is the ID of the corresponding product rate plan charge.
- If the value of the `sourceItemType` field is `OrderLineItem` , the value of this field is the ID of the corresponding return order line item.
type: string
sourceItemType:
description: |
The type of the source item.
- If a credit memo is not created from an invoice or a product rate plan charge or a return order line item,, the value of this field is `SubscriptionComponent`.
- If a credit memo is created from an invoice, the value of this field is `InvoiceDetail`.
- If a credit memo is created from a product rate plan charge, the value of this field is `ProductRatePlanCharge`.
- If a credit memo is created from a return order line item, the value of this field is `OrderLineItem`.
enum:
- SubscriptionComponent
- InvoiceDetail
- ProductRatePlanCharge
- OrderLineItem
type: string
subscriptionId:
description: |
The ID of the subscription associated with the credit memo item.
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
taxMode:
description: |
The tax mode of the credit memo item, indicating whether the amount of the credit memo item includes tax.
enum:
- TaxExclusive
- TaxInclusive
type: string
taxationItems:
description: |
Container for the taxation items of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `239.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
properties:
data:
description: |
List of taxation items.
items:
$ref: '#/components/schemas/GETCMTaxItemTypeNew'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
type: object
unappliedAmount:
description: |
The unapplied amount of the credit memo item.
format: double
type: number
unitOfMeasure:
description: |
The units to measure usage.
type: string
unitPrice:
description: |
The per-unit price of the credit memo item.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the credit memo item.
type: string
updatedDate:
description: |
The date and time when the credit memo item was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
GETCreditMemoPartsCollectionType:
properties:
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
parts:
description: |
Container for credit memo parts.
items:
$ref: '#/components/schemas/GETCreditMemoPartTypewithSuccess'
type: array
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETCreditMemoPartTypewithSuccess:
properties:
amount:
description: |
The amount of the credit memo part.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the credit memo part.
type: string
createdDate:
description: |
The date and time when the credit memo part was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoId:
description: |
The ID of the debit memo associated with the credit memo part.
type: string
id:
description: |
The ID of the credit memo part.
type: string
invoiceId:
description: |
The ID of the invoice associated with the credit memo part.
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the credit memo part.
type: string
updatedDate:
description: |
The date and time when the credit memo part was last upated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
title: parts
type: object
GETCreditMemoPartType:
properties:
amount:
description: |
The amount of the credit memo part.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the credit memo part.
type: string
createdDate:
description: |
The date and time when the credit memo part was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoId:
description: |
The ID of the debit memo associated with the credit memo part.
type: string
id:
description: |
The ID of the credit memo part.
type: string
invoiceId:
description: |
The ID of the invoice associated with the credit memo part.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
updatedById:
description: |
The ID of the Zuora user who last updated the credit memo part.
type: string
updatedDate:
description: |
The date and time when the credit memo part was last upated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
POSTMemoPdfResponse:
properties:
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
PostNonRefRefundType:
allOf:
- properties:
comment:
description: |
Comments about the refund.
maxLength: 255
minLength: 0
type: string
customRates:
description: |
It contains Home currency and Reporting currency custom rates currencies. The maximum number of items is 2 (you can pass the Home currency item, Reporting currency item, or both).
**Note**:
- This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `224.0` or a later version.
- You cannot set the custom rates, if both the **Automatically include additional Currency Conversion information in data source exports** option and **Fx data** feature are enabled.
items:
$ref: '#/components/schemas/CreditMemoFromChargeCustomRatesType'
maxItems: 2
type: array
financeInformation:
description: |
Container for the finance information related to the refund.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
maxLength: 100
minLength: 0
type: string
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
transferredToAccounting:
description: |
Whether the refund was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
maxLength: 100
minLength: 0
type: string
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the refund. This field can be specified only for electronic refunds. The ID must be a valid gateway instance ID, and this gateway must support the specific payment method.
If no gateway ID is specified, the default gateway in the billing account configuration will be used. If no gateway is specified in the billing account, the default gateway of the corresponding tenant will be used.
type: string
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values.
properties:
key:
description: |
The name of a gateway-specific parameter.
type: string
value:
description: |
The value of the gateway-specific parameter.
type: string
type: object
items:
description: |
Container for credit memo items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/RefundCreditMemoItemType'
type: array
methodType:
description: |
How an external refund was issued to a customer. This field is required for an external refund and must be left empty for an electronic refund. You can issue an external refund on a credit memo.
enum:
- ACH
- Cash
- Check
- CreditCard
- PayPal
- WireTransfer
- DebitCard
- CreditCardReferenceTransaction
- BankTransfer
- Other
type: string
paymentMethodId:
description: |
The ID of the payment method used for the refund. This field is required for an electronic refund, and the value must be an electronic payment method ID. This field must be left empty for an external refund.
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
referenceId:
description: |
The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
refundDate:
description: |
The date when the refund takes effect, in `yyyy-mm-dd` format. The date of the refund cannot be before the credit memo date. Specify this field only for external refunds. Zuora automatically generates this field for electronic refunds.
format: date
type: string
secondRefundReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the refund. Use this field to reconcile payments between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
softDescriptor:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 35
type: string
softDescriptorPhone:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 20
type: string
totalAmount:
description: |
The total amount of the refund. The amount cannot exceed the unapplied amount of the associated credit memo. If the original credit memo was applied to one or more invoices or debit memos, you have to unapply a full or partial credit memo from the invoices or debit memos, and then refund the full or partial unapplied credit memo to your customers.
format: double
type: number
type:
description: |
The type of the refund.
enum:
- External
- Electronic
type: string
required:
- totalAmount
- type
type: object
- $ref: '#/components/schemas/RefundObjectNSFields'
- $ref: '#/components/schemas/RefundObjectCustomFields'
example:
type: Electronic
totalAmount: 10
paymentMethodId: 8ad084db90a5e73b0190c02783f552fa
GETRefundCreditMemoType:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with this refund. Zuora associates the refund automatically with the account from the associated payment.
type: string
amount:
description: |
The total amount of the refund.
format: double
type: number
cancelledOn:
description: |
The date and time when the refund was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the refund.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the refund.
type: string
createdDate:
description: |
The date and time when the refund was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-06 15:31:10.
format: date-time
type: string
creditMemoId:
description: |
The ID of the credit memo that is refunded.
type: string
financeInformation:
description: |
Container for the finance information related to the refund.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
bankAccountAccountingCodeType:
description: |
The type of the accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
transferredToAccounting:
description: |
Whether the refund was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
nullable: true
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
type: string
nullable: true
unappliedPaymentAccountingCodeType:
description: |
The type of the accounting code for the unapplied payment.
type: string
nullable: true
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the refund.
type: string
gatewayResponse:
description: |
The message returned from the payment gateway for the refund. This message is gateway-dependent.
type: string
gatewayResponseCode:
description: |
The response code returned from the payment gateway for the refund. This code is gateway-dependent.
type: string
gatewayState:
description: |
The status of the refund in the gateway.
enum:
- MarkedForSubmission
- Submitted
- Settled
- NotSubmitted
- FailedToSettle
type: string
id:
description: |
The ID of the created refund.
type: string
markedForSubmissionOn:
description: |
The date and time when a refund was marked and waiting for batch submission to the payment process, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
methodType:
description: |
How an external refund was issued to a customer.
enum:
- ACH
- Cash
- Check
- CreditCard
- PayPal
- WireTransfer
- DebitCard
- CreditCardReferenceTransaction
- BankTransfer
- Other
type: string
number:
description: |
The unique identification number of the refund.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentId:
description: |
The ID of the payment associated with the refund.
type: string
nullable: true
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the refund.
type: string
paymentMethodSnapshotId:
description: |
The unique ID of the payment method snapshot, which is a copy of the particular payment method used in a transaction.
type: string
reasonCode:
description: |
A code identifying the reason for the transaction.
type: string
nullable: true
referenceId:
description: |
The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.
type: string
refundDate:
description: |
The date when the refund takes effect, in yyyy-mm-dd format.
format: date
type: string
refundTransactionTime:
description: |
The date and time when the refund was issued, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
secondRefundReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the refund. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
nullable: true
settledOn:
description: |
The date and time when the refund was settled in the payment processor, in `yyyy-mm-dd hh:mm:ss` format. This field is used by the Spectrum gateway only and not applicable to other gateways.
format: date-time
type: string
nullable: true
softDescriptor:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
softDescriptorPhone:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
status:
description: |
The status of the refund.
enum:
- Processed
- Canceled
- Error
- Processing
type: string
submittedOn:
description: |
The date and time when the refund was submitted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type:
description: |
The type of the refund.
enum:
- External
- Electronic
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the refund.
type: string
updatedDate:
description: |
The date and time when the refund was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-07 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/RefundObjectNSFields'
- $ref: '#/components/schemas/RefundObjectCustomFields'
RefundObjectNSFields:
description: |
Container for Refund fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the refund's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Origin__NS:
description: |
Origin of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the refund was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SynctoNetSuite__NS:
description: |
Specifies whether the refund should be synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: refundFieldsNS
type: object
RefundObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Refund object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Refund object.
title: refundFieldsCustom
type: object
RefundCreditMemoItemType:
properties:
amount:
description: |
The amount of the refund on the specific item.
format: double
type: number
creditMemoItemId:
description: |
The ID of the credit memo item that is refunded.
type: string
creditTaxItemId:
description: |
The ID of the credit memo taxation item that is refunded.
type: string
required:
- amount
title: items
type: object
PutReverseCreditMemoType:
example:
applyEffectiveDate: '2017-02-20'
memoDate: '2017-02-20'
properties:
applyEffectiveDate:
description: |
The date when the to-be-reversed credit memo is applied to the newly generated debit memo, in `yyyy-mm-dd` format. The effective date must be later than or equal to the memo date.
The default value is the date when you reverse the credit memo and create the debit memo.
format: date
type: string
comment:
description: |
Comments about the reversal. The comment is used as the comment of the debit memo generated by reversing the specified credit memo.
maxLength: 255
minLength: 0
type: string
memoDate:
description: |
The date when the debit memo is created, in `yyyy-mm-dd` format. The memo date must be later than or equal to the credit memo's memo date.
The default value is the date when you reverse the credit memo and create the debit memo.
format: date
type: string
reasonCode:
description: |
A code identifying the reason for the reversal. The value must be an existing reason code or empty. The code is used as the reason code of the debit memo generated by reversing the specified credit memo.
If you do not specify a value, Zuora uses the default reason code `Credit memo reversal` for the debit memo.
type: string
type: object
PutReverseCreditMemoResponseType:
properties:
creditMemo:
description: |
Container for the credit memo that is automatically generated during the reversal of the invoice that is related to the credit memo. If no related invoice is reversed, the value is null.
properties:
id:
description: The ID of the credit memo.
type: string
type: object
debitMemo:
description: |
Container for the debit memo that is automatically generated during the credit memo reversal.
properties:
id:
description: The ID of the debit memo.
type: string
type: object
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTTaxationItemListForCMType:
example:
taxationItems:
- name: STATE TAX
memoItemId: 8ad086fa932a0b5401932e82ab1f1fb3
jurisdiction: CALIFORNIA
taxAmount: 0.5
taxCode: ServiceTaxCode
taxDate: '2024-11-15'
taxRate: 0.05
taxRateType: Percentage
properties:
taxationItems:
description: |
Container for taxation items.
items:
$ref: '#/components/schemas/POSTTaxationItemForCMType'
type: array
type: object
POSTTaxationItemForCMType:
allOf:
- properties:
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
memoItemId:
description: |
The ID of the credit memo that the taxation item is created for.
type: string
name:
description: |
The name of the taxation item.
type: string
sourceTaxItemId:
description: |
The ID of the taxation item of the invoice, which the credit memo is created from.
If you want to use this REST API to create taxation items for a credit memo created from an invoice, the taxation items of the invoice must be created or imported through the SOAP API call.
**Note:**
- This field is only used if the credit memo is created from an invoice.
- If you do not contain this field in the request body, Zuora will automatically set a value for the `sourceTaxItemId` field based on the tax location code, tax jurisdiction, and tax rate.
type: string
taxAmount:
description: |
The amount of the tax applied to the credit memo.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific credit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date when the tax is applied to the credit memo.
format: date
type: string
taxRate:
description: |
The tax rate applied to the credit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the credit memo.
enum:
- Percentage
- FlatFee
type: string
required:
- taxRate
- jurisdiction
- name
- taxRateType
- taxAmount
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
title: taxationItems
UnapplyCreditMemoType:
example:
effectiveDate: '2024-10-30'
invoices:
- invoiceId: 8a90acec910816f601910bcf57a62363
amount: 1
properties:
debitMemos:
description: |
Container for debit memos that the credit memo is unapplied from. The maximum number of debit memos is 1,000.
items:
$ref: '#/components/schemas/CreditMemoUnapplyDebitMemoRequestType'
type: array
effectiveDate:
description: |
The date when the credit memo is unapplied.
format: date
type: string
invoices:
description: |
Container for invoices that the credit memo is unapplied from. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/CreditMemoUnapplyInvoiceRequestType'
type: array
type: object
CreditMemoUnapplyDebitMemoRequestType:
properties:
amount:
description: |
The credit memo amount to be unapplied from the debit memo.
format: double
type: number
debitMemoId:
description: |
The unique ID of the debit memo that the credit memo is unapplied from.
type: string
items:
description: |
Container for items. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/CreditMemoUnapplyDebitMemoItemRequestType'
type: array
required:
- amount
- debitMemoId
title: debitMemos
type: object
CreditMemoUnapplyInvoiceRequestType:
properties:
amount:
description: |
The credit memo amount to be unapplied from the invoice.
format: double
type: number
invoiceId:
description: |
The unique ID of the invoice that the credit memo is unapplied from.
type: string
items:
description: |
Container for items. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/CreditMemoUnapplyInvoiceItemRequestType'
type: array
required:
- amount
- invoiceId
title: invoices
type: object
CreditMemoUnapplyInvoiceItemRequestType:
properties:
amount:
description: |
The amount that is unapplied from the specific item.
format: double
type: number
creditMemoItemId:
description: |
The ID of the credit memo item.
type: string
creditTaxItemId:
description: |
The ID of the credit memo taxation item.
type: string
invoiceItemId:
description: |
The ID of the invoice item that the credit memo item is unapplied from.
type: string
taxItemId:
description: |
The ID of the invoice taxation item that the credit memo taxation item is unapplied from.
type: string
required:
- amount
title: items
type: object
CreditMemoUnapplyDebitMemoItemRequestType:
properties:
amount:
description: |
The amount that is unapplied from the specific item.
format: double
type: number
creditMemoItemId:
description: |
The ID of the credit memo item.
type: string
creditTaxItemId:
description: |
The ID of the credit memo taxation item.
type: string
debitMemoItemId:
description: |
The ID of the debit memo item that the credit memo item is unapplied from.
type: string
taxItemId:
description: |
The ID of the debit memo taxation item that the credit memo taxation item is unapplied from.
type: string
required:
- amount
title: items
type: object
InvoiceSettlementAsyncJobResponse:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
id:
description: The ID of the operation job.
type: string
status:
$ref: '#/components/schemas/InvoiceSettlementAsyncJobStatus'
operationType:
$ref: '#/components/schemas/InvoiceSettlementAsyncJobOperationType'
referenceId:
description: The ID of the business object which is being operated.
type: string
referenceType:
$ref: '#/components/schemas/InvoiceSettlementAsyncJobReferenceType'
error:
description: The error message if the operation error out.
type: string
type: object
InvoiceSettlementAsyncJobStatus:
enum:
- Pending
- Processing
- Processed
- Error
type: string
description: |
Job status of the Invoice Settlement async job.
InvoiceSettlementAsyncJobOperationType:
enum:
- AsyncCreditMemoApply
- AsyncCreditMemoUnapply
type: string
description: |
Operation type of the Invoice Settlement async job.
InvoiceSettlementAsyncJobReferenceType:
enum:
- CreditMemo
type: string
description: |
Reference type of the Invoice Settlement async job.
AsyncApplyCreditMemoRequest:
example:
effectiveDate: '2017-03-02'
invoices:
- amount: 1
invoiceId: 4028905f5a87c0ff015a87d3f8f10043
properties:
effectiveDate:
description: |
The date when the credit memo is applied.
format: date
type: string
invoices:
description: |
Container for invoices that the credit memo is applied to. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/AsyncApplyCreditMemoToInvoice'
type: array
type: object
AsyncApplyCreditMemoToInvoice:
properties:
amount:
description: |
The credit memo amount to be applied to the invoice.
type: number
invoiceId:
description: |
The unique ID of the invoice that the credit memo is applied to.
type: string
required:
- amount
- invoiceId
title: AppliedInvoice
type: object
AsyncUnapplyCreditMemoRequest:
example:
effectiveDate: '2017-03-02'
invoices:
- amount: 1
invoiceId: 4028905f5a87c0ff015a87d3f8f10043
properties:
effectiveDate:
description: |
The date when the credit memo is unapplied.
format: date
type: string
invoices:
description: |
Container for invoices that the credit memo is unapplied. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/AsyncUnapplyCreditMemoToInvoice'
type: array
type: object
AsyncUnapplyCreditMemoToInvoice:
properties:
amount:
description: |
The credit memo amount to be unapplied from the invoice.
type: number
invoiceId:
description: |
The unique ID of the invoice that the credit memo is unapplied from.
type: string
required:
- amount
- invoiceId
title: UnappliedInvoice
GETDebitMemoCollectionType:
properties:
debitmemos:
description: |
Container for debit memos.
items:
$ref: '#/components/schemas/GETDebitMemoTypewithSuccess'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETDebitMemoTypewithSuccess:
allOf:
- properties:
accountId:
description: |
The ID of the customer account associated with the debit memo.
type: string
accountNumber:
description: |
The number of the customer account associated with the debit memo.
type: string
amount:
description: |
The total amount of the debit memo.
format: double
type: number
autoPay:
description: |
Whether debit memos are automatically picked up for processing in the corresponding payment run.
By default, debit memos are automatically picked up for processing in the corresponding payment run.
type: boolean
balance:
description: |
The balance of the debit memo.
format: double
type: number
beAppliedAmount:
description: |
The applied amount of the debit memo.
format: double
type: number
billToContactId:
description: |
The ID of the bill-to contact associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
cancelledById:
description: |
The ID of the Zuora user who cancelled the debit memo.
type: string
nullable: true
cancelledOn:
description: |
The date and time when the debit memo was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the debit memo.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the debit memo.
type: string
createdDate:
description: |
The date and time when the debit memo was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
currency:
type: string
description: |
The currency of the debit memo.
**Note:** By default, the currency on a billing document matches the default currency set on the associated account.
However, Zuora now offers a Multiple Currencies feature to support different currencies for billing documents, allowing flexibility beyond the account-level currency.
For more information, see Multiple Currency.
nullable: true
debitMemoDate:
description: |
The date when the debit memo takes effect, in `yyyy-mm-dd` format. For example, 2017-05-20.
format: date
type: string
dueDate:
description: |
The date by which the payment for the debit memo is due, in `yyyy-mm-dd` format.
format: date
type: string
einvoiceErrorCode:
description: |
The error code returned when the e-invoice file status is `Failed`. This code can either be a Zuora-generated error code or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceErrorMessage:
description: |
The error message returned when the e-invoice file status is `Failed`. This message can either be a Zuora-generated error message or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceFileId:
description: |
The ID of the e-invoice file generated for the debit memo.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceStatus:
description: |
The status of the e-invoice file generation for the debit memo.
- If e-invoice file generation succeeds, this field is either `Generated` or `Success`, and both the error code and message are empty, and the `eInvoiceFileId` field stores the ID of the generated e-invoice file.
- If the responses from tax vendors such as Sovos or Avalara are
taking too long, this field becomes `RetrieveTimeOut`. Once the
vendor responds successfully, you can use the 'Resync E-Invoice Status'
action to update the status automatically. You can view these updates
in System Health telemetry.
- If a failure occurs during e-invoice file generation, this field is `Failed` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If e-invoice file generation conditionally succeeds, this field is `ConditionalSuccess` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If the e-invoice file has been approved by the tax authority, this field is `ApprovedByAuthority`. The next status will be either `Success` or `Rejected`.
- If the e-invoice file has been rejected by the government, this field is `Rejected`. You cannot resend this e-invoice; you must create a new invoice instead.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase
enabled.
enum:
- Processing
- RetrieveTimeOut
- Generated
- Success
- Failed
- ConditionalSuccess
- ApprovedByAuthority
- Rejected
type: string
nullable: true
id:
description: |
The unique ID of the debit memo.
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
latestPDFFileId:
description: |
The ID of the latest PDF file generated for the debit memo.
type: string
number:
description: |
The unique identification number of the debit memo.
type: string
paymentTerm:
description: |
The name of the payment term associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
postedById:
description: |
The ID of the Zuora user who posted the debit memo.
type: string
nullable: true
postedOn:
description: |
The date and time when the debit memo was posted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty.
type: string
referredCreditMemoId:
description: |
The ID of the credit memo from which the debit memo was created.
type: string
nullable: true
referredInvoiceId:
description: |
The ID of a referred invoice.
type: string
nullable: true
sequenceSetId:
description: |
The ID of the sequence set associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the debit memo.
**Note**: This field is available in the request body only if you have the Flexible Billing Attributes
feature turned on. The value is `null` in the response body without this feature turned on.
type: string
nullable: true
sourceType:
description: |
The type of the debit memo source.
enum:
- Subscription
- Standalone
- Order
- Consolidation
- Invoice
- CreditMemo
type: string
status:
description: |
The status of the debit memo.
enum:
- Draft
- Posted
- Canceled
- Error
- PendingForTax
- Generating
- CancelInProgress
type: string
targetDate:
description: |
The target date for the debit memo, in `yyyy-mm-dd` format. For example, 2017-07-20.
format: date
type: string
nullable: true
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxMessage:
description: |
The message about the status of tax calculation related to the debit memo. If tax calculation fails in one debit memo, this field displays the reason for the failure.
type: string
nullable: true
taxStatus:
description: |
The status of tax calculation related to the debit memo.
**Note**: This field is only applicable to tax calculation by third-party tax engines. Also, the `Voided` status indicates that the tax transaction is successfully canceled on the tax vendor's side. If a tax transaction was successfully committed to the third-party tax engine but the invoice failed to post, Zuora automatically detects the issue and voids the tax transaction on the vendor's side.
enum:
- Complete
- Error
- UnknownError
- DuplicateDoc
- InvalidRequest
- InvalidResponse
- TaxEngineError
- ConcurrentModify
- InternalServerError
- TaxCodeTemplateError
- Voided
type: string
nullable: true
totalTaxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
transferredToAccounting:
description: |
Whether the debit memo was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the debit memo.
type: string
updatedDate:
description: |
The date and time when the debit memo was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:31:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/DebitMemoObjectNSFields'
- $ref: '#/components/schemas/DebitMemoObjectCustomFields'
title: debitmemos
DebitMemoObjectNSFields:
description: |
Container for Debit Memo fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the debit memo's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the debit memo was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: debitMemoFieldsNS
type: object
DebitMemoObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Debit Memo object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Debit Memo object.
title: debitMemoFieldsCustom
type: object
DebitMemoFromChargeRequest:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with the debit memo.
**Note**: When creating debit memos from product rate plan charges, you must specify `accountNumber`, `accountId`, or both in the request body. If both fields are specified, they must correspond to the same account.
type: string
accountNumber:
description: |
The number of the account associated with the debit memo.
**Note**: When creating debit memos from product rate plan charges, you must specify `accountNumber`, `accountId`, or both in the request body. If both fields are specified, they must correspond to the same account.
type: string
autoPay:
description: |
Whether debit memos are automatically picked up for processing in the corresponding payment run.
By default, debit memos are automatically picked up for processing in the corresponding payment run.
type: boolean
autoPost:
default: false
description: |
Whether to automatically post the debit memo after it is created.
Setting this field to `true`, you do not need to separately call the [Post a debit memo](https://developer.zuora.com/api-references/api/operation/PUT_PostDebitMemo) operation to post the debit memo.
type: boolean
charges:
description: |
Container for product rate plan charges. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/DebitMemoFromChargeDetailType'
maxItems: 1000
type: array
comment:
description: |
Comments about the debit memo.
maxLength: 255
minLength: 0
type: string
currency:
description: |
The code of a currency as defined in Billing Settings through the Zuora UI.
If you do not specify a currency during debit memo creation, the default account currency is applied. The currency that you specify in the request must be configured and activated in Billing Settings.
**Note**: This field is available only if you have the Multiple Currencies feature enabled.
type: string
customRates:
description: |
It contains Home currency and Reporting currency custom rates currencies. The maximum number of items is 2 (you can pass the Home currency item or Reporting currency item or both).
**Note**:
- The API custom rate feature is permission controlled.
- You cannot set the custom rates, if both the **Automatically include additional Currency Conversion information in data source exports** option and **Fx data** feature are enabled.
- DebitMemo, DebitMemoItem, and DebitMemoItemTax will utilize the provided custom Fx rate to convert amounts from the transactional currency to the home currency.
items:
$ref: '#/components/schemas/DebitMemoFromChargeCustomRatesType'
maxItems: 2
type: array
dueDate:
description: |
The date by which the payment for the debit memo is due, in `yyyy-mm-dd` format.
format: date
type: string
effectiveDate:
description: |
The date when the debit memo takes effect.
format: date
type: string
number:
type: string
maxLength: 32
description: |
A customized debit memo number with the following format requirements:
- Max length: 32 characters
- Acceptable characters: a-z,A-Z,0-9,-,_
The value must be unique in the system, otherwise it may cause issues with bill runs and subscriptions.
If not provided, Zuora will generate a unique number per the sequence set on the account level. If the account-level sequence set is not specified, the system default sequence set is used. For more information, see Configure prefix and numbering for billing documents.
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
type: object
- $ref: '#/components/schemas/DebitMemoObjectNSFields'
- $ref: '#/components/schemas/DebitMemoObjectCustomFields'
example:
accountId: 8ad09be48db5aba7018db604776d4854
charges:
- amount: 10
productRatePlanChargeId: 8ad097b4909708e001909b41bb085d38
title: memos
GETDebitMemoType:
allOf:
- properties:
accountId:
description: |
The ID of the customer account associated with the debit memo.
type: string
accountNumber:
description: |
The number of the customer account associated with the debit memo.
type: string
amount:
description: |
The total amount of the debit memo.
format: double
type: number
autoPay:
description: |
Whether debit memos are automatically picked up for processing in the corresponding payment run.
By default, debit memos are automatically picked up for processing in the corresponding payment run.
type: boolean
balance:
description: |
The balance of the debit memo.
format: double
type: number
beAppliedAmount:
description: |
The amount that is applied to the debit memo.
format: double
type: number
billToContactId:
description: |
The ID of the bill-to contact associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
billToContactSnapshotId:
description: |
The ID of the bill-to contact snapshot associated with the debit memo.
The value of this field is `null` if the bill rule [Preserve snapshot of bill-to and sold-to contacts when billing documents are posted](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/Billing_Settings/Define_Billing_Rules#Preserve_snapshot_of_bill-to_and_sold-to_contacts_when_billing_documents_are_posted) is disabled.
type: string
cancelledById:
description: |
The ID of the Zuora user who cancelled the debit memo.
type: string
nullable: true
cancelledOn:
description: |
The date and time when the debit memo was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
currency:
description: |
The currency of the debit memo.
**Note:** By default, the currency on a billing document matches the default currency set on the associated account.
However, Zuora now offers a Multiple Currencies feature to support different currencies for billing documents, allowing flexibility beyond the account-level currency.
For more information, see Multiple Currency.
type: string
nullable: true
comment:
description: |
Comments about the debit memo.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the debit memo.
type: string
createdDate:
description: |
The date and time when the debit memo was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoDate:
description: |
The date when the debit memo takes effect, in `yyyy-mm-dd` format. For example, 2017-05-20.
format: date
type: string
dueDate:
description: |
The date by which the payment for the debit memo is due, in `yyyy-mm-dd` format.
format: date
type: string
einvoiceErrorCode:
description: |
The error code returned when the e-invoice file status is `Failed`. This code can either be a Zuora-generated error code or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceErrorMessage:
description: |
The error message returned when the e-invoice file status is `Failed`. This message can either be a Zuora-generated error message or one returned by a third-party e-invoicing service provider.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceFileId:
description: |
The ID of the e-invoice file generated for the debit memo.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase enabled.
type: string
nullable: true
einvoiceStatus:
description: |
The status of the e-invoice file generation for the debit memo.
- If e-invoice file generation succeeds, this field is either `Generated` or `Success`, and both the error code and message are empty, and the `eInvoiceFileId` field stores the ID of the generated e-invoice file.
- If the responses from tax vendors such as Sovos or Avalara are
taking too long, this field becomes `RetrieveTimeOut`. Once the
vendor responds successfully, you can use the 'Resync E-Invoice Status'
action to update the status automatically. You can view these updates
in System Health telemetry.
- If a failure occurs during e-invoice file generation, this field is `Failed` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If e-invoice file generation conditionally succeeds, this field is `ConditionalSuccess` and an error code and an error message are returned respectively in the `einvoiceErrorCode` and `einvoiceErrorMessage` fields.
- If the e-invoice file has been approved by the tax authority, this field is `ApprovedByAuthority`. The next status will be either `Success` or `Rejected`.
- If the e-invoice file has been rejected by the government, this field is `Rejected`. You cannot resend this e-invoice; you must create a new invoice instead.
**Note**: This field is available only if you have the E-Invoicing feature in **Early Adopter** phase
enabled.
enum:
- Processing
- RetrieveTimeOut
- Generated
- Success
- Failed
- ConditionalSuccess
- ApprovedByAuthority
- Rejected
type: string
nullable: true
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the debit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
id:
description: |
The unique ID of the debit memo.
type: string
invoiceGroupNumber:
description: |
The number of the invoice group associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
latestPDFFileId:
description: |
The ID of the latest PDF file generated for the debit memo.
type: string
number:
description: |
The unique identification number of the debit memo.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentTerm:
description: |
The name of the payment term assoicated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
postedById:
description: |
The ID of the Zuora user who posted the debit memo.
type: string
nullable: true
postedOn:
description: |
The date and time when the debit memo was posted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty.
type: string
referredCreditMemoId:
description: |
The ID of the credit memo from which the debit memo was created.
type: string
referredInvoiceId:
description: |
The ID of a referred invoice.
type: string
nullable: true
sequenceSetId:
description: |
The ID of the sequence set associated with the debit memo.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
nullable: true
communicationProfileId:
description: |
The ID of the communication profile associated with the debit memo.
**Note**: This field is available in the request body only if you have the Flexible Billing Attributes
feature turned on. The value is `null` in the response body without this feature turned on.
type: string
nullable: true
soldToContactId:
description: |
The ID of the sold-to contact associated with the debit memo.
The value of this field is `null` if you have the Flexible Billing Attributes feature disabled.
type: string
nullable: true
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the debit memo.
The value of this field is `null` if you have the Flexible Billing Attributes feature disabled.
type: string
nullable: true
sourceType:
description: |
The type of the debit memo source.
enum:
- Subscription
- Standalone
- Order
- Consolidation
- Invoice
- CreditMemo
type: string
status:
description: |
The status of the debit memo.
enum:
- Draft
- Posted
- Canceled
- Error
- PendingForTax
- Generating
- CancelInProgress
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
The target date for the debit memo, in `yyyy-mm-dd` format. For example, 2017-07-20.
format: date
type: string
nullable: true
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxMessage:
description: |
The message about the status of tax calculation related to the debit memo. If tax calculation fails in one debit memo, this field displays the reason for the failure.
type: string
nullable: true
taxStatus:
description: |
The status of tax calculation related to the debit memo.
**Note**: This field is only applicable to tax calculation by third-party tax engines. Also, the `Voided` status indicates that the tax transaction is successfully canceled on the tax vendor's side. If a tax transaction was successfully committed to the third-party tax engine but the invoice failed to post, Zuora automatically detects the issue and voids the tax transaction on the vendor's side.
enum:
- Complete
- Error
- UnknownError
- DuplicateDoc
- InvalidRequest
- InvalidResponse
- TaxEngineError
- ConcurrentModify
- InternalServerError
- TaxCodeTemplateError
- Voided
type: string
nullable: true
totalTaxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
transferredToAccounting:
description: |
Whether the debit memo was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the debit memo.
type: string
updatedDate:
description: |
The date and time when the debit memo was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/DebitMemoObjectNSFields'
- $ref: '#/components/schemas/DebitMemoObjectCustomFields'
title: memos
DebitMemoFromChargeDetailType:
allOf:
- properties:
amount:
description: |
The amount of the debit memo item.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: double
type: number
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude the debit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
description:
description: |
The description of the product rate plan charge.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
maxLength: 255
minLength: 0
type: string
financeInformation:
description: |
Container for the finance information related to the product rate plan charge associated with the debit memo.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
nullable: true
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
nullable: true
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
nullable: true
type: object
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the debit memo is created from.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
quantity:
description: |
The number of units for the debit memo item.
format: double
type: number
serviceEndDate:
description: |
The service end date of the debit memo item. If not specified, the effective end date of the corresponding product rate plan will be used.
format: date
type: string
serviceStartDate:
description: |
The service start date of the debit memo item. If not specified, the effective start date of the corresponding product rate plan will be used.
format: date
type: string
required:
- productRatePlanChargeId
type: object
- $ref: '#/components/schemas/DebitMemoItemObjectCustomFields'
title: charges
DebitMemoFromChargeCustomRatesType:
allOf:
- properties:
currency:
description: |
The currency code for either Reporting or Home currency.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
customFxRate:
description: |
The Custom FX conversion rate between home currency and transactional currency items.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: decimal
type: number
rateDate:
description: |
The date on which a particular currency rate is fixed or obtained on.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
required:
- currency
- customFxRate
type: object
- $ref: '#/components/schemas/DebitMemoItemObjectCustomFields'
title: customRates
DebitMemoItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Debit Memo Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Debit Memo Item object.
title: debitMemoItemFieldsCustom
type: object
PUTBatchDebitMemosRequest:
example:
debitMemos:
- dueDate: '2017-12-28'
id: 402890d25f9f083f015f9f28041d0008
- dueDate: '2017-12-20'
id: 402890555a87d7f5015a892f2ba10057
properties:
debitMemos:
description: |
Container for debit memo update details.
items:
$ref: '#/components/schemas/BatchDebitMemoType'
type: array
type: object
BatchDebitMemoType:
properties:
dueDate:
description: |
The date by which the payment for the debit memo is due, in `yyyy-mm-dd` format.
format: date
type: string
id:
description: |
The unique ID or number of the debit memo to be updated. For example, 402890555a87d7f5015a892f2ba10057 or or DM00000001.
type: string
title: debitMemos
type: object
POSTBulkDebitMemosRequestType:
discriminator:
propertyName: sourceType
mapping:
Invoice: '#/components/schemas/BulkCreateDebitMemosFromInvoiceRequest'
Standalone: '#/components/schemas/BulkCreateDebitMemosFromChargeRequest'
oneOf:
- $ref: '#/components/schemas/BulkCreateDebitMemosFromInvoiceRequest'
- $ref: '#/components/schemas/BulkCreateDebitMemosFromChargeRequest'
BulkDebitMemosResponseType:
allOf:
- properties:
memos:
description: |
The container for a list of debit memos.
items:
$ref: '#/components/schemas/GETDebitMemoType'
maxItems: 50
type: array
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
BulkCreateDebitMemosFromInvoiceRequest:
properties:
sourceType:
type: string
enum:
- Invoice
description: |
The type of the source where debit memos are created.
This enum field has the following values:
- `Invoice`: By setting this field to `Invoice`, you can create multiple debit memos from invoices.
- `Standalone`: By setting this field to `Standalone`, you can create multiple debit memos from product rate plan charges.
The specific schema of the `memos` object field in the request body depends on the value of the `sourceType` field.
- To view the `memos` schema applicable to debit memo creation from invoices, select `Invoice` from the following drop-down list.
- To view the `memos` schema applicable to debit memo creation from product rate plan charges, select `Standalone` from the following drop-down list.
memos:
description: |
The container for a list of debit memos. The maximum number of debit memos is 50.
items:
$ref: '#/components/schemas/DebitMemoFromInvoiceRequest'
maxItems: 50
type: array
required:
- sourceType
type: object
BulkCreateDebitMemosFromChargeRequest:
properties:
sourceType:
type: string
enum:
- Standalone
description: |
The type of the source where debit memos are created.
This enum field has the following values:
- `Invoice`: By setting this field to `Invoice`, you can create multiple debit memos from invoices.
- `Standalone`: By setting this field to `Standalone`, you can create multiple debit memos from product rate plan charges.
The specific schema of the `memos` object field in the request body depends on the value of the `sourceType` field.
- To view the `memos` schema applicable to debit memo creation from invoices, select `Invoice` from the following drop-down list.
- To view the `memos` schema applicable to debit memo creation from product rate plan charges, select `Standalone` from the following drop-down list.
memos:
description: |
The container for a list of debit memos. The maximum number of debit memos is 50.
items:
$ref: '#/components/schemas/DebitMemoFromChargeRequest'
maxItems: 50
type: array
required:
- sourceType
type: object
DebitMemoFromInvoiceRequest:
allOf:
- properties:
autoPay:
description: |
Whether debit memos are automatically picked up for processing in the corresponding payment run.
By default, debit memos are automatically picked up for processing in the corresponding payment run.
type: boolean
autoPost:
default: false
description: |
Whether to automatically post the debit memo after it is created.
Setting this field to `true`, you do not need to separately call the [Post debit memo](https://developer.zuora.com/api-references/api/operation/PUT_PostDebitMemo) operation to post the debit memo.
type: boolean
billToContactId:
description: |
The ID of the bill-to contact associated with the debit memo.
**Note**: This field is available only if you have Flexible Billing Attributes enabled for your tenant.
type: string
comment:
description: |
Comments about the debit memo.
maxLength: 255
minLength: 0
type: string
effectiveDate:
description: |
The date when the debit memo takes effect.
format: date
type: string
invoiceId:
description: |
The ID of the invoice that the debit memo is created from.
type: string
items:
description: |
Container for items. The maximum number of items is 1,000.
items:
$ref: '#/components/schemas/DebitMemoItemFromInvoiceItemType'
maxItems: 1000
type: array
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the debit memo.
**Note**: This field is available only if you have Flexible Billing Attributes enabled for your tenant.
type: string
soldToSameAsBillTo:
description: |
Whether the sold-to contact and bill-to contact are the same entity.
The created debit memo has the same bill-to contact and sold-to contact entity only when all the following conditions are met in the request body:
- This field is set to `true`.
- The `billToContactId` field is specified.
- The `soldToContactId` field is not specified.
type: boolean
taxAutoCalculation:
default: true
description: |
Whether to automatically calculate taxes in the debit memo.
type: boolean
type: object
required:
- invoiceId
- $ref: '#/components/schemas/DebitMemoObjectNSFields'
- $ref: '#/components/schemas/DebitMemoObjectCustomFields'
example:
invoiceId: 8a90cc5c9301541f01930186636b1400
effectiveDate: '2024-11-11'
items:
- amount: 10
invoiceItemId: 8a90cc5c9301541f0193018663aa1413
skuName: SKU-00000591
reasonCode: Correcting invoice error
title: memos
DebitMemoItemFromInvoiceItemType:
allOf:
- properties:
amount:
description: |
The amount of the debit memo item.
format: double
type: number
description:
description: |
The description of the debit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or a later available version.
type: string
financeInformation:
description: |
Container for the finance information related to the debit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
type: object
invoiceItemId:
description: |
The ID of the invoice item.
type: string
quantity:
description: |
The number of units for the debit memo item.
format: double
type: number
serviceEndDate:
description: |
The service end date of the debit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the debit memo item.
format: date
type: string
skuName:
description: |
The name of the charge associated with the invoice.
type: string
taxItems:
description: |
Container for taxation items.
items:
$ref: '#/components/schemas/DebitMemoTaxItemFromInvoiceTaxItemType'
type: array
taxMode:
default: TaxExclusive
description: |
The tax mode of the debit memo item, indicating whether the amount of the debit memo item includes tax.
**Note**: You can set this field to `TaxInclusive` only if the `taxAutoCalculation` field is set to `true`.
If you set `taxMode` to `TaxInclusive`, you cannot input tax amounts for debit memo items. The corresponding invoice item must use the same tax engine as the debit memo item to calculate tax amounts.
enum:
- TaxExclusive
- TaxInclusive
type: string
unitOfMeasure:
description: |
The definable unit that you measure when determining charges.
type: string
required:
- skuName
- amount
type: object
- $ref: '#/components/schemas/DebitMemoItemObjectCustomFields'
title: items
DebitMemoTaxItemFromInvoiceTaxItemType:
properties:
amount:
description: |
The amount of the debit memo taxation item.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the source taxation item.
properties:
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
sourceTaxItemId:
description: |
The ID of the source taxation item.
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific debit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the debit memo, in `yyyy-mm-dd` format.
format: date
type: string
taxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
taxName:
description: |
The name of taxation.
type: string
taxRate:
description: |
The tax rate applied to the debit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the debit memo.
enum:
- Percentage
- FlatFee
type: string
required:
- amount
title: taxItems
type: object
PUTBulkDebitMemosRequestType:
allOf:
- properties:
memos:
description: |
The container for a list of debit memos. The maximum number of debit memos is 50.
items:
$ref: '#/components/schemas/PUTDebitMemoWithIdType'
maxItems: 50
title: memos
type: array
type: object
example:
memos:
- autoPay: true
comment: new comment
dueDate: '2017-05-20'
effectiveDate: '2017-04-17'
id: 4028905f5a890526015a8db30954007a
items:
- amount: 1
comment: This is comment!
id: 402890555b797b57015b7986fc1a001c
quantity: 1
serviceEndDate: '2016-11-30'
serviceStartDate: '2016-11-01'
skuName: SKU-1
taxItems:
- amount: 0.03
id: 402890555b797b57015b7986fc3c001d
jurisdiction: CALIFORNIA
locationCode: '06'
taxCode: null
taxCodeDescription: This is tax code description!
taxDate: '2016-11-30'
taxExemptAmount: 0
taxName: STATE TAX1
taxRate: 0.0625
taxRateDescription: This is tax rate description!
taxRateType: Percentage
unitOfMeasure: Test_UOM
- amount: 2
comment: This is comment!
id: 402890555b797b57015b7986fc41001e
serviceEndDate: '2016-11-30'
serviceStartDate: '2016-11-01'
skuName: SKU-2
taxItems:
- amount: 0.06
id: 402890555b797b57015b7986fc4c001f
jurisdiction: CALIFORNIA
locationCode: '06'
taxCode: null
taxCodeDescription: This is tax code description!
taxDate: '2016-11-30'
taxExemptAmount: 0
taxName: STATE TAX2
taxRate: 0.0625
taxRateDescription: This is tax rate description!
taxRateType: Percentage
unitOfMeasure: Test_UOM
reasonCode: Correcting invoice error
PUTDebitMemoWithIdType:
allOf:
- properties:
id:
description: |
The ID of the debit memo.
type: string
type: object
- $ref: '#/components/schemas/PUTDebitMemoType'
PUTDebitMemoType:
allOf:
- properties:
autoPay:
description: |
Whether debit memos are automatically picked up for processing in the corresponding payment run.
By default, debit memos are automatically picked up for processing in the corresponding payment run.
type: boolean
comment:
description: |
Comments about the debit memo.
maxLength: 255
minLength: 0
type: string
dueDate:
description: |
The date by which the payment for the debit memo is due, in `yyyy-mm-dd` format.
format: date
type: string
effectiveDate:
description: |
The date when the debit memo takes effect.
format: date
type: string
items:
description: |
Container for debit memo items.
items:
$ref: '#/components/schemas/PUTDebitMemoItemType'
type: array
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code
type: string
transferredToAccounting:
description: |
Whether the debit memo is transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
type: object
- $ref: '#/components/schemas/DebitMemoObjectNSFields'
- $ref: '#/components/schemas/DebitMemoObjectCustomFields'
example:
comment: Details about this Debit Memo
PUTDebitMemoItemType:
allOf:
- properties:
amount:
description: |
The amount of the debit memo item. For tax-inclusive debit memo items, the amount indicates the debit memo item amount including tax. For tax-exclusive debit memo items, the amount indicates the debit memo item amount excluding tax.
format: double
type: number
comment:
description: |
Comments about the debit memo item.
type: string
delete:
description: |
Whether to delete the existing debit memo item.
**Note**: To delete a debit memo item, set this field to `true` and specify a debit memo item ID in the `id` field.
type: boolean
excludeItemBillingFromRevenueAccounting:
default: false
description: |
The flag to exclude the debit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
financeInformation:
description: |
Container for the finance information related to the debit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
maxLength: 100
minLength: 0
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
maxLength: 100
minLength: 0
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
maxLength: 100
minLength: 0
type: string
type: object
id:
description: |
The ID of the debit memo item.
- Specify this field when updating or deleting an existing memo item.
- Do not specify this field when creating a memo item.
maxLength: 32
minLength: 32
type: string
productRatePlanChargeId:
description: |
The ID of the product rate plan charge that the debit memo is created from.
**Note**: Do not specify the debit memo item `id` when specifying this field.
type: string
quantity:
description: |
The number of units for the debit memo item.
format: double
type: number
serviceEndDate:
description: |
The service end date of the debit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the debit memo item.
format: date
type: string
skuName:
description: |
The name of the SKU.
type: string
taxItems:
description: |
Container for debit memo taxation items.
items:
$ref: '#/components/schemas/PutDebitMemoTaxItemType'
type: array
unitOfMeasure:
description: |
The definable unit that you measure when determining charges.
type: string
type: object
- $ref: '#/components/schemas/DebitMemoItemObjectCustomFields'
title: items
PutDebitMemoTaxItemType:
allOf:
- properties:
amount:
description: |
The amount of the taxation item in the debit memo item.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item in the debit memo item.
properties:
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
id:
description: |
The ID of the taxation item in the debit memo item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific debit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the debit memo, in `yyyy-mm-dd` format.
format: date
type: string
taxExemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
taxName:
description: |
The name of taxation.
type: string
taxRate:
description: |
The tax rate applied to the debit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the debit memo.
enum:
- Percentage
- FlatFee
type: string
required:
- id
type: object
- $ref: '#/components/schemas/DebitTaxationItemObjectCustomFields'
title: taxItems
DebitTaxationItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Debit Taxation Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Debit Taxation Item object.
title: debitTaxationItemFieldsCustom
type: object
GetDebitMemoPdfStatusBatchResponse:
description: ''
example:
debitMemoFiles:
- debitMemoId: 402824aa8cc894d5018cc8a120576881
debitMemoNumber: DM00000003
pdfGenerationStatus: Generated
createdOn: '2024-01-01 11:32:19'
updatedOn: '2024-01-01 11:32:19'
pdfFileUrl: /v1/files/2c98901f62d7d83d0162d7facea6262d
- debitMemoId: 2c98908a904dfc2601904e6e14090241
debitMemoNumber: DM00000004
pdfGenerationStatus: Error
createdOn: '2024-01-02 10:14:13'
updatedOn: '2024-01-02 10:14:13'
errorCode: INVALID_TEMPLATE
errorMessage: Unknown merge filed chargeNumber__c
- debitMemoId: 402824aa8cc894d5018cc8a120576881
debitMemoNumber: DM00000005
pdfGenerationStatus: Pending
createdOn: '2024-01-01 11:35:56'
updatedOn: '2024-01-01 11:35:56'
success: true
properties:
debitMemoFiles:
description: |
Array of debit memo PDF statuses requested.
items:
$ref: '#/components/schemas/GetDebitMemoPdfStatusResponse'
type: array
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
title: debitMemoFiles
GetDebitMemoPdfStatusResponse:
allOf:
- properties:
debitMemoId:
description: |
The ID of the debit memo whose pdf status is requested.
type: string
debitMemoNumber:
description: |
The debit memo number of the debit memo whose pdf status is requested.
type: string
pdfGenerationStatus:
description: |
The generation status of the debit memo PDF.
type: string
enum:
- None
- Pending
- Processing
- Generated
- Error
- Obsolete
createdOn:
description: |
The time at which the request to generate the PDF was created.
type: string
updatedOn:
description: |
The time at which the request to generate the PDF was updated.
type: string
pdfFileURL:
description: |
The file path or the URL of the PDF when the status is `Generated`.
type: string
errorCategory:
description: |
The error category when the status is `Error`.
type: string
errorMessage:
description: |
The error message when the status is `Error`.
type: string
type: object
GetDebitMemoApplicationPartCollectionType:
properties:
applicationParts:
description: |
Container for application parts.
items:
$ref: '#/components/schemas/GetDebitMemoApplicationPartType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GetDebitMemoApplicationPartType:
properties:
appliedAmount:
description: |
The amount that is applied to the debit memo.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the payment or credit memo.
format: uuid
type: string
createdDate:
description: |
The date and time when the payment or credit memo was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-12-01 15:31:10.
format: date-time
type: string
creditMemoId:
description: |
The ID of credit memo that is applied to the specified debit memo.
format: uuid
type: string
paymentId:
description: |
The ID of the payment that is applied to the specified debit memo.
format: uuid
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the payment or credit memo.
format: uuid
type: string
updatedDate:
description: |
The date and time when the payment or credit memo was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2018-01-02 11:42:16.
format: date-time
type: string
title: applicationParts
type: object
GETTaxationItemsOfDebitMemoItemType:
allOf:
- properties:
data:
description: |
Container for the taxation items of the debit memo item.
items:
$ref: '#/components/schemas/GETDMTaxItemTypeNew'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETDMTaxItemTypeNew:
allOf:
- properties:
balance:
description: |
The balance of the taxation item.
format: double
type: number
creditAmount:
description: |
The amount of credit memos applied to the debit memo.
format: double
type: number
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
type: string
salesTaxPayableAccountingCodeType:
description: |
The type of the accounting code for the sales taxes payable.
type: string
type: object
id:
description: |
The ID of the taxation item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
name:
description: |
The name of the taxation item.
type: string
paymentAmount:
description: |
The amount of payments applied to the debit memo.
format: double
type: number
sourceTaxItemId:
description: |
The ID of the source taxation item.
type: string
taxAmount:
description: |
The amount of taxation.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific debit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date that the tax is applied to the debit memo, in `yyyy-mm-dd` format.
format: date
type: string
taxRate:
description: |
The tax rate applied to the debit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate.
enum:
- Percentage
- FlatFee
type: string
type: object
- $ref: '#/components/schemas/DebitTaxationItemObjectCustomFields'
title: data
DebitMemoCollectRequest:
example:
collect: true
applyCredit: true
properties:
applicationOrder:
description: |
The priority order to apply credit memos and/or unapplied payments to the debit memo. Possible item values are: `CreditMemo`, `UnappliedPayment`.
**Note:**
- This field is valid only if the `applyCredit` field is set to `true`.
- If no value is specified for this field, the default priority order is used, ["CreditMemo", "UnappliedPayment"], to apply credit memos first and then apply unapplied payments.
- If only one item is specified, only the items of the spedified type are applied to invoices. For example, if the value is `["CreditMemo"]`, only credit memos are used to apply the debit memo.
items:
type: string
type: array
applyCredit:
default: false
description: |
Whether to automatically apply credit memos or unapplied payments, or both to the debit memo.
If the value is `true`, the credit memo or unapplied payment, or both will be automatically applied to the debit memo. If no value is specified or the value is `false`, no action is taken.
type: boolean
collect:
default: false
description: |
Indicates if the current request needs to collect payment or not.
type: boolean
payment:
description: |
Some detail info that would be used to processed an electronic payment.
The info would only effect when `collect` set to `true`.
properties:
gatewayId:
description: |
The ID of the gateway instance that processes the payment. The ID must be a valid gateway instance ID and this gateway must support the specific payment method.
If no gateway ID is specified in the request body, the default gateway for the customer account is used automatically, if this default one is not configured, the default gateway of the tenant would be used.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the payment.
If no payment method ID is specified in the request body, the default payment method for the customer account is used automatically. If the default payment method is different from the type of payments that you want to create, an error occurs.
type: string
type: object
type: object
DebitMemoCollectResponse:
allOf:
- properties:
appliedCreditMemos:
description: |
The information about which credit memo applied to the specific debit memo.
items:
$ref: '#/components/schemas/DebitMemoCollectResponseAppliedCreditMemos'
type: array
appliedPayments:
description: |
The information about which payment applied to the specific debit memo.
items:
$ref: '#/components/schemas/DebitMemoCollectResponseAppliedPayments'
type: array
debitMemo:
description: |
The information about the debit memo that just collected.
properties:
id:
description: |
The unique ID of the debit memo.
type: string
number:
description: |
The unique identification number of the debit memo.
type: string
type: object
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
processedPayment:
description: |
The information about the payment that newly processed to the debit memo.
properties:
amount:
description: |
The total amount of the payment.
format: double
type: number
gatewayId:
description: |
The ID of the gateway instance that processes the payment.
type: string
gatewayResponse:
description: |
The message returned from the payment gateway for the payment. This message is gateway-dependent.
type: string
gatewayResponseCode:
description: |
The code returned from the payment gateway for the payment. This code is gateway-dependent.
type: string
id:
description: |
The unique ID of the created payment. For example, 4028905f5a87c0ff015a87eb6b75007f.
type: string
number:
description: |
The unique identification number of the payment. For example, P-00000001.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the payment.
type: string
status:
description: |
The status of the payment.
enum:
- Processing
- Processed
- Error
- Canceled
type: string
type: object
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
DebitMemoCollectResponseAppliedCreditMemos:
allOf:
- properties:
appliedAmount:
description: |
The applied amount of the credit memo to the debit memo.
format: double
type: number
id:
description: |
The unique ID of the credit memo.
type: string
number:
description: |
The unique identification number of the credit memo.
type: string
unappliedAmount:
description: |
The unapplied amount of the credit memo after applied to the debit memo.
format: double
type: number
type: object
DebitMemoCollectResponseAppliedPayments:
allOf:
- properties:
appliedAmount:
description: |
The applied amount of the payment to the debit memo.
format: double
type: number
id:
description: |
The unique ID of the payment.
type: string
number:
description: |
The unique identification number of the payment.
type: string
unappliedAmount:
description: |
The unapplied amount of the payment after applied to the debit memo.
format: double
type: number
type: object
PostDebitMemoEmailType:
example:
useEmailTemplateSetting: true
properties:
emailAddresses:
description: |
The valid email addresses you want to email a debit memo to. Use commas to separate email addresses.
**Note:** This field is only applicable if you set the `useEmailTemplateSetting` field to `false`.
type: string
includeAdditionalEmailAddresses:
default: false
description: |
Indicates whether to send a debit memo to the additional email addresses of the memo account.
You can set the additional email addresses in the **Additional Email Addresses** field on the account detail page from the Zuora UI. See [Create a Customer Account](https://knowledgecenter.zuora.com/BC_Subscription_Management/Customer_Accounts/B_Create_a_Customer_Account#section_2) for more information.
enum:
- true
- false
type: boolean
pdfFileId:
description: |
The ID of the PDF file that you want to send in the email.
If you do not specify any PDF file ID, the latest PDF file generated for the debit memo is sent in the email.
type: string
useEmailTemplateSetting:
default: false
description: |
Indicates whether to email a debit memo based on the email template setting.
If you set this field to `true`, the debit memo is sent to the email addresses specified in the **To Email** field of the email template. The email template is the one you set in the **Delivery Options** panel of the **Edit notification** dialog from the Zuora UI. See [Edit Email Templates](https://knowledgecenter.zuora.com/CF_Users_and_Administrators/Notifications/Create_Email_Templates) for more information about how to edit the **To Email** field in the email template.
enum:
- true
- false
type: boolean
type: object
GETDebitMemoFilesResponse:
properties:
debitMemoFiles:
description: |
Container for debit memo PDF files.
items:
$ref: '#/components/schemas/DebitMemoFile'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
DebitMemoFile:
properties:
id:
description: |
The ID of the debit memo PDF file. This is the ID for the file object and different from the file handle ID in the `pdfFileUrl` field. To open a file, you have to use the file handle ID.
type: string
pdfFileUrl:
description: |
The relative URL of the debit memo PDF file.
You can obtain the absolute URL for downloading the file by adding a prefix in the following format: `{environment_base_url}/apps`
For example, `https://apisandbox.zuora.com/apps/v1/files/2c98901f62d7d83d0162d7facea6262d`.
type: string
versionNumber:
description: |
The version number of the debit memo PDF file.
format: int64
type: integer
title: debitMemoFile
type: object
GETDebitMemoItemCollectionType:
properties:
items:
description: |
Container for debit memo items.
items:
$ref: '#/components/schemas/GETDebitMemoItemTypewithSuccess'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETDebitMemoItemTypewithSuccess:
allOf:
- properties:
amount:
description: |
The amount of the debit memo item. For tax-inclusive debit memo items, the amount indicates the debit memo item amount including tax. For tax-exclusive debit memo items, the amount indicates the debit memo item amount excluding tax.
format: double
type: number
amountWithoutTax:
description: |
The debit memo item amount excluding tax.
format: double
type: number
appliedToItemId:
description: |
The parent debit memo item that this debit memo items is applied to if this item is discount.
type: string
balance:
description: |
The balance of the debit memo item.
format: double
type: number
beAppliedAmount:
description: |
The applied amount of the debit memo item.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the debit memo item.
type: string
createdDate:
description: |
The date and time when the debit memo item was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
description:
description: |
The description of the debit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the debit memo item from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
financeInformation:
description: |
Container for the finance information related to the debit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
type: string
deferredRevenueAccountingCodeType:
description: |
The type of the deferred revenue accounting code, such as Deferred Revenue.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
type: string
recognizedRevenueAccountingCodeType:
description: |
The type of the recognized revenue accounting code, such as Sales Revenue or Sales Discount.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
type: string
revenueScheduleNumber:
description: |
The revenue schedule number. The revenue schedule number is always prefixed with "RS", for example, RS-00000001.
type: string
type: object
id:
description: |
The ID of the debit memo item.
type: string
processingType:
description: |
The kind of the charge for the debit memo item. Its possible values are `Charge` and `Discount`.
type: string
quantity:
description: |
The number of units for the debit memo item.
format: double
type: number
reflectDiscountInNetAmount:
type: boolean
default: false
description: |
When you apply percentage discounts to either of the following charges, you need to set the `reflectDiscountInNetAmount` field on your discount charge to `true`, to enable calculating and displaying the net amount of the following charges in Zuora Revenue.
* delivery pricing charge
* prepayment charge
* drawdown charge
Note the following:
* If you are an Order to Revenue customer, when you set the `reflectDiscountInNetAmount` field to `true`, you must also set the `excludeItemBillingFromRevenueAccounting` field to `true`.
* If you are a Billing - Revenue Integration customer, you must set the `reflectDiscountInNetAmount` field to `false`, otherwise an error will be returned. Billing - Revenue Integration does not support discounts on the preceding charges.
* If you are a Zuora Billing customer who does not enable the Order to Revenue or Billing - Revenue Integration feature, when you apply percentage discounts to the preceding charges, you also need to set the `reflectDiscountInNetAmount` field to `true`.
serviceEndDate:
description: |
The end date of the service period associated with this debit memo item. Service ends one second before the date specified in this field.
format: date
type: string
serviceStartDate:
description: |
The start date of the service period associated with this debit memo item. If the associated charge is a one-time fee, this date is the date of that charge.
format: date
type: string
sku:
description: |
The SKU for the product associated with the debit memo item.
type: string
skuName:
description: |
The name of the SKU.
type: string
shipToContactId:
description: |
The ID of the ship-to contact associated with the invoice item.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the invoice item.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the invoice item.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
sourceItemId:
description: |
The ID of the source item.
type: string
sourceItemType:
description: |
The type of the source item.
enum:
- CreditMemoItem
- SubscriptionComponent
- InvoiceDetail
- ProductRatePlanCharge
type: string
subscriptionId:
description: |
The ID of the subscription associated with the debit memo item.
type: string
taxMode:
description: |
The tax mode of the debit memo item, indicating whether the amount of the debit memo item includes tax.
enum:
- TaxExclusive
- TaxInclusive
type: string
taxationItems:
description: |
Container for the taxation items of the debit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `239.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
properties:
data:
description: |
List of taxation items.
items:
$ref: '#/components/schemas/GETDMTaxItemTypeNew'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
type: object
unitOfMeasure:
description: |
The units to measure usage.
type: string
unitPrice:
description: |
The per-unit price of the debit memo item.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the debit memo item.
type: string
updatedDate:
description: |
The date and time when the debit memo item was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/DebitMemoItemObjectCustomFields'
title: items
GETDebitMemoItemType:
allOf:
- properties:
amount:
description: |
The amount of the debit memo item. For tax-inclusive debit memo items, the amount indicates the debit memo item amount including tax. For tax-exclusive debit memo items, the amount indicates the debit memo item amount excluding tax.
format: double
type: number
amountWithoutTax:
description: |
The debit memo item amount excluding tax.
format: double
type: number
appliedToItemId:
description: |
The parent debit memo item that this debit memo items is applied to if this item is discount.
type: string
balance:
description: |
The balance of the debit memo item.
format: double
type: number
beAppliedAmount:
description: |
The applied amount of the debit memo item.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the debit memo item.
type: string
createdDate:
description: |
The date and time when the debit memo item was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
description:
description: |
Description about the debit memo item.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `257.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the debit memo item from revenue accounting.
**Note**: This field is only available if you have the Order to Revenue or Billing - Revenue Integration feature enabled.
type: boolean
financeInformation:
description: |
Container for the finance information related to the debit memo item.
properties:
deferredRevenueAccountingCode:
description: |
The accounting code for the deferred revenue, such as Monthly Recurring Liability.
type: string
deferredRevenueAccountingCodeType:
description: |
The type of the deferred revenue accounting code, such as Deferred Revenue.
type: string
recognizedRevenueAccountingCode:
description: |
The accounting code for the recognized revenue, such as Monthly Recurring Charges or Overage Charges.
type: string
recognizedRevenueAccountingCodeType:
description: |
The type of the recognized revenue accounting code, such as Sales Revenue or Sales Discount.
type: string
revenueRecognitionRuleName:
description: |
The name of the revenue recognition rule governing the revenue schedule.
type: string
revenueScheduleNumber:
description: |
The revenue schedule number. The revenue schedule number is always prefixed with "RS", for example, RS-00000001.
type: string
type: object
id:
description: |
The ID of the debit memo item.
type: string
processingType:
description: |
The kind of the charge for the debit memo item. Its possible values are `Charge` and `Discount`.
type: string
quantity:
description: |
The number of units for the debit memo item.
format: double
type: number
reflectDiscountInNetAmount:
type: boolean
default: false
description: |
When you apply percentage discounts to either of the following charges, you need to set the `reflectDiscountInNetAmount` field on your discount charge to `true`, to enable calculating and displaying the net amount of the following charges in Zuora Revenue.
* delivery pricing charge
* prepayment charge
* drawdown charge
Note the following:
* If you are an Order to Revenue customer, when you set the `reflectDiscountInNetAmount` field to `true`, you must also set the `excludeItemBillingFromRevenueAccounting` field to `true`.
* If you are a Billing - Revenue Integration customer, you must set the `reflectDiscountInNetAmount` field to `false`, otherwise an error will be returned. Billing - Revenue Integration does not support discounts on the preceding charges.
* If you are a Zuora Billing customer who does not enable the Order to Revenue or Billing - Revenue Integration feature, when you apply percentage discounts to the preceding charges, you also need to set the `reflectDiscountInNetAmount` field to `true`.
serviceEndDate:
description: |
The end date of the service period associated with this debit memo item. Service ends one second before the date specified in this field.
format: date
type: string
serviceStartDate:
description: |
The start date of the service period associated with this debit memo item. If the associated charge is a one-time fee, this date is the date of that charge.
format: date
type: string
sku:
description: |
The SKU for the product associated with the debit memo item.
type: string
skuName:
description: |
The name of the SKU.
type: string
shipToContactId:
description: |
The ID of the ship-to contact associated with the invoice item.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
soldToContactId:
description: |
The ID of the sold-to contact associated with the invoice item.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
soldToContactSnapshotId:
description: |
The ID of the sold-to contact snapshot associated with the invoice item.
The value of this field is `null` if you have the [Flexible Billing Attributes](https://knowledgecenter.zuora.com/Billing/Subscriptions/Flexible_Billing_Attributes) feature disabled.
type: string
sourceItemId:
description: |
The ID of the source item.
type: string
sourceItemType:
description: |
The type of the source item.
enum:
- CreditMemoItem
- SubscriptionComponent
- InvoiceDetail
- ProductRatePlanCharge
type: string
subscriptionId:
description: |
The ID of the subscription associated with the debit memo item.
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
taxMode:
description: |
The tax mode of the debit memo item, indicating whether the amount of the debit memo item includes tax.
enum:
- TaxExclusive
- TaxInclusive
type: string
taxationItems:
description: |
Container for the taxation items of the debit memo item.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `239.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
properties:
data:
description: |
List of taxation items.
items:
$ref: '#/components/schemas/GETDMTaxItemTypeNew'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
type: object
unitOfMeasure:
description: |
The units to measure usage.
type: string
unitPrice:
description: |
The per-unit price of the debit memo item.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the debit memo item.
type: string
updatedDate:
description: |
The date and time when the debit memo item was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/DebitMemoItemObjectCustomFields'
POSTTaxationItemListForDMType:
example:
taxationItems:
- name: STATE TAX
memoItemId: 8ad093f793300daf01933d50a548781f
jurisdiction: CALIFORNIA
taxAmount: 0.5
taxCode: ServiceTaxCode
taxDate: '2024-11-18'
taxRate: 0.05
taxRateType: Percentage
properties:
taxationItems:
description: |
Container for taxation items.
items:
$ref: '#/components/schemas/POSTTaxationItemForDMType'
type: array
type: object
POSTTaxationItemForDMType:
allOf:
- properties:
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
memoItemId:
description: |
The ID of the debit memo that the taxation item is created for.
type: string
name:
description: |
The name of the taxation item.
type: string
sourceTaxItemId:
description: |
The ID of the taxation item of the invoice, which the debit memo is created from.
If you want to use this REST API to create taxation items for a debit memo created from an invoice, the taxation items of the invoice must be created or imported through the SOAP API call.
**Note:**
- This field is only used if the debit memo is created from an invoice.
- If you do not contain this field in the request body, Zuora will automatically set a value for the `sourceTaxItemId` field based on the tax location code, tax jurisdiction, and tax rate.
type: string
taxAmount:
description: |
The amount of the tax applied to the debit memo.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific debit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date when the tax is applied to the debit memo.
format: date
type: string
taxRate:
description: |
The tax rate applied to the debit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the debit memo.
enum:
- Percentage
- FlatFee
type: string
required:
- taxRate
- jurisdiction
- name
- taxRateType
- taxAmount
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
title: taxationItems
PUTWriteOffDebitMemoRequest:
allOf:
- properties:
comment:
description: |
Comments about the write-off. The comment is used as the comment of the credit memo generated by writing off the specified invoice.
maxLength: 255
minLength: 0
type: string
amount:
description: |
The write off amount of the invoice.
type: number
taxAutoCalculation:
description: |
Indicates whether to automatically calculate taxes in the credit memo.
type: boolean
revenueImpacting:
description: |
Indicates whether this write off operation impacts the revenue. If `revenueImpacting` = `Yes`, the deferred revenue accounting code will be automatically selected from the associated invoice.
The **Exclude Billing Item From Revenue** field will be automatically set to **Yes** by default for such non-revenue impacting write off credit memos, and this setting cannot be changed. This enhancement helps ensure that only revenue-impacting items are synchronized with Zuora Revenue, reducing unnecessary data processing.
If `revenueImpacting` = `No`, users can select an accounting code such as bad-debt expense accounting code for the write off operation.
enum:
- 'Yes'
- 'No'
default: 'Yes'
type: string
nonRevenueWriteOffAccountingCode:
description: |
Specify the accounting code for the non revenue write off. Available only if `revenueImpacting` = `no`.
**Note**: This field is available only if you have enabled the enhanced write-off permission for your tenant. Contact Zuora Global Support to enable this permission.
type: string
items:
description: |
Container for items. This field is optional.
**Note:** If specified, you must specify ALL the items of the invoice. The entire balance of the invoice will be written off, you cannot just write off some items of the invoice.
items:
$ref: '#/components/schemas/DebitMemoItemFromWriteOffInvoice'
type: array
memoDate:
description: |
The date when the credit memo was created, in `yyyy-mm-dd` format. The memo date must be later than or equal to the invoice date.
The default value is the date when you write off the invoice.
format: date
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code `Write-off`.
type: string
type: object
- $ref: '#/components/schemas/CreditMemoObjectCustomFields'
- $ref: '#/components/schemas/CreditMemoObjectNSFields'
example:
memoDate: '2019-01-02'
type: object
PUTWriteOffDebitMemoResponse:
properties:
creditMemo:
description: |
Container for the credit memo that is automatically generated when writing off invoices.
properties:
id:
description: |
The ID of the credit memo that is created when the invoice is written off.
type: string
type: object
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
DebitMemoItemFromWriteOffInvoice:
allOf:
- properties:
comment:
description: |
Comments about the credit memo item.
type: string
amountWithoutTax:
description: |
The credit memo item amount excluding tax.
format: double
type: number
debitMemoItemId:
description: |
The ID of the debit memo item.
type: string
serviceEndDate:
description: |
The service end date of the credit memo item.
format: date
type: string
serviceStartDate:
description: |
The service start date of the credit memo item.
format: date
type: string
skuName:
description: |
The name of the charge associated with the invoice.
type: string
unitOfMeasure:
description: |
The definable unit that you measure when determining charges.
type: string
excludeItemBillingFromRevenueAccounting:
description: |
The flag to exclude the credit memo item from revenue accounting.
**Note**: This field is only available if you have the Billing - Revenue Integration feature enabled.
type: boolean
taxationItems:
description: |
Container for the taxation items of the credit memo item.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `239.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
items:
properties:
amount:
description: |
The credit memo taxation amount.
type: number
taxationItemId:
description: |
The Id of the debit memo item.
type: string
type: object
type: array
type: object
- $ref: '#/components/schemas/CreditMemoItemObjectCustomFields'
title: items
ListEInvoicingServiceProvidersResponse:
properties:
serviceProviders:
description: |
Container for e-invoicing service providers.
items:
$ref: '#/components/schemas/GetEInvoicingServiceProviderResponse'
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GetEInvoicingServiceProviderResponse:
allOf:
- properties:
companyIdentifier:
description: |
The identifier of the company used to create a sender system ID, which serves to identify the system where the transactions are sent.
type: string
id:
description: |
The ID of the e-invoicing service provider.
type: string
name:
description: |
The name of the e-invoicing service provider.
maxLength: 100
type: string
provider:
description: |
The name of the e-invoicing service provider that can help you generate e-invoice files for billing documents.
enum:
- Sovos
- PEPPOL
- Avalara
type: string
serviceProviderNumber:
description: |
The unique number of the e-invoicing service provider.
type: string
test:
description: |
Whether the e-invoicing service provider's configuration is intended for testing.
- If you set this field to `true`, requests are directed to the testing integration endpoints.
- If you set this field to `false`, requests are directed to the production integration endpoints.
type: boolean
apiKey:
description: |
The API key is used to authenticate the e-invoicing service provider's requests. This field only applies to the Sovos or Avalara service provider.
type: string
clientCertificate:
description: |
The client certificate is used to authenticate the e-invoicing service provider's requests, which should be in base64 encoded format. This field only applies to the Sovos service provider.
type: string
format: byte
clientCertificateType:
description: |
The client certificate type is used to authenticate the e-invoicing service provider's requests. This field only applies to the Sovos service provider.
type: string
default: PKCS12
title: serviceProviders
type: object
CreateEInvoicingServiceProviderRequest:
allOf:
- properties:
companyIdentifier:
description: |
The identifier of the company used to create a sender system ID, which serves to identify the system where the transactions are sent.
type: string
name:
description: |
The name of the e-invoicing service provider.
maxLength: 100
type: string
provider:
description: |
The name of the e-invoicing service provider that can help you generate e-invoice files for billing documents.
enum:
- Sovos
- PEPPOL
- Avalara
type: string
test:
description: |
Whether the e-invoicing service provider's configuration is intended for testing.
- If you set this field to `true`, requests are directed to the testing integration endpoints.
- If you set this field to `false`, requests are directed to the production integration endpoints.
type: boolean
apiKey:
description: |
The API key is used to authenticate the e-invoicing service provider's requests. This field is required for configuring Sovos or Avalara as the service provider.
type: string
secretKey:
description: |
The secret key is used to authenticate the e-invoicing service provider's requests. This field is required for configuring Sovos or Avalara as the service provider.
type: string
clientCertificate:
description: |
The client certificate is used to authenticate the e-invoicing service provider's requests, which should be in base64 encoded format. This field is required for configuring Sovos as the service provider.
type: string
format: byte
clientCertificateType:
description: |
The client certificate type is used to specify the type of the client certificate. This field is required for configuring Sovos as the service provider.
type: string
default: PKCS12
clientCertificatePassword:
description: |
The client certificate password is the password to protect the client certificate. This field is required for configuring Sovos as the service provider.
type: string
format: password
required:
- name
- provider
type: object
example:
name: Sovos e-invoice service
provider: Sovos
test: false
companyIdentifier: CompanySample1
apiKey: ApiKeySample
secretKey: SecretKey
clientCertificate: U3dhZ2dlciByb2Nrcw==
clientCertificateType: PKCS12
clientCertificatePassword: ClientCertificatePassword
UpdateEInvoicingServiceProviderRequest:
allOf:
- properties:
companyIdentifier:
description: |
The identifier of the company used to create a sender system ID, which serves to identify the system where the transactions are sent.
type: string
name:
description: |
The name of the e-invoicing service provider.
maxLength: 100
type: string
test:
description: |
Whether the e-invoicing service provider's configuration is intended for testing.
- If you set this field to `true`, requests are directed to the testing integration endpoints.
- If you set this field to `false`, requests are directed to the production integration endpoints.
type: boolean
apiKey:
description: |
The API key is used to authenticate the e-invoicing service provider's requests. This field only applies to the Sovos or Avalara service provider.
type: string
secretKey:
description: |
The secret key is used to authenticate the e-invoicing service provider's requests. This field only applies to the Sovos or Avalara service provider.
type: string
clientCertificate:
description: |
The client certificate is used to authenticate the e-invoicing service provider's requests, which should be in base64 encoded format. This field only applies to the Sovos service provider.
type: string
format: byte
clientCertificateType:
description: |
The client certificate type is used to specify the type of the client certificate. This field only applies to the Sovos service provider.
type: string
default: PKCS12
clientCertificatePassword:
description: |
The client certificate password is the password to protect the client certificate. This field only applies to the Sovos service provider.
type: string
format: password
type: object
example:
name: Sovos e-invoice service
test: false
companyIdentifier: CompanySample1
apiKey: ApiKeySample
secretKey: SecretKey
clientCertificate: U3dhZ2dlciByb2Nrcw==
clientCertificateType: PKCS12
clientCertificatePassword: ClientCertificatePassword
ListEInvoicingBusinessRegionsResponse:
properties:
regions:
description: |
Container for e-invoicing business regions.
items:
$ref: '#/components/schemas/GetEInvoicingBusinessRegionResponse'
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GetEInvoicingBusinessRegionResponse:
allOf:
- properties:
id:
description: |
The unique ID of the e-invoicing business region.
type: string
country:
description: |
The short name of a country or region where you must comply with e-invoicing requirements. For example, `IN` for India. For the full list of country names and codes, see View countries or regions.
type: string
businessName:
description: |
The full official name that the Seller is registered with the relevant legal authority.
maxLength: 255
type: string
businessNumber:
description: |
The specify the unique identifier number of the legal entity or person that you do business with.
For example, you must use a GSTIN for India and Tax Identification Number (TIN) for Saudi Arabia.
type: string
businessNumberSchemaId:
description: |
The identification scheme identifier that an official registrar issues to identify the Seller as a legal entity or person.
type: string
tradeName:
description: |
The name that the Seller is known as, other than the legal business name.
maxLength: 100
type: string
nullable: true
endpointId:
description: |
The Seller's electronic address, to which the application-level response to the e-invoice file might be delivered.
type: string
endpointSchemeId:
description: |
The identification scheme identifier of the Seller’s electronic address.
type: string
taxRegisterNumber:
description: |
The Seller's VAT identifier (also known as Seller VAT identification number) or the local identification (defined by the Seller’s address) of the Seller for tax purposes, or a reference that enables the Seller to state the registered tax status.
type: string
nullable: true
state:
description: |
The name of the state or province where the business is located.
type: string
nullable: true
city:
description: |
The the name of the city where the business is located.
type: string
postalCode:
description: |
The short code that can identify the business address.
type: string
addressLine1:
description: |
The first line of the Seller’s address, which is often a street address or business name.
type: string
nullable: true
addressLine2:
description: |
The second line of the Seller’s address, which is often the name of a building.
type: string
nullable: true
contactName:
description: |
The name of the Seller contact to receive e-invoicing data.
maxLength: 255
type: string
nullable: true
phoneNumber:
description: |
The business phone number of the Seller contact to receive e-invoicing data.
type: string
nullable: true
email:
description: |
The email address of the Seller contact to receive e-invoicing data.
type: string
nullable: true
serviceProviderId:
description: |
The unique ID of the e-invoicing service provider that is associated to the business region.
type: string
businessRegionNumber:
description: |
The unique number of the e-invoicing business region.
type: string
digitalSignatureEnable:
description: |
Whether the e-invoicing service provider signs PDF files for billing documents.
default: false
type: boolean
digitalSignatureBoxEnable:
description: |
Whether the digital signature box is displayed on PDF files for billing documents.
default: false
type: boolean
digitalSignatureBoxPosX:
description: |
The X-coordinate to determine where the digital signature box is displayed on PDF files for billing documents.
type: number
minimum: 0
digitalSignatureBoxPosY:
description: |
The Y-coordinate to determine where the digital signature box is displayed on PDF files for billing documents.
type: number
minimum: 0
responseMapping:
description: |
Container for e-invoicing response field mappings that map values from the e-invoicing service provider’s response data to fields on the EInvoiceData object in Zuora. Each response field mapping consists of a field name and a field path.
**Note**: This field is applicable only to the Sovos or Avalara service provider.
For more information, see Configure e-invoicing response field mappings.
type: object
title: responseMapping
additionalProperties:
type: string
description: |
The response field mapping consists of a key-value pair:
* Field name: the name of the field on the EInvoiceData object (except for the `EInvoiceFile` field, which applies only to Sovos). *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Invoice Schedule object.
title: invoiceScheduleCustomFields
type: object
InvoiceScheduleItemCustomFields:
additionalProperties:
description: |
Custom fields of the Invoice Schedule Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Invoice Schedule Item object.
title: invoiceScheduleItemCustomFields
type: object
POSTScheduleItemType:
allOf:
- properties:
amount:
description: |
The amount of the invoice to be generated during the processing of the invoice schedule item.
You can only specify either the `amount` field or `percentage` field in one request.
- If you choose to specify the `amount` field in the request, `null` is returned as the value of the `percentage` field in the corresponding response.
- If you choose to specify the `percentage` field in the request, the value of the `amount` field returned in the corresponding response is calculated based on the percentage of the total amount.
type: number
name:
description: |
The name of the invoice schedule item.
maxLength: 100
type: string
percentage:
description: |
The percentage of the total amount to be billed during the processing of the invoice schedule item.
You can only specify either the `amount` field or `percentage` field in one request.
- If you choose to specify the `amount` field in the request, `null` is returned as the value of the `percentage` field in the corresponding response.
- If you choose to specify the `percentage` field in the request, the value of the `amount` field returned in the corresponding response is calculated based on the percentage of the total amount.
type: number
maximum: 100
runDate:
description: |
The date in the tenant’s time zone when the invoice schedule item is planned to be processed to generate an invoice.
When specifying run dates for invoice schedule items, consider that:
- An invoice schedule item with a blank run date will not be executed.
- You can only update the run date for an invoice schedule item in Pending status.
- If the run date of an invoice schedule item is left empty, the dates of all subsequent invoice schedule items must also be blank.
- You must specify run dates in chronological order for invoice schedule items.
format: date
type: string
targetDateForAdditionalSubscriptions:
description: |
The date in the tenant's time zone used by the invoice schedule to determine which fixed-period regular charges to be billed together with the invoice schedule item.
The regular charges must come from the subscriptions specified in the `additionalSubscriptionsToBill` field.
format: date
type: string
type: object
- $ref: '#/components/schemas/InvoiceScheduleItemCustomFields'
- {}
title: scheduleItems
PUTUpdateInvoiceScheduleRequest:
allOf:
- properties:
additionalSubscriptionsToBill:
description: |
A list of the numbers of the subscriptions that need to be billed together with the invoice schedule.
One invoice schedule can have at most 600 additional subscriptions.
items:
type: string
type: array
invoiceSeparately:
description: |
Whether the invoice items created from the invoice schedule appears on a separate invoice when Zuora generates invoices.
type: boolean
nextRunDate:
description: |
The run date of the next execution of the invoice schedule.
By default, the next run date is the same as the run date of next pending invoice schedule item. The date can be overwritten by a different date other than the default value. If the invoice schedule has completed the execution, the next run date is `null`.
format: date
type: string
notes:
description: |
Comments on the invoice schedule.
maxLength: 255
type: string
orders:
description: |
A list of the IDs or numbers of the orders associated with the invoice schedule. One invoice schedule can be associated with at most 10 orders.
The orders specified in this field override all the existing orders associated with the invoice schedule.
items:
type: string
type: array
scheduleItems:
description: |
Container for invoice schedule items. The maximum number of schedule items is 50.
The invoice schedule items specified in this field override all the existing invoice schedule items.
items:
$ref: '#/components/schemas/UpdateScheduleItems'
type: array
specificSubscriptions:
description: |
A list of the numbers of specific subscriptions associated with the invoice schedule.
- If the subscriptions specified in this field belong to the orders specified in the `orders` field, only the specific subscriptions instead of the orders are associated with the invoice schedule.
- If only the `orders` field is specified, all the subscriptions from the order are associated with the invoice schedule.
The specific subscriptions specified in this field override all the existing specific subscriptions associated with the invoice schedule.
Example:
```
{
"orders": [
"O-00000001", "O-00000002"
],
"specificSubscriptions": [
{
"orderKey": "O-00000001",
"subscriptionKey": "S-00000001"
}
]
}
```
- For the order with number O-00000001, only subscription S-00000001 contained in the order is associated with the invoice schedule.
- For the order with number O-00000002, all subscriptions contained in the order are associated with the invoice schedule.
items:
$ref: '#/components/schemas/InvoiceScheduleSpecificSubscriptions'
type: array
type: object
- $ref: '#/components/schemas/InvoiceScheduleCustomFields'
- {}
example:
additionalSubscriptionsToBill:
- S-00000001
- S-00000002
invoiceSeparately: false
nextRunDate: '2022-02-01'
notes: 2022 Billing Schedule - V2
orders:
- O-00000007
- O-00000008
scheduleItems:
- amount: 54000
id: 8a8881aa82118bec018211daf9f01680
runDate: '2022-02-24'
targetDateForAdditionalSubscriptions: '2022-02-24'
- amount: 10000
id: 8a8881aa82118bec018211daf9f11681
runDate: '2022-10-17'
targetDateForAdditionalSubscriptions: '2022-10-17'
- amount: 6200
id: 8a8881aa82118bec018211daf9f11682
runDate: '2022-11-14'
targetDateForAdditionalSubscriptions: '2022-11-14'
specificSubscriptions:
- orderKey: O-00000008
subscriptionKey: S-00000008
UpdateScheduleItems:
allOf:
- properties:
amount:
description: |
The amount of the invoice to be generated during the processing of the invoice schedule item.
You can only specify either the `amount` field or `percentage` field in one request.
- If you choose to specify the `amount` field in the request, `null` is returned as the value of the `percentage` field in the corresponding response.
- If you choose to specify the `percentage` field in the request, the value of the `amount` field returned in the corresponding response is calculated based on the percentage of the total amount.
format: number
type: string
id:
description: |
The unique ID of the invoice schedule item to be updated.
If this field is not provided, a new invoice schedule item is added to the invoice schedule.
type: string
name:
description: |
The name of the invoice schedule item.
maxLength: 100
type: string
percentage:
description: |
The percentage of the total amount to be billed during the processing of the invoice schedule item.
You can only specify either the `amount` field or `percentage` field in one request.
- If you choose to specify the `amount` field in the request, `null` is returned as the value of the `percentage` field in the corresponding response.
- If you choose to specify the `percentage` field in the request, the value of the `amount` field returned in the corresponding response is calculated based on the percentage of the total amount.
runDate:
description: |
The date in the tenant’s time zone when the invoice schedule item is planned to be processed to generate an invoice.
format: date
type: string
targetDateForAdditionalSubscriptions:
description: |
The date in the tenant's time zone used by the invoice schedule to determine which fixed-period regular charges to be billed together with the invoice schedule item.
The regular charges must come from the subscriptions specified in the `additionalSubscriptionsToBill` field.
format: date
type: string
type: object
- $ref: '#/components/schemas/InvoiceScheduleItemCustomFields'
- {}
title: scheduleItems
POSTExecuteInvoiceScheduleRequest:
allOf:
- properties:
scheduleItemId:
description: |
The ID of the invoice schedule item to be executed.
The item must be the earliest pending schedule item. If all the invoice schedule items have been processed and credit is needed to be generated, do not specify this field in the request.
type: string
type: object
- {}
example:
scheduleItemId: 8ad09b7d82b5c62f0182c5cd16944f73
ExecuteInvoiceScheduleBillRunResponse:
allOf:
- properties:
autoEmail:
description: |
Whether to automatically send an email after Auto-Post is complete.
type: boolean
autoPost:
description: |
Whether to automatically post the bill run after the bill run is created.
type: boolean
autoRenewal:
description: |
Whether to automatically renew auto-renew subscriptions that are up for renewal.
type: boolean
batches:
description: |
A list of the batches of accounts for this bill run.
This field cannot exist with the `billRunFilters` field.
**Values:** `AllBatches` or Batch*n* where *n* is a number between 1 and 50, for example, `Batch7`.
items:
type: string
type: array
billCycleDay:
description: |
The day of the bill cycle, this field is only valid when `batches` is specified.
**Values:**
- `AllBillCycleDays` or 1 - 31 for an ad-hoc bill run
- `AllBillCycleDays` or 1 - 31 or `AsRunDay` for a scheduled bill run
type: string
billRunFilters:
description: |
A list of the target account or subscriptions for this bill run.
This field cannot exist with the `batches` field.
items:
$ref: '#/components/schemas/BillRunFilters'
type: array
billRunNumber:
description: |
The number of bill run.
type: string
chargeTypeToExclude:
description: |
The types of the charges to be excluded from the generation of billing documents.
items:
enum:
- OneTime
- Recurring
- Usage
type: string
type: array
createdById:
description: |
The ID of the user who created the bill run.
type: string
createdDate:
description: |
The date and time when the bill run was created.
format: date-time
type: string
id:
description: |
The unique ID of the bill run.
type: string
invoiceDate:
description: |
The invoice date for this bill run, only valid for ad-hoc bill runs.
format: date
type: string
invoiceDateOffset:
description: |
The offset compared to bill run execution date, only valid for scheduled bill runs.
type: integer
noEmailForZeroAmountInvoice:
description: |
Whether to suppress emails for invoices with the total amount of zero or not for this bill run after the bill run is complete.
**Note**: Do not email invoices with the total amount of zero.
type: boolean
organizationLabels:
description: |
The organization(s) that the object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
scheduledExecutionTime:
description: |
The scheduled execution time for a bill run.
format: date-time
type: string
status:
description: |
The status of the bill run.
enum:
- Pending
- Processing
- Completed
- Error
- Canceled
- Posted
- PostInProgress
- CancelInProgress
- RemoveInProgress
- Paused
type: string
targetDate:
description: |
The target date for this bill run, only valid for ad-hoc bill run.
format: date
type: string
targetDateOffset:
description: |
The offset compared to bill run execution date, only valid for scheduled bill run.
type: integer
updatedById:
description: |
The ID of the user who updated the bill run.
type: string
updatedDate:
description: |
The date and time when the bill run was updated.
format: date-time
type: string
type: object
- {}
example:
autoEmail: false
autoPost: false
autoRenewal: false
billRunFilters:
- accountId: 2c9081a03c63c94c013c66688a2c00bf
filterType: Subscription
subscriptionId: 402882297e387c51017e38a245c313db
billRunNumber: BR-00000016
chargeTypeToExclude:
- OneTime
- Usage
createdById: ff808081298c6e5401298c7274a40005
createdDate: '2022-01-24 19:58:27'
id: 2c9890077e8a8490017e8bf3a5171a43
invoiceDate: '2020-02-01'
noEmailForZeroAmountInvoice: false
status: Pending
success: true
targetDate: '2020-02-01'
updatedById: ff808081298c6e5401298c7274a40005
updatedDate: '2022-01-24 19:58:27'
BillRunFilters:
allOf:
- properties:
accountId:
description: |
The target account of the bill run.
type: string
filterType:
description: |
The type of the filter to determine whether to create a bill run at the account level or subscription level.
enum:
- Account
- Subscription
- InvoiceSchedule
type: string
subscriptionId:
description: |
The unique ID of the target subscription belonged to the target account.
This field is required if you set the `filterType` field to `Subscription`.
type: string
type: object
- {}
title: billRunFilters
DetachInvoiceScheduleRequest:
example:
specificSubscriptions:
- orderKey: O-00017019
subscriptionKey: A-S00008953
chargeNumbers:
- C-00065317
properties:
specificSubscriptions:
description: |
A list of charge numbers to be detached from the invoice schedule.
Each item in this array represents a specific subscription associated with the invoice schedule. Use the `chargeNumbers` field to specify all the charges you want to detach for each subscription.
items:
type: object
properties:
chargeNumbers:
description: |
A list of charge numbers in the subscription to be detached from the invoice schedule.
If you want to detach all charges, you must specify all of the charge numbers in this field.
type: string
orderKey:
description: |
The unique ID or number of the order associated with the invoice schedule.
type: string
subscriptionKey:
description: |
The unique number of the subscription contained in the order associated with the invoice schedule.
type: string
title: specificSubscriptions
type: array
type: object
AttachInvoiceScheduleRequest:
example:
specificSubscriptions:
- orderKey: O-00017019
subscriptionKey: A-S00008953
chargeNumbers:
- C-00065317
properties:
specificSubscriptions:
description: |
A list of charge numbers to be attached to the invoice schedule.
Each item in this array represents a specific subscription associated with the invoice schedule. Use the `chargeNumbers` field to specify all the charges you want to attach for each subscription.
items:
type: object
properties:
chargeNumbers:
description: |
A list of charge numbers in the subscription to be attached to the invoice schedule.
If you want to attach all charges, you must specify all of the charge numbers in this field.
type: string
orderKey:
description: |
The unique ID or number of the order associated with the invoice schedule.
type: string
subscriptionKey:
description: |
The unique number of the subscription contained in the order associated with the invoice schedule.
type: string
title: specificSubscriptions
type: array
type: object
ProxyCreateTaxationItem:
allOf:
- properties:
AccountingCode:
description: ' The Chart of Accounts '
type: string
ExemptAmount:
description: |2-
The calculated tax amount excluded due to the exemption.
**Character limit**: 16 **Values**: a decimal value
format: double
type: number
InvoiceItemId:
description: |2-
The ID of the specific invoice item that the taxation information applies to.
**Character limit**: 32 **Values**: a valid invoice item ID
type: string
Jurisdiction:
description: |2-
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
**Character limit**: 32 **Values**: a string of 32 characterrs or fewer
type: string
LocationCode:
description: |2-
The identifier for the location based on the value of the `TaxCode` field.
**Character limit**: 32 **Values**: automatically generated
type: string
Name:
description: |2-
The name of the tax rate, such as sales tax or GST. This name is displayed on invoices.
**Character limit**: 128 **Values**: a string of 128 characters or fewer
type: string
TaxAmount:
description: |2-
The amount of the tax applied to the charge.
**Character limit**: 16 **Values**: a decimal value
format: double
type: number
TaxCode:
description: |2-
The tax code identifies which tax rules and tax rates to apply to a specific charge.
**Character limit**: 32 **Values**: a string of 32 characters or fewer
type: string
TaxCodeDescription:
description: |2-
The description for the tax code.
**Character limit**: 255 **Values**: a string of 255 characters or fewer
type: string
TaxDate:
description: |2-
The date that the tax is applied to the charge, in `yyyy-mm-dd` format.
**Character limit**: 29
format: date
type: string
TaxRate:
description: |2-
The tax rate applied to the charge.
**Character limit**: 16 **Values**: a valid decimal value
format: double
type: number
TaxRateDescription:
description: |2-
The description of the tax rate.
**Character limit**: 255 **Values**: a string of 255 characters or fewer
type: string
TaxRateType:
description: |2-
The type of the tax rate applied to the charge.
**Character limit**: 10 **Values**: `Percentage`, `FlatFee`
type: string
required:
- InvoiceItemId
- Jurisdiction
- Name
- TaxAmount
- TaxRate
- TaxDate
- TaxRateType
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
example:
InvoiceItemId: 8ad086fa92d66ffe0192dc7e5dd65161
Jurisdiction: CALIFORNIA
Name: CA TAX
TaxAmount: 3
TaxDate: '2024-11-04'
TaxRate: 3
TaxRateType: FlatFee
GETTaxationItemType:
allOf:
- properties:
createdById:
description: |
The ID of the Zuora user who created the taxation item.
type: string
createdDate:
description: |
The date and time when the taxation item was created in the Zuora system, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
type: string
onAccountAccountingCodeType:
description: |
The type of the accounting code that maps to an on account in your accounting system.
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
type: string
salesTaxPayableAccountingCodeType:
description: |
The type of the accounting code for the sales taxes payable.
type: string
type: object
id:
description: |
The ID of the taxation item.
type: string
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
memoItemId:
description: |
The ID of the credit or debit memo associated with the taxation item.
type: string
name:
description: |
The name of the taxation item.
type: string
sourceTaxItemId:
description: |
The ID of the taxation item of the invoice, which the credit or debit memo is created from.
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
taxAmount:
description: |
The amount of the tax applied to the credit or debit memo.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific credit or debit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date when the tax is applied to the credit or debit memo.
format: date
type: string
taxRate:
description: |
The tax rate applied to the credit or debit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the credit or debit memo.
enum:
- Percentage
- FlatFee
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the taxation item.
type: string
updatedDate:
description: |
The date and time when the taxation item was last updated, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
PUTTaxationItemType:
allOf:
- properties:
exemptAmount:
description: |
The calculated tax amount excluded due to the exemption.
format: double
type: number
financeInformation:
description: |
Container for the finance information related to the taxation item.
properties:
onAccountAccountingCode:
description: |
The accounting code that maps to an on account in your accounting system.
maxLength: 100
minLength: 0
type: string
salesTaxPayableAccountingCode:
description: |
The accounting code for the sales taxes payable.
maxLength: 100
minLength: 0
type: string
type: object
jurisdiction:
description: |
The jurisdiction that applies the tax or VAT. This value is typically a state, province, county, or city.
type: string
locationCode:
description: |
The identifier for the location based on the value of the `taxCode` field.
type: string
name:
description: |
The name of the taxation item to be updated.
type: string
taxAmount:
description: |
The amount of the tax applied to the credit or debit memo.
format: double
type: number
taxCode:
description: |
The tax code identifies which tax rules and tax rates to apply to a specific credit or debit memo.
type: string
taxCodeDescription:
description: |
The description of the tax code.
type: string
taxDate:
description: |
The date when the tax is applied to the credit or debit memo.
format: date
type: string
taxRate:
description: |
The tax rate applied to the credit or debit memo.
format: double
type: number
taxRateDescription:
description: |
The description of the tax rate.
type: string
taxRateType:
description: |
The type of the tax rate applied to the credit or debit memo.
enum:
- Percentage
- FlatFee
type: string
type: object
- $ref: '#/components/schemas/TaxationItemObjectCustomFields'
example:
taxRateDescription: Details of the tax rate
GETSequenceSetsResponse:
description: ''
properties:
sequenceSets:
description: |
Array of sequence sets configured for billing documents, payments, and refunds.
items:
$ref: '#/components/schemas/GETSequenceSetResponse'
type: array
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
GETSequenceSetResponse:
description: ''
properties:
creditMemo:
$ref: '#/components/schemas/CreditMemoEntityPrefix'
debitMemo:
$ref: '#/components/schemas/DebitMemoEntityPrefix'
id:
description: |
The unique ID of the sequence set. For example, 402892c74c9193cd014c96bbe7c101f9.
type: string
invoice:
$ref: '#/components/schemas/InvoiceEntityPrefix'
name:
description: |
The name of the sequence set.
type: string
payment:
$ref: '#/components/schemas/PaymentEntityPrefix'
refund:
$ref: '#/components/schemas/RefundEntityPrefix'
title: sequenceSets
type: object
CreditMemoEntityPrefix:
description: |
Container for the prefix and starting document number of credit memos.
**Note:** This field is only available if you have the Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
properties:
prefix:
description: |
The prefix of credit memos.
example: CM
type: string
startNumber:
description: |
The starting document number of credit memos.
example: 10
type: integer
title: creditMemo
type: object
DebitMemoEntityPrefix:
description: |
Container for the prefix and starting document number of debit memos.
**Note:** This field is only available if you have the Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
properties:
prefix:
description: |
The prefix of debit memos.
example: DM
type: string
startNumber:
description: |
The starting document number of debit memos.
example: 10
type: integer
title: debitMemo
type: object
InvoiceEntityPrefix:
description: |
Container for the prefix and starting document number of invoices.
properties:
prefix:
description: |
The prefix of invoices.
example: INV
type: string
startNumber:
description: |
The starting document number of invoices.
example: 10
type: integer
title: Invoice
type: object
PaymentEntityPrefix:
description: |
Container for the prefix and starting number of payments.
properties:
prefix:
description: |
The prefix of payments.
example: P-
type: string
startNumber:
description: |
The starting number of payments.
example: 10
type: integer
title: payment
type: object
RefundEntityPrefix:
description: |
Container for the prefix and starting number of refunds.
properties:
prefix:
description: |
The prefix of refunds.
example: R-
type: string
startNumber:
description: |
The starting number of refunds.
example: 10
type: integer
title: refund
type: object
POSTSequenceSetsRequest:
description: ''
example:
sequenceSets:
- name: FR
creditMemo:
prefix: FCM
startNumber: 10
debitMemo:
prefix: FDM
startNumber: 10
invoice:
prefix: FINV
startNumber: 10
payment:
prefix: FP-
startNumber: 10
refund:
prefix: FR-
startNumber: 10
properties:
sequenceSets:
description: |
Array of sequence sets configured for billing documents, payments, and refunds.
items:
$ref: '#/components/schemas/POSTSequenceSetRequest'
type: array
type: object
POSTSequenceSetsResponse:
description: ''
properties:
sequenceSets:
description: |
Array of sequence sets configured for billing documents, payments, and refunds.
items:
$ref: '#/components/schemas/GETSequenceSetResponse'
type: array
success:
description: |
Indicates whether the call succeeded.
example: true
type: boolean
type: object
POSTSequenceSetRequest:
description: ''
properties:
creditMemo:
$ref: '#/components/schemas/CreditMemoEntityPrefix'
debitMemo:
$ref: '#/components/schemas/DebitMemoEntityPrefix'
invoice:
$ref: '#/components/schemas/InvoiceEntityPrefix'
name:
description: |
The name of the sequence set to configure for billing documents, payments, and refunds.
example: FRANCE
type: string
payment:
$ref: '#/components/schemas/PaymentEntityPrefix'
refund:
$ref: '#/components/schemas/RefundEntityPrefix'
required:
- name
- invoice
- creditMemo
- debitMemo
title: sequenceSets
type: object
PUTSequenceSetRequest:
description: ''
example:
creditMemo:
prefix: FR-CM
properties:
creditMemo:
$ref: '#/components/schemas/CreditMemoEntityPrefix'
debitMemo:
$ref: '#/components/schemas/DebitMemoEntityPrefix'
invoice:
$ref: '#/components/schemas/InvoiceEntityPrefix'
name:
description: |
The name of the sequence set configured for billing documents, payments, and refunds.
type: string
payment:
$ref: '#/components/schemas/PaymentEntityPrefix'
refund:
$ref: '#/components/schemas/RefundEntityPrefix'
type: object
PUTSequenceSetResponse:
description: ''
properties:
success:
description: |
Indicates whether the call succeeded.
type: boolean
type: object
PostBillingPreviewParam:
example:
accountId: 8ad09bce83f1da020183f97e245c1c47
targetDate: '2024-09-30'
properties:
accountId:
description: |
The ID of the customer account to which the billing preview applies.
**Note**: When posting billing preview, you must specify either `accountId` or `accountNumber` in the request body.
maxLength: 255
type: string
accountNumber:
description: |
The number of the customer account to which the billing preview applies.
**Note**: When posting billing preview, you must specify either `accountId` or `accountNumber` in the request body.
type: string
assumeRenewal:
description: |
Indicates whether to generate a preview of future invoice items and credit memo items with the assumption that the subscriptions are renewed.
Set one of the following values in this field to decide how the assumption is applied in the billing preview.
* **All:** The assumption is applied to all the subscriptions. Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.
* **None:** (Default) The assumption is not applied to the subscriptions. Zuora generates preview invoice item data and credit memo item data based on the current term end date and the target date.
* If the target date is later than the current term end date, Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the current term end date.
* If the target date is earlier than the current term end date, Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.
* **Autorenew:** The assumption is applied to the subscriptions that have auto-renew enabled. Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.
**Note:**
- This field can only be used if the subscription renewal term is not set to 0.
- The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
chargeTypeToExclude:
description: |
The charge types to exclude from the billing preview.
**Possible values:** OneTime, Recurring, Usage, and any combination of these values.
type: string
includingDraftItems:
description: |
Whether draft document items are included in the billing preview run. By default, draft document items are not included.
This field loads draft invoice items and credit memo items. The `chargeTypeToExclude`, `targetDate`, `includingEvergreenSubscription`, and `assumeRenewal` fields do not affect the behavior of the `includingDraftItems` field.
type: boolean
includingEvergreenSubscription:
description: |
Indicates if evergreen subscriptions are included in the billingPreview call.
type: boolean
targetDate:
description: |
The target date for the billingPreview call. The billingPreview call generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the TargetDate.
If the TargetDate is later than the subscription current term end date, the preview invoice item data and credit memo item data is generated from the first day of the customer's next billing period to the current term end date. If you want to generate preview invoice item data and credit memo item data past the end of the subscription current term, specify the `AssumeRenewal` field in the request.
**Note:** The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
format: date
type: string
required:
- targetDate
type: object
BillingPreviewResult:
properties:
accountId:
description: |
ID of the customer account to which the billing preview applies.
type: string
creditMemoItems:
description: |
An array of credit memo items returned as the result of the billing preivew request.
**Note:** The credit memo items are only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/POSTBillingPreviewCreditMemoItem'
type: array
invoiceItems:
description: |
An array of invoice items returned as the result of the billing preview request.
items:
$ref: '#/components/schemas/POSTBillingPreviewInvoiceItem'
type: array
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTBillingPreviewCreditMemoItem:
properties:
amount:
description: |
The amount of the credit memo item. For tax-inclusive credit memo items, the amount indicates the credit memo item amount including tax. For tax-exclusive credit memo items, the amount indicates the credit memo item amount excluding tax
format: double
type: number
amountWithoutTax:
description: |
The credit memo item amount excluding tax.
format: double
type: number
appliedToItemId:
description: |
The unique ID of the credit memo item that the discount charge is applied to.
type: string
nullable: true
chargeDate:
description: |
The date when the credit memo item is created.
format: date-time
type: string
chargeNumber:
description: |
Number of the charge.
type: string
chargeType:
description: |
The type of charge.
Possible values are `OneTime`, `Recurring`, and `Usage`.
type: string
comment:
description: |
Comment of the credit memo item.
type: string
id:
description: |
Credit memo item id.
type: string
numberOfDeliveries:
description: |
The number of deliveries dedicated to the Delivery Pricing charges.
**Note**: This field is available only if you have the Delivery Pricing feature enabled.
type: number
processingType:
description: |
Identifies the kind of charge.
Possible values:
* charge
* discount
* prepayment
* tax
type: string
quantity:
description: |
Quantity of this item, in the configured unit of measure for the charge.
format: decimal
type: string
ratePlanChargeId:
description: |
Id of the rate plan charge associated with this item.
type: string
serviceEndDate:
description: |
End date of the service period for this item, i.e., the last day of the service period, in yyyy-mm-dd format.
format: date
type: string
serviceStartDate:
description: |
Start date of the service period for this item, in yyyy-mm-dd format. If the charge is a one-time fee, this is the date of that charge.
format: date
type: string
sku:
description: |
Unique SKU for the product associated with this item.
type: string
skuName:
description: |
Name of the unique SKU for the product associated with this item.
type: string
subscriptionId:
description: |
ID of the subscription associated with this item.
type: string
subscriptionNumber:
description: |
Name of the subscription associated with this item.
type: string
unitOfMeasure:
description: |
Unit used to measure consumption.
type: string
title: creditMemoItems
type: object
POSTBillingPreviewInvoiceItem:
properties:
appliedToItemId:
description: |
The unique ID of the invoice item that the discount charge is applied to.
type: string
nullable: true
chargeAmount:
description: |
The amount of the charge. This amount doesn't include taxes regardless if the charge's tax mode is inclusive or exclusive.
format: decimal
type: string
chargeDate:
description: |
The date when the invoice item was created.
format: date-time
type: string
chargeDescription:
description: |
Description of the charge.
type: string
chargeId:
description: |
Id of the charge.
type: string
chargeName:
description: |
Name of the charge.
type: string
chargeNumber:
description: |
Number of the charge.
type: string
chargeType:
description: |
The type of charge.
Possible values are `OneTime`, `Recurring`, and `Usage`.
type: string
id:
description: |
Invoice item ID.
type: string
numberOfDeliveries:
description: |
The number of deliveries dedicated to the Delivery Pricing charges.
**Note**: This field is available only if you have the Delivery Pricing feature enabled.
type: number
processingType:
description: |
Identifies the kind of charge.
Possible values:
* charge
* discount
* prepayment
* tax
type: string
productName:
description: |
Name of the product associated with this item.
type: string
quantity:
description: |
Quantity of this item, in the configured unit of measure for the charge.
format: decimal
type: string
serviceEndDate:
description: |
End date of the service period for this item, i.e., the last day of the service period, in `yyyy-mm-dd` format.
format: date
type: string
serviceStartDate:
description: |
Start date of the service period for this item, in `yyyy-mm-dd` format. If the charge is a one-time fee, this is the date of that charge.
format: date
type: string
subscriptionId:
description: |
ID of the subscription associated with this item.
type: string
subscriptionName:
description: |
Name of the subscription associated with this item.
type: string
subscriptionNumber:
description: |
Number of the subscription associated with this item.
type: string
taxAmount:
description: |
If you use [Zuora Tax](https://knowledgecenter.zuora.com/Billing/Taxes/A_Zuora_Tax) and the product rate plan charge associated with the invoice item is of [tax inclusive mode](https://knowledgecenter.zuora.com/Billing/Taxes/A_Zuora_Tax/D_Associate_tax_codes_with_product_charges_and_set_the_tax_mode), the value of this field is the amount of tax applied to the charge. Otherwise, the value of this field is `0`.
format: decimal
type: string
unitOfMeasure:
description: |
Unit used to measure consumption.
type: string
title: invoiceItems
type: object
POSTInvoiceCollectType:
example:
accountKey: 4028925a4cb74ec9014cb7520fc00005
invoiceId: 4028925a4cb74ec9014cb7540988002e
properties:
accountKey:
description: |
Customer account ID or account number.
type: string
documentDate:
description: |
The date that should appear on the invoice and credit memo being generated,
in `yyyy-mm-dd` format. If this field is omitted
and `invoiceId` is not specified, the current date is used by default.
**Note:** The credit memo is only available if you have the Invoice Settlement feature enabled.
**Note**: This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `215.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
invoiceId:
description: |
The ID or number of an existing invoice for which to collect payment using
the account's default payment method. If this value is specified, no new
invoice is generated, and the following fields are ignored:
- `invoiceDate` and `invoiceTargetDate` (if the Zuora minor API version is 214.0 or earlier)
- `documentDate` and `targetDate` (if the Zuora minor API version is 215.0 or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version))
type: string
paymentGateway:
description: |
The name of the gateway that will be used for the payment. Must be a valid gateway name and the gateway must support the specific payment method. If a value is not specified, the default gateway on the Account will be used.
type: string
targetDate:
description: |
The date through which to calculate charges on this account if an invoice or a credit memo is generated, in `yyyy-mm-dd` format. If this field is omitted and `invoiceId` is not specified, the current date is used by default.
This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `215.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
**Note:** The credit memo is only available if you have the Invoice Settlement feature enabled.
format: date
type: string
required:
- accountKey
type: object
POSTInvoiceCollectResponseType:
properties:
amountCollected:
description: |
Payment amount applied.
format: double
type: number
creditMemos:
description: |
Information on one or more credit memos associated with this operation.
items:
$ref: '#/components/schemas/POSTInvoiceCollectCreditMemosType'
type: array
invoices:
description: |
Information on one or more invoices associated with this operation.
items:
$ref: '#/components/schemas/POSTInvoiceCollectInvoicesType'
type: array
paymentId:
description: |
Payment ID.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTInvoiceCollectCreditMemosType:
properties:
id:
description: |
The ID of the credit memo.
type: string
totalAmount:
description: |
The amount of the credit memo.
format: double
type: number
memoNumber:
description: |
The unique identification number of the credit memo.
type: string
title: creditMemos
type: object
POSTInvoiceCollectInvoicesType:
properties:
invoiceAmount:
description: |
The amount of the invoice.
format: decimal
type: string
invoiceId:
description: |
The ID of the invoice.
type: string
invoiceNumber:
description: |
The unique identification number of the invoice.
type: string
title: invoices
type: object
GetOperationJobResponseType:
properties:
id:
description: |
The ID of the operation job to retrieve information about.
type: string
objectId:
description: |
The ID of the business object which is being operated.
type: string
objectType:
description: |
The object type of the job.
enum:
- Invoice
type: string
operationType:
description: |
The operation type of the job.
enum:
- Delete
- Reverse
type: string
reasons:
items:
properties:
code:
description: |
The error code of the response.
type: string
message:
description: |
The detail information of the error response.
type: string
type: object
type: array
status:
description: |
The status of the operation job.
enum:
- Pending
- Processing
- Failed
- Completed
type: string
success:
description: |
Whether the call succeeded.
type: boolean
type: object
POSTBulkPdfGenerationJobRequestType:
allOf:
- type: object
required:
- documents
- fileName
- indexFileFormat
example:
documents:
- docType: Invoice
objectIds:
- 402880de8ce7edc3018ce7f18404315a
- 402880de8ce7edc3018ce7f18e0b3804
fileName: all-invoices-posted-jan-2024
name: BulkPDFGenerationJobV1
indexFileFormat: JSON
generateMissingPDF: true
ignoreArchivedFiles: true
properties:
documents:
description: |
An array that contains a collection of objects where each object contains billing document type and their IDs.
items:
$ref: '#/components/schemas/DocumentList'
type: array
fileName:
description: |
The prefix part of output file name(s). The response will include multiple file URLs. The number of zip files generated corresponds to the number of invoice IDs. Each zip file contains up to 1000 document IDs.
Eg:
if fileName is "all-invoices-posted-jan-2024" then fileURL(s) will start with the file name followed by an underscore and a number. For instance, all-invoices-posted-jan-2024_1.zip, all-invoices-posted-jan-2024_2.zip, and so on.
type: string
maxLength: 32
name:
description: |
The name of the job.
type: string
maxLength: 32
indexFileFormat:
description: |
The format of the index file. It contains the metadata about the files and their contents.
enum:
- JSON
- CSV
type: string
generateMissingPDF:
description: |
This flag controls the behavior of whether to generate PDF(s) for billing documents that do not already have one.
- setting it to true indicates service would go through the provided document ID list, find the billing documents that do not have a generated PDF,
generate them all at once, and then proceed to the zipping process.
- setting it to false indicates service would go through the provided document ID list, find the billing documents that do not have a generated PDF,
mark them as Invalid, and skip them from the zipping process. IDs marked as invalid will be included in the response.
The default value is false.
type: boolean
ignoreArchivedFiles:
description: |
Ignores archived PDF files during export without causing the entire job request to fail when enabled.
type: boolean
persistIndexFile:
description: |
Controls the generation of the index file, allowing you to efficiently handle high volumes of requests. By default, this field is set to `true`.
- When set to `true`, the index file is generated and included in the zip file.
- When set to `false`, the index file is not generated and consequently not included in the zip file.
type: boolean
POSTBulkPdfGenerationJobResponseType:
example:
jobId: 402880de8ce7edc3018ce7f18404312a
invalidIds: []
success: true
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
jobId:
description: |
Unique Id for the Job Triggered.
type: string
invalidIds:
description: |
Collection of Ids that are not valid.
Id is considered to be invalid if,
* Billing Document Id doesn't exist in the database for the corresponding Billing Document Type
* generateMissingPDF property is false in the Job Request and Valid PDF doesn't exist for the Billing Document Id
skippedDocuments:
description: |
The `skippedDocuments` array will be empty unless archived files are marked to skip during job creation.
items:
type: object
properties:
docType:
description: |
The document type of the skipped document.
enum:
- Invoice
- CreditMemo
- DebitMemo
type: string
objectIds:
description: |
The IDs of the skipped document objects.
type: array
items:
type: string
type: array
type: object
DocumentList:
example:
docType: Invoice
objectIds:
- 402880de8ce7edc3018ce7f18404315a
- 402880de8ce7edc3018ce7f18e0b3804
properties:
docType:
description: The type of billing document.
enum:
- Invoice
- CreditMemo
- DebitMemo
type: string
objectIds:
description: The collection of billing document IDs.
items:
type: string
type: array
type: object
GETBulkpdfGenerationJobResponseType:
example:
jobId: 402880de8ce7edc3018ce7f18404312a
jobName: BulkPDFGenerationJobV1
status: Completed
stepStatus: PostProcessing
fileUrls:
- https://s3.us-west-2.amazonaws.com/billing-file-repository/bulk-pdf-generation/12345/all-invoices-posted-jan-2024_1.zip?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20231222T075849Z&X-Amz-SignedHeaders=host&X-Amz-Expires=259199&X-Amz-Credential=fakeMyKeyId%2F20231222%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=62368dbec1763101fba328cf83ae7d3efd780fa03f443370d2f353757e79fc99
- https://s3.us-west-2.amazonaws.com/billing-file-repository/bulk-pdf-generation/12345/all-invoices-posted-jan-2024_2.zip?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Date=20231222T075849Z&X-Amz-SignedHeaders=host&X-Amz-Expires=259199&X-Amz-Credential=fakeMyKeyId%2F20231222%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Signature=62368dbec1763101fba328cf83ae7d3efd780fa03f443370d2f353757e79fc99
createdOn: '2024-01-08 12:52:05'
createdBy: caf630704a6f4100818601625ecffe0b
success: true
properties:
jobId:
description: Unique Id for the Triggered Job
type: string
jobName:
description: Name of the Job provided during the POST request of the Job
type: string
status:
description: Status of the job
enum:
- Submitted
- Executing
- Completed
- Error
- Aborted
- Cancelled
type: string
stepStatus:
description: Status of the Current Step that the Job is undergoing
enum:
- JobCreated
- TasksCreated
- GenerateMissPDF
- PdfToZip
- PostProcessing
type: string
fileUrls:
description: Collection of S3 Pre-Signed URL(s) that can be downloaded
items:
type: string
type: array
failedDocuments:
description: Array of objects where each object contains billing document type and the IDs which failed to execute.
items:
$ref: '#/components/schemas/DocumentList'
type: array
createdOn:
description: Job Created Time
type: string
createdBy:
description: Id of the user who created the job
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTCreateBillRunRequestType:
allOf:
- properties:
autoEmail:
default: false
description: |
Whether to automatically send emails after Auto-Post is complete.
**Note:** To use this field, you must first set the Support Bill Run Auto-Post? billing rule to **Yes** through the Zuora UI.
type: boolean
autoPost:
default: false
description: |
Whether to automatically post the bill run after the bill run is created.
**Note:** To use this field, you must first set the Support Bill Run Auto-Post? billing rule to **Yes** through the Zuora UI.
type: boolean
autoRenewal:
default: false
description: |
Whether to automatically renew auto-renew subscriptions that are up for renewal.
type: boolean
batches:
description: |
The batch of accounts for this bill run.
You can only specify either this field or the `billRunFilters` field.
**Values:** `AllBatches` or an array of `Batch*n*` where *n* is one of numbers 1 - 50, for example, `Batch7`.
**Note**: By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.
items:
type: string
type: array
billCycleDay:
description: |
The day of the bill cycle. This field is only valid if the `batches` field is specified.
**Values:**
- `AllBillCycleDays` or one of numbers 1 - 31 for an ad-hoc bill run
- `AllBillCycleDays`, one of numbers 1 - 31, or `AsRunDay` for a scheduled bill run
type: string
billRunFilters:
description: |
The target account, subscriptions, invoice schedule, or a combination of objects for this bill run. You can only specify either this field or the `batches` field.
items:
$ref: '#/components/schemas/BillRunFilterRequestType'
type: array
billRunType:
description: |
The type of the bill run. If you do not specify any value for this field, the default value is `Regular`.
- You can use this field only if the "Catch-Up Bill Run" feature is enabled.
- You must specify this field to create a catch up bill run.
**Values:**
- `Regular`
- `CatchUp`
type: string
chargeTypeToExclude:
description: |
The types of the charges to be excluded from the generation of billing documents. You can specify at most two charge types in the array.
items:
enum:
- OneTime
- Recurring
- Usage
type: string
type: array
includeSubscriptions:
default: true
description: |
Indicates whether to bill subscriptions in the bill run.
type: boolean
includeOrderLineItems:
default: true
description: |
Indicates whether to bill order line items in the bill run.
type: boolean
invoiceDate:
description: |
The invoice date for the bill run.
- When creating an ad-hoc bill run, if you do not specify any value for this field, the default value is the current date.
- When creating a scheduled bill run, if you do not specify any value for this field, the invoice date is the value of the `repeatFrom` field.
**Note**: You can use one of the following methods to specify the invoice date:
- Specify `invoiceDate`
- Specify `invoiceDateMonthOffset` and `InvoiceDateDayOfMonth`
format: date
type: string
invoiceDateMonthOffset:
description: |
The month offset of invoice date for this bill run compared to bill run execution date.
**Notes**:
- This field is only valid when the `repeatType` field is set to `Monthly`.
- You can use one of the following methods to specify the invoice date:
- Specify `invoiceDate`
- Specify `invoiceDateMonthOffset` and `InvoiceDateDayOfMonth`
type: integer
invoiceDateDayOfMonth:
description: |
The day of month of invoice date for this bill run. Specify a day of the month. If you specify 31, even though the month doesn't have 31, for example, February or April, the date recurs on the end day of each scheduled month.
**Notes**:
- This field is only valid when the `repeatType` field is set to `Monthly`.
- You can use one of the following methods to specify the invoice date:
- Specify `invoiceDate`
- Specify `invoiceDateMonthOffset` and `InvoiceDateDayOfMonth`
type: integer
maximum: 31
minimum: 1
name:
description: |
The name of the bill run.
type: string
noEmailForZeroAmountInvoice:
default: false
description: |
Whether to suppress emails for invoices with zero total amount generated in this bill run after the bill run is complete.
It is best practice to not send emails for invoices with zero amount.
type: boolean
organizationLabels:
description: |
The organization(s) that the bill run is created for.
For each item in the array, either the `organizationId` or the `organizationName` field is required.
This field is only required when you have already turned on Multi-Org feature.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
schedule:
$ref: '#/components/schemas/BillRunScheduleRequestType'
targetDate:
description: |
The target date for this bill run.
- You must specify this field when creating an ad-hoc bill run.
- For scheduled bill runs, if you do not specify any value for this field, the target date is the value of the `repeatFrom` field.
format: date
type: string
targetDateMonthOffset:
description: |
The month offset of target date for this bill run compared to bill run execution date.
**Note**: This field is only valid when the `repeatType` field is set to `Monthly`.
type: integer
targetDateDayOfMonth:
description: |
The day of month of target date for this bill run. Specify a day of the month. If you specify 31, even though the month doesn't have 31, for example, February or April, the date recurs on the end day of each scheduled month.
**Note**: This field is only valid when the `repeatType` field is set to `Monthly`.
type: integer
maximum: 31
minimum: 1
type: object
example:
autoEmail: false
autoPost: false
autoRenewal: false
billRunFilters:
- accountId: 2c9081a03c63c94c013c66688a2c00bf
filterType: Subscription
subscriptionId: 402882297e387c51017e38a245c313db
chargeTypeToExclude:
- OneTime
- Usage
invoiceDate: '2020-02-01'
name: test
noEmailForZeroAmountInvoice: false
targetDate: '2020-02-01'
GetBillRunResponseType:
allOf:
- properties:
autoEmail:
description: |
Whether to automatically send emails after Auto-Post is complete.
type: boolean
autoPost:
description: |
Whether to automatically post the bill run after the bill run is created.
type: boolean
autoRenewal:
description: |
Whether to automatically renew auto-renew subscriptions that are up for renewal.
type: boolean
batches:
description: |
The batch of accounts for this bill run, this field can not exist with `billRunFilters` together.
**Values:** `AllBatches` or an array of `Batch`*n* where *n* is a number between 1 and 50, for example, `Batch7`.
items:
type: string
type: array
billCycleDay:
description: |
The day of the bill cycle, this field is only valid when `batches` is specified.
**Values:**
- `AllBillCycleDays` or one of numbers 1 - 31 for an ad-hoc bill run
- `AllBillCycleDays`, one of numbers 1 - 31, or `AsRunDay` for a scheduled bill run
type: string
billRunFilters:
description: |
The target account, subscriptions, invoice schedule, or a combination of objects for this bill run.
You can only specify either this field or the `batches` field.
items:
$ref: '#/components/schemas/BillRunFilterResponseType'
type: array
billRunNumber:
description: |
The number of the bill run.
type: string
chargeTypeToExclude:
description: |
The types of the charges to be excluded from the generation of billing documents.
items:
enum:
- OneTime
- Recurring
- Usage
type: string
type: array
createdById:
description: |
The ID of the user who created the bill run.
type: string
createdDate:
description: |
The date and time when the bill run was created.
format: date-time
type: string
includeSubscriptions:
default: true
description: |
Indicates whether to bill subscriptions in the bill run.
type: boolean
includeOrderLineItems:
default: true
description: |
Indicates whether to bill order line items in the bill run.
type: boolean
id:
description: |
The unqie ID of the bill run.
type: string
invoiceDate:
description: |
The invoice date for this bill run, only valid for ad-hoc bill runs.
format: date
type: string
invoiceDateOffset:
description: |
The offset compared to bill run execution date, only valid for scheduled bill runs.
type: integer
invoiceDateMonthOffset:
description: |
The month offset of invoice date for this bill run compared to bill run execution date.
**Note**: This field is only valid when the `repeatType` field is set to `Monthly`. When using the `invoiceDateMonthOffset` and `invoiceDateDayOfMonth` fields, do not use the `invoiceDateOffset` field, and vice versa.
type: integer
invoiceDateDayOfMonth:
description: |
The day of month of invoice date for this bill run. Specify a day of the month. If you specify 31, even though the month doesn't have 31, for example, February or April, the date recurs on the end day of each scheduled month.
**Note**: This field is only valid when the `repeatType` field is set to `Monthly`. When using the `invoiceDateMonthOffset` and `invoiceDateDayOfMonth` fields, do not use the `invoiceDateOffset` field, and vice versa.
type: integer
maximum: 31
minimum: 1
name:
description: |
The name of the bill run.
type: string
noEmailForZeroAmountInvoice:
description: |
Whether to suppress emails for invoices with zero total amount generated in this bill run after the bill run is complete.
type: boolean
organizationLabels:
description: |
The organization(s) that the run is created for.
Note: This field is available only when the Multi-Org feature is enabled.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
schedule:
$ref: '#/components/schemas/BillRunScheduleResponseType'
scheduledExecutionTime:
description: |
The scheduled execution time for a bill run.
format: date-time
type: string
status:
description: |
The status of the bill run.
enum:
- Pending
- Processing
- Completed
- Error
- Canceled
- Posted
- PostInProgress
- CancelInProgress
- RemoveInProgress
- Paused
type: string
targetDate:
description: |
The target date for this bill run, only valid for ad-hoc bill runs.
format: date
type: string
targetDateOffset:
description: |
The offset compared to bill run execution date, only valid for scheduled bill runs.
type: integer
targetDateMonthOffset:
description: |
The month offset of target date for this bill run compared to bill run execution date.
**Note**: This field is only valid when the `repeatType` field is set to `Monthly`. When using the `targetDateMonthOffset` and `targetDateDayOfMonth` fields, do not use the `targetDateOffset` field, and vice versa.
type: integer
targetDateDayOfMonth:
description: |
The day of month of target date for this bill run. Specify a day of the month. If you specify 31, even though the month doesn't have 31, for example, February or April, the date recurs on the end day of each scheduled month.
**Note**: This field is only valid when the `repeatType` field is set to `Monthly`. When using the `targetDateMonthOffset` and `targetDateDayOfMonth` fields, do not use the `targetDateOffset` field, and vice versa.
type: integer
maximum: 31
minimum: 1
updatedById:
description: |
The ID of the user who last updated the bill run.
type: string
updatedDate:
description: |
The date and time when the bill run was last updated.
format: date-time
type: string
type: object
example:
autoEmail: false
autoPost: false
autoRenewal: false
batches: null
billCycleDay: 1
billRunFilters:
- accountId: 2c9081a03c63c94c013c66688a2c00bf
filterType: Subscription
subscriptionId: 402882297e387c51017e38a245c313db
billRunNumber: BR-00000016
chargeTypeToExclude:
- OneTime
- Usage
createdById: ff808081298c6e5401298c7274a40005
createdDate: '2022-01-24 19:58:27'
id: 2c9890077e8a8490017e8bf3a5171a43
invoiceDate: '2020-02-01'
invoiceDateOffset: null
name: test
noEmailForZeroAmountInvoice: false
schedule: null
scheduledExecutionTime: null
status: Pending
success: true
targetDate: '2020-02-01'
targetDateOffset: null
updatedById: ff808081298c6e5401298c7274a40005
updatedDate: '2022-01-24 19:58:27'
BillRunFilterResponseType:
allOf:
- properties:
accountId:
description: |
The target account of the bill run.
type: string
filterType:
description: |
The bill runs are created based on the selected filter type:
- `Account`: Create a bill run at account level.
- `Subscription`: Create a bill run at subscription level, you must specify the `subscriptionId` field.
- `InvoiceSchedule`: Create a scheduled bill run, you must specify the `schedule` field. See Manage scheduled bill runs.
- `FilterCondition`: Create a bill run based on a custom filter, you must specify the `condition` and `objectType` fields. See Bill Run Advanced Filter.
enum:
- Account
- Subscription
- InvoiceSchedule
- FilterCondition
type: string
condition:
$ref: '#/components/schemas/Condition'
objectType:
description: |
The target object type of the condition when the `filterType` field is specified as `FilterCondition`. See Bill Run Advanced Filter.
type: string
enum:
- Account
- Subscription
- RatePlanCharge
subscriptionId:
description: |
The target subscripiton ID of the account.
type: string
type: object
title: billRunFilters
BillRunScheduleResponseType:
allOf:
- description: |
Container for information about the scheduled bill run.
properties:
repeatFrom:
description: |
The start date of the scheduled bill run.
format: date
type: string
repeatTo:
description: |
The end date of of the scheduled bill run.
format: date
type: string
repeatType:
description: |
The repeat type of the bill run.
enum:
- None
- Daily
- Weekly
- Monthly
type: string
runTime:
description: |
The scheduled run time (hour) of day.
**Values:** 0 - 23
type: integer
weeklyOnDay:
description: |
The repeat day in a week.
items:
enum:
- Mon
- Tue
- Wed
- Thu
- Fri
- Sat
- Sun
type: string
type: array
monthlyOnEndOfMonth:
description: |
Whether to schedule monthly bill run on the end of month or the specific day of month.
**Note**: This field is available only when the `repeatType` field is set to `Monthly` and the `repeatFrom` field is set to the end of month.
For example:
- When repeatFrom = `2024-04-30` and monthlyOnEndOfMonth = `true`, next bill run will be scheduled on `2024-05-31`.
- When repeatFrom = `2024-04-30` and monthlyOnEndOfMonth = `false`, next bill run will be scheduled on `2024-05-30`.
type: boolean
type: object
title: schedule
Condition:
allOf:
- description: Container for condition information about the Bill Run Advanced Filter.
properties:
conditions:
description: |
Multiple `conditions` fields are combined by the `relation` fields. These `conditions` fields form a custom filter.
Each `conditions` field is a formula combined by the `field`, `operator`, and `value` fields. See Common use cases of Bill Run Advanced Filter.
type: array
items:
$ref: '#/components/schemas/Condition'
field:
description: |
The field name of a single condition that is indicated by the `conditions` field.
type: string
operator:
description: |
The operator of a single condition that is indicated by the `conditions` field. The operator is added between the `field` and `value` fields.
- eq: equal (`field` = `value`)
- neq: not equal (`field` != `value`)
- gt: greater than (`field` > `value`)
- lt: less than (`field` < `value`)
- gte: greater than or equal (`field` >= `value`)
- lte: less than or equal (`field` <= `value`)
- lk: like (`field` like `value`)
- in: in (`field` in `value`, the values are separated by comma)
- nl: null (`field` is null)
- nnl: not null (`field` is not null)
type: string
enum:
- eq
- neq
- gt
- lt
- gte
- lte
- lk
- in
- nl
- nnl
relation:
description: |
The relation among the `conditions` fields.
type: string
enum:
- and
- or
value:
description: |
The value of a single condition that is indicated by the `conditions` field.
type: string
type: object
title: Condition
BillRunFilterRequestType:
allOf:
- properties:
accountId:
description: |
The target account of the bill run.
If multiple subscriptions are specified, the account ID must be the same.
type: string
filterType:
description: |
To create bill runs based on the selected filter type:
- `Account`: Create bill runs by account.
- `Subscription`: Create bill runs by subscription, you must specify the `subscriptionId` field.
- `FilterCondition`: Create bill runs by custom filter combining the Account, Subscription, and Rate Plan objects, you must specify the `condition` and `objectType` fields. See Bill Run Advanced Filter.
enum:
- Account
- Subscription
- FilterCondition
type: string
condition:
$ref: '#/components/schemas/Condition'
objectType:
description: |
The target object type of the condition when the `filterType` field is specified as `FilterCondition`. See Bill Run Advanced Filter.
type: string
enum:
- Account
- Subscription
- RatePlanCharge
subscriptionId:
description: |
The target subscripiton ID of the account.
If you set the `filterType` field to `Subscription`, you must specify the `subscriptionId` field.
type: string
required:
- accountId
- filterType
type: object
title: billRunFilters
BillRunScheduleRequestType:
allOf:
- description: |
Container for information about the scheduled bill run.
properties:
repeatFrom:
description: |
The start date of the scheduled bill run.
format: date
type: string
repeatTo:
description: |
The end date of of the scheduled bill run.
format: date
type: string
repeatType:
description: |
The repeat type of the bill run.
enum:
- None
- Daily
- Weekly
- Monthly
type: string
runTime:
description: |
The scheduled run time (hour) of day.
**Values:** 0 - 23
type: integer
weeklyOnDay:
description: |
The repeat day in a week.
This field is required if you set `repeatType` field to `Weekly`.
items:
enum:
- Mon
- Tue
- Wed
- Thu
- Fri
- Sat
- Sun
type: string
type: array
monthlyOnEndOfMonth:
description: |
Whether to schedule monthly bill run on the end of month or the specific day of month.
**Note**: This field is available only when the `repeatType` field is set to `Monthly` and the `repeatFrom` field is set to the end of month.
For example:
- When repeatFrom = `2024-04-30` and `monthlyOnEndOfMonth` = `true`, next bill run will be scheduled on `2024-05-31`.
- When repeatFrom = `2024-04-30` and `monthlyOnEndOfMonth` = `false`, next bill run will be scheduled on `2024-05-30`.
type: boolean
required:
- repeatFrom
- repeatType
- runTime
type: object
title: schedule
CancelBillRunResponseType:
allOf:
- $ref: '#/components/schemas/GetBillRunResponseType'
- properties:
nextRun:
$ref: '#/components/schemas/NextRunResponseType'
type: object
example:
autoEmail: false
autoPost: false
autoRenewal: true
batches: null
billCycleDay: 1
billRunFilters: []
billRunNumber: BR-00000014
chargeTypeToExclude: null
createdById: ff808081298c6e5401298c7274a40005
createdDate: '2022-01-19 11:28:34'
id: 2c9890e97e57e546017e706109df04a1
invoiceDate: '2022-01-26'
invoiceDateOffset: 0
name: test
nextRun:
autoEmail: false
autoPost: false
autoRenewal: true
batches: null
billCycleDay: 1
billRunFilters: []
billRunNumber: BR-00000021
chargeTypeToExclude: null
createdById: ff808081298c6e5401298c7274a40005
createdDate: '2022-01-26 14:47:05'
id: 2c9890077e901749017e95235b13093d
invoiceDate: null
invoiceDateOffset: 0
noEmailForZeroAmountInvoice: false
schedule:
repeatFrom: '2022-02-28'
repeatTo: '2023-01-31'
repeatType: Monthly
runTime: 0
weeklyOnDay: null
scheduledExecutionTime: '2022-02-28 00:00:00'
status: Pending
targetDate: null
targetDateOffset: 0
updatedById: ff808081298c6e5401298c7274a40005
updatedDate: '2022-01-26 14:47:05'
noEmailForZeroAmountInvoice: false
schedule: null
scheduledExecutionTime: '2022-01-28 00:00:00'
status: CancelInProgress
success: true
targetDate: null
targetDateOffset: 0
updatedById: ff808081298c6e5401298c7274a40005
updatedDate: '2022-01-26 14:47:09'
NextRunResponseType:
allOf:
- description: |
Container about information about the next bill run to be executed.
properties:
autoEmail:
description: |
Whether to automatically send emails after Auto-Post is complete.
type: boolean
autoPost:
description: |
Whether to automatically post the bill run after the bill run is created.
type: boolean
autoRenewal:
description: |
Whether to automatically renew auto-renew subscriptions that are up for renewal.
type: boolean
batches:
description: |
The batch of accounts for this bill run.
**Values:** `AllBatches` or an array of `Batch`*n* where *n* is one of numbers 1 - 50, for example, `Batch7`.
items:
type: string
type: array
billCycleDay:
description: |
The day of the bill cycle. This field is only valid if the `batches` field is specified.
**Values:**
- `AllBillCycleDays` or one of numbers 1 - 31 for an ad-hoc bill run
- `AllBillCycleDays`, one of numbers 1 - 31, or `AsRunDay` for a scheduled bill run
type: string
billRunFilters:
description: |
The target account or subscriptions for this bill run.
items:
$ref: '#/components/schemas/BillRunFilterResponseType'
type: array
billRunNumber:
description: |
The number of the bill run.
type: string
chargeTypeToExclude:
description: |
The types of the charges to be excluded from the generation of billing documents.
items:
enum:
- OneTime
- Recurring
- Usage
type: string
type: array
createdById:
description: |
The ID of the user who created the bill run.
type: string
createdDate:
description: |
The date and time when the bill run was created.
format: date-time
type: string
id:
description: |
The ID of the bill run.
type: string
invoiceDate:
description: |
The invoice date for this bill run, only valid for ad-hoc bill runs.
format: date
type: string
invoiceDateOffset:
description: |
The offset compared to the bill run execution date, only valid for scheduled bill runs.
type: integer
noEmailForZeroAmountInvoice:
description: |
Whether to suppress emails for invoices with zero total amount generated in this bill run after the bill run is complete.
type: boolean
schedule:
$ref: '#/components/schemas/BillRunScheduleResponseType'
scheduledExecutionTime:
description: |
The scheduled execution time for the bill run.
format: date-time
type: string
status:
description: |
The status of the bill run.
enum:
- Pending
- Processing
- Completed
- Error
- Canceled
- Posted
- PostInProgress
- CancelInProgress
- RemoveInProgress
- Paused
type: string
targetDate:
description: |
The target date for this bill run, only valid for ad-hoc bill runs.
format: date
type: string
targetDateOffset:
description: |
The offset compared to the bill run execution date, only valid for scheduled bill runs.
type: integer
updatedById:
description: |
The ID of the user who last updated the bill run.
type: string
updatedDate:
description: |
The date and time when the bill run was last updated.
format: date-time
type: string
type: object
example:
autoEmail: false
autoPost: false
autoRenewal: false
batches: null
billCycleDay: null
billRunFilters:
- accountId: 2c9081a03c63c94c013c66688a2c00bf
filterType: Subscription
subscriptionId: 402882297e387c51017e38a245c313db
billRunNumber: BR-00000016
chargeTypeToExclude:
- OneTime
- Usage
createdById: ff808081298c6e5401298c7274a40005
createdDate: '2022-01-24 19:58:27'
id: 2c9890077e8a8490017e8bf3a5171a43
invoiceDate: '2020-02-01'
invoiceDateOffset: null
noEmailForZeroAmountInvoice: false
schedule: null
scheduledExecutionTime: null
status: Pending
success: true
targetDate: '2020-02-01'
targetDateOffset: null
updatedById: ff808081298c6e5401298c7274a40005
updatedDate: '2022-01-24 19:58:27'
title: nextRun
POSTEmailBillingDocfromBillRunType:
example:
resend: 'true'
properties:
resend:
default: false
description: |
Whether to send out emails for all the billing documents that are associated with the bill run.
- If the value is `false`, emails are sent out only for the billing documents that never have emails sent out. **Note**: Do not perform this API operation with the `resend` field set to `false` multiple times in a short period. Otherwise, you may receive the same email multiple times, which contradicts the purpose of this setting.
- If the value is `true`, emails are sent out for all the billing documents.
type: boolean
type: object
PostBillingPreviewRunParam:
example:
batches: Batch1
targetDate: '2024-11-05'
properties:
assumeRenewal:
description: |
Indicates whether to generate a preview of future invoice items and credit memo items with the assumption that the subscriptions are renewed.
Set one of the following values in this field to decide how the assumption is applied in the billing preview.
* **All:** The assumption is applied to all the subscriptions. Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.
* **None:** (Default) The assumption is not applied to the subscriptions. Zuora generates preview invoice item data and credit memo item data based on the current term end date and the target date.
* If the target date is later than the current term end date, Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the current term end date.
* If the target date is earlier than the current term end date, Zuora generates preview invoice item data and credit memeo item data from the first day of the customer's next billing period to the target date.
* **Autorenew:** The assumption is applied to the subscriptions that have auto-renew enabled. Zuora generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.
**Note:**
- This field can only be used if the subscription renewal term is not set to 0.
- The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
batches:
description: |
The customer batches to include in the billing preview run. You can specify multiple batches separated by comma. If not specified, all customer batches are included.
**Note**:
- By default, you have 50 configurable account batches. To increase the limit to 200 batches, you must have the Performance Booster Elite package.
- This field is available only if you are on the latest Zuora API version, or you set the `Zuora-Version` request header to `314.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
maxLength: 1000
type: string
chargeTypeToExclude:
description: |
The charge types to exclude from the forecast run.
**Possible values:** OneTime, Recurring, Usage, and any comma-separated combination of these values.
type: string
includingDraftItems:
description: |
Whether draft document items are included in the billing preview run. By default, draft document items are not included.
This field loads draft invoice items and credit memo items. The `chargeTypeToExclude`, `targetDate`, `includingEvergreenSubscription`, and `assumeRenewal` fields do not affect the behavior of the `includingDraftItems` field.
type: boolean
includingEvergreenSubscription:
description: |
Whether evergreen subscriptions are included in the billing preview run. By default, evergreen subscriptions are not included.
type: boolean
organizationLabels:
description: |
The organization(s) that this billing preview run is created for.
For each item in the array, either the `organizationId` or the `organizationName` field is required.
This field is only required when you have already turned on Multi-Org feature.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
storageOption:
description: |
The saving options. The default value is `Csv`.
To compare the current billing preview run result with a specified billing preview run result and store the difference in the database, you must set the `storageOption` field to `Database`. For more information, see [Billing Preview Run Result data source](https://knowledgecenter.zuora.com/Zuora_Central_Platform/Reporting/D_Data_Sources_and_Exports/C_Data_Source_Reference/Billing_Preview_Run_Result_data_source).
enum:
- Csv
- Database
type: string
storeDifference:
description: |
Specify this field to `yes` to compare the current billing preview run result with a specified billing preview run result and store the difference in the database. You can view the difference in the Billing Preview Run Result Difference data source. **Note**: This feature is in the **Early Adopter** phase. If you want to use the feature, submit a request at Zuora Global Support.
The default value is `false`.
type: boolean
comparedBillingPreviewRunId:
description: |
Specify an existing billing preview run result to compare the current billing preview result with. You can view the difference in the Billing Preview Run Result Difference data source. **Note**: This feature is in the **Early Adopter** phase. If you want to use the feature, submit a request at Zuora Global Support.
type: string
targetDate:
description: |
The target date for the billing preview run. The billing preview run generates preview invoice item data and credit memo item data from the first day of the customer's next billing period to the target date.
The value for the `targetDate` field must be in _`YYYY-MM-DD`_ format.
If the target date is later than the subscription current term end date, the preview invoice item data and credit memo item data is generated from the first day of the customer's next billing period to the current term end date. If you want to generate preview invoice item data and credit memo item data past the end of the subscription current term, specify the AssumeRenewal field in the request.
**Note:** The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
format: date
type: string
required:
- targetDate
type: object
GetBillingPreviewRunResponse:
description: get billingPreviewRun response
properties:
assumeRenewal:
description: ''
type: string
batches:
description: |
The customer batches included in the billing preview run.
**Note**: This field is available only if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `314.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
chargeTypeToExclude:
description: |
The charge types excluded from the forecast run.
type: string
createdById:
description: |
The ID of the user who created the billing preview run.
type: string
createdDate:
description: |
The date and time when the billing preview run was created.
format: datetime
type: string
endDate:
description: |
The date and time when the billing preview run completes.
format: datetime
type: string
errorMessage:
description: |
The error message generated by a failed billing preview run.
type: string
includingDraftItems:
description: |
Whether draft document items are included in the billing preview run. By default, draft document items are not included.
type: boolean
includingEvergreenSubscription:
description: |
Indicates if evergreen subscriptions are included in the billing preview run.
type: boolean
organizationLabels:
description: |
The organization(s) that the object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
resultFileUrl:
description: |
The URL of the zipped CSV result file generated by the billing preview run. This file contains the preview invoice item data and credit memo item data for the specified customers.
If the value of `storageOption` field is `Database`, the returned `resultFileUrl` field is null.
**Note:** The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: string
runNumber:
description: |
The run number of the billing preview run.
type: string
startDate:
description: |
The date and time when the billing preview run starts.
format: datetime
type: string
status:
description: |
The status of the >billing preview run.
**Possible values:**
* 0: Pending
* 1: Processing
* 2: Completed
* 3: Error
* 4: Canceled
type: string
storageOption:
description: |
The saving options. The default value is `Csv`.
enum:
- Csv
- Database
type: string
succeededAccounts:
description: |
The number of accounts for which preview invoice item data and credit memo item data was successfully generated during the billing preview run.
**Note:** The credit memo item data is only available if you have Invoice Settlement feature enabled. The Invoice Settlement feature is generally available as of Zuora Billing Release 296 (March 2021). This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
type: integer
success:
description: Returns `true` if the request was processed successfully.
type: boolean
targetDate:
description: |
The target date for the billing preview run.
format: date
type: string
totalAccounts:
description: |
The total number of accounts in the billing preview run.
format: int32
type: integer
updatedById:
description: |
The ID of the user who last updated the billing preview run.
type: string
updatedDate:
description: |
The date and time when the billing preview run was last updated.
format: date-time
type: string
type: object
POSTPaymentMethodResponse:
allOf:
- $ref: '#/components/schemas/CommonResponse'
- properties:
id:
description: |
Internal ID of the payment method that was created.
type: string
reasons:
items:
description: |
Error information. Only applicable if the payment method was not created.
properties:
code:
description: |
Error code.
type: string
message:
description: |
Error message.
type: string
type: object
type: array
type: object
POSTPaymentMethodDecryption:
example:
accountID: 402891a25a02e11c015a02f3c6100003
cardHolderInfo:
cardHolderName: Amy Lawrence
addressLine1: 101 Redwood Shores Parkway
city: Redwood City
country: USA
integrationType: ApplePay
invoiceId: INV000000005
merchantID: merchant.US.com.zuora.services001
mitConsentAgreementSrc: External
mitProfileAction: Activate
mitProfileType: Recurring
paymentGateway: CyberSourceOPG
paymentToken:
data: xGc......JDxuYz1gug0KZRrGXJQ=
header:
ephemeralPublicKey: MFkwEw......TMbLoojKBA==
publicKeyHash: HuLvfqvLon......9jEyX0w=
transactionId: abbadd18818baea1f37b40844c9e09afa9733b0eccb373905b811da43cf1753b
signature: MIAGCSqGSIb......AEtrLSv7hE9gAAAAAAAA==
version: EC_v1
processPayment: true
properties:
accountID:
description: |-
The ID of the customer account associated with this payment method.
To create an orphan payment method that is not associated with any customer account, you can skip this field. As soon as the account information is available, associate the payment method with an account through the [Update a payment method](https://developer.zuora.com/v1-api-reference/api/operation/PUT_PaymentMethod/) operation.
type: string
cardHolderInfo:
$ref: '#/components/schemas/CreateApplePayPaymentMethodCardholderInfo'
integrationType:
description: |
Field to identify the token decryption type.
**Note:** The only value at this time is `ApplePay`.
type: string
invoiceId:
description: |
The id of invoice this payment will apply to.
**Note:** When `processPayment` is `true`, this field is required.
Only one invoice can be paid; for scenarios where you want to pay for multiple invoices, set `processPayment` to `false` and call payment API separately.
type: string
merchantID:
description: |
The Merchant ID that was configured for use with Apple Pay in the Apple iOS Developer Center.
type: string
mitConsentAgreementSrc:
description: |
This field is only available for the following gateway integrations to create stored credential profiles within payment methods:
- Chase Paymentech Orbital Gateway
- CyberSource Payment API v2.0
- Stripe v2
- Vantiv (Now Worldpay)
- Worldpay 1.4
Specify how the consent agreement has been established with the customer. The allowed value is `External`. It is required if the `mitProfileAction` field is specified. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `External` set to this field.
enum:
- External
type: string
mitProfileAction:
description: |
This field is only available for the following gateway integrations to create stored credential profiles within payment methods:
- Chase Paymentech Orbital Gateway
- CyberSource Payment API v2.0
- Stripe v2
- Vantiv (Now Worldpay)
- Worldpay 1.4
Specify either of the following values in this field:
- `Activate` - Use this value if you are creating the stored credential profile after receiving the customer's consent.
Zuora will create the stored credential profile then send a cardholder-initiated transaction (CIT) to the payment gateway to validate the stored credential profile. If the CIT succeeds, the status of the stored credential profile will be `Active`. If the CIT does not succeed, Zuora will not create a stored credential profile.
If the payment gateway does not support the stored credential transaction framework, the status of the stored credential profile will be `Agreed`.
- `Persist` - Use this value if the stored credential profile represents a stored credential profile in an external system. The status of the payment method's stored credential profile will be `Active`.
If you do not specify this field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Activate` set to this field.
enum:
- Activate
- Persist
type: string
mitProfileType:
description: |
This field is only available for the following gateway integrations to create stored credential profiles within payment methods:
- Chase Paymentech Orbital Gateway
- CyberSource Payment API v2.0
- Stripe v2
- Vantiv (Now Worldpay)
- Worldpay 1.4
This field indicates the type of the stored credential profile to process recurring or unsecheduled transactions. It is required if the `mitProfileAction` field is specified. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Recurring` set to this field.
enum:
- Recurring
- Unscheduled
type: string
paymentGateway:
description: |
The label name of the gateway instance configured in Zuora that will be used for
payment method validation and payment processing.
- When `processPayment` is `true`, this `paymentGateway` field is required.
- When `processPayment` is `false` or is not provided, the specified gateway instance will be used for
payment method validation.
Specify a valid gateway instance and it must support the Apple Pay payment method.
If not specified, the default gateway of your Zuora customer account will be used.
type: string
paymentToken:
description: |
The payload with the Apple Pay token or payment data.
type: object
processPayment:
description: |
A boolean flag to control whether a payment should be processed after
creating payment method. The payment amount will be equivalent to the
amount the merchant supplied in the ApplePay session. Default is false.
If this field is set to `true`, you must specify the `paymentGateway`
field with the payment gateway instance name.
If this field is set to `false`:
- You must select the **Verify new credit card** check box on the gateway instance settings page. Otherwise, the cryptogram will not be sent to the gateway.
- A separate subscribe or payment API call is required after this payment method creation call.
type: boolean
required:
- integrationType
- merchantID
- paymentToken
type: object
POSTPaymentMethodResponseDecryption:
properties:
amount:
description: |
The payment amount contained within the encrypted token.
type: string
paymentId:
description: |
The ID of newly processed payment,
type: string
paymentMethodId:
description: |
ID of the newly-created payment method.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
CreateApplePayPaymentMethodCardholderInfo:
description: |
The container for the cardholder information.
The cardholder name is required for credit card validation. It is strongly recommended to specify the nested `cardHolderName` field in this container. For more information, see `cardHolderName`.
The required cardholder address fields vary by gateway. It is strongly recommended to review the gateway's documentation for the most accurate and up-to-date information.
properties:
addressLine1:
description: |
The first address line.
maxLength: 255
type: string
addressLine2:
description: |
The second address line.
maxLength: 255
type: string
cardHolderName:
description: |
The cardholder's full name as it appears on the card.
The cardholder name information is required for credit card validation.
Zuora retrieves the cardholder name using the following priority:
1. This `cardHolderName` field if available.
2. The cardholder name in the `paymentToken` field if available.
3. The full bill-to-contact name of the customer account.
It is strongly recommended to provide the cardholder name through this field.
maxLength: 50
type: string
city:
description: |
The city.
It is recommended to provide the city and country information when
creating a payment method. The information will be used to process
payments. If the information is not provided during payment method
creation, the city and country data will be missing during payment
processing.
maxLength: 40
type: string
country:
description: |
The country, which must be a valid country name or abbreviation.
It is recommended to provide the city and country information when
creating a payment method. The information will be used to process
payments. If the information is not provided during payment method
creation, the city and country data will be missing during payment
processing.
type: string
email:
description: |
The cardholder's email address.
maxLength: 80
type: string
phone:
description: |
The phone number.
maxLength: 40
type: string
state:
description: |
The state, which must be a valid subregion (state or province) name or code. For more information, see View subregions of a specific country or region.
type: string
zipCode:
description: |
The zip code.
maxLength: 20
type: string
title: CardHolderInfo
type: object
GETPaymentMethodResponse:
allOf:
- properties:
accountHolderInfo:
$ref: '#/components/schemas/GETPMAccountHolderInfo'
accountVerificationService:
description: |
Displays the name of the service provider. For example, Plaid.
type: string
accountVerificationStatus:
description: |
Displays the status of the account.
**Note:**
- `Active` - Access token is active.
- `Expired` - Access token has expired and must be linked again.
- `Expiring` - Access token will expire in few days(7 days for Plaid) and must be linked again
- `Inactive` - The end customer has revoked the account permission. The end customer can login again and select the same method for the access token to be linked again.
enum:
- Active
- Expired
- Expiring
- Inactive
type: string
bankIdentificationNumber:
description: |
The first six or eight digits of the payment method's number, such as the credit card number or account number. Banks use this number to identify a payment method.
type: string
createdBy:
description: ID of the user who created this payment method.
type: string
createdOn:
description: |
The date and time when the payment method was created, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
creditCardMaskNumber:
description: |
The masked credit card number, such as:
```
*********1112
```
type: string
creditCardType:
description: |
The type of the credit card or debit card.
Possible values include `Visa`, `MasterCard`, `AmericanExpress`, `Discover`, `JCB`, and `Diners`. For more information about credit card types supported by different payment gateways, see [Supported Payment Gateways](https://knowledgecenter.zuora.com/CB_Billing/M_Payment_Gateways/Supported_Payment_Gateways).
**Note:** This field is only returned for the Credit Card and Debit Card payment types.
type: string
deviceSessionId:
description: |
The session ID of the user when the `PaymentMethod` was created or updated.
type: string
existingMandate:
description: |
Indicates whether the mandate is an existing mandate.
enum:
- 'Yes'
- 'No'
type: string
id:
description: |
The payment method ID.
type: string
ipAddress:
description: |
The IP address of the user when the payment method was created or updated.
type: string
isDefault:
description: |
Indicates whether this payment method is the default payment method for the account.
type: boolean
lastFailedSaleTransactionDate:
description: |
The date of the last failed attempt to collect payment with this payment method.
format: date-time
type: string
lastTransaction:
description: ID of the last transaction of this payment method.
type: string
lastTransactionTime:
description: The time when the last transaction of this payment method happened.
format: date-time
type: string
mandateInfo:
$ref: '#/components/schemas/POSTPMMandateInfo'
maxConsecutivePaymentFailures:
description: |
The number of allowable consecutive failures Zuora attempts with the payment method before stopping.
type: integer
numConsecutiveFailures:
description: |
The number of consecutive failed payments for this payment method. It is reset to `0` upon successful payment.
format: int32
type: integer
paymentRetryWindow:
description: |
The retry interval setting, which prevents making a payment attempt if the last failed attempt was within the last specified number of hours.
type: integer
secondTokenId:
description: |
A gateway unique identifier that replaces sensitive payment method data.
**Note:** This field is only returned for the Credit Card Reference Transaction payment type.
type: string
status:
description: |
The status of the payment method.
enum:
- Active
- Closed
- Scrubbed
type: string
tokenId:
description: |
A gateway unique identifier that replaces sensitive payment method data or represents a gateway's unique customer profile.
**Note:** This field is only returned for the Credit Card Reference Transaction payment type.
type: string
totalNumberOfErrorPayments:
description: |
The number of error payments that used this payment method.
format: int32
type: integer
totalNumberOfProcessedPayments:
description: |
The number of successful payments that used this payment method.
format: int32
type: integer
type:
description: |
The type of the payment method.
type: string
enum:
- CreditCard
- CreditCardReferenceTransaction
- ACH
- SEPA
- Betalingsservice
- Autogiro
- Bacs
- Becs
- Becsnz
- PAD
- PayPalCP
- PayPalEC
- PayPalNativeEC
- PayPalAdaptive
- AdyenApplePay
- AdyenGooglePay
- GooglePay
updatedBy:
description: ID of the user who made the last update to this payment method.
type: string
updatedOn:
description: |
The last date and time when the payment method was updated, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
useDefaultRetryRule:
description: |
Indicates whether this payment method uses the default retry rules configured in the Zuora Payments settings.
type: boolean
cardBinInfo:
description: |
The BIN information of a card payment method.
properties:
brand:
description: |
The card brand, such as `Visa` and `MasterCard`.
type: string
cardClass:
description: |
The type of the card.
type: string
enum:
- ChargeCard
- Credit
- Debit
- DeferredDebit
- Prepaid
productType:
description: |
The product type of the card.
type: string
enum:
- Commercial_or_Corporate_Card
- Consumer_Card
issuer:
description: |
The issuer bank of the card, such as `JPMORGAN CHASE BANK N.A.`.
type: string
issuingCountryCode:
description: |
The issuing country code of the card, such as `US`.
type: string
type: object
type: object
- $ref: '#/components/schemas/PaymentMethodObjectCustomFields'
- $ref: '#/components/schemas/GETPaymentMethodResponseBankTransfer'
- $ref: '#/components/schemas/GETPaymentMethodResponseACH'
- $ref: '#/components/schemas/GETPaymentMethodResponseCreditCard'
- $ref: '#/components/schemas/GETPaymentMethodResponsePayPal'
- $ref: '#/components/schemas/GETPaymentMethodResponseGooglePay'
- $ref: '#/components/schemas/GETPaymentMethodResponseApplePay'
GETPMAccountHolderInfo:
description: |
The account holder information.
properties:
accountHolderName:
description: |
The full name of the account holder.
type: string
addressLine1:
description: |
The first line of the address for the account holder.
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
type: string
country:
description: |
The country where the account holder stays.
When creating a payment method through a translated UI or Payment Page, a country name in a translated language might be selected. Regardless of the country texts selected when creating the payment method, only the supported country name returns in this field. For a complete list of supported country names, see View countries or regions. Internationalization is not supported for the API field value.
type: string
email:
description: |
The email address of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
title: accountHolderInfo
type: object
POSTPMMandateInfo:
description: |
The mandate information for the Credit Card, Apple Pay, Google Pay, Credit Card Reference Transaction, ACH, or Bank Transfer payment method.
The following mandate fields are common to all supported payment methods:
* `mandateId`
* `mandateReason`
* `mandateStatus`
The following mandate fields are specific to the ACH and Bank Transfer payment methods:
* `mandateReceivedStatus`
* `existingMandateStatus`
* `mandateCreationDate`
* `mandateUpdateDate`
The following mandate fields are specific to the Credit Card, Apple Pay, and Google Pay payment methods:
* `mitTransactionId`
* `mitProfileAgreedOn`
* `mitConsentAgreementRef`
* `mitConsentAgreementSrc`
* `mitProfileType`
* `mitProfileAction`
properties:
existingMandateStatus:
description: |
Indicates whether the mandate is an existing mandate.
enum:
- 'Yes'
- 'No'
type: string
mandateCreationDate:
description: |
The date on which the mandate was created.
format: date
type: string
mandateId:
description: |
The mandate ID.
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
type: string
mandateReceivedStatus:
description: |
Indicates whether the mandate is received from the gateway
enum:
- 'Yes'
- 'No'
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
type: string
mandateUpdateDate:
description: |
The date on which the mandate was updated.
format: date
type: string
mitConsentAgreementRef:
description: |
Reference for the consent agreement that you have established with the customer.
type: string
mitConsentAgreementSrc:
description: |
Required if you set the `mitProfileAction` field. Specifies how the consent agreement has been established with the customer. The allowed value is `External`. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `External` set to this field.
enum:
- External
type: string
mitProfileAction:
description: |
Specifies how Zuora creates and activates the stored credential profile. Only applicable if you set the `status` field to `Active`.
- `Activate` (default) - Use this value if you are creating the stored credential profile after receiving the customer's consent.
Zuora will create the stored credential profile then send a cardholder-initiated transaction (CIT) to the payment gateway to validate the stored credential profile. If the CIT succeeds, the status of the stored credential profile will be `Active`. If the CIT does not succeed, Zuora will not create a stored credential profile.
If the payment gateway does not support the stored credential transaction framework, the status of the stored credential profile will be `Agreed`.
- `Persist` - Use this value if the stored credential profile represents a stored credential profile in an external system. The status of the payment method's stored credential profile will be `Active`.
If you do not specify this field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Activate` set to this field.
enum:
- Activate
- Persist
type: string
mitProfileAgreedOn:
description: |
The date on which the stored credential profile is agreed. The date format is `yyyy-mm-dd`.
format: date
type: string
mitProfileType:
description: |
Indicates the type of the stored credential profile. If you do not specify the `mitProfileAction` field, Zuora will automatically create a stored credential profile for the payment method, with the default value `Recurring` set to this field.
type: string
mitTransactionId:
description: |
Specifies the ID of the transaction. Only applicable if you set the `mitProfileAction` field to `Persist`.
maxLength: 128
type: string
title: mandateInfo
type: object
GETPaymentMethodResponseBankTransfer:
properties:
IBAN:
description: |
The International Bank Account Number used to create the SEPA payment method. The value is masked.
type: string
accountNumber:
description: |
The number of the customer's bank account and it is masked.
type: string
bankCode:
description: |
The sort code or number that identifies the bank. This is also known as the sort code.
type: string
bankTransferType:
description: |
The type of the Bank Transfer payment method. For example, `SEPA`.
type: string
branchCode:
description: |
The branch code of the bank used for Direct Debit.
type: string
businessIdentificationCode:
description: |
The BIC code used for SEPA. The value is masked.
type: string
identityNumber:
description: |
The identity number of the account holder or the cardholder.
type: string
type: object
GETPaymentMethodResponseACH:
properties:
bankABACode:
description: |
The nine-digit routing number or ABA number used by banks. This field is only required if the `type` field is set to `ACH`.
type: string
bankAccountName:
description: |
The name of the account holder, which can be either a person or a company. This field is only required if the `type` field is set to `ACH`.
type: string
bankAccountNumber:
description: |
The bank account number associated with the ACH payment. This field is only required if the `type` field is set to `ACH`.
type: string
bankAccountType:
description: |
The type of bank account associated with the ACH payment. This field is only required if the `type` field is set to `ACH`.
When creating an ACH payment method on Adyen, this field is required by Zuora but it is not required by Adyen. To create the ACH payment method successfully, specify a real value for this field if you can. If it is not possible to get the real value for it, specify any of the allowed values as a dummy value, `Checking` preferably.
enum:
- BusinessChecking
- Checking
- Saving
type: string
bankName:
description: |
The name of the bank where the ACH payment account is held. This field is only required if the `type` field is set to `ACH`.
When creating an ACH payment method on Adyen, this field is required by Zuora but it is not required by Adyen. To create the ACH payment method successfully, specify a real value for this field if you can. If it is not possible to get the real value for it, specify a dummy value.
type: string
type: object
GETPaymentMethodResponseCreditCard:
properties:
cardNumber:
description: |
The masked credit card number.
When `cardNumber` is `null`, the following fields will not be returned:
- `expirationMonth`
- `expirationYear`
- `accountHolderInfo`
type: string
expirationMonth:
description: |
One or two digits expiration month (1-12).
type: integer
expirationYear:
description: |
Four-digit expiration year.
type: integer
securityCode:
description: |
The CVV or CVV2 security code for the credit card or debit card.
Only required if changing expirationMonth, expirationYear, or cardHolderName.
To ensure PCI compliance, this value isn''t stored and can''t be queried.
type: string
type: object
GETPaymentMethodResponsePayPal:
properties:
BAID:
description: |
ID of a PayPal billing agreement. For example, I-1TJ3GAGG82Y9.
type: string
email:
description: |
Email address associated with the PayPal payment method.
type: string
preapprovalKey:
description: |
The PayPal preapproval key.
type: string
type: object
GETPaymentMethodResponseGooglePay:
properties:
googleBIN:
description: |
This field is only available for Google Pay payment methods.
type: string
googleCardNumber:
description: |
This field is only available for Google Pay payment methods.
type: string
googleCardType:
description: |
This field is only available for Google Pay payment methods.
For Google Pay payment methods on Adyen, the first 100 characters of [paymentMethodVariant](https://docs.adyen.com/development-resources/paymentmethodvariant) returned from Adyen are stored in this field.
type: string
googleExpiryDate:
description: |
This field is only available for Google Pay payment methods.
type: string
googleGatewayToken:
description: |
This field is only available for Google Pay payment methods.
type: string
type: object
GETPaymentMethodResponseApplePay:
properties:
appleBIN:
description: |
This field is only available for Apple Pay payment methods.
type: string
appleCardNumber:
description: |
This field is only available for Apple Pay payment methods.
type: string
appleCardType:
description: |
This field is only available for Apple Pay payment methods.
For Apple Pay payment methods on Adyen, the first 100 characters of [paymentMethodVariant](https://docs.adyen.com/development-resources/paymentmethodvariant) returned from Adyen are stored in this field.
type: string
appleExpiryDate:
description: |
This field is only available for Apple Pay payment methods.
type: string
appleGatewayToken:
description: |
This field is only available for Apple Pay payment methods.
type: string
type: object
PUTPaymentMethodRequest:
allOf:
- properties:
accountHolderInfo:
$ref: '#/components/schemas/PUTPMAccountHolderInfo'
accountKey:
description: |
The customer account ID such as `2x92c0f859b0480f0159d3a4a6ee5bb6` or the customer account number such as `A02855638`.
**Note:** You can use this field to associate an orphan payment method with a customer account. If a payment method is already associated with a customer account, you cannot change the associated payment method through this operation. You cannot remove the previous account ID and leave this field empty, either.
type: string
authGateway:
description: |
Specifies the ID of the payment gateway that Zuora will use to authorize the payments that are made with the payment method.
This field is not supported in updating Credit Card Reference Transaction payment methods.
If Payment Gateway Routing is enabled:
- If this field is not specified, gateway routing rules will be invoked.
- If this field is specified, the specified gateway will be used to update the payment.
If Payment Gateway Routing is disabled:
- If this field is not specified, the default payment gateway will be used to update the payment. The default gateway of the customer account takes precedence over the default gateway of the tenant.
- If this field is specified, the specified gateway will be used to update the payment.
type: string
currencyCode:
description: |
The currency used for payment method authorization.
type: string
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values. The fields supported by gateways vary. For more information, see the Overview topic of each gateway integration in [Zuora Knowledge Center](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways).
Zuora sends all the information that you specified to the gateway. If you specify any unsupported gateway option parameters, they will be ignored without error prompts.
This field is not supported in updating Credit Card Reference Transaction payment methods.
properties:
key:
description: |
The name of a gateway-specific parameter.
type: string
value:
description: |
The value of the gateway-specific parameter.
type: string
type: object
ipAddress:
description: |
The IPv4 or IPv6 information of the user when the payment method is created or updated. Some gateways use this field for fraud prevention. If this field is passed to Zuora, Zuora directly passes it to gateways.
If the IP address length is beyond 45 characters, a validation error occurs.
For validating SEPA payment methods on Stripe v2, this field is required.
type: string
mandateInfo:
description: |
The mandate information for the Credit Card, Credit Card Reference Transaction, ACH, or Bank Transfer payment method.
properties:
mandateId:
description: |
The mandate ID.
maxLength: 36
type: string
mandateReason:
description: |
The reason of the mandate from the gateway side.
maxLength: 64
type: string
mandateStatus:
description: |
The status of the mandate from the gateway side.
maxLength: 64
type: string
type: object
processingOptions:
description: |
The container for payment method processing options.
properties:
checkDuplicated:
description: |
Indicates whether to perform a duplication check when you create a payment method of the following types:
- Credit Card
- ACH
- Bank Transfer
The default value is `false`.
With this field set to `true`, Zuora will check the active and closed payment methods associated with the same billing account to ensure that no duplicate payment methods are created.
For more information, see Duplication check on payment methods.
type: boolean
type: object
maxConsecutivePaymentFailures:
description: |
The maximum number of payment failures allowed for this payment method.
This field is only applicable if `useDefaultRetryRule` is set to `false`.
type: integer
minimum: 1
maximum: 100
nullable: true
paymentRetryWindow:
description: |
The retry interval in hours.
This field is only applicable if `useDefaultRetryRule` is set to `false`.
type: integer
minimum: 1
maximum: 1000
nullable: true
useDefaultRetryRule:
description: |
Specifies whether to apply the default retry rule configured for your tenant in the Zuora Payments settings:
- To use the default retry rule, specify `true`.
- To use the custom retry rule specific to this payment method, specify `false`.
type: boolean
type: object
- $ref: '#/components/schemas/PUTPMCreditCardInfo'
- $ref: '#/components/schemas/PUTPaymentMethodObjectCustomFields'
example:
securityCode: '331'
PUTPaymentMethodResponse:
properties:
id:
description: |
ID of the updated payment method.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
PUTPMAccountHolderInfo:
description: |
The account holder information. This field is not supported in updating Credit Card Reference Transaction payment methods.
properties:
addressLine1:
description: |
The first line of the address for the account holder.
This field is required for SEPA Direct Debit payment methods on Stripe v2 for [certain countries](https://stripe.com/docs/payments/sepa-debit/set-up-payment?platform=web#web-submit-payment-method).
type: string
addressLine2:
description: |
The second line of the address for the account holder.
type: string
city:
description: |
The city where the account holder stays.
type: string
country:
description: |
The country where the account holder stays.
This field is required for SEPA payment methods on Stripe v2 for [certain countries](https://stripe.com/docs/payments/sepa-debit/set-up-payment?platform=web#web-submit-payment-method).
type: string
email:
description: |
The email address of the account holder.
type: string
phone:
description: |
The phone number of the account holder.
type: string
state:
description: |
The state where the account holder stays.
type: string
zipCode:
description: |
The zip code for the address of the account holder.
type: string
title: accountHolderInfo
type: object
PUTPMCreditCardInfo:
properties:
expirationMonth:
description: |
One or two digits expiration month (1-12).
type: integer
expirationYear:
description: |
Four-digit expiration year.
type: integer
securityCode:
description: |
Optional. It is the CVV or CVV2 security code specific for the credit card or debit card. To ensure PCI compliance, this value is not stored and cannot be queried.
If securityCode code is not passed in the request payload, this operation only updates related fields in the payload. It does not validate the payment method through the gateway.
If securityCode is passed in the request payload, this operation retrieves the credit card information from payload and validates them through the gateway.
type: string
type: object
PUTPaymentMethodObjectCustomFields:
additionalProperties:
description: |
Custom fields of the payment method. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
Custom fields are not supported in updating Credit Card Reference Transaction payment methods.
description: |
Container for custom fields of a payment method object.
title: paymentMethodFieldsCustom
type: object
PUTVerifyPaymentMethodType:
example:
securityCode: '737'
properties:
currencyCode:
description: |
The currency used for payment method authorization.
type: string
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values. The fields supported by gateways vary. For more information, see the Overview topic of each gateway integration in [Zuora Knowledge Center](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways).
Zuora sends all the information that you specified to the gateway. If you specify any unsupported gateway option parameters, they will be ignored without error prompts.
properties:
key:
description: |
The name of a gateway-specific parameter.
type: string
value:
description: |
The value of the gateway-specific parameter.
type: string
type: object
paymentGatewayName:
description: |
The name of the payment gateway instance.
If Payment Gateway Routing is enabled:
- If this field is not specified, gateway routing rules will be invoked.
- If this field is specified, the specified gateway will be used to verify the payment.
If Payment Gateway Routing is disabled:
- If this field is not specified, the default payment gateway will be used to verify the payment. The default gateway of the customer account takes precedence over the default gateway of the tenant.
- If this field is specified, the specified gateway will be used to verify the payment.
type: string
securityCode:
description: |
The CVV or CVV2 security code for the credit card or debit card. To ensure PCI compliance, the value of this field is not stored and cannot be queried.
type: string
type: object
PUTVerifyPaymentMethodResponseType:
properties:
paymentMethodId:
description: |
The ID of the verified payment method.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GetBankAccountBalanceResponse:
properties:
success:
description: |
Indicates whether this call succeeds.
type: boolean
currency:
description: |
The currency of the account balance.
type: string
availableBalance:
description: |
The amount of funds available to be withdrawn from the account.
For more information, see Plaid's documentation.
type: number
format: double
currentBalance:
description: |
The total amount of funds in the account, which does not take pending transactions into account.
For more information, see Plaid's documentation.
type: number
format: double
type: object
GetStoredCredentialProfilesResponse:
properties:
profiles:
description: |
Container for stored credential profiles.
items:
properties:
activatedOn:
description: |
The date when the stored credential profile was activated (if applicable).
format: date-time
type: string
agreedOn:
description: |
The date when the stored credential profile was created.
format: date-time
type: string
brand:
description: |
The stored credential transaction framework. For example, Visa.
type: string
cancelledOn:
description: |
The date when the stored credential profile was cancelled (if applicable).
format: date-time
type: string
consentAgreementRef:
description: |
Your reference for the consent agreement that you have established with the customer.
maxLength: 128
type: string
consentAgreementSrc:
enum:
- External
type: string
expiredOn:
description: |
The date when the stored credential profile was expired (if applicable).
format: date-time
type: string
number:
description: |
The number that identifies the stored credential profile within the payment method.
type: integer
paymentMethodId:
description: |
ID of the payment method.
type: string
status:
description: |
The status of the stored credential profile.
* `Agreed` - The stored credential profile has not been validated via an authorization transaction with the payment gateway.
* `Active` - The stored credential profile has been validated via an authorization transaction with the payment gateway.
* `Cancelled` - The stored credentials are no longer valid, per a customer request. Zuora cannot use the stored credentials in transactions.
* `Expired` - The stored credentials are no longer valid, per an expiration policy in the stored credential transaction framework. Zuora cannot use the stored credentials in transactions.
enum:
- Agreed
- Active
- Cancelled
- Expired
type: string
type:
enum:
- Recurring
- Unscheduled
type: string
type: array
success:
type: boolean
type: object
CreateStoredCredentialProfileRequest:
example:
authGateway: 4028905f5702783601570291e14c0015
consentAgreementRef: ACCT1338AgreementV1.pdf
consentAgreementSrc: External
status: Active
type: Recurring
properties:
action:
description: |
Specifies how Zuora activates the stored credential profile. Only applicable if you set the `status` field to `Active`.
- `Activate` (default) - Use this value if you are creating the stored credential profile after receiving the customer's consent.
Zuora will create the stored credential profile then send a cardholder-initiated transaction (CIT) to the payment gateway to validate the stored credential profile. If the CIT succeeds, the status of the stored credential profile will be `Active`. If the CIT does not succeed, Zuora will not create a stored credential profile.
If the payment gateway does not support the stored credential transaction framework, the status of the stored credential profile will be `Agreed`.
- `Persist` - Use this value if the stored credential profile represents a stored credential profile in an external system. The status of the payment method's stored credential profile will be `Active`.
enum:
- Activate
- Persist
type: string
agreedOn:
description: |
The date on which the profile is agreed. The date format is `yyyy-mm-dd`.
format: date
type: string
authGateway:
description: |
Specifies the ID of the payment gateway that Zuora will use when activating the stored credential profile.
type: string
cardSecurityCode:
description: |
The security code of the credit card.
type: string
consentAgreementRef:
description: |
Specifies your reference for the consent agreement that you have established with the customer.
maxLength: 128
type: string
consentAgreementSrc:
description: |
Specifies how the consent agreement has been established with the customer. The allowed value is `External`.
enum:
- External
type: string
networkTransactionId:
description: |
The ID of a network transaction. Only applicable if you set the `action` field to `Persist`.
maxLength: 128
type: string
status:
description: |
Specifies the status of the stored credential profile.
- `Active` - Use this value if you are creating the stored credential profile after receiving the customer's consent, or if the stored credential profile represents a stored credential profile in an external system.
You can use the `action` field to specify how Zuora activates the stored credential profile.
- `Agreed` - Use this value if you are migrating the payment method to the stored credential transaction framework.
In this case, Zuora will not send a cardholder-initiated transaction (CIT) to the payment gateway to validate the stored credential profile.
enum:
- Agreed
- Active
type: string
type:
description: |
Indicates the type of the stored credential profile to process recurring or unsecheduled transactions.
enum:
- Recurring
- Unscheduled
type: string
required:
- status
- type
- consentAgreementSrc
type: object
ModifiedStoredCredentialProfileResponse:
properties:
number:
description: |
The number that identifies the stored credential profile within the payment method.
type: integer
paymentMethodId:
description: |
ID of the payment method.
type: string
success:
type: boolean
type: object
GETListApplePayDomainsResponse:
properties:
domains:
description: |
Container for domains that are already registered with Apple Pay.
items:
properties:
createdBy:
description: |
The ID of the user who created this domain.
type: string
createdOn:
description: |
The date and time when the domain was created, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
domainName:
description: |
The name of the domain registered with Apple Pay, such as `testapplepay.zuora.com`.
type: string
domainVerified:
description: |
Indicates whether the domain registration is successfully verified.
type: boolean
id:
description: |
The ID of the domain, such as `402881a38924ff1001892502da090021`.
type: string
updatedBy:
description: |
The ID of the user who made the last update to this domain.
type: string
updatedOn:
description: |
The last date and time when the domain was updated, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
type: array
success:
description: |
Indicates whether this call succeeds.
type: boolean
type: object
POSTRegisterApplePayDomainRequest:
example:
domainName: testapplepay.zuora.com
properties:
domainName:
description: |
The name of the domain to be registered with Apple Pay, such as `testapplepay.zuora.com`.
type: string
required:
- domainName
type: object
POSTRegisterApplePayDomainResponse:
properties:
domainName:
description: |
The name of the domain registered with Apple Pay, such as `testapplepay.zuora.com`.
type: string
domainVerified:
description: |
Indicates whether the domain registration is successfully verified.
type: boolean
id:
description: |
The ID of the domain, such as `402881a38924ff1001892502da090021`.
type: string
success:
description: |
Indicates whether this call succeeds.
type: boolean
type: object
DELETEUnresigerApplePayDomainResponse:
properties:
success:
description: Indicates whether this call succeeds.
type: boolean
type: object
POSTCreatePaymentSessionRequest:
example:
currency: USD
accountId: 402882e98d3a964b018d3a9c99ef0167
processPayment: true
storePaymentMethod: true
paymentGateway: 402883827d097a28017d09b41f690261
invoices:
- invoiceNumber: INV00001274
- invoiceNumber: INV00001278
amount: 100
properties:
accountId:
description: |
The ID of the customer account in Zuora that is associated with this
payment method.
This field is required when `processPayment` is set to `true`. It is optional when `processPayment` is set to `false`.
type: string
amount:
description: |
If `processPayment` is `true`, it is the amount of the payment. If `invoices` is specified, the value of `amount` must be the current total balances of the specified invoices.
If `processPayment` is `false`, it is the authorization amount for the payment method.
type: number
authAmount:
description: |
The authorization amount for the payment method. Specify a value greater
than 0.
**Note:** This field is being deprecated. It is recommended to use the `amount` field.
type: number
currency:
description: |
The currency of the payment in the format of the three-character ISO
currency code.
type: string
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values.
The fields supported by gateways vary. For more information, see the
overview topic of each gateway integration in Zuora Knowledge Center.
Zuora sends all the information that you specified to the gateway. If you
specify any unsupported gateway option parameters, they will be ignored
without error prompts.
type: object
title: GatewayOptions
additionalProperties:
type: string
description: |
The gateway options specification consists of key-value pairs:
- Field name: The name of a gateway-specific parameter.
- Field value: The value of the gateway-specific parameter.
paymentGateway:
description: |
The ID of the payment gateway instance configured in Zuora that will
process the payment, such as `e884322ab8c711edab030242ac120004`.
If Payment Gateway Routing is enabled:
- If this field is not specified, gateway routing rules will be invoked.
- If this field is specified, the specified gateway will be used to process the payment.
If Payment Gateway Routing is disabled:
- If this field is not specified, the default payment gateway will be used to process the payment. The default gateway of the customer account takes precedence over the default gateway of the tenant.
- If this field is specified, the specified gateway will be used to process the payment.
type: string
processPayment:
description: |
Indicate whether a payment should be processed after creating the payment
method.
If this field is set to `true`, you must specify either the `amount` field or the `invoices` and `amount` fields.
If this field is set to `false`, you must specify the `amount` field.
type: boolean
storePaymentMethod:
description: |
`true` indicates that the payment method will be stored in Zuora and will be used
in subsequent recurring payments.
`false` indicates that the payment method will not be stored in Zuora.
End-customers need to be brought back on-session to authenticate the payment.
type: boolean
default: true
invoices:
description: |
The array of invoices that a payment applies to. All the specified invoices will be fully paid.
The value of the `amount` field must be the current total balances of the specified invoices.
Here is an example:
```
"invoices": [
{
"invoiceNumber": "INV00001274"
},
{
"invoiceNumber": "INV00001278"
}
]
```
items:
type: object
properties:
invoiceNumber:
description: |
The invoice number, such as `INV0000001`.
type: string
type: array
required:
- currency
- processPayment
- amount
type: object
POSTCreatePaymentSessionResponse:
properties:
token:
description: |
The token for the payment session data.
type: string
type: object
PaymentCollectionResponseType:
properties:
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
payments:
description: |
Container for payments.
items:
$ref: '#/components/schemas/GETARPaymentTypewithSuccess'
type: array
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETARPaymentTypewithSuccess:
allOf:
- properties:
accountId:
description: |
The ID of the customer account that the payment is for.
type: string
accountNumber:
description: |
The number of the customer account that the payment is for.
type: string
amount:
description: |
The total amount of the payment.
format: double
type: number
appliedAmount:
description: |
The applied amount of the payment.
format: double
type: number
authTransactionId:
description: |
The authorization transaction ID from the payment gateway.
type: string
nullable: true
bankIdentificationNumber:
description: |
The first six or eight digits of the credit card or debit card used for the payment, when applicable.
type: string
nullable: true
cancelledOn:
description: |
The date and time when the payment was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the payment.
type: string
createdById:
description: |
The ID of the Zuora user who created the payment part.
type: string
createdDate:
description: |
The date and time when the payment was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditBalanceAmount:
description: |
The amount that the payment transfers to the credit balance. The value is not `0` only for those payments that come from legacy payment operations performed without the Invoice Settlement feature.
format: double
type: number
currency:
description: |
When Standalone Payment is not enabled, the `currency` of the payment must be the same as the payment currency defined in the customer account settings through Zuora UI.
When Standalone Payment is enabled and `standalone` is `true`, the `currency` of the standalone payment can be different from the payment currency defined in the customer account settings. The amount will not be summed up to the account balance or key metrics regardless of currency.
type: string
effectiveDate:
description: |
The date and time when the payment takes effect, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
financeInformation:
description: |
Container for the finance information related to the payment.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
bankAccountAccountingCodeType:
description: |
The type of the accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
transferredToAccounting:
description: |
Whether the payment was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
nullable: true
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
type: string
nullable: true
unappliedPaymentAccountingCodeType:
description: |
The type of the accounting code for the unapplied payment.
type: string
nullable: true
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the payment.
type: string
nullable: true
gatewayOrderId:
description: |
A merchant-specified natural key value that can be passed to the electronic payment gateway when a payment is created.
type: string
nullable: true
gatewayReconciliationReason:
description: |
The reason of gateway reconciliation.
type: string
nullable: true
gatewayReconciliationStatus:
description: |
The status of gateway reconciliation.
type: string
nullable: true
gatewayResponse:
description: |
The message returned from the payment gateway for the payment. This message is gateway-dependent.
type: string
nullable: true
gatewayResponseCode:
description: |
The code returned from the payment gateway for the payment. This code is gateway-dependent.
type: string
nullable: true
gatewayState:
description: |
The status of the payment in the gateway; use for reconciliation.
enum:
- MarkedForSubmission
- Submitted
- Settled
- NotSubmitted
- FailedToSettle
type: string
id:
description: |
The unique ID of the payment. For example, 4028905f5a87c0ff015a87eb6b75007f.
type: string
markedForSubmissionOn:
description: |
The date and time when a payment was marked and waiting for batch submission to the payment process, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
number:
description: |
The unique identification number of the payment. For example, P-00000001.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentGatewayNumber:
description: |
The natural key for the payment gateway.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the payment.
type: string
paymentMethodSnapshotId:
description: |
The unique ID of the payment method snapshot which is a copy of the particular Payment Method used in a transaction.
type: string
nullable: true
paymentOption:
description: |
Container for the paymentOption items, which describe the transactional level rules for processing payments. Currently, only the Gateway Options type is supported.
`paymentOption` of the payment schedule takes precedence over `paymentOption` of the payment schedule item.
items:
$ref: '#/components/schemas/PaymentSchedulePaymentOptionFields'
type: array
paymentScheduleKey:
description: The unique ID or the number of the payment schedule that is linked to the payment. See [Link payments to payment schedules](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Payment_Schedules/Link_payments_with_payment_schedules) for more information.
type: string
payoutId:
description: |
The payout ID of the payment from the gateway side.
type: string
nullable: true
prepayment:
description: |
Indicates whether the payment is used as a reserved payment. See [Prepaid Cash with Drawdown](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/JA_Advanced_Consumption_Billing/Prepaid_Cash_with_Drawdown) for more information.
type: boolean
referenceId:
description: |
The transaction ID returned by the payment gateway. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
nullable: true
refundAmount:
description: |
The amount of the payment that is refunded.
format: double
type: number
secondPaymentReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the payment. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
nullable: true
settledOn:
description: |
The date and time when the payment was settled in the payment processor, in `yyyy-mm-dd hh:mm:ss` format. This field is used by the Spectrum gateway only and not applicable to other gateways.
format: date-time
type: string
nullable: true
softDescriptor:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
softDescriptorPhone:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
standalone:
default: false
description: |
This field is only available if the support for standalone payment is enabled.
The value `true` indicates this is a standalone payment that is created and processed in Zuora through Zuora gateway integration but will be settled outside of Zuora. No settlement data will be created. The standalone payment cannot be applied, unapplied, or transferred.
The value `false` indicates this is an ordinary payment that is created, processed, and settled in Zuora.
type: boolean
status:
description: |
The status of the payment.
enum:
- Draft
- Processing
- Processed
- Error
- Canceled
- Posted
type: string
submittedOn:
description: |
The date and time when the payment was submitted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
type:
description: |
The type of the payment.
enum:
- External
- Electronic
type: string
unappliedAmount:
description: |
The unapplied amount of the payment.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the payment.
type: string
updatedDate:
description: |
The date and time when the payment was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/PaymentObjectNSFields'
- $ref: '#/components/schemas/PaymentObjectCustomFields'
title: payments
PaymentSchedulePaymentOptionFields:
properties:
detail:
description: |
The field used to pass the transactional payment data to the gateway side in the key-value format.
properties:
key:
description: |
The name of the field.
type: string
value:
description: |
The value of the field.
type: string
type: object
type:
description: |
The type of the payment option. Currently, only `GatewayOptions` is supported for specifying Gateway Options fields supported by a payment gateway.
type: string
title: paymentOption
type: object
PaymentObjectNSFields:
description: |
Container for Payment fields provided by the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
properties:
IntegrationId__NS:
description: |
ID of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
IntegrationStatus__NS:
description: |
Status of the payment's synchronization with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Origin__NS:
description: |
Origin of the corresponding object in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
SyncDate__NS:
description: |
Date when the payment was synchronized with NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
Transaction__NS:
description: |
Related transaction in NetSuite. Only available if you have installed the [Zuora Connector for NetSuite](https://www.zuora.com/connect/app/?appId=265).
maxLength: 255
type: string
title: paymentFieldsNS
type: object
PaymentObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Payment object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Payment object.
title: paymentFieldsCustom
type: object
CreatePaymentType:
allOf:
- properties:
accountId:
description: |
The ID of the customer account that the payment is created for.
type: string
accountNumber:
description: |
The number of the customer account that the payment is created for, such as `A00000001`.
You can specify either `accountNumber` or `accountId` for a customer account. If both of them are specified, they must refer to the same customer account.
type: string
amount:
description: |
The total amount of the payment.
format: double
type: number
authTransactionId:
description: |
The authorization transaction ID from the payment gateway. Use this field for electronic payments, such as credit cards.
When you create a payment for capturing the authorized funds, it is highly recommended to pass in the gatewayOrderId that you used when authorizing the funds by using the [Create authorization](https://www.zuora.com/developer/api-references/api/operation/POST_CreateAuthorization) operation, together with the `authTransactionId` field.
The following payment gateways support this field:
- Adyen Integration v2.0
- CyberSource 1.28
- CyberSource 1.97
- CyberSource 2.0
- Chase Paymentech Orbital
- Ingenico ePayments
- SlimPay
- Stripe v2
- Verifi Global Payment Gateway
- WePay Payment Gateway Integration
maxLength: 50
type: string
comment:
description: |
Additional information related to the payment.
maxLength: 255
minLength: 0
type: string
currency:
description: |
When Standalone Payment is not enabled, the `currency` of the payment must be the same as the payment currency defined in the customer account settings through Zuora UI. But if you have the [Multiple Currencies](https://knowledgecenter.zuora.com/Zuora_Billing/Bill_your_customers/Flexible_Billing/Multiple_Currencies) feature enabled, you can have a different payment currency.
When Standalone Payment is enabled and `standalone` is `true`, the `currency` of the standalone payment can be different from the payment currency defined in the customer account settings. The amount will not be summed up to the account balance or key metrics regardless of currency.
type: string
customRates:
description: |
It contains Home currency and Reporting currency custom rates currencies. The maximum number of items is 2 (you can pass the Home currency item or Reporting currency item or both).
**Note**:
- This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
- You cannot set the custom rates, if both the **Automatically include additional Currency Conversion information in data source exports** option and **Fx data** feature are enabled.
- Payment, PaymentApplication, and PaymentApplicationItem will utilize the provided custom Fx rate to convert amounts from the transactional currency to the home currency.
items:
$ref: '#/components/schemas/PaymentWithCustomRatesType'
maxItems: 2
type: array
debitMemos:
description: |
Container for debit memos. The maximum number of debit memos is 1,000.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationCreateRequestType'
type: array
effectiveDate:
description: |
The date when the payment takes effect, in `yyyy-mm-dd` format.
**Note:**
- This field is required for only electronic payments. It's an optional field for external payments.
- When specified, this field must be set to the date of today.
- When applying or transferring payments, this field must be later than or equal to the maximum effective date of the payment.
format: date
type: string
financeInformation:
description: |
Container for the finance information related to the payment.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
maxLength: 100
minLength: 0
type: string
transferredToAccounting:
description: |
Whether the payment was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
maxLength: 100
minLength: 0
type: string
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the payment. The ID must be a valid gateway instance ID and this gateway must support the specific payment method.
- If Payment Gateway Routing is enabled, when creating electronic payments, this field is optional.
- If this field is not specified, gateway routing rules will be invoked.
- If this field is specified, the specified gateway will be used to process the payment.
- If Payment Gateway Routing is disabled, when creating electronic payments, this field is required.
- When creating external payments, this field is optional.
Use the same gateway instance if both `paymentGatewayNumber` and
`gatewayId` are sent in the request.
type: string
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values. The fields supported by gateways vary. For more information, see the Overview topic of each gateway integration in [Zuora Knowledge Center](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways).
Zuora sends all the information that you specified to the gateway. If you specify any unsupported gateway option parameters, they will be ignored without error prompts.
properties:
key:
description: |
The name of a gateway-specific parameter.
maxLength: 255
type: string
value:
description: |
The value of the gateway-specific parameter.
maxLength: 255
type: string
type: object
gatewayOrderId:
description: |
A merchant-specified natural key value that can be passed to the electronic payment gateway when a payment is created. If not specified, the payment number will be passed in instead.
Gateways check duplicates on the gateway order ID to ensure that the merchant do not accidentally enter the same transaction twice. This ID can also be used to do reconciliation and tie the payment to a natural key in external systems. The source of this ID varies by merchant. Some merchants use their shopping cart order IDs, and others use something different. Merchants use this ID to track transactions in their eCommerce systems.
When you create a payment for capturing the authorized funds, it is highly recommended to pass in the gatewayOrderId that you used when authorizing the funds by using the [Create authorization](https://www.zuora.com/developer/api-references/api/operation/POST_CreateAuthorization) operation, together with the `authTransactionId` field.
maxLength: 50
type: string
invoices:
description: |
Container for invoices. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationCreateRequestType'
type: array
mitTransactionSource:
description: |
Payment transaction source used to differentiate the transaction source in Stored Credential Transaction framework.
- `C_Unscheduled`: Cardholder-initiated transaction (CIT) that does not occur on scheduled or regularly occurring dates.
- `M_Recurring`: Merchant-initiated transaction (MIT) that occurs at regular intervals.
- `M_Unscheduled`: Merchant-initiated transaction (MIT) that does not occur on scheduled or regularly occurring dates.
- `M_MOTO`: Mail Order Telephone Order (MOTO) payment transaction. This option is only available for credit card payments on Stripe v2. See [Overview of Stripe payment gateway integration](https://knowledgecenter.zuora.com/Zuora_Collect/Payment_gateway_integrations/Supported_payment_gateways/Stripe_Payment_Gateway/A_Overview_of_Stripe_payment_gateway_integration) for more information.
enum:
- C_Unscheduled
- M_Recurring
- M_Unscheduled
- M_MOTO
type: string
paymentGatewayNumber:
description: |
The natural key for the payment gateway.
Use the same gateway instance if both `paymentGatewayNumber` and `gatewayId` are sent in the request.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the payment.
If no payment method ID is specified in the request body, the default payment method for the customer account is used automatically. If the default payment method is different from the type of payments that you want to create, an error occurs.
type: string
paymentMethodType:
default: null
description: |
The type of the payment method that the customer used to make the payment.
Specify this value when you are creating an external payment method. If both `paymentMethodType` and `paymentMethodId` are specified, only the `paymentMethodId` value is used to create the payment.
type: string
paymentOption:
description: |
Container for the paymentOption items, which describe the transactional level rules for processing payments. Currently, only the Gateway Options type is supported.
Here is an example:
```
"paymentOption": [
{
"type": "GatewayOptions",
"detail": {
"SecCode":"WEB"
}
}
]
```
`paymentOption` of the payment schedule takes precedence over `paymentOption` of the payment schedule item.
You can use this field or the `gatewayOptions` field to pass the Gateway Options fields supported by a payment gateway. However, the Gateway Options fields passed through the `paymentOption` field will be stored in the Payment Option object and can be easily retrieved.
items:
$ref: '#/components/schemas/PaymentSchedulePaymentOptionFields'
type: array
paymentScheduleKey:
description: The unique ID or the number of the payment schedule to be linked with the payment. See [Link payments to payment schedules](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Payment_Schedules/Link_payments_with_payment_schedules) for more information.
type: string
prepayment:
description: |
Indicates whether the payment will be used as a reserved payment. See [Prepaid Cash with Drawdown](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/JA_Advanced_Consumption_Billing/Prepaid_Cash_with_Drawdown) for more information.
type: boolean
referenceId:
description: |
The transaction ID returned by the payment gateway. Use this field to reconcile payments between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
softDescriptor:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 35
type: string
softDescriptorPhone:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 20
type: string
standalone:
default: false
description: |
This field is only available if support for standalone payments is enabled.
Specify `true` to create a standalone payment that will be processed in Zuora through Zuora gateway integration but will be settled outside of Zuora.
When `standalone` is set to `true`:
- `accountId`, `amount`, `currency`, and `type` are required.
- `type` must be `Electronic`.
- `currency` of the payment can be different from the payment currency in the customer account settings.
- The amount will not be summed up into the account balance and key metrics regardless of the payment currency.
- No settlement data will be created.
- Either the applied amount or the unapplied amount of the payment is zero.
- The standalone payment cannot be applied, unapplied, or transferred.
Specify `false` to create an ordinary payment that will be created, processed, and settled in Zuora. The `currency` of an ordinary payment must be the same as the currency in the customer account settings.
type: boolean
type:
description: |
The type of the payment.
**Note**: If you specify the type as `Electronic`, you must specify the value for `accountId` or `accountNumber`.
enum:
- External
- Electronic
type: string
required:
- amount
- currency
- type
type: object
- $ref: '#/components/schemas/PaymentObjectNSFields'
- $ref: '#/components/schemas/PaymentObjectCustomFields'
example:
accountId: 8a90b4488e7d5c0f018e7db3892400b2
type: External
paymentMethodId: 2c92c8f95e2d6ebb015e325df7a70356
amount: 14.99
currency: USD
invoices:
- invoiceId: 8a90e5e4914ad4fa01914b25ff2c036e
amount: 14.99
GETARPaymentTypeWithPaymentOption:
allOf:
- properties:
accountId:
description: |
The ID of the customer account that the payment is for.
type: string
accountNumber:
description: |
The number of the customer account that the payment is for.
type: string
amount:
description: |
The total amount of the payment.
format: double
type: number
appliedAmount:
description: |
The applied amount of the payment.
format: double
type: number
authTransactionId:
description: |
The authorization transaction ID from the payment gateway.
type: string
bankIdentificationNumber:
description: |
The first six or eight digits of the credit card or debit card used for the payment, when applicable.
type: string
cancelledOn:
description: |
The date and time when the payment was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the payment.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the payment.
type: string
createdDate:
description: |
The date and time when the payment was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditBalanceAmount:
description: |
The amount that the payment transfers to the credit balance. The value is not `0` only for those payments that come from legacy payment operations performed without the Invoice Settlement feature.
format: double
type: number
currency:
description: |
When Standalone Payment is not enabled, the `currency` of the payment must be the same as the payment currency defined in the customer account settings through Zuora UI.
When Standalone Payment is enabled and `standalone` is `true`, the `currency` of the standalone payment can be different from the payment currency defined in the customer account settings. The amount will not be summed up to the account balance or key metrics regardless of currency.
type: string
effectiveDate:
description: |
The date and time when the payment takes effect, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
financeInformation:
description: |
Container for the finance information related to the payment.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
bankAccountAccountingCodeType:
description: |
The type of the accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
transferredToAccounting:
description: |
Whether the payment was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
nullable: true
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
type: string
nullable: true
unappliedPaymentAccountingCodeType:
description: |
The type of the accounting code for the unapplied payment.
type: string
nullable: true
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the payment.
type: string
nullable: true
gatewayOrderId:
description: |
A merchant-specified natural key value that can be passed to the electronic payment gateway when a payment is created. If not specified, the payment number will be passed in instead.
type: string
gatewayReconciliationReason:
description: |
The reason of gateway reconciliation.
type: string
nullable: true
gatewayReconciliationStatus:
description: |
The status of gateway reconciliation.
type: string
nullable: true
gatewayResponse:
description: |
The message returned from the payment gateway for the payment. This message is gateway-dependent.
type: string
nullable: true
gatewayResponseCode:
description: |
The code returned from the payment gateway for the payment. This code is gateway-dependent.
type: string
gatewayState:
description: |
The status of the payment in the gateway; use for reconciliation.
enum:
- MarkedForSubmission
- Submitted
- Settled
- NotSubmitted
- FailedToSettle
type: string
id:
description: |
The unique ID of the created payment. For example, 4028905f5a87c0ff015a87eb6b75007f.
type: string
markedForSubmissionOn:
description: |
The date and time when a payment was marked and waiting for batch submission to the payment process, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
number:
description: |
The unique identification number of the payment. For example, P-00000001.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentGatewayNumber:
description: |
The natural key for the payment gateway.
type: string
nullable: true
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the payment.
type: string
paymentMethodSnapshotId:
description: |
The unique ID of the payment method snapshot which is a copy of the particular Payment Method used in a transaction.
type: string
nullable: true
paymentOption:
description: |
Container for the paymentOption items, which describe the transactional level rules for processing payments. Currently, only the Gateway Options type is supported.
`paymentOption` of the payment schedule takes precedence over `paymentOption` of the payment schedule item.
items:
$ref: '#/components/schemas/PaymentSchedulePaymentOptionFields'
type: array
paymentScheduleKey:
description: The unique ID or the number of the payment schedule that is linked to the payment. See [Link payments to payment schedules](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Payment_Schedules/Link_payments_with_payment_schedules) for more information.
type: string
payoutId:
description: |
The payout ID of the payment from the gateway side.
type: string
nullable: true
prepayment:
description: |
Indicates whether the payment is used as a reserved payment. See [Prepaid Cash with Drawdown](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/JA_Advanced_Consumption_Billing/Prepaid_Cash_with_Drawdown) for more information.
type: boolean
referenceId:
description: |
The transaction ID returned by the payment gateway. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
nullable: true
refundAmount:
description: |
The amount of the payment that is refunded.
format: double
type: number
secondPaymentReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the payment. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
nullable: true
settledOn:
description: |
The date and time when the payment was settled in the payment processor, in `yyyy-mm-dd hh:mm:ss` format. This field is used by the Spectrum gateway only and not applicable to other gateways.
format: date-time
type: string
nullable: true
softDescriptor:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
softDescriptorPhone:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
standalone:
default: false
description: |
This field is only available if the support for standalone payment is enabled. This field is not available for transferring, applying, or unapplying a payment.
The value `true` indicates this is a standalone payment that is created and processed in Zuora through Zuora gateway integration but will be settled outside of Zuora. No settlement data will be created. The standalone payment cannot be applied, unapplied, or transferred.
The value `false` indicates this is an ordinary payment that is created, processed, and settled in Zuora.
type: boolean
status:
description: |
The status of the payment.
If the Asynchronous Payment Statuses feature is not enabled, possible values are `Draft`, `Processing`, `Processed`, `Error`, `Canceled`, and `Posted`.
If the Asynchronous Payment Statuses feature is enabled, when the ACH or Bank Transfer payment is created, it is in a `Pending` status upon successful network communication with the gateway. To transition from a `Pending` status to another status, use one of our Gateway Reconciliation options or cancel the payment.
enum:
- Draft
- Processing
- Processed
- Error
- Canceled
- Posted
- Pending
type: string
submittedOn:
description: |
The date and time when the payment was submitted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type:
description: |
The type of the payment.
enum:
- External
- Electronic
type: string
unappliedAmount:
description: |
The unapplied amount of the payment.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the payment.
type: string
updatedDate:
description: |
The date and time when the payment was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/PaymentObjectNSFields'
- $ref: '#/components/schemas/PaymentObjectCustomFields'
PaymentWithCustomRatesType:
allOf:
- properties:
currency:
description: |
The currency code for either Reporting or Home currency.
**Note**: This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
type: string
customFxRate:
description: |
The Custom FX conversion rate between Home/Reporting and Transactional currency items.
**Note**: This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: decimal
type: number
rateDate:
description: |
The date on which a particular currency rate is fixed or obtained on.
**Note**: This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
format: date
type: string
required:
- currency
- customFxRate
type: object
title: customRates
PaymentDebitMemoApplicationCreateRequestType:
properties:
amount:
description: |
The amount of the payment associated with the debit memo.
format: double
type: number
debitMemoId:
description: |
The unique ID of the debit memo that the payment is created on.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter stage. To gain access to this capability, please create a Zuora support ticket.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
items:
description: |
Container for debit memo items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationItemCreateRequestType'
type: array
title: debitMemos
type: object
PaymentInvoiceApplicationCreateRequestType:
properties:
amount:
description: |
The amount of the payment associated with the invoice. This amount must be equal to or lesser than the balance of the invoice.
format: double
type: number
invoiceId:
description: |
The unique ID of the invoice that the payment is created on. The balance of the invoice specified must not be `0`.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter stage. To gain access to this capability, please create a Zuora support ticket.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
items:
description: |
Container for invoice items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationItemCreateRequestType'
type: array
title: invoices
type: object
PaymentInvoiceApplicationItemCreateRequestType:
properties:
amount:
description: |
The amount of the payment associated with the specific invoice or taxation item.
format: double
type: number
invoiceItemId:
description: |
The ID of the specific invoice item.
type: string
taxItemId:
description: |
The ID of the specific taxation item.
type: string
required:
- amount
title: items
type: object
PaymentDebitMemoApplicationItemCreateRequestType:
properties:
amount:
description: |
The amount of the payment associated with the specific debit memo or taxation item.
format: double
type: number
debitMemoItemId:
description: |
The ID of the specific debit memo item.
type: string
taxItemId:
description: |
The ID of the specific taxation item.
type: string
required:
- amount
title: items
type: object
UpdatePaymentType:
allOf:
- properties:
comment:
description: |
Comments about the payment.
maxLength: 255
minLength: 0
type: string
financeInformation:
description: |
Container for the finance information related to the payment.
For a standalone payment, the finance information cannot be updated.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
maxLength: 100
minLength: 0
type: string
transferredToAccounting:
description: |
Whether the payment was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
maxLength: 100
minLength: 0
type: string
type: object
gatewayState:
description: |
This field is mainly used for gateway reconciliation. See Electronic payment processing for details.
You must have the **Edit Payment Gateway Status** user permission to update this field.
enum:
- NotSubmitted
- Submitted
- Settled
- FailedToSettle
type: string
paymentScheduleKey:
description: The unique ID or the number of the payment schedule to be linked with the payment. See [Link payments to payment schedules](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Payment_Schedules/Link_payments_with_payment_schedules) for more information.
type: string
referenceId:
description: |
The transaction ID returned by the payment gateway. Use this field to reconcile payments between your gateway and Zuora Payments.
You can only update the reference ID for external payments.
maxLength: 100
minLength: 0
type: string
type: object
- $ref: '#/components/schemas/PaymentObjectNSFields'
- $ref: '#/components/schemas/PaymentObjectCustomFields'
example:
comment: Details about this payment
GETARPaymentType:
allOf:
- properties:
accountId:
description: |
The ID of the customer account that the payment is for.
type: string
accountNumber:
description: |
The number of the customer account that the payment is for.
type: string
amount:
description: |
The total amount of the payment.
format: double
type: number
appliedAmount:
description: |
The applied amount of the payment.
format: double
type: number
authTransactionId:
description: |
The authorization transaction ID from the payment gateway.
type: string
bankIdentificationNumber:
description: |
The first six or eight digits of the credit card or debit card used for the payment, when applicable.
type: string
cancelledOn:
description: |
The date and time when the payment was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
comment:
description: |
Comments about the payment.
type: string
nullable: true
createdById:
description: |
The ID of the Zuora user who created the payment.
type: string
createdDate:
description: |
The date and time when the payment was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditBalanceAmount:
description: |
The amount that the payment transfers to the credit balance. The value is not `0` only for those payments that come from legacy payment operations performed without the Invoice Settlement feature.
format: double
type: number
currency:
description: |
When Standalone Payment is not enabled, the `currency` of the payment must be the same as the payment currency defined in the customer account settings through Zuora UI.
When Standalone Payment is enabled and `standalone` is `true`, the `currency` of the standalone payment can be different from the payment currency defined in the customer account settings. The amount will not be summed up to the account balance or key metrics regardless of currency.
type: string
effectiveDate:
description: |
The date and time when the payment takes effect, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
financeInformation:
description: |
Container for the finance information related to the payment.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
type: string
bankAccountAccountingCodeType:
description: |
The type of the accounting code that maps to a bank account in your accounting system.
type: string
transferredToAccounting:
description: |
Whether the payment was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
type: string
unappliedPaymentAccountingCodeType:
description: |
The type of the accounting code for the unapplied payment.
type: string
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the payment.
type: string
gatewayOrderId:
description: |
A merchant-specified natural key value that can be passed to the electronic payment gateway when a payment is created. If not specified, the payment number will be passed in instead.
type: string
gatewayReconciliationReason:
description: |
The reason of gateway reconciliation.
type: string
gatewayReconciliationStatus:
description: |
The status of gateway reconciliation.
type: string
gatewayResponse:
description: |
The message returned from the payment gateway for the payment. This message is gateway-dependent.
type: string
gatewayResponseCode:
description: |
The code returned from the payment gateway for the payment. This code is gateway-dependent.
type: string
gatewayState:
description: |
The status of the payment in the gateway; use for reconciliation.
enum:
- MarkedForSubmission
- Submitted
- Settled
- NotSubmitted
- FailedToSettle
type: string
id:
description: |
The unique ID of the created payment. For example, 4028905f5a87c0ff015a87eb6b75007f.
type: string
markedForSubmissionOn:
description: |
The date and time when a payment was marked and waiting for batch submission to the payment process, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
number:
description: |
The unique identification number of the payment. For example, P-00000001.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentGatewayNumber:
description: |
The natural key for the payment gateway.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the payment.
type: string
paymentMethodSnapshotId:
description: |
The unique ID of the payment method snapshot which is a copy of the particular Payment Method used in a transaction.
type: string
paymentScheduleKey:
description: The unique ID or the number of the payment schedule that is linked to the payment. See [Link payments to payment schedules](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Payment_Schedules/Link_payments_with_payment_schedules) for more information.
type: string
payoutId:
description: |
The payout ID of the payment from the gateway side.
type: string
prepayment:
description: |
Indicates whether the payment is used as a reserved payment. See [Prepaid Cash with Drawdown](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Invoicing/JA_Advanced_Consumption_Billing/Prepaid_Cash_with_Drawdown) for more information.
type: boolean
referenceId:
description: |
The transaction ID returned by the payment gateway. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
refundAmount:
description: |
The amount of the payment that is refunded.
format: double
type: number
secondPaymentReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the payment. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
settledOn:
description: |
The date and time when the payment was settled in the payment processor, in `yyyy-mm-dd hh:mm:ss` format. This field is used by the Spectrum gateway only and not applicable to other gateways.
format: date-time
type: string
softDescriptor:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
softDescriptorPhone:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
standalone:
default: false
description: |
This field is only available if the support for standalone payment is enabled. This field is not available for transferring, applying, or unapplying a payment.
The value `true` indicates this is a standalone payment that is created and processed in Zuora through Zuora gateway integration but will be settled outside of Zuora. No settlement data will be created. The standalone payment cannot be applied, unapplied, or transferred.
The value `false` indicates this is an ordinary payment that is created, processed, and settled in Zuora.
type: boolean
status:
description: |
The status of the payment.
enum:
- Draft
- Processing
- Processed
- Error
- Canceled
- Posted
type: string
submittedOn:
description: |
The date and time when the payment was submitted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type:
description: |
The type of the payment.
enum:
- External
- Electronic
type: string
unappliedAmount:
description: |
The unapplied amount of the payment.
format: double
type: number
updatedById:
description: |
The ID of the Zuora user who last updated the payment.
type: string
updatedDate:
description: |
The date and time when the payment was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/PaymentObjectNSFields'
- $ref: '#/components/schemas/PaymentObjectCustomFields'
ApplyPaymentType:
example:
invoices:
- invoiceId: 8ad097b490c4e5aa0190c9b931817cef
amount: 12
properties:
debitMemos:
description: |
Container for debit memos. The maximum number of debit memos is 1,000.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationApplyRequestType'
type: array
effectiveDate:
description: |
The date when the payment application takes effect, in `yyyy-mm-dd` format. The effective date must be later than or equal to the maximum effective date of the payment.
format: date
type: string
invoices:
description: |
Container for invoices. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationApplyRequestType'
type: array
type: object
PaymentDebitMemoApplicationApplyRequestType:
properties:
amount:
description: |
The amount that is applied from the payment to the debit memo.
format: double
type: number
debitMemoId:
description: |
The unique ID of the debit memo that the payment is applied to.
If `debitMemoId` or `debitMemoNumber` is specified, the `writeOff` value can be set to true. This enables writing off a debit memo at the time of refund.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
debitMemoNumber:
description: |
The number of the debit memo that the payment is applied to.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
items:
description: |
Container for debit memo items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationItemApplyRequestType'
type: array
required:
- amount
title: debitMemos
type: object
PaymentInvoiceApplicationApplyRequestType:
properties:
amount:
description: |
The amount that is applied from the payment to the invoice.
format: double
type: number
invoiceId:
description: |
The unique ID of the invoice that the payment is applied to.
If `invoiceId` or `invoiceNumber` is specified, the `writeOff` value can be set to true. This enables writing off a debit memo at the time of refund.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
invoiceNumber:
description: |
The number of the invoice that the payment is applied to. For example, `INV00000001`.
**Note:** When both the `invoiceNumber` and `invoiceId` fields are specified, the two fields must match with each other.
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
items:
description: |
Container for invoice items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationItemApplyRequestType'
type: array
required:
- amount
title: invoices
type: object
PaymentInvoiceApplicationItemApplyRequestType:
properties:
amount:
description: |
The amount of the payment that is applied to the specific invoice or taxation item.
format: double
type: number
invoiceItemId:
description: |
The ID of the specific invoice item.
type: string
taxItemId:
description: |
The ID of the specific taxation item.
type: string
required:
- amount
title: items
type: object
PaymentDebitMemoApplicationItemApplyRequestType:
properties:
amount:
description: |
The amount of the payment that is applied to the specific debit memo or taxation item.
format: double
type: number
debitMemoItemId:
description: |
The ID of the specific debit memo item.
type: string
taxItemId:
description: |
The ID of the specific taxation item.
type: string
required:
- amount
title: items
type: object
GETPaymentPartsCollectionType:
properties:
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
parts:
description: |
Container for payment parts.
items:
$ref: '#/components/schemas/GETPaymentPartTypewithSuccess'
type: array
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETPaymentPartTypewithSuccess:
properties:
amount:
description: |
The amount of the payment part.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the payment part.
type: string
createdDate:
description: |
The date and time when the payment part was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoId:
description: |
The ID of the debit memo associated with the payment part.
type: string
id:
description: |
The ID of the payment part.
type: string
invoiceId:
description: |
The ID of the invoice associated with the payment part.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the payment part.
type: string
updatedDate:
description: |
The date and time when the payment part was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
title: parts
type: object
GETPaymentPartType:
properties:
amount:
description: |
The amount of the payment part.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the payment part.
type: string
createdDate:
description: |
The date and time when the payment part was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoId:
description: |
The ID of the debit memo associated with the payment part.
type: string
id:
description: |
The ID of the payment part.
type: string
invoiceId:
description: |
The ID of the invoice associated with the payment part.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
updatedById:
description: |
The ID of the Zuora user who last updated the payment part.
type: string
updatedDate:
description: |
The date and time when the payment part was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
GETPaymentItemPartCollectionType:
properties:
itemParts:
description: |
Container for payment part items.
items:
$ref: '#/components/schemas/GETPaymentItemPartTypewithSuccess'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type: object
GETPaymentItemPartTypewithSuccess:
properties:
amount:
description: |
The amount of the payment part item.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the payment part item.
type: string
createdDate:
description: |
The date and time when the payment part item was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoItemId:
description: |
The ID of the debit memo item associated with the payment part item.
type: string
id:
description: |
The ID of the payment part item.
type: string
invoiceItemId:
description: |
The ID of the invoice item associated with the payment part item.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
taxItemId:
description: |
The ID of the taxation item associated with the payment part item.
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the payment part item.
type: string
updatedDate:
description: |
The date and time when the payment part item was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
title: itemParts
type: object
GETPaymentItemPartType:
properties:
amount:
description: |
The amount of the payment part item.
format: double
type: number
createdById:
description: |
The ID of the Zuora user who created the payment part item.
type: string
createdDate:
description: |
The date and time when the payment part item was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
debitMemoItemId:
description: |
The ID of the debit memo item associated with the payment part item.
type: string
id:
description: |
The ID of the payment part item.
type: string
invoiceItemId:
description: |
The ID of the invoice item associated with the payment part item.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
taxItemId:
description: |
The ID of the taxation item associated with the payment part item.
type: string
updatedById:
description: |
The ID of the Zuora user who last updated the payment part item.
type: string
updatedDate:
description: |
The date and time when the payment part item was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
PostRefundType:
allOf:
- properties:
comment:
description: |
Comments about the refund.
maxLength: 255
minLength: 0
type: string
customRates:
description: |
It contains Home currency and Reporting currency custom rates currencies. The maximum number of items is 2 (you can pass the Home currency item, Reporting currency item, or both).
**Note**:
- This field is only available if you are on the latest Zuora API minor version, or you set the `Zuora-Version` request header to `224.0` or [a later available version](https://developer.zuora.com/v1-api-reference/api-versions/#minor-version).
- You cannot set the custom rates, if both the **Automatically include additional Currency Conversion information in data source exports** option and **Fx data** feature are enabled.
items:
$ref: '#/components/schemas/PaymentWithCustomRatesType'
maxItems: 2
type: array
financeInformation:
description: |
Container for the finance information related to the refund.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
maxLength: 100
minLength: 0
type: string
transferredToAccounting:
description: |
Whether the refund was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
maxLength: 100
minLength: 0
type: string
type: object
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values. The fields supported by gateways vary. For more information, see the Overview topic of each gateway integration in [Zuora Knowledge Center](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways).
Zuora sends all the information that you specified to the gateway. If you specify any unsupported gateway option parameters, they will be ignored without error prompts.
properties:
key:
description: |
The name of a gateway-specific parameter.
type: string
value:
description: |
The value of the gateway-specific parameter.
type: string
type: object
methodType:
description: |
How an external refund was issued to a customer. This field is required for an external refund and must be left empty for an electronic refund. You can issue an external refund on an electronic payment.
enum:
- ACH
- Cash
- Check
- CreditCard
- PayPal
- WireTransfer
- DebitCard
- CreditCardReferenceTransaction
- BankTransfer
- Other
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
referenceId:
description: |
The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
refundDate:
description: |
The date when the refund takes effect, in `yyyy-mm-dd` format. The date of the refund cannot be before the payment date. Specify this field only for external refunds. Zuora automatically generates this field for electronic refunds.
format: date
type: string
secondRefundReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the refund. Use this field to reconcile payments between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
softDescriptor:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 35
type: string
softDescriptorPhone:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 20
type: string
totalAmount:
description: |
The total amount of the refund. The amount cannot exceed the unapplied amount of the associated payment. If the original payment was applied to one or more invoices or debit memos, you have to unapply a full or partial payment from the invoices or debit memos, and then refund the full or partial unapplied payment to your customers.
format: double
type: number
type:
description: |
The type of the refund.
enum:
- External
- Electronic
type: string
refundTransactionType:
description: |
The transaction type of the refund.
enum:
- Chargeback
- PaymentReversal
type: string
required:
- totalAmount
- type
type: object
- $ref: '#/components/schemas/RefundObjectNSFields'
- $ref: '#/components/schemas/RefundObjectCustomFields'
example:
type: Electronic
totalAmount: 10
GETRefundPaymentType:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with this refund. Zuora associates the refund automatically with the account from the associated payment.
type: string
amount:
description: |
The total amount of the refund.
format: double
type: number
cancelledOn:
description: |
The date and time when the refund was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
comment:
description: |
Comments about the refund.
type: string
createdById:
description: |
The ID of the Zuora user who created the refund.
type: string
createdDate:
description: |
The date and time when the refund was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditMemoId:
description: |
The ID of the credit memo associated with the refund.
type: string
financeInformation:
description: |
Container for the finance information related to the refund.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
bankAccountAccountingCodeType:
description: |
The type of the accounting code that maps to a bank account in your accounting system.
type: string
nullable: true
transferredToAccounting:
description: |
Whether the refund was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
type: string
nullable: true
unappliedPaymentAccountingCodeType:
description: |
The type of the accounting code for the unapplied payment.
type: string
nullable: true
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the refund.
type: string
gatewayReconciliationReason:
description: |
The reason of gateway reconciliation.
type: string
nullable: true
gatewayReconciliationStatus:
description: |
The status of gateway reconciliation.
type: string
nullable: true
gatewayResponse:
description: |
The message returned from the payment gateway for the refund. This message is gateway-dependent.
type: string
gatewayResponseCode:
description: |
The code returned from the payment gateway for the refund. This code is gateway-dependent.
type: string
gatewayState:
description: |
The status of the refund in the gateway.
enum:
- MarkedForSubmission
- Submitted
- Settled
- NotSubmitted
- FailedToSettle
type: string
id:
description: |
The ID of the created refund.
type: string
markedForSubmissionOn:
description: |
The date and time when a refund was marked and waiting for batch submission to the payment process, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
nullable: true
methodType:
description: |
How an external refund was issued to a customer.
enum:
- ACH
- Cash
- Check
- CreditCard
- PayPal
- WireTransfer
- DebitCard
- CreditCardReferenceTransaction
- BankTransfer
- Other
type: string
number:
description: |
The unique identification number of the refund.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
paymentGatewayNumber:
description: |
The natural key for the payment gateway.
type: string
paymentId:
description: |
The ID of the payment that is refunded.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the refund.
type: string
paymentMethodSnapshotId:
description: |
The unique ID of the payment method snapshot, which is a copy of the particular payment method used in a transaction.
type: string
payoutId:
description: |
The payout ID of the refund from the gateway side.
type: string
nullable: true
reasonCode:
description: |
A code identifying the reason for the transaction.
type: string
referenceId:
description: |
The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.
type: string
nullable: true
refundDate:
description: |
The date when the refund takes effect, in `yyyy-mm-dd` format.
format: date
type: string
refundTransactionTime:
description: |
The date and time when the refund was issued, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
secondRefundReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the refund. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
nullable: true
settledOn:
description: |
The date and time when the refund was settled in the payment processor, in `yyyy-mm-dd hh:mm:ss` format. This field is used by the Spectrum gateway only and not applicable to other gateways.
format: date-time
type: string
nullable: true
softDescriptor:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
softDescriptorPhone:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
nullable: true
status:
description: |
The status of the refund.
enum:
- Processed
- Canceled
- Error
- Processing
type: string
submittedOn:
description: |
The date and time when the refund was submitted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type:
description: |
The type of the refund.
enum:
- External
- Electronic
type: string
updatedById:
description: |
The ID of the the Zuora user who last updated the refund.
type: string
updatedDate:
description: |
The date and time when the refund was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/RefundObjectNSFields'
- $ref: '#/components/schemas/RefundObjectCustomFields'
PostRefundwithAutoUnapplyType:
allOf:
- properties:
comment:
description: |
Comments about the refund.
maxLength: 255
minLength: 0
type: string
debitMemos:
description: |
Container for debit memos. The maximum number of debit memos is 1,000.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationApplyRequestType'
type: array
financeInformation:
description: |
Container for the finance information related to the refund.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
maxLength: 100
minLength: 0
type: string
transferredToAccounting:
description: |
Whether the refund was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
maxLength: 100
minLength: 0
type: string
type: object
gatewayOptions:
description: |
The field used to pass gateway-specific parameters and parameter values. The fields supported by gateways vary. For more information, see the Overview topic of each gateway integration in [Zuora Knowledge Center](https://knowledgecenter.zuora.com/Zuora_Billing/Billing_and_Payments/M_Payment_Gateways/Supported_Payment_Gateways).
Zuora sends all the information that you specified to the gateway. If you specify any unsupported gateway option parameters, they will be ignored without error prompts.
properties:
key:
description: |
The name of a gateway-specific parameter.
type: string
value:
description: |
The value of the gateway-specific parameter.
type: string
type: object
invoices:
description: |
Container for invoices. The maximum number of invoices is 1,000.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationApplyRequestType'
type: array
methodType:
description: |
How an external refund was issued to a customer. This field is required for an external refund and must be left empty for an electronic refund. You can issue an external refund on an electronic payment.
enum:
- ACH
- Cash
- Check
- CreditCard
- PayPal
- WireTransfer
- DebitCard
- CreditCardReferenceTransaction
- BankTransfer
- Other
type: string
reasonCode:
description: |
A code identifying the reason for the transaction. The value must be an existing reason code or empty. If you do not specify a value, Zuora uses the default reason code.
type: string
referenceId:
description: |
The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
refundDate:
description: |
The date when the refund takes effect, in `yyyy-mm-dd` format. The date of the refund cannot be before the payment date. Specify this field only for external refunds. Zuora automatically generates this field for electronic refunds.
format: date
type: string
secondRefundReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the refund. Use this field to reconcile payments between your gateway and Zuora Payments.
maxLength: 100
minLength: 0
type: string
softDescriptor:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 35
type: string
softDescriptorPhone:
description: A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
maxLength: 20
type: string
totalAmount:
description: |
The total amount of the refund. If you do not specify a value, Zuora initiates a full refund of the payment amount, which is the sum of the applied and unapplied payment amounts.
- `Full Refund`: If the refund amount and debit memo/ invoice are not specified, then the payment will be unapplied completely, followed by processing a full refund.
- `Partial Refund`:
- If the total amount is specified, and the debit memo/invoice is not specified, you can unapply the refund amount from the available debit memo/invoice and refund the unapplied payment to the customer.
- If the total amount is specified, along with the debit memo and the invoice, you can unapply the applied payments from the mentioned invoices and debit memos, and refund the unapplied payments to customers.
format: double
type: number
type:
description: |
The type of the refund.
enum:
- External
- Electronic
type: string
refundTransactionType:
description: |
The transaction type of the refund.
enum:
- Chargeback
- PaymentReversal
type: string
writeOff:
default: false
description: |
Indicates whether to write off a document.
type: boolean
writeOffOptions:
description: |
Container for the write-off information to create credit memo.
properties:
comment:
description: |
Comments about the credit memo which is created as a result of the write off.
maxLength: 100
type: string
memoDate:
description: |
The date when the credit memo takes effect.
format: date
type: string
reasonCode:
description: |
A code identifying the reason for the credit memo.
type: string
taxAutoCalculation:
description: |
Indicates whether to automatically calculate taxes in the credit memo.
type: boolean
type: object
required:
- type
type: object
- $ref: '#/components/schemas/RefundObjectNSFields'
- $ref: '#/components/schemas/RefundObjectCustomFields'
example:
type: Electronic
totalAmount: 10
GETRefundPaymentTypeAutoUnapply:
allOf:
- properties:
accountId:
description: |
The ID of the account associated with this refund. Zuora associates the refund automatically with the account from the associated payment.
type: string
amount:
description: |
The total amount of the refund.
format: double
type: number
cancelledOn:
description: |
The date and time when the refund was cancelled, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
comment:
description: |
Comments about the refund.
type: string
createdById:
description: |
The ID of the Zuora user who created the refund.
type: string
createdDate:
description: |
The date and time when the refund was created, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-01 15:31:10.
format: date-time
type: string
creditMemoId:
description: |
The ID of the credit memo associated with the refund.
type: string
financeInformation:
description: |
Container for the finance information related to the refund.
properties:
bankAccountAccountingCode:
description: |
The accounting code that maps to a bank account in your accounting system.
type: string
bankAccountAccountingCodeType:
description: |
The type of the accounting code that maps to a bank account in your accounting system.
type: string
transferredToAccounting:
description: |
Whether the refund was transferred to an external accounting system. Use this field for integration with accounting systems, such as NetSuite.
enum:
- Processing
- 'Yes'
- 'No'
- Error
- Ignore
type: string
unappliedPaymentAccountingCode:
description: |
The accounting code for the unapplied payment.
type: string
unappliedPaymentAccountingCodeType:
description: |
The type of the accounting code for the unapplied payment.
type: string
type: object
gatewayId:
description: |
The ID of the gateway instance that processes the refund.
type: string
gatewayReconciliationReason:
description: |
The reason of gateway reconciliation.
type: string
gatewayReconciliationStatus:
description: |
The status of gateway reconciliation.
type: string
gatewayResponse:
description: |
The message returned from the payment gateway for the refund. This message is gateway-dependent.
type: string
gatewayResponseCode:
description: |
The code returned from the payment gateway for the refund. This code is gateway-dependent.
type: string
gatewayState:
description: |
The status of the refund in the gateway.
enum:
- MarkedForSubmission
- Submitted
- Settled
- NotSubmitted
- FailedToSettle
type: string
id:
description: |
The ID of the created refund.
type: string
markedForSubmissionOn:
description: |
The date and time when a refund was marked and waiting for batch submission to the payment process, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
methodType:
description: |
How an external refund was issued to a customer.
enum:
- ACH
- Cash
- Check
- CreditCard
- PayPal
- WireTransfer
- DebitCard
- CreditCardReferenceTransaction
- BankTransfer
- Other
type: string
number:
description: |
The unique identification number of the refund.
type: string
paymentGatewayNumber:
description: |
The natural key for the payment gateway.
type: string
paymentId:
description: |
The ID of the payment that is refunded.
type: string
paymentMethodId:
description: |
The unique ID of the payment method that the customer used to make the refund.
type: string
paymentMethodSnapshotId:
description: |
The unique ID of the payment method snapshot, which is a copy of the particular payment method used in a transaction.
type: string
payoutId:
description: |
The payout ID of the refund from the gateway side.
type: string
reasonCode:
description: |
A code identifying the reason for the transaction.
type: string
referenceId:
description: |
The transaction ID returned by the payment gateway for an electronic refund. Use this field to reconcile refunds between your gateway and Zuora Payments.
type: string
refundDate:
description: |
The date when the refund takes effect, in `yyyy-mm-dd` format.
format: date
type: string
refundTransactionTime:
description: |
The date and time when the refund was issued, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
secondRefundReferenceId:
description: |
The transaction ID returned by the payment gateway if there is an additional transaction for the refund. Use this field to reconcile payments between your gateway and Zuora Payments.
type: string
settledOn:
description: |
The date and time when the refund was settled in the payment processor, in `yyyy-mm-dd hh:mm:ss` format. This field is used by the Spectrum gateway only and not applicable to other gateways.
format: date-time
type: string
softDescriptor:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
softDescriptorPhone:
description: |
A payment gateway-specific field that maps to Zuora for the gateways, Orbital, Vantiv and Verifi.
type: string
status:
description: |
The status of the refund.
enum:
- Processed
- Canceled
- Error
- Processing
type: string
submittedOn:
description: |
The date and time when the refund was submitted, in `yyyy-mm-dd hh:mm:ss` format.
format: date-time
type: string
success:
description: Returns `true` if the request was processed successfully.
type: boolean
type:
description: |
The type of the refund.
enum:
- External
- Electronic
type: string
updatedById:
description: |
The ID of the the Zuora user who last updated the refund.
type: string
updatedDate:
description: |
The date and time when the refund was last updated, in `yyyy-mm-dd hh:mm:ss` format. For example, 2017-03-02 15:36:10.
format: date-time
type: string
writeOffResults:
description: |
Container for the write-off information of credit memo and apply information.
properties:
errorMessage:
description: |
The error message about write off failed.
type: string
transactions:
description: |
The credit memo apply information.
properties:
appliedAmount:
description: |
The credit memo applied amopunt.
format: double
type: number
creditMemoAmount:
description: |
The credit memo amount.
type: string
creditMemoNumber:
description: |
The unique identification number of the credit memo.
type: string
creditMemoStatus:
description: |
The status of the credit memo.
enum:
- Draft
- Posted
- Canceled
- Error
- PendingForTax
- Generating
- CancelInProgress
type: string
invoiceNumber:
description: |
The unique identification number of the invoice.
type: string
title: transactions
type: object
type: object
type: object
- $ref: '#/components/schemas/RefundObjectNSFields'
- $ref: '#/components/schemas/RefundObjectCustomFields'
TransferPaymentType:
example:
accountId: 4028905f5a87c0ff015a88889fe500a8
properties:
accountId:
description: |
The ID of the customer account that the payment is transferred to.
Unassign a payment by setting this field to an empty string. This will automatically transfer the payment to a null account.
type: string
type: object
UnapplyPaymentType:
example:
invoices:
- invoiceId: 8ad097b490c4e5aa0190c9b931817cef
amount: 12
properties:
debitMemos:
description: |
Container for debit memos. The maximum number of debit memos is 1,000.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationUnapplyRequestType'
type: array
effectiveDate:
description: |
The date when the payment is unapplied, in `yyyy-mm-dd` format. The effective date must be later than or equal to the maximum effective date of the payment.
format: date
type: string
invoices:
description: |
Container for invoices. The maximum number of invoice is 1,000.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationUnapplyRequestType'
type: array
type: object
PaymentDebitMemoApplicationUnapplyRequestType:
properties:
amount:
description: |
The amount of the payment that is unapplied from the debit memo.
format: double
type: number
debitMemoId:
description: |
The unique ID of the debit memo that the payment is unapplied from.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
debitMemoNumber:
description: |
The number of the debit memo that the payment is unapplied from.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
items:
description: |
Container for debit memo items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/PaymentDebitMemoApplicationItemUnapplyRequestType'
type: array
required:
- amount
title: debitMemos
type: object
PaymentInvoiceApplicationUnapplyRequestType:
properties:
amount:
description: |
The amount of the payment that is unapplied from the invoice.
format: double
type: number
invoiceId:
description: |
The unique ID of the invoice that the payment is unapplied from.
**Note:**
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
invoiceNumber:
description: |
The number of the invoice that the payment is unapplied from. For example, `INV00000001`.
**Note:** When both the `invoiceNumber` and `invoiceId` fields are specified, the two fields must match with each other.
- The Payment Cross Account (PCA) feature is in the Early Adopter phase.
- When PCA is enabled for the tenant, you can specify a debit memo / invoice that is different from the account that is specified in the request body.
type: string
items:
description: |
Container for invoice items. The maximum number of items is 1,000.
**Note:** This field is only available if you have the [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) feature enabled. Invoice Item Settlement must be used together with other Invoice Settlement features (Unapplied Payments, and Credit and Debit memos). If you wish to enable Invoice Settlement, see [Invoice Settlement Enablement and Checklist Guide](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/Invoice_Settlement_Migration_Checklist_and_Guide) for more information.
items:
$ref: '#/components/schemas/PaymentInvoiceApplicationItemUnapplyRequestType'
type: array
required:
- amount
title: invoices
type: object
PaymentInvoiceApplicationItemUnapplyRequestType:
properties:
amount:
description: |
The amount of the payment that is unapplied from the specific invoice or taxation item.
format: double
type: number
invoiceItemId:
description: |
The ID of the specific invoice item.
type: string
taxItemId:
description: |
The ID of the specific taxation item.
type: string
required:
- amount
title: items
type: object
PaymentDebitMemoApplicationItemUnapplyRequestType:
properties:
amount:
description: |
The amount of the payment that is unapplied from the specific debit mem or taxation item.
format: double
type: number
debitMemoItemId:
description: |
The ID of the specific debit memo item.
type: string
taxItemId:
description: |
The ID of the specific taxation item.
type: string
required:
- amount
title: items
type: object
SummaryStatementRunRequestType:
type: object
properties:
runType:
description: |
The scheduled type of the run which can either be AdHoc or Scheduled. Currently, only `AdHoc` is supported.
enum:
- AdHoc
type: string
targetAccountCategory:
description: |
Specifies the type of account filter.
If the filter type is set to `AllAccounts`, `AccountsWithOpenInvoices`, `AccountsWithOpenBalances`, `AccountsWithoutInvoices`, or `AccountsWithoutInvoicesAndOpenBalances`, you can further refine the filter using `batchName` and `billCycleDay`.
However, these criteria are not applicable when the filter type is `SingleAccount`.
enum:
- SingleAccount
- AllAccounts
- AccountsWithOpenInvoices
- AccountsWithOpenBalances
- AccountsWithoutInvoices
- AccountsWithoutInvoicesAndOpenBalances
type: string
accountKey:
description: |
The related account ID or account number when the filter type is `SingleAccount`.
nullable: true
type: string
batchName:
description: |
The batch name used for filtering accounts, for example, Batch1.
type: string
billCycleDay:
description: |
The bill cycle day for filtering accounts, with values ranging from '01' to '31'.
nullable: true
type: string
dateRangeType:
description: |
The date range for the statement.
If `PreviousThreeCalendarMonth` or `PreviousOneCalendarMonth` is selected, the start and end dates are automatically calculated.
For example, if `PreviousThreeCalendarMonth` is chosen today (2024-08-20), the dates would be 2024-05-01 to 2024-07-31.
enum:
- Custom
- PreviousThreeCalendarMonth
- PreviousOneCalendarMonth
type: string
startDate:
description: |
Required when `Custom` is selected for the date range. The start date can be set to a maximum of 5 years in the past and must follow the format YYYY-MM-DD.
format: date
type: string
endDate:
description: |
When creating a statement run, this field cannot be manually entered. If `Custom` is selected, the end date automatically defaults to today’s date in the tenant’s timezone.
format: date
type: string
autoEmailEnabled:
description: |
Indicates whether to send an email after a statement is generated. Acceptable values are `true` or `false`. If unspecified, the default value is `false`.
type: boolean
description:
description: |
A text description of the statement run.
type: string
required:
- runType
- targetAccountCategory
- dateRangeType
SummaryStatementRunResponse:
properties:
id:
description: |
The unique identifier for the statement run.
type: string
statementRunNumber:
description: |
The number of the statement run.
type: string
runType:
description: |
The scheduled type of the run which can either be AdHoc or Scheduled. Currently, only `AdHoc` is supported.
enum:
- AdHoc
type: string
targetAccountCategory:
description: |
Specifies the type of account filter.
If the filter type is set to `AllAccounts`, `AccountsWithOpenInvoices`, `AccountsWithOpenBalances`, `AccountsWithoutInvoices`, or `AccountsWithoutInvoicesAndOpenBalances`, you can further refine the filter using `batchName` and `billCycleDay`.
However, these criteria are not applicable when the filter type is `SingleAccount`.
enum:
- SingleAccount
- AllAccounts
- AccountsWithOpenInvoices
- AccountsWithOpenBalances
- AccountsWithoutInvoices
- AccountsWithoutInvoicesAndOpenBalances
type: string
accountKey:
description: |
When the filter type is `SingleAccount`, this field contains the related account ID.
type: string
nullable: true
batchName:
description: |
The name of the batch used for filtering accounts.
type: string
billCycleDay:
description: |
The bill cycle day for filtering accounts, with values ranging from '01' to '31'.
type: string
nullable: true
dateRangeType:
description: |
The date range for the statement.
enum:
- PreviousThreeCalendarMonth
- PreviousOneCalendarMonth
- PreviousOneCalendarMonth
type: string
startDate:
description: |
The start date.
format: date
type: string
endDate:
description: |
The end date, which defaults to today’s date when `Custom` is selected. This field cannot be manually entered.
format: date
type: string
autoEmailEnabled:
description: |
Indicates whether to send an email after a statement is generated.
type: boolean
description:
description: |
A text description of the statement run.
type: string
status:
description: |
The status of the run.
enum:
- Pending
- Processing
- Completed
- Error
- Terminated
type: string
createdById:
description: |
The ID of the user who created the statement run.
type: string
createdDate:
description: |
The date and time the statement run was created.
type: string
format: dateTime
success:
description: |
Indicates whether the operation was successful.
type: boolean
updatedById:
description: |
The ID of the user who last updated the statement run.
type: string
updatedDate:
description: |
The date the statement run was last updated.
type: string
format: dateTime
type: object
GETAccountingCodesType:
properties:
accountingCodes:
description: |
An array of all the accounting codes in your chart of accounts. Each accounting code has the following fields.
items:
$ref: '#/components/schemas/GETAccountingCodeItemWithoutSuccessType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETAccountingCodeItemWithoutSuccessType:
allOf:
- properties:
category:
description: |
The category associated with the accounting code.
enum:
- Assets
- Liabilities
- Equity
- Revenue
- Expenses
type: string
createdBy:
description: |
The ID of the user who created the accounting code.
type: string
createdOn:
description: |
Date and time when the accounting code was created.
format: date-time
type: string
glAccountName:
description: |
Name of the account in your general ledger.
Field only available if you have Zuora Finance enabled.
type: string
glAccountNumber:
description: |
Account number in your general ledger.
Field only available if you have Zuora Finance enabled.
type: string
id:
description: |
ID of the accounting code.
type: string
name:
description: |
Name of the accounting code.
type: string
notes:
description: |
Any optional notes for the accounting code.
type: string
status:
description: |
The accounting code status.
enum:
- Active
- Inactive
type: string
type:
description: |
Accounting code type.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
updatedBy:
description: |
The ID of the user who last updated the accounting code.
type: string
updatedOn:
description: |
Date and time when the accounting code was last updated.
format: date-time
type: string
segmentConstantValues:
$ref: '#/components/schemas/SegmentConstantValuesCustomFields'
type: object
- $ref: '#/components/schemas/AccountingCodeObjectCustomFields'
title: accountingCodes
SegmentConstantValuesCustomFields:
description: |
Segment constant values. The field is available only if you have GL Segmentation 2.0 enabled.
This field is additional property.
title: segmentConstantValues
type: object
AccountingCodeObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Accounting Code object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Accounting Code object.
title: accountingCodeFieldsCustom
type: object
POSTAccountingCodeType:
allOf:
- properties:
glAccountName:
description: |
Name of the account in your general ledger.
Field only available if you have Zuora Finance enabled. Maximum of 255 characters.
type: string
glAccountNumber:
description: |
Account number in your general ledger.
Field only available if you have Zuora Finance enabled. Maximum of 255 characters.
type: string
name:
description: |
Name of the accounting code.
Accounting code name must be unique. Maximum of 100 characters.
type: string
notes:
description: |
Maximum of 2,000 characters.
type: string
type:
description: |
If you want to create multiple accounting codes of the type `AccountsReceivable`, you need to have [Invoice Item Settlement](https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/C_Invoice_Item_Settlement) enabled and contact [Zuora Global Support](http://support.zuora.com) to access the Multiple AR Accounting Codes feature.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
segmentConstantValues:
$ref: '#/components/schemas/SegmentConstantValuesCustomFields'
required:
- name
- type
type: object
- $ref: '#/components/schemas/AccountingCodeObjectCustomFields'
example:
name: CASH
type: Cash
POSTAccountingCodeResponseType:
properties:
id:
description: |
ID of the newly created accounting code.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETAccountingCodeItemType:
allOf:
- properties:
category:
description: |
The category associated with the accounting code.
enum:
- Assets
- Liabilities
- Equity
- Revenue
- Expenses
type: string
createdBy:
description: |
The ID of the user who created the accounting code.
type: string
createdOn:
description: |
Date and time when the accounting code was created.
format: date-time
type: string
glAccountName:
description: |
Name of the account in your general ledger.
Field only available if you have Zuora Finance enabled.
type: string
glAccountNumber:
description: |
Account number in your general ledger.
Field only available if you have Zuora Finance enabled.
type: string
id:
description: |
ID of the accounting code.
type: string
name:
description: |
Name of the accounting code.
type: string
notes:
description: |
Any optional notes for the accounting code.
type: string
status:
description: |
The accounting code status.
enum:
- Active
- Inactive
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type:
description: |
Accounting code type.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
updatedBy:
description: |
The ID of the user who last updated the accounting code.
type: string
updatedOn:
description: |
Date and time when the accounting code was last updated.
format: date-time
type: string
segmentConstantValues:
$ref: '#/components/schemas/SegmentConstantValuesCustomFields'
type: object
- $ref: '#/components/schemas/AccountingCodeObjectCustomFields'
PUTAccountingCodeType:
allOf:
- properties:
glAccountName:
description: |
Name of the account in your general ledger.
Field only available if you have Zuora Finance enabled. Maximum of 255 characters.
type: string
glAccountNumber:
description: |
Account number in your general ledger.
Field only available if you have Zuora Finance enabled. Maximum of 255 characters.
type: string
name:
description: |
Name of the accounting code.
Accounting code name must be unique. Maximum of 100 characters.
type: string
notes:
description: |
Maximum of 2,000 characters.
type: string
type:
description: |
Accounting code type. You cannot change the type of an accounting code from `AccountsReceivable` to a different type.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
segmentConstantValues:
$ref: '#/components/schemas/SegmentConstantValuesCustomFields'
type: object
- $ref: '#/components/schemas/AccountingCodeObjectCustomFields'
example:
notes: Details of the accounting code
GETAccountingPeriodsType:
properties:
accountingPeriods:
description: |
An array of all accounting periods on your tenant. The accounting periods are returned in ascending order of start date; that is, the latest period is returned first.
items:
$ref: '#/components/schemas/GETAccountingPeriodWithoutSuccessType'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETAccountingPeriodWithoutSuccessType:
allOf:
- properties:
createdBy:
description: |
ID of the user who created the accounting period.
type: string
createdOn:
description: |
Date and time when the accounting period was created.
format: date-time
type: string
endDate:
description: |
The end date of the accounting period.
format: date
type: string
fileIds:
description: |
File IDs of the reports available for the accounting period. You can retrieve the reports by specifying the file ID in a [Get Files](https://developer.zuora.com/api-references/api/operation/GET_Files) REST API call.
properties:
accountsReceivableAccountAgingDetailExportFileId:
description: |
File ID of the Accounts Receivable Aging Account Detail report.
type: string
accountsReceivableInvoiceAgingDetailExportFileId:
description: |
File ID of the Accounts Receivable Aging Invoice Detail report.
type: string
arRollForwardDetailExportFileId:
description: |
File ID of the Accounts Receivable Detail report.
type: string
fxRealizedGainAndLossDetailExportFileId:
description: |
File ID of the Realized Gain and Loss Detail report.
Returned only if you have Foreign Currency Conversion enabled.
type: string
fxUnrealizedGainAndLossDetailExportFileId:
description: |
File ID of the Unrealized Gain and Loss Detail report.
Returned only if you have Foreign Currency Conversion enabled
type: string
revenueDetailCsvFileId:
description: |
File ID of the Revenue Detail report in CSV format.
type: string
revenueDetailExcelFileId:
description: |
File ID of the Revenue Detail report in XLSX format.
type: string
unprocessedChargesFileId:
description: |
File ID of a report containing all unprocessed charges for the accounting period.
type: string
type: object
fiscalYear:
description: |
Fiscal year of the accounting period.
type: integer
fiscalQuarter:
description: Fiscal quarter of the accounting period.
type: integer
id:
description: |
ID of the accounting period.
type: string
name:
description: |
Name of the accounting period.
type: string
notes:
description: |
Any optional notes about the accounting period.
type: string
organizationLabels:
description: |
The organization(s) that the object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
runTrialBalanceEnd:
description: |
Date and time that the trial balance was completed. If the trial balance status is `Pending`, `Processing`, or `Error`, this field is `null`.
format: date-time
type: string
runTrialBalanceErrorMessage:
description: |
If trial balance status is Error, an error message is returned in this field.
type: string
runTrialBalanceStart:
description: |
Date and time that the trial balance was run. If the trial balance status is `Pending`, this field is `null`.
format: date-time
type: string
runTrialBalanceStatus:
description: |
Status of the trial balance for the accounting period. Possible values:
* `Pending`
* `Processing`
* `Completed`
* `Error`
type: string
startDate:
description: |
The start date of the accounting period.
format: date
type: string
status:
description: |
Status of the accounting period. Possible values:
* `Open`
* `PendingClose`
* `Closed`
type: string
updatedBy:
description: |
D of the user who last updated the accounting period.
type: string
updatedOn:
description: |
Date and time when the accounting period was last updated.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/AccountingPeriodObjectCustomFields'
title: accountingPeriods
AccountingPeriodObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Accounting Period object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of an Accounting Period object.
title: accountingPeriodFieldsCustom
type: object
POSTAccountingPeriodType:
allOf:
- properties:
endDate:
description: |
The end date of the accounting period in yyyy-mm-dd format, for example, "2016-02-19".
format: date
type: string
fiscalYear:
description: |
Fiscal year of the accounting period in yyyy format, for example, "2016".
type: integer
fiscalQuarter:
description: Fiscal quarter of the accounting period. One number between 1 and 4.
type: integer
minimum: 1
maximum: 4
name:
description: |
Name of the accounting period.
Accounting period name must be unique. Maximum of 100 characters.
type: string
notes:
description: |
Notes about the accounting period.
Maximum of 255 characters.
type: string
organizationLabels:
description: |
The organization that the accounting period belongs to.
For each item in the array, either the `organizationId` or the `organizationName` field is required.
This field is only required when you have already turned on Multi-Org feature.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
startDate:
description: |
The start date of the accounting period in yyyy-mm-dd format, for example, "2016-02-19".
format: date
type: string
required:
- name
- startDate
- endDate
- fiscalYear
type: object
- $ref: '#/components/schemas/AccountingPeriodObjectCustomFields'
example:
name: Jun 2016
fiscalYear: 2016
startDate: '2016-06-01'
endDate: '2016-06-30'
POSTAccountingPeriodResponseType:
properties:
id:
description: |
ID of the newly-created accounting period.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETAccountingPeriodType:
allOf:
- properties:
createdBy:
description: |
ID of the user who created the accounting period.
type: string
createdOn:
description: |
Date and time when the accounting period was created.
format: date-time
type: string
endDate:
description: |
The end date of the accounting period.
format: date
type: string
fileIds:
description: |
File IDs of the reports available for the accounting period. You can retrieve the reports by specifying the file ID in a [Get Files](https://developer.zuora.com/api-references/api/operation/GET_Files) REST API call.
properties:
accountsReceivableAccountAgingDetailExportFileId:
description: |
File ID of the Accounts Receivable Aging Account Detail report.
type: string
accountsReceivableInvoiceAgingDetailExportFileId:
description: |
File ID of the Accounts Receivable Aging Invoice Detail report.
type: string
accountsReceivableDebitMemoAgingDetailExportFileId:
description: |
File ID of the Accounts Receivable Aging Debit Memo Detail report.
type: string
arRollForwardDetailExportFileId:
description: |
File ID of the Accounts Receivable Detail report.
type: string
fxRealizedGainAndLossDetailExportFileId:
description: |
File ID of the Realized Gain and Loss Detail report.
Returned only if you have Foreign Currency Conversion enabled.
type: string
fxUnrealizedGainAndLossDetailExportFileId:
description: |
File ID of the Unrealized Gain and Loss Detail report.
Returned only if you have Foreign Currency Conversion enabled
type: string
revenueDetailCsvFileId:
description: |
File ID of the Revenue Detail report in CSV format.
type: string
revenueDetailExcelFileId:
description: |
File ID of the Revenue Detail report in XLSX format.
type: string
unprocessedChargesFileId:
description: |
File ID of a report containing all unprocessed charges for the accounting period.
type: string
type: object
fiscalYear:
description: |
Fiscal year of the accounting period.
type: integer
fiscalQuarter:
description: Fiscal quarter of the accounting period.
type: integer
id:
description: |
ID of the accounting period.
type: string
name:
description: |
Name of the accounting period.
type: string
notes:
description: |
Any optional notes about the accounting period.
type: string
organizationLabels:
description: |
The organization(s) that the object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
runTrialBalanceEnd:
description: |
Date and time that the trial balance was completed. If the trial balance status is `Pending`, `Processing`, or `Error`, this field is `null`.
format: date-time
type: string
runTrialBalanceErrorMessage:
description: |
If trial balance status is Error, an error message is returned in this field.
type: string
runTrialBalanceStart:
description: |
Date and time that the trial balance was run. If the trial balance status is Pending, this field is null.
format: date-time
type: string
runTrialBalanceStatus:
description: |
Status of the trial balance for the accounting period. Possible values:
* `Pending`
* `Processing`
* `Completed`
* `Error`
type: string
startDate:
description: |
The start date of the accounting period.
format: date
type: string
status:
description: |
Status of the accounting period. Possible values:
* `Open`
* `PendingClose`
* `Closed`
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
updatedBy:
description: |
ID of the user who last updated the accounting period.
type: string
updatedOn:
description: |
Date and time when the accounting period was last updated.
format: date-time
type: string
type: object
- $ref: '#/components/schemas/AccountingPeriodObjectCustomFields'
PUTAccountingPeriodType:
allOf:
- properties:
endDate:
description: |
The end date of the accounting period in yyyy-mm-dd format, for example, "2016-02-19".
format: date
type: string
fiscalYear:
description: |
Fiscal year of the accounting period in yyyy format, for example, "2016".
type: integer
fiscalQuarter:
description: Fiscal quarter of the accounting period. One number between 1 and 4.
type: integer
minimum: 1
maximum: 4
name:
description: |
Name of the accounting period.
Accounting period name must be unique. Maximum of 100 characters.
type: string
notes:
description: |
Notes about the accounting period.
Maximum of 255 characters.
type: string
startDate:
description: |
The start date of the accounting period in yyyy-mm-dd format, for example, "2016-02-19".
format: date
type: string
type: object
- $ref: '#/components/schemas/AccountingPeriodObjectCustomFields'
example:
notes: Details of the accounting period
POSTJournalEntryType:
allOf:
- properties:
accountingPeriodName:
description: |
Name of the accounting period. The open-ended accounting period is named `Open-Ended`.
type: string
currency:
description: |
The type of currency used. Currency must be active.
type: string
journalEntryDate:
description: |
Date of the journal entry.
format: date
type: string
journalEntryItems:
description: |
Key name that represents the list of journal entry items.
items:
$ref: '#/components/schemas/POSTJournalEntryItemType'
type: array
notes:
description: |
The number associated with the revenue event.
Character limit: 2,000
type: string
organizationLabel:
description: |
Name of the organization that the journal entry belongs to.
This field is only required when you have already turned on Multi-Org feature.
type: string
segments:
description: |
List of segments that apply to the summary journal entry.
items:
$ref: '#/components/schemas/POSTJournalEntrySegmentType'
type: array
transferredToAccounting:
description: |
Status shows whether the journal entry has been transferred to an accounting system.
enum:
- 'No'
- Processing
- 'Yes'
- Error
- Ignore
type: string
required:
- journalEntryDate
- accountingPeriodName
- currency
- journalEntryItems
type: object
- $ref: '#/components/schemas/JournalEntryObjectCustomFields'
example:
accountingPeriodName: 2020/02
currency: USD
journalEntryDate: '2020-01-20'
journalEntryItems:
- accountingCodeName: Accounts Receivable
amount: 400.9
homeCurrencyAmount: 400.9
type: Credit
- accountingCodeName: Subscription Revenue
amount: 400.9
homeCurrencyAmount: 400.9
type: Debit
POSTJournalEntryResponseType:
properties:
journalEntryNumber:
description: |
Journal entry number in the format JE-00000001.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTJournalEntryItemType:
allOf:
- properties:
accountingCodeName:
description: |
Name of the accounting code.
type: string
accountingCodeType:
description: |
Accounting code type. This field is required if `accountingCodeName` is not unique.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
amount:
description: |
Journal entry item amount in transaction currency.
format: decimal
type: string
homeCurrencyAmount:
description: |
Journal entry item amount in home currency.
This field is required if you have set your home currency for foreign currency conversion. Otherwise, do not pass this field.
format: decimal
type: string
type:
description: 'Type of journal entry item. '
enum:
- Credit
- Debit
type: string
required:
- accountingCodeName
- type
- amount
type: object
- $ref: '#/components/schemas/JournalEntryItemObjectCustomFields'
title: journalEntryItems
POSTJournalEntrySegmentType:
properties:
segmentName:
description: 'Name of segment. You must use the segment name that has already been specified in the default segment rule. In addition, segments need to be passed in the order where they were defined in the segmentation rule. If multiple segments are configured in the default rule, you need to specify all of them in order. '
type: string
segmentValue:
description: |
Value of segment in this summary journal entry.
type: string
required:
- segmentName
- segmentValue
title: segments
type: object
JournalEntryObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Journal Entry object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Journal Entry object.
title: journalEntryFieldsCustom
type: object
JournalEntryItemObjectCustomFields:
additionalProperties:
description: |
Custom fields of the Journal Entry Item object. The name of each custom field has the form *customField*__c
. Custom field names are case sensitive. See Custom Fields for more information.
description: |
Container for custom fields of a Journal Entry Item object.
title: journalEntryItemFieldsCustom
type: object
GETJournalEntriesInJournalRunType:
properties:
journalEntries:
description: |
Key name that represents the list of journal entries.
items:
$ref: '#/components/schemas/GETJournalEntryDetailTypeWithoutSuccess'
type: array
nextPage:
description: |
URL to retrieve the next page of the response if it exists; otherwise absent.
format: URL
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETJournalEntryDetailTypeWithoutSuccess:
allOf:
- properties:
accountingPeriodName:
description: |
Name of the accounting period that the journal entry belongs to.
type: string
aggregateCurrency:
description: |
Returns true if the journal entry is aggregating currencies. That is, if the journal entry was created when the `Aggregate transactions with different currencies during a JournalRun` setting was configured to "Yes". Otherwise, returns `false`.
type: boolean
currency:
description: |
Currency used.
type: string
homeCurrency:
description: |
Home currency used.
type: string
journalEntryDate:
description: |
Date of the journal entry.
format: date
type: string
journalEntryItems:
description: |
Key name that represents the list of journal entry items.
items:
$ref: '#/components/schemas/GETJournalEntryItemType'
type: array
notes:
description: |
Additional information about this record.
Character limit: 2,000
type: string
number:
description: |
Journal entry number in the format JE-00000001.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
segments:
description: |
List of segments that apply to the summary journal entry.
items:
$ref: '#/components/schemas/GETJournalEntrySegmentType'
type: array
status:
description: 'Status of journal entry. '
enum:
- Created
- Cancelled
type: string
timePeriodEnd:
description: |
End date of time period included in the journal entry.
format: date
type: string
timePeriodStart:
description: |
Start date of time period included in the journal entry.
format: date
type: string
transactionType:
description: |
Transaction type of the transactions included in the summary journal entry.
type: string
transferDateTime:
description: |
Date and time that transferredToAccounting was changed to `Yes`. This field is returned only when transferredToAccounting is `Yes`. Otherwise, this field is `null`.
format: date-time
type: string
transferredBy:
description: |
User ID of the person who changed transferredToAccounting to `Yes`. This field is returned only when transferredToAccounting is `Yes`. Otherwise, this field is `null`.
type: string
transferredToAccounting:
description: 'Status shows whether the journal entry has been transferred to an accounting system. '
enum:
- 'No'
- Processing
- 'Yes'
- Error
- Ignore
type: string
type: object
- $ref: '#/components/schemas/JournalEntryObjectCustomFields'
title: journalEntries
GETJournalEntryItemType:
allOf:
- properties:
accountingCodeName:
description: |
Name of the accounting code.
type: string
accountingCodeType:
description: |
Accounting code type.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
amount:
description: |
Journal entry item amount in transaction currency.
format: decimal
type: string
glAccountName:
description: |
The account number in the general ledger (GL) that corresponds to the accounting code.
type: string
glAccountNumber:
description: |
The account name in the general ledger (GL) that corresponds to the accounting code.
type: string
homeCurrencyAmount:
description: |
Journal entry item amount in home currency.
format: decimal
type: string
type:
description: 'Type of journal entry item. '
enum:
- Credit
- Debit
type: string
type: object
- $ref: '#/components/schemas/JournalEntryItemObjectCustomFields'
title: journalEntryItems
GETJournalEntrySegmentType:
properties:
segmentName:
description: |
Name of segment.
type: string
segmentValue:
description: |
Value of segment in this summary journal entry.
type: string
title: segments
type: object
GETJournalEntryDetailType:
allOf:
- properties:
accountingPeriodName:
description: |
Name of the accounting period that the journal entry belongs to.
type: string
aggregateCurrency:
description: |
Returns true if the journal entry is aggregating currencies. That is, if the journal entry was created when the `Aggregate transactions with different currencies during a Journal Run` setting was configured to `Yes`. Otherwise, returns `false`.
type: boolean
currency:
description: |
Currency used.
type: string
homeCurrency:
description: |
Home currency used.
type: string
journalEntryDate:
description: |
Date of the journal entry.
format: date
type: string
journalEntryItems:
description: |
Key name that represents the list of journal entry items.
items:
$ref: '#/components/schemas/GETJournalEntryItemType'
type: array
notes:
description: |
Additional information about this record.
Character limit: 2,000
type: string
number:
description: |
Journal entry number in the format JE-00000001.
type: string
organizationLabel:
description: |
The organization that this object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
type: string
segments:
description: |
List of segments that apply to the summary journal entry.
items:
$ref: '#/components/schemas/GETJournalEntrySegmentType'
type: array
status:
description: |
Status of journal entry.
enum:
- Created
- Cancelled
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
timePeriodEnd:
description: |
End date of time period included in the journal entry.
format: date
type: string
timePeriodStart:
description: |
Start date of time period included in the journal entry.
format: date
type: string
transactionType:
description: |
Transaction type of the transactions included in the summary journal entry.
type: string
transferDateTime:
description: |
Date and time that transferredToAccounting was changed to `Yes`. This field is returned only when transferredToAccounting is `Yes`. Otherwise, this field is `null`.
format: date-time
type: string
transferredBy:
description: |
User ID of the person who changed transferredToAccounting to `Yes`. This field is returned only when transferredToAccounting is `Yes`. Otherwise, this field is `null`.
type: string
transferredToAccounting:
description: 'Status shows whether the journal entry has been transferred to an accounting system. '
enum:
- 'No'
- Processing
- 'Yes'
- Error
- Ignore
type: string
type: object
- $ref: '#/components/schemas/JournalEntryObjectCustomFields'
PUTBasicSummaryJournalEntryType:
allOf:
- properties:
journalEntryItems:
description: |
Key name that represents the list of journal entry items.
items:
$ref: '#/components/schemas/PUTJournalEntryItemType'
type: array
notes:
description: |
Additional information about this record.
***Character limit:*** 2,000
type: string
transferredToAccounting:
description: |
Status shows whether the journal entry has been transferred to an accounting system.
This field cannot be changed after the summary journal entry has been canceled.
**Note:** The Zuora Finance ***Override Transferred to Accounting*** permission is required to change `transferredToAccounting` from `Yes` to any other value.
enum:
- 'No'
- Processing
- 'Yes'
- Error
- Ignore
type: string
type: object
- $ref: '#/components/schemas/JournalEntryObjectCustomFields'
example:
transferredToAccounting: 'Yes'
PUTJournalEntryItemType:
allOf:
- properties:
accountingCodeName:
description: |
Name of the accounting code.
If the Journal Entry Item has a blank accounting code, enter the empty string.
type: string
accountingCodeType:
description: |
Accounting code type.
Note that `On-Account Receivable` is only available if you enable the Invoice Settlement feature.
enum:
- AccountsReceivable
- On-Account Receivable
- Cash
- OtherAssets
- CustomerCashOnAccount
- DeferredRevenue
- SalesTaxPayable
- OtherLiabilities
- SalesRevenue
- SalesDiscounts
- OtherRevenue
- OtherEquity
- BadDebt
- OtherExpenses
type: string
type:
description: 'Type of journal entry item. '
enum:
- Credit
- Debit
type: string
required:
- accountingCodeName
- type
type: object
- $ref: '#/components/schemas/JournalEntryItemObjectCustomFields'
title: journalEntryItems
POSTJournalRunType:
example:
accountingPeriodName: Nov-2014
journalEntryDate: '2014-11-04'
transactionTypes:
- type: Invoice Item
- type: Revenue Event Item
properties:
accountingPeriodName:
description: |
Name of the accounting period.
This field determines the target start and end dates of the journal run.
Required if you do not include `targetStartDate` and `targetEndDate`.
type: string
journalEntryDate:
description: |
Date of the journal entry.
format: date
type: string
organizationLabels:
description: |
The organization that this run is created for.
For each item in the array, either the `organizationId` or the
`organizationName` field is required.
This field is only required when you have already turned on Multi-Org
feature.
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
targetEndDate:
description: |
The target end date of the journal run.
If you include `accountingPeriodName`, the `targetEndDate` must be empty or the same as the end date of the accounting period specified in `accountingPeriodName`.
format: date
type: string
targetStartDate:
description: |
The target start date of the journal run.
Required if you include targetEndDate.
If you include `accountingPeriodName`, the `targetStartDate` must be empty or the same as the start date of the accounting period specified in `accountingPeriodName`.
format: date
type: string
transactionTypes:
description: |
Transaction types included in the journal run.
You can include one or more transaction types.
items:
$ref: '#/components/schemas/POSTJournalRunTransactionType'
type: array
required:
- transactionTypes
- journalEntryDate
type: object
POSTJournalRunResponseType:
properties:
journalRunNumber:
description: |
Journal run number.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
POSTJournalRunTransactionType:
properties:
type:
description: |
Transaction type. Invoice Adjustment is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustment instead.
If you enable the Invoice Settlement feature, Debit Memo Item, Credit Memo Item, and Credit Memo Application Item are available, Payment and Refund will be replaced by Payment Application and Refund Application.
If you enable both the Invoice Settlement feature and the Invoice Item Settlement feature, Payment and Refund will be replaced by Payment Application Item and Refund Application Item.
enum:
- Invoice Item
- Taxation Item
- Invoice Item Adjustment (Invoice)
- Invoice Item Adjustment (Tax)
- Invoice Adjustment
- Electronic Payment
- External Payment
- Electronic Refund
- External Refund
- Electronic Credit Balance Payment
- External Credit Balance Payment
- Electronic Credit Balance Refund
- External Credit Balance Refund
- Credit Balance Adjustment (Applied from Credit Balance)
- Credit Balance Adjustment (Transferred to Credit Balance)
- Revenue Event Item
- Debit Memo Item (Charge)
- Debit Memo Item (Tax)
- Credit Memo Item (Charge)
- Credit Memo Item (Tax)
- Credit Memo Application Item
- Electronic Payment Application
- External Payment Application
- Electronic Refund Application
- External Refund Application
- Electronic Payment Application Item
- External Payment Application Item
- Electronic Refund Application Item
- External Refund Application Item
type: string
required:
- type
title: transactionTypes
type: object
GETJournalRunType:
properties:
aggregateCurrency:
description: ''
type: boolean
executedOn:
description: |
Date and time the journal run was executed.
format: date-time
type: string
journalEntryDate:
description: |
Date of the journal entry.
format: date
type: string
number:
description: |
Journal run number.
type: string
organizationLabels:
description: |
The organization(s) that the object belongs to.
Note: This field is available only when the Multi-Org feature is enabled.
items:
properties:
organizationId:
description: |
The organization ID.
type: string
organizationName:
description: |
The organization name.
type: string
type: object
type: array
segmentationRuleName:
description: |
Name of GL segmentation rule used in the journal run.
type: string
status:
description: |
Status of the journal run.
enum:
- Pending
- Processing
- Completed
- Error
- CancelInprogress
- Cancelled
- DeleteInprogress
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
targetEndDate:
description: |
The target end date of the journal run.
format: date
type: string
targetStartDate:
description: |
The target start date of the journal run.
format: date
type: string
totalJournalEntryCount:
description: |
Total number of journal entries in the journal run.
format: int64
type: integer
transactionTypes:
description: |
Transaction types included in the journal run.
items:
$ref: '#/components/schemas/GETJournalRunTransactionType'
type: array
type: object
GETJournalRunTransactionType:
properties:
type:
description: |
Transaction type. Invoice Adjustment is deprecated on Production. Zuora recommends that you use the Invoice Item Adjustment instead.
If you enable the Invoice Settlement feature, Debit Memo Item, Credit Memo Item, and Credit Memo Application Item are available, Payment and Refund will be replaced by Payment Application and Refund Application.
If you enable both the Invoice Settlement feature and the Invoice Item Settlement feature, Payment and Refund will be replaced by Payment Application Item and Refund Application Item.
enum:
- Invoice Item
- Taxation Item
- Invoice Item Adjustment (Invoice)
- Invoice Item Adjustment (Tax)
- Invoice Adjustment
- Electronic Payment
- External Payment
- Electronic Refund
- External Refund
- Electronic Credit Balance Payment
- External Credit Balance Payment
- Electronic Credit Balance Refund
- External Credit Balance Refund
- Credit Balance Adjustment (Applied from Credit Balance)
- Credit Balance Adjustment (Transferred to Credit Balance)
- Revenue Event Item
- Debit Memo Item (Charge)
- Debit Memo Item (Tax)
- Credit Memo Item (Charge)
- Credit Memo Item (Tax)
- Credit Memo Application Item
- Electronic Payment Application
- External Payment Application
- Electronic Refund Application
- External Refund Application
- Electronic Payment Application Item
- External Payment Application Item
- Electronic Refund Application Item
- External Refund Application Item
type: string
title: transactionTypes
type: object
POSTMassUpdateResponseType:
properties:
bulkKey:
description: |
String of 32 characters that identifies the mass action. The bulkKey is generated before the mass action is processed. You can use the bulkKey to Get the Mass Action Result.
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
type: object
GETMassUpdateType:
properties:
actionType:
description: |
Type of mass action.
type: string
endedOn:
description: |
Date and time that the mass action was completed. The format is `yyyy-MM-dd hh:mm:ss`.
format: date-time
type: string
errorCount:
description: |
Total number of failed records.
This field is updated in real time. When the mass action **status** is Processing, this field returns the number of records that have failed so far. When the mass action **status** is Pending, this field is null.
type: string
inputSize:
description: |
Size of the input file in bytes.
format: int64
type: integer
outputSize:
description: |
Size of the response file in bytes.
format: int64
type: integer
outputType:
description: |
Type of output for the response file. The following table describes the output type.
| Output Type | Description |
|----------------|-------------------------------------|
| (url:.csv.zip) | URL pointing to a zipped .csv file. |
type: string
outputURL:
description: |
URL to download the response file. The response file is a zipped .csv file.
The response file is identical to the file you uploaded to perform the mass action, with additional columns providing information about the outcome of each record.
This field only returns a value when the mass action **status** is Completed or Stopped. Otherwise, this field is null.
type: string
processedCount:
description: |
Total number of processed records. This field is equal to the sum of `errorCount` and `successCount`.
This field is updated in real time. When the mass action **status** is Processing, this field returns the number of records that have been processed so far. When the mass action **status** is Pending, this field is null.
type: string
startedOn:
description: |
Date and time that Zuora started processing the mass action. The format is `yyyy-MM-dd hh:mm:ss`.
format: date-time
type: string
status:
description: |
Status of the mass action. The following table describes the mass action statuses.
| Status | Description |
|------------|----------------------------------------------------------------------------|
| Pending | Mass action has not yet started being processed. |
| Processing | Mass action is in progress. |
| Stopping | Mass action is in the process of stopping, but has not yet stopped. |
| Stopped | Mass action has stopped. |
| Completed | Mass action was successfully completed. There may still be failed records. |
| Failed | Mass action failed. No records are processed. No response file is created. |
type: string
success:
description: |
Returns `true` if the request was processed successfully.
type: boolean
successCount:
description: |
Total number of successful records.
This field is updated in real time. When the mass action **status** is Processing, this field returns the number of records that have succeeded so far. When the mass action **status** is Pending, this field is null.
type: string
totalCount:
description: |
Total number of records in the uploaded mass action file.
When the mass action **status** is Pending, this field is null.
type: string
uploadedBy:
description: |
Email of the person who uploaded the mass action file.
type: string
uploadedOn:
description: |
Date and time that the mass action file was uploaded. The format is `yyyy-MM-dd hh:mm:ss`.
format: date-time
type: string
type: object
PostEventTriggerRequest:
example:
active: true
baseObject: Invoice
condition: changeType == 'UPDATE' && Invoice.Status == 'Posted' && Invoice.Status_old != 'Posted' && Invoice.Amount > 1000.0
eventType:
name: LargeInvoicePosted
displayName: Large Invoice Posted
properties:
active:
description: The status of the event trigger.
type: boolean
baseObject:
description: |
The base object that the trigger rule is defined upon. The format of the value in this field depends on the base object type:
- Standard object: object name, which should follow the pattern ^[A-Z][\w\-]*$. For example, `Invoice`.
- Custom object: `default__the account {{DataSource.Account.AccountNumber}} has been edited.
Company Co. Ltd. properties: active: default: true description: The status of the email template. The default value is `true`. type: boolean bccEmailAddress: description: The email bcc address. format: email type: string ccEmailAddress: description: The email CC address. type: string ccEmailType: default: SpecificEmails description: | Email CC type. - When the related event is account-level and associated with the Subscription object, such as Subscription Created, you can use the following values: - BillToContact - SoldToContact - ShipToContact - BillToAndSoldToContacts - AllContacts - SpecificEmails - InvoiceOwnerBillToContact - InvoiceOwnerSoldToContact - InvoiceOwnerShipToContact - InvoiceOwnerBillToAndSoldToContacts - InvoiceOwnerAllContacts - When the related event is account-level and not associated with the Subscription object, such as Payment Processed, you can use the following values: - BillToContact - SoldToContact - ShipToContact - BillToAndSoldToContacts - AllContacts - SpecificEmails - When the related event is tenant-level, such as Bill Run Completion, you can use the following values: - TenantAdmin - RunOwner - SpecificEmails enum: - BillToContact - SoldToContact - ShipToContact - SpecificEmails - TenantAdmin - BillToAndSoldToContacts - RunOwner - AllContacts - InvoiceOwnerBillToContact - InvoiceOwnerSoldToContact - InvoiceOwnerShipToContact - InvoiceOwnerBillToAndSoldToContacts - InvoiceOwnerAllContacts type: string description: description: The description of the email template. maxLength: 255 type: string emailBody: description: | The email body. You can add merge fields in the email body using angle brackets or double curly brackets. For more information, see Merge field syntax for email templates. You can also embed HTML tags if `isHtml` is `true`. type: string emailHeaders: type: object title: emailHeader description: | Container for custom email headers. Each custom email header consists of a header name and a header value. additionalProperties: type: string description: | The custom email header consists of a name-value pair: * Field name: the name of the custom email header. * Field value: the value of the custom email header. You can add merge fields in the field value. For more information, see Merge field syntax for email templates. emailSubject: description: | The email subject. You can add merge fields in the email subject using angle brackets or double curly brackets. For more information, see Merge field syntax for email templates. type: string encodingType: default: UTF8 description: The endcode type of the email body. enum: - UTF8 - Shift_JIS - ISO_2022_JP - EUC_JP - X_SJIS_0213 type: string eventCategory: description: | If you specify this field, the email template is created based on a standard event. See [Standard Event Categories](https://knowledgecenter.zuora.com/Central_Platform/Notifications/A_Standard_Events/Standard_Event_Category_Code_for_Notification_Histories_API) for all standard event category codes. type: number eventTypeName: description: | The name of the custom event or custom scheduled event. If you specify this field, the email template is created based on the corresponding custom event or custom scheduled event. type: string eventTypeNamespace: description: | The namespace of the `eventTypeName` field. The `eventTypeName` has the `user.notification` namespace by default. Note that if the `eventTypeName` is a standard event type, you must specify the `com.zuora.notification` namespace; otherwise, you will get an error. For example, if you want to create an email template on the `OrderActionProcessed` event, you must specify `com.zuora.notification` for this field. type: string fromEmailAddress: description: If fromEmailType is SpecificEmail, this field is required. type: string fromEmailType: description: The type of the email. enum: - TenantEmail - RunOwner - SpecificEmail type: string fromName: description: The name of the email sender. type: string isHtml: default: false description: Indicates whether the style of email body is HTML. The default value is `false`. type: boolean name: description: The name of the email template, a unique name in a tenant. maxLength: 255 type: string replyToEmailAddress: description: If replyToEmailType is SpecificEmail, this field is required. type: string replyToEmailType: description: Type of the replyTo email. enum: - TenantEmail - RunOwner - SpecificEmail type: string toEmailAddress: description: If toEmailType is SpecificEmail, this field is required. type: string toEmailType: description: | Email receive type. - When the related event is account-level and associated with the Subscription object, such as Subscription Created, you can use the following values: - BillToContact - SoldToContact - ShipToContact - BillToAndSoldToContacts - AllContacts - SpecificEmails - InvoiceOwnerBillToContact - InvoiceOwnerSoldToContact - InvoiceOwnerShipToContact - InvoiceOwnerBillToAndSoldToContacts - InvoiceOwnerAllContacts - When the related event is account-level and not associated with the Subscription object, such as Payment Processed, you can use the following values: - BillToContact - SoldToContact - ShipToContact - BillToAndSoldToContacts - AllContacts - SpecificEmails - When the related event is tenant-level, such as Bill Run Completion, you can use the following values: - TenantAdmin - RunOwner - SpecificEmails enum: - BillToContact - SoldToContact - ShipToContact - SpecificEmails - TenantAdmin - BillToAndSoldToContacts - RunOwner - AllContacts - InvoiceOwnerBillToContact - InvoiceOwnerSoldToContact - InvoiceOwnerShipToContact - InvoiceOwnerBillToAndSoldToContacts - InvoiceOwnerAllContacts type: string required: - name - fromEmailType - emailSubject - emailBody - toEmailType type: object GETPublicEmailTemplateResponse: example: id: f11e498862584a10a05b83ea70119659 createdBy: 8ad084a67f9c7138017fab8a8b511b5a createdOn: 2024-11-06T09:24:07.000 UTC updatedBy: 8ad084a67f9c7138017fab8a8b511b5a updatedOn: 2024-11-06T09:24:07.000 UTC eventTypeNamespace: user.notification eventTypeName: AccountEdit name: Account Edit Email description: '' encodingType: UTF8 fromName: Company Co. Ltd. fromEmailType: TenantEmail fromEmailAddress: '' replyToEmailType: TenantEmail replyToEmailAddress: '' ccEmailType: SpecificEmails ccEmailAddress: '' bccEmailAddress: '' toEmailType: BillToContact toEmailAddress: '' emailHeaders: {} emailSubject: Account {{DataSource.Account.AccountNumber}} has been edited emailBody: Dear user,
the account {{DataSource.Account.AccountNumber}} has been edited.
Company Co. Ltd.
fileId: ''
active: true
isHtml: false
useAdditionalAddresses: false
properties:
active:
description: The status of the email template.
type: boolean
bccEmailAddress:
description: Email BCC address.
format: email
type: string
ccEmailAddress:
description: Email CC address.
type: string
ccEmailType:
default: SpecificEmails
description: Email cc type.
enum:
- BillToContact
- SoldToContact
- ShipToContact
- SpecificEmails
- TenantAdmin
- BillToAndSoldToContacts
- RunOwner
- AllContacts
- InvoiceOwnerBillToContact
- InvoiceOwnerSoldToContact
- InvoiceOwnerShipToContact
- InvoiceOwnerBillToAndSoldToContacts
- InvoiceOwnerAllContacts
type: string
createdBy:
description: The ID of the user who created the email template.
format: uuid
type: string
createdOn:
description: The time when the email template was created. Specified in the UTC timezone in the ISO860 format (YYYY-MM-DDThh:mm:ss.sTZD). E.g. 1997-07-16T19:20:30.45+00:00
format: date-time
type: string
description:
description: The description of the email template.
maxLength: 255
type: string
emailBody:
description: |
The email body. You can add merge fields in the email body using angle brackets or double curly brackets. For more information, see Merge field syntax for email templates.
User can also embed html tags if `isHtml` is `true`.
type: string
emailHeaders:
type: object
title: emailHeader
description: |
Container for custom email headers. Each custom email header consists of a header name and a header value.
additionalProperties:
type: string
description: |
The custom email header consists of a name-value pair:
* Field name: the name of the custom email header.
* Field value: the value of the custom email header. You can add merge fields in the field value. For more information, see Merge field syntax for email templates.
emailSubject:
description: |
The email subject. You can add merge fields in the email subject using angle brackets or double curly brackets. For more information, see Merge field syntax for email templates.
type: string
encodingType:
description: The endcode type of the email body.
enum:
- UTF8
- Shift_JIS
- ISO_2022_JP
- EUC_JP
- X_SJIS_0213
type: string
eventCategory:
description: The event category code for a standard event. See [Standard Event Categories](https://knowledgecenter.zuora.com/Central_Platform/Notifications/A_Standard_Events/Standard_Event_Category_Code_for_Notification_Histories_API) for all event category codes.
type: number
eventTypeName:
description: The name of the custom event or custom scheduled event.
minLength: 1
type: string
eventTypeNamespace:
description: |
The namespace of the `eventTypeName` field for custom events and custom scheduled events.
type: string
fromEmailAddress:
description: If formEmailType is SpecificEmail, this field is required.
type: string
fromEmailType:
description: The from email type.
enum:
- TenantEmail
- RunOwner
- SpecificEmail
type: string
fromName:
description: The name of email sender.
maxLength: 50
type: string
id:
description: The email template ID.
format: uuid
type: string
isHtml:
description: Indicates whether the style of email body is HTML.
type: boolean
name:
description: The name of the email template.
maxLength: 255
type: string
replyToEmailAddress:
description: If replyToEmailType is SpecificEmail, this field is required
type: string
replyToEmailType:
description: The reply email type.
enum:
- TenantEmail
- RunOwner
- SpecificEmail
type: string
toEmailAddress:
description: If `toEmailType` is `SpecificEmail`, this field is required.
type: string
toEmailType:
description: Email receive type.
enum:
- BillToContact
- SoldToContact
- ShipToContact
- SpecificEmails
- TenantAdmin
- BillToAndSoldToContacts
- RunOwner
- AllContacts
- InvoiceOwnerBillToContact
- InvoiceOwnerSoldToContact
- InvoiceOwnerShipToContact
- InvoiceOwnerBillToAndSoldToContacts
- InvoiceOwnerAllContacts
type: string
updatedBy:
description: The ID of the user who updated the email template.
format: uuid
type: string
updatedOn:
description: The time when the email template was updated. Specified in the UTC timezone in the ISO860 format (YYYY-MM-DDThh:mm:ss.sTZD). E.g. 1997-07-16T19:20:30.45+00:00
format: date-time
type: string
type: object
PUTPublicEmailTemplateRequest:
example:
description: Details of the email template
properties:
active:
description: The status of the email template.
type: boolean
bccEmailAddress:
description: Email bcc address.
format: email
type: string
ccEmailAddress:
description: Email cc address.
type: string
ccEmailType:
default: SpecificEmails
description: |
Email CC type.
- When the related event is account-level and associated with the Subscription object, such as Subscription Created, you can use the following values:
- BillToContact
- SoldToContact
- ShipToContact
- BillToAndSoldToContacts
- AllContacts
- SpecificEmails
- InvoiceOwnerBillToContact
- InvoiceOwnerSoldToContact
- InvoiceOwnerShipToContact
- InvoiceOwnerBillToAndSoldToContacts
- InvoiceOwnerAllContacts
- When the related event is account-level and not associated with the Subscription object, such as Payment Processed, you can use the following values:
- BillToContact
- SoldToContact
- ShipToContact
- BillToAndSoldToContacts
- AllContacts
- SpecificEmails
- When the related event is tenant-level, such as Bill Run Completion, you can use the following values:
- TenantAdmin
- RunOwner
- SpecificEmails
enum:
- BillToContact
- SoldToContact
- ShipToContact
- SpecificEmails
- TenantAdmin
- BillToAndSoldToContacts
- RunOwner
- AllContacts
- InvoiceOwnerBillToContact
- InvoiceOwnerSoldToContact
- InvoiceOwnerShipToContact
- InvoiceOwnerBillToAndSoldToContacts
- InvoiceOwnerAllContacts
type: string
description:
description: The description of the email template.
maxLength: 255
type: string
emailBody:
description: |
The email body. You can add merge fields in the email body using angle brackets or double curly brackets. For more information, see Merge field syntax for email templates.
User can also embed html tags if `isHtml` is `true`.
type: string
emailHeaders:
type: object
title: emailHeader
description: |
Container for custom email headers. Each custom email header consists of a header name and a header value.
additionalProperties:
type: string
description: |
The custom email header consists of a name-value pair:
* Field name: the name of the custom email header.
* Field value: the value of the custom email header. You can add merge fields in the field value. For more information, see Merge field syntax for email templates.
emailSubject:
description: |
The email subject. You can add merge fields in the email subject using angle brackets or double curly brackets. For more information, see Merge field syntax for email templates.
type: string
encodingType:
description: The endcode type of the email body.
enum:
- UTF8
- Shift_JIS
- ISO_2022_JP
- EUC_JP
- X_SJIS_0213
type: string
fromEmailAddress:
description: If fromEmailType is SpecificEmail, this field is required
type: string
fromEmailType:
description: The type of fromEmail.
enum:
- TenantEmail
- RunOwner
- SpecificEmail
type: string
fromName:
description: The name of email sender.
type: string
isHtml:
description: Indicates whether the style of email body is HTML.
type: boolean
name:
description: The name of the email template.
maxLength: 255
type: string
replyToEmailAddress:
description: If replyToEmailType is SpecificEmail, this field is required.
type: string
replyToEmailType:
description: The type of the reply email.
enum:
- TenantEmail
- RunOwner
- SpecificEmail
type: string
toEmailAddress:
description: If toEmailType is SpecificEmail, this field is required.
type: string
toEmailType:
description: |-
Email receive type.
- When the related event is account-level and associated with the Subscription object, such as Subscription Created, you can use the following values:
- BillToContact
- SoldToContact
- ShipToContact
- BillToAndSoldToContacts
- AllContacts
- SpecificEmails
- InvoiceOwnerBillToContact
- InvoiceOwnerSoldToContact
- InvoiceOwnerShipToContact
- InvoiceOwnerBillToAndSoldToContacts
- InvoiceOwnerAllContacts
- When the related event is account-level and not associated with the Subscription object, such as Payment Processed, you can use the following values:
- BillToContact
- SoldToContact
- ShipToContact
- BillToAndSoldToContacts
- AllContacts
- SpecificEmails
- When the related event is tenant-level, such as Bill Run Completion, you can use the following values:
- TenantAdmin
- RunOwner
- SpecificEmails
enum:
- BillToContact
- SoldToContact
- ShipToContact
- SpecificEmails
- TenantAdmin
- BillToAndSoldToContacts
- RunOwner
- AllContacts
- InvoiceOwnerBillToContact
- InvoiceOwnerSoldToContact
- InvoiceOwnerShipToContact
- InvoiceOwnerBillToAndSoldToContacts
- InvoiceOwnerAllContacts
type: string
type: object
POSTCreateOrUpdateCalloutTemplateRequest:
example:
allowPartialSuccess: true
calloutTemplates:
- name: Account Edit
eventTypeName: AccountEdit
calloutBaseurl: https://www.example.com/callout/AccountEdit
httpMethod: POST
- name: Account Delete
eventTypeName: AccountDelete
calloutBaseurl: https://www.example.com/callout/AccountDelete
httpMethod: POST
properties:
allowPartialSuccess:
description: |
When set to `false`, the call will fail if one or multiple instances fail to import, and a `200` response is returned if all callout templates have been successfully updated.
When set to `true`, a success (`200`) response is returned if one or more instances have imported successfully. All failed instances are also returned in the response.
type: boolean
calloutTemplates:
description: |
A container for callout templates.
items:
oneOf:
- $ref: '#/components/schemas/POSTCreateOrUpdateCalloutTemplateRequestCommon'
- $ref: '#/components/schemas/POSTCreateOrUpdateCalloutTemplateRequestBasicAuthentication'
- $ref: '#/components/schemas/POSTCreateOrUpdateCalloutTemplateRequestOauth2Authentication'
type: array
type: object
POSTCreateOrUpdateCalloutTemplateRequestCommon:
title: Callout - without authentication
description: |
Common information for callout templates.
properties:
active:
default: true
description: The status of the callout. The default is `true`.
type: boolean
calloutBaseurl:
description: |
The callout URL. It must start with `https://`.
Zuora uses port 443 to send callout notifications by default. If you want to use other ports, submit a request at Zuora Global Support.
You can add merge fields in the callout URL. For example, `https://mywebsite.com/zuora/{{DataSource.Account.Id}}`. For more information, see Merge field syntax for email and callout templates.
example: https://***
format: url
minLength: 10
type: string
calloutHeaders:
type: object
title: calloutHeader
description: |
Container for custom callout headers. Each custom callout header consists of a header name and a header value.
additionalProperties:
type: string
description: |
The custom callout header consists of a key-value pair:
* Field key: the name of the custom callout header.
* Field value: the value of the custom callout header.
You can add merge fields in the field name or value. For more information, see Merge field syntax for email and callout templates.
calloutParams:
type: object
title: calloutParameter
description: |
Container for callout parameters sent in the request body. Each callout parameter consists of a parameter name and a parameter value.
additionalProperties:
type: string
description: |
The callout parameter consists of a key-value pair:
* Field key: the name of the callout parameter.
* Field value: the value of the callout parameter.
You can add merge fields in the field name or value. For example, `"AccountNumber": "{{DataSource.Account.AccountNumber}}"`. For more information, see Merge field syntax for email and callout templates.
Alternatively, you can use the `customRequestBody` field for JSON-formatted callout parameters sent in the callout body.
calloutRetry:
default: true
description: Specified whether to retry the callout when the callout fails. The default value is `true`.
type: boolean
certificate:
type: string
description: |
The SSL certificate for the domain of the callout receiver server specified in `calloutBaseurl`.
The value must be in PEM format, which typically starts with `-----BEGIN CERTIFICATE-----` and ends with `-----END CERTIFICATE-----`.
Specifying the SSL certificate can eliminate SSL certificate errors (HTTP status code 495) for callout notifications.
customRequestBody:
type: string
description: |
Customized request body. This field is available only for callouts whose Content-Type in the request body is `application/json`. The value must be in JSON format and double quotes in the value must be escaped.
You can add merge fields to the request body. For example, `{\"AccountNumber\": \"{{DataSource.Account.AccountNumber}}\",\"AccountId\": \"{{DataSource.Account.Id}}\"}`. For more information, see Merge field syntax for email and callout templates.
You must set `useCustomRequestBody` to `true` if you want to customize the callout request body with this field. Alternatively, you can use the `calloutParams` field.
description:
description: Description for the callout template.
maxLength: 255
type: string
eventCategory:
description: |
The event category code for a standard event that the callout template relates to.
This field is required when creating callout templates for standard events.
For the list of supported standard event category codes, see Standard event category code for events and notifications.
type: number
eventTypeName:
description: |
The name of a custom event that the callout template relates to.
This field is required when creating callout templates for Zuora custom events, custom events, or custom scheduled events.
If this field is provided, you can specify the event namespace in the `eventTypeNamespace` field.
minLength: 1
type: string
eventTypeNamespace:
description: |
The namespace of the `eventTypeName` field. It indicates who created the event and which namespace the event is assigned to.
Supported values are as follows:
- `com.zuora.notification`: events that are created by Zuora. This value applies to Zuora custom events.
- `user.notification`: events that are created by tenant users. This value applies to custom events and custom scheduled events. This is the default value.
For example, if you want to create a callout template that relates to the `OrderActionProcessed` event, which is a Zuora custom event, you must specify `com.zuora.notification` for this field.
type: string
enum:
- user.notification
- com.zuora.notification
default: user.notification
hmacAlgorithm:
type: string
description: |
The hash function Zuora uses to generate the signed data for HMAC authentication.
enum:
- MD5
- SHA-1
- SHA-224
- SHA-256
- SHA-384
- SHA-512
hmacData:
type: string
description: |
The message to be authenticated for HMAC authentication.
You can use merge fields in this value:
- `{{Request.Headers.
If this option is selected, you can specify warehouse size in `warehouseSize`.
If this field is not specified, the default value `LIVE` will be used.
enum:
- LIVE
- WAREHOUSE
type: string
useIndexJoin:
description: Indicates whether to use Index Join. Index join is useful when you have a specific reference value in your WHERE clause to index another large table by. See [Use Index Join](https://knowledgecenter.zuora.com/DC_Developers/BA_Data_Query/Best_practices_of_Data_Query#Use_Index_Join) for more information.
type: boolean
warehouseSize:
description: |
Specify the size of Zuora Warehouse. This field is available only if the `sourceData` is `WAREHOUSE`.
If this field is not specified or set to `NULL`, the default value `xsmall` will be used.
enum:
- xsmall
- 'NULL'
type: string
required:
- query
- outputFormat
- compression
- output
type: object
SubmitDataQueryResponse:
properties:
data:
$ref: '#/components/schemas/DataQueryJob'
type: object
DataQueryErrorResponse:
properties:
code:
description: |
Error code.
type: integer
message:
description: |
Error message.
type: string
type: object
DeleteDataQueryJobResponse:
properties:
data:
$ref: '#/components/schemas/DataQueryJobCancelled'
type: object
DataQueryJobCancelled:
allOf:
- $ref: '#/components/schemas/DataQueryJobCommon'
- properties:
queryStatus:
description: |
Status of the query job.
enum:
- cancelled
type: string
type: object
description: |
A cancelled data query job.
title: cancelledQueryJob
GetDataQueryJobResponse:
properties:
data:
$ref: '#/components/schemas/DataQueryJob'
type: object
SubmitBatchQueryRequest:
example:
queries:
- query: select AccountNumber, BillCycleDay from Account
type: zoql
properties:
dateTimeUtc:
description: |
When using WSDL 69 and later you can ensure that the exported output of dateTime records are rendered according to ISO-8601 generic UTC form by setting `dateTimeUtc` to `true`.
When `dateTimeUtc` is set to `true`, exports of dateTime data types will be rendered in the following generic format: `YYYY-MM-DDThh:mm:ss-hhmm` or `YYYY-MM-DDThh:mm:ss+hhmm`.
**Note**: Regardless of what batchType query is used (`zoql` or `zoqlexport`), the query response output for datetime data types can be standardized by setting dateTimeUtc to `true`. When `true`, the results will display datetime types with the format: YYYY-MM-DDThh:mm:ss+/-hhmm.
type: boolean
format:
description: |
The format of the query. The default value is `csv`.
enum:
- csv
- zip
- gzip
type: string
incrementalTime:
description: |
Allows you to override the time from which a Stateful AQuA job incrementally retrieves records that have been created or modified, using the `incrementalTime` parameter. For example, if you set `incrementalTime` = `2015-01-21 10:30:01`, AQuA will retrieve records that have created or modified beginning at 10:30:01. If this parameter is not set, AQuA continues to use the Start Time of the last AQuA session to retrieve records incrementally.
The time zone of `incrementalTime` depends on which Zuora data center you use. For US Data Center customers, the time zone of `incrementalTime` is Pacific Time. For EU Data Center customers, the time zone of `incrementalTime` is UTC. If the time zone of your system is different from the time zone of `incrementalTime`, you will need to convert to the appropriate time zone before setting `incrementalTime`.
**Note**: This field can only be used in Stateful AQuA mode.
format: dateTime
type: string
name:
description: |
The name of the job. 32 character limit.
type: string
notifyUrl:
description: |
If URL is provided, the AQuA job will call this `notifyUrl` once the job has completed. The value of `notifyUrl` needs to have `${JOBID}` and `${STATUS}` placeholders. These placeholders will be replaced by the actual job ID and status when returned in the response. Status will be `Completed` after the AQuA job is done.
If you submit an AQuA query with `notifyUrl` specified, the value of `notifyUrl` will be ignored if your organization has already configured a callout notification through the Zuora user interface.
type: string
nullReplacement:
description: |
The string used to represent null values in the query results. If you do not set this parameter, null values are represented by the empty string in the query results.
type: string
offset:
default: 0
description: |
This field specifies the time offset for AQuA queries in stateful mode. It is an integer in the range 0 to 3,600 seconds.
For example, if you set this field to 600 seconds and you post a query in stateful mode at 2:00 AM, it will query against data created or updated between the completion time of the previous query and 1:50 AM.
The value of this field will override the value you configured in **Settings** > **Administration** > **AQuA API Stateful Mode Time Offset**.
type: integer
partner:
description: |
The partner field indicates the unique ID of a data integration partner. The dropdown list of this field displays partner IDs for the past thirty days.
It must be used together with "project" field to uniquely identify a data integration target.
For example, if a continuous AQuA session is to retrieve data incrementally for a Salesforce.com Org 00170000011K3Ub, you can use partner as "Salesforce", and "project" as "00170000011K3Ub."
This field is required only if you are using AQuA in stateful mode. Otherwise, if you are using AQuA in stateless mode, partner field can be null.
**Note**: Zuora highly recommends you use the stateless mode instead of the stateful mode to extract bulk data. See Bulk data extraction from Zuora using AQuA for best practices.
**Note**: Submit a request at Zuora Global Support to obtain a partner ID.
type: string
project:
description: |
The project field contains the unique ID of a data integration project for a particular partner. The dropdown list of this field displays project IDs for the past thirty days.
This field must be used together with partner field to uniquely identify a data integration target.
This field is required only if you are using AQuA in stateful mode. Otherwise, if you are using AQuA in stateless mode, partner field can be null.
type: string
queries:
description: |
A JSON array object that contains a list of batch objects.
items:
$ref: '#/components/schemas/BatchQuery'
required:
- name
- query
type: array
sourceData:
description: |
Specify the source this aggregate query runs against:
* `LIVE` represents the live transactional databases at Zuora (Data Query Live).
If this field is not specified, the default value `LIVE` will be used.
enum:
- LIVE
type: string
useQueryLabels:
description: |
When this optional flag is set to `true` the request will use object and field API names for the CSV header output instead of the field labels. Data integration projects should set `useQueryLabels` to `true` so that API names remain the same.
By default `useQueryLabels` is `false`, so that output CSV headers display the more user-friendly object and field labels.
type: boolean
version:
description: |
The API version you want to use.
The supported versions are as follows:
- `1.1`. It supports both modes
- `1.0`. Default. It supports stateless modes only.
See Stateless and stateful modes for more information.
format: float
type: number
type: object
SubmitBatchQueryResponse:
properties:
batches:
description: |
A JSON array object that contains a list of batch objects.
items:
$ref: '#/components/schemas/BatchesQueries'
required:
- name
- query
- status
- batchId
- batchType
type: array
encrypted:
description: |
If enabled, you must supply the formatting (zip or unzip) first and decrypt it to get the actual contents.
enum:
- pgp
- none
type: string
format:
description: |
The format of the query. The default value is `csv`.
enum:
- csv
- zip
- gzip
type: string
id:
description: |
The job ID created for the AQuA API request. The job ID can be used for querying for the query status.
The ID exists only if the JSON request can be parsed and validated successfully. Otherwise, the job ID is null.
type: string
incrementalTime:
description: |
Allows you to override the time from which a Stateful AQuA job incrementally retrieves records that have been created or modified, using the `incrementalTime` parameter. For example, if you set `incrementalTime` = `2015-01-21 10:30:01`, AQuA will retrieve records that have created or modified beginning at 10:30:01. If this parameter is not set, AQuA continues to use the Start Time of the last AQuA session to retrieve records incrementally.
The time zone of `incrementalTime` depends on which Zuora data center you use. For US Data Center customers, the time zone of `incrementalTime` is Pacific Time. For EU Data Center customers, the time zone of `incrementalTime` is UTC. If the time zone of your system is different from the time zone of `incrementalTime`, you will need to convert to the appropriate time zone before setting `incrementalTime`.
**Note**: This field can only be used in Stateful AQuA mode.
format: dateTime
type: string
name:
description: |
The name of the job. 32 character limit.
type: string
notifyUrl:
description: |
If URL is provided, the AQuA job will call this `notifyUrl` once the job has completed. The value of `notifyUrl` needs to have `${JOBID}` and `${STATUS}` placeholders. These placeholders will be replaced by the actual job ID and status when returned in the response. Status will be `Completed` after the AQuA job is done.
If you submit an AQuA query with `notifyUrl` specified, the value of `notifyUrl` will be ignored if your organization has already configured a callout notification through the Zuora user interface.
type: string
offset:
default: 0
description: |
This field specifies the time offset for AQuA queries in stateful mode. It is an integer in the range 0 to 3,600 seconds.
For example, if you set this field to 600 seconds and you post a query in stateful mode at 2:00 AM, it will query against data created or updated between the completion time of the previous query and 1:50 AM.
The value of this field will override the value you configured in **Settings** > **Administration** > **AQuA API Stateful Mode Time Offset**.
type: integer
partner:
description: |
The partner field indicates the unique ID of a data integration partner. The dropdown list of this field displays partner IDs for the past thirty days.
It must be used together with "project" field to uniquely identify a data integration target.
For example, if a continuous AQuA session is to retrieve data incrementally for a Salesforce.com Org 00170000011K3Ub, you can use partner as "Salesforce", and "project" as "00170000011K3Ub."
This field is required only if you are using AQuA in stateful mode. Otherwise, if you are using AQuA in stateless mode, partner field can be null.
**Note**: Zuora highly recommends you use the stateless mode instead of the stateful mode to extract bulk data. See Bulk data extraction from Zuora using AQuA for best practices.
**Note**: Submit a request at Zuora Global Support to obtain a partner ID.
type: string
project:
description: |
The project field contains the unique ID of a data integration project for a particular partner. The dropdown list of this field displays project IDs for the past thirty days.
This field must be used together with partner field to uniquely identify a data integration target.
This field is required only if you are using AQuA in stateful mode. Otherwise, if you are using AQuA in stateless mode, partner field can be null.
type: string
sourceData:
description: |
Indicates the source this aggregate query runs against:
* `LIVE` represents the live transactional databases at Zuora (Data Query Live).
type: string
status:
description: |
The status of the AQuA job:
- submitted: The AQuA job was submitted to the query executor for processing.
- executing: The AQuA job is being processed.
- completed: The AQuA job was successfully executed.
- error: The AQuA job was not processed because of validation errors.
- aborted: The AQuA job execution failed because one or more queries of this job failed.
- cancelled: The AQuA job was cancelled.
enum:
- submitted
- executing
- completed
- error
- aborted
- cancelled
type: string
useLastCompletedJobQueries:
description: |
If this flag is set to `true`, then all the previous queries are merged with existing queries.
If the flag is set to `false`, then the previous queries are ignored, and only the new query is executed.
type: boolean
version:
description: |
The API version you want to use.
The supported versions are as follows:
- `1.1`. It supports both modes
- `1.0`. Default. It supports stateless modes only.
See Stateless and stateful modes for more information.
format: float
type: number
type: object
BatchesQueries:
properties:
apiVersion:
description: |
The API version for the query. If an API version is not specified, the latest version is used by default. Using the latest WSDL version is most useful for reporting use cases. For integration purposes, specify the WSDL version to ensure consistent query behavior, that is, what is supported and included in the response returned by the API.
**Note**: As of API version 69 and later, Zuora changed the format of certain fields. See Date Field Changes in the SOAP API for more information and a list of affected fields.
type: string
batchId:
description: |
A 32-character ID of the query batch.
type: string
batchType:
description: |
The kind of batch job being submitted.
enum:
- zoql
- zoqlexport
type: string
deleted:
description: |
This field indicates that the AQuA incremental load will retrieve deleted records.
**Note**: AQuA API is subject to Zuora Data Retention Policy. The retention period of deleted data is 30 days. You can only retrieve deleted data for 30 days through AQuA.
items:
properties:
column:
description: |
Name of the Column in the extracted file that points to the deleted records.
type: string
format:
description: |
Can be set to either `Numeric` or `Boolean`. If set to `Numeric`, deleted records are marked as `1`. If set to `Boolean`, deleted records are marked as `true`.
type: string
title: deletedRecord
type: object
type: array
full:
description: |
This field indicates a full or incremental load. `True` = Full and `False` = Incremental.
type: boolean
name:
description: |
Name of the query supplied in the request.
type: string
query:
description: |
The requested query string.
type: string
recordCount:
description: |
The number of records included in the query output file.
type: string
status:
description: |
The status of the query task:
- submitted: The query was submitted to the query executor for processing.
- pending: The query was waiting for being processed.
- executing: The query is being processed.
- completed: The query was successfully executed.
- aborted: The query execution failed.
- deleted_notallowed: The query execution failed because objects included in the query do not support the querying of deleted records.
enum:
- submitted
- pending
- executing
- completed
- aborted
- deleted_notallowed
type: string
title: batch
BatchQuery:
properties:
apiVersion:
description: |
The API version for the query. If an API version is not specified, the latest version is used by default. Using the latest WSDL version is most useful for reporting use cases. For integration purposes, specify the WSDL version to ensure consistent query behavior, that is, what is supported and included in the response returned by the API.
**Note**: As of API version 69 and later, Zuora changed the format of certain fields. See Date Field Changes in the SOAP API for more information and a list of affected fields.
type: string
convertToCurrencies:
description: |
The currencies that you want to convert transaction amounts into. You can specify any number of currencies. Specify the currencies using their ISO currency codes and separate each currency with a comma, for example, "EUR,GBP,JPY".
See Convert Transaction Amounts Into Any Currency for more information and examples.
To use this field, you must have Foreign Currency Conversion enabled and you must be using API version 78 or later.
type: string
deleted:
description: |
This field indicates that the AQuA incremental load will retrieve deleted records.
If you want to export deleted data, this field is required.
**Note**: AQuA API is subject to Zuora Data Retention Policy. The retention period of deleted data is 30 days. You can only retrieve deleted data for 30 days through AQuA.
items:
properties:
column:
description: |
Name of the Column in the extracted file that points to the deleted records.
type: string
format:
description: |
Can be set to either `Numeric` or `Boolean`. If set to `Numeric`, deleted records are marked as `1`. If set to `Boolean`, deleted records are marked as `true`.
type: string
title: deletedRecord
type: object
type: array
name:
description: |
The query name that can uniquely identify the query in this API request.
type: string
query:
description: |
A valid ZOQL query or Export ZOQL query statement.
type: string
type:
description: |
The query type.
enum:
- zoql
- zoqlexport
type: string
title: query
GetAggregateQueryJobResponse:
properties:
batches:
description: |
A JSON array object that contains a list of batch objects.
items:
$ref: '#/components/schemas/BatchesQueriesById'
required:
- name
- query
- status
- batchId
- batchType
type: array
encrypted:
description: |
If enabled, you must supply the formatting (zip or unzip) first and decrypt it to get the actual contents.
enum:
- pgp
- none
type: string
format:
description: |
The format of the query. The default value is `csv`.
enum:
- csv
- zip
- gzip
type: string
id:
description: |
The job ID created for the AQuA API request. The job ID can be used for querying for the query status.
The ID exists only if the JSON request can be parsed and validated successfully. Otherwise, the job ID is null.
type: string
name:
description: |
The name of the job. 32 character limit.
type: string
partner:
description: |
The partner field indicates the unique ID of a data integration partner. The dropdown list of this field displays partner IDs for the past thirty days.
It must be used together with "project" field to uniquely identify a data integration target.
For example, if a continuous AQuA session is to retrieve data incrementally for a Salesforce.com Org 00170000011K3Ub, you can use partner as "Salesforce", and "project" as "00170000011K3Ub."
This field is required only if you are using AQuA in stateful mode. Otherwise, if you are using AQuA in stateless mode, partner field can be null.
**Note**: Zuora highly recommends you use the stateless mode instead of the stateful mode to extract bulk data. See Bulk data extraction from Zuora using AQuA for best practices.
**Note**: Submit a request at Zuora Global Support to obtain a partner ID.
type: string
project:
description: |
The project field contains the unique ID of a data integration project for a particular partner. The dropdown list of this field displays project IDs for the past thirty days.
This field must be used together with partner field to uniquely identify a data integration target.
This field is required only if you are using AQuA in stateful mode. Otherwise, if you are using AQuA in stateless mode, partner field can be null.
type: string
sourceData:
description: |
Indicates the source this aggregate query runs against:
* `LIVE` represents the live transactional databases at Zuora (Data Query Live).
* `WAREHOUSE` represents Zuora Warehouse, which has better performance and fewer limitations than the live transactional database. For more information, see Zuora Warehouse.
type: string
startTime:
description: |
The start time of the query.
type: string
status:
description: |
The status of the AQuA job:
- submitted: The AQuA job was submitted to the query executor for processing.
- executing: The AQuA job is being processed.
- completed: The AQuA job was successfully executed.
- error: The AQuA job was not processed because of validation errors.
- aborted: The AQuA job execution failed because one or more queries of this job failed.
- cancelled: The AQuA job was cancelled.
enum:
- submitted
- executing
- completed
- error
- aborted
- cancelled
type: string
version:
description: |
The API version you want to use.
The supported versions are as follows:
- `1.1`. It supports both modes
- `1.0`. Default. It supports stateless modes only.
See Stateless and stateful modes for more information.
format: float
type: number
type: object
BatchesQueriesById:
properties:
apiVersion:
description: |
The API version for the query. If an API version is not specified, the latest version is used by default. Using the latest WSDL version is most useful for reporting use cases. For integration purposes, specify the WSDL version to ensure consistent query behavior, that is, what is supported and included in the response returned by the API.
**Note**: As of API version 69 and later, Zuora changed the format of certain fields. See Date Field Changes in the SOAP API for more information and a list of affected fields.
type: string
batchId:
description: |
A 32-character ID of the query batch.
type: string
batchType:
description: |
The kind of batch job being submitted.
enum:
- zoql
- zoqlexport
type: string
fileId:
description: |
The ID of the query results file.
Use Get Results Files to download the query results file. The query results file is formatted as requested in the batch job. Supported formats are CSV, GZIP, and ZIP.
type: string
full:
description: |
This field indicates a full or incremental load. `True` = Full and `False` = Incremental.
type: boolean
message:
description: |
The error message.
maximum: 2048
type: string
name:
description: |
Name of the query supplied in the request.
type: string
query:
description: |
The requested query string.
type: string
recordCount:
description: |
The number of records included in the query output file.
type: string
segments:
description: |
Array of IDs of query results files. Replaces fileId for full data loads in stateful mode if File Segmentation is enabled.
Use Get Results Files to download each query results file. Each query results file contains at most 500,000 records and is formatted as requested in the batch job. Supported formats are CSV, GZIP, and ZIP.
type: array
items: {}
status:
description: |
The status of the query task:
- submitted: The query was submitted to the query executor for processing.
- pending: The query was waiting for being processed.
- executing: The query is being processed.
- completed: The query was successfully executed.
- aborted: The query execution failed.
- deleted_notallowed: The query execution failed because objects included in the query do not support the querying of deleted records.
enum:
- submitted
- pending
- executing
- completed
- aborted
- deleted_notallowed
type: string
title: batch
DeleteBatchQueryJobResponse:
properties:
batches:
description: |
A JSON array object that contains a list of batch objects.
items:
$ref: '#/components/schemas/BatchQueries'
required:
- name
- query
- status
- batchId
- batchType
type: array
format:
description: |
The format of the query. The default value is `csv`.
enum:
- csv
- zip
- gzip
type: string
id:
description: |
The job ID created for the AQuA API request. The job ID can be used for querying for the query status.
The ID exists only if the JSON request can be parsed and validated successfully. Otherwise, the job ID is null.
type: string
name:
description: |
The name of the job. 32 character limit.
type: string
sourceData:
description: |
Indicates the source this aggregate query runs against:
* `LIVE` represents the live transactional databases at Zuora (Data Query Live).
* `WAREHOUSE` represents Zuora Warehouse, which has better performance and fewer limitations than the live transactional database. For more information, see Zuora Warehouse.
type: string
status:
description: |
The status of the AQuA job:
- submitted: The AQuA job was submitted to the query executor for processing.
- executing: The AQuA job is being processed.
- completed: The AQuA job was successfully executed.
- error: The AQuA job was not processed because of validation errors.
- aborted: The AQuA job execution failed because one or more queries of this job failed.
- cancelled: The AQuA job was cancelled.
enum:
- submitted
- executing
- completed
- error
- aborted
- cancelled
type: string
version:
description: |
The API version you want to use.
The supported versions are as follows:
- `1.1`. It supports both modes
- `1.0`. Default. It supports stateless modes only.
See Stateless and stateful modes for more information.
format: float
type: number
type: object
BatchQueries:
properties:
batchId:
description: |
A 32-character ID of the query batch.
type: string
batchType:
description: |
The kind of batch job being submitted.
enum:
- zoql
- zoqlexport
type: string
fileId:
description: |
The ID of the query results file.
Use Get Results Files to download the query results file. The query results file is formatted as requested in the batch job. Supported formats are CSV, GZIP, and ZIP.
type: string
message:
description: |
The error message.
maximum: 2048
type: string
name:
description: |
Name of the query supplied in the request.
type: string
query:
description: |
The requested query string.
type: string
recordCount:
description: |
The number of records included in the query output file.
type: string
segments:
description: |
Array of IDs of query results files. Replaces fileId for full data loads in stateful mode if File Segmentation is enabled.
Use Get Results Files to download each query results file. Each query results file contains at most 500,000 records and is formatted as requested in the batch job. Supported formats are CSV, GZIP, and ZIP.
type: array
items: {}
status:
description: |
The status of the query task:
- submitted: The query was submitted to the query executor for processing.
- pending: The query was waiting for being processed.
- executing: The query is being processed.
- completed: The query was successfully executed.
- aborted: The query execution failed.
- deleted_notallowed: The query execution failed because objects included in the query do not support the querying of deleted records.
enum:
- submitted
- pending
- executing
- completed
- aborted
- deleted_notallowed
type: string
title: batch
JsonNode:
description: Json node object contains metadata.
title: JsonNode
type: object
ConfigTemplateErrorResponse:
example:
reasons:
- code: ObjectNotFound
message: Configuration Templates does not exist.
properties:
reasons:
items:
properties:
code:
description: |
The error code of response.
type: string
message:
description: A detailed description of the error response.
type: string
type: object
type: array
type: object
CompareSchemaInfoResponse:
description: When Tenant's Compare API returns a result, this object is used to send the response to UI.
properties:
customFields:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
customObjects:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
dataAccessControl:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
metaData:
$ref: '#/components/schemas/JsonNode'
notifications:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
productCatalog:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
settings:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
workflows:
items:
$ref: '#/components/schemas/CompareSchemaKeyValue'
type: array
title: CompareSchemaInfoResponse
type: object
CompareSchemaKeyValue:
description: When a comparison is made between a source and target tenant, it sends a response to the user interface.
properties:
difference:
additionalProperties:
items:
type: string
type: array
description: Returns the different components list.
type: object
response:
description: Provides the total reponse of the components.
items:
$ref: '#/components/schemas/MigrationComponentContent'
type: array
segregationKeys:
description: Provides separation of components.
items:
type: string
type: array
title: CompareSchemaKeyValue
type: object
MigrationComponentContent:
description: When a comparison is made between a source and target tenant, it sends a response to the user interface.
properties:
attribute:
type: string
componentType:
description: Type of selected components to be migrated.
type: string
currentTargetResponse:
$ref: '#/components/schemas/JsonNode'
description:
type: string
disabled:
type: string
errorMessage:
description: Error information.
type: string
httpMethods:
type: string
id:
type: string
key:
type: string
migratedOn:
description: It is the time when migration is triggered.
format: date-time
type: string
migrationId:
description: Migration ID. It is generated at the time of triggering deployment.
type: string
pathPattern:
description: PathPattern of component.
type: string
previousTargetResponse:
$ref: '#/components/schemas/JsonNode'
result:
description: Returns the result details of Components.
type: string
segregationKey:
description: Displays the differences between components.
type: string
sourceResponse:
$ref: '#/components/schemas/JsonNode'
status:
description: Returns the status of each component.
type: string
updateStatus:
description: Updated Status.
type: string
title: MigrationComponentContent
type: object
TemplateMigrationClientRequest:
description: |
Request to add a new Template migration.
TemplateMigrationClientRequest object contains request details of target tenant, source tenant, and template information needed for migration.
properties:
comments:
type: string
description:
description: Description of the migration.
example: Migration from/to Sandbox
type: string
emailIds:
description: List of Emails with comma separator.
example: abcd@zuora.com,xyz@zuora.com
type: string
entityUuid:
description: Entity UUID
example: 11111
type: string
metaData:
$ref: '#/components/schemas/JsonNode'
name:
description: Name of the migration.
example: Job A
type: string
request:
description: List of settings need to be migrated.
example: ST 4
items:
$ref: '#/components/schemas/MigrationComponentContent'
type: array
sendEmail:
description: Flag determines whether or not to send an email.
example: true
type: boolean
required:
- description
- entityUuid
- name
- sendEmail
title: TemplateMigrationClientRequest
type: object
MigrationClientResponse:
description: Response after migration is added.
properties:
emailIds:
description: 'List of Emails with comma separator '
type: string
environment:
description: Environment information
type: string
id:
description: Variable to hold the job ID.
type: string
migratedBy:
description: User responsible for migration.
example: Jane Cooper
type: string
migrationDescription:
description: Description of the migration.
example: Migration from/to Sandbox
type: string
migrationEnd:
description: Timestamp when migration ended.
example: '2020-11-01 18:00:00'
type: string
migrationName:
description: Name of the migration.
example: Job A
type: string
migrationStart:
description: Timestamp when migration started.
example: '2020-11-01 18:00:00'
type: string
response:
items:
$ref: '#/components/schemas/MigrationComponentContent'
type: array
sourceTenantDescription:
description: Source Tenant Description.
example: Duno
type: string
sourceTenantName:
description: Source Tenant Name.
example: Duno
type: string
status:
description: Status of the Migration Job.
example: IN PROGRESS
type: string
type:
type: string
required:
- id
- migratedBy
- migrationDescription
- migrationEnd
- migrationName
- migrationStart
- sourceTenantDescription
- sourceTenantName
- status
title: MigrationClientResponse
type: object
SettingSourceComponentResponse:
description: Provides details about the different components that need to be compared and deployed.
properties:
customFields:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
customObjects:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
dataAccessControl:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
notifications:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
productCatalog:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
settings:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
workflows:
items:
$ref: '#/components/schemas/SettingComponentKeyValue'
type: array
title: SettingSourceComponentResponse
type: object
SettingComponentKeyValue:
description: Provides details about the individual components that need to be compared and deployed.
properties:
errors:
items:
type: string
type: array
originalPayload:
$ref: '#/components/schemas/JsonNode'
response:
items:
$ref: '#/components/schemas/ConfigurationTemplateContent'
type: array
segregationKeys:
items:
type: string
type: array
title: SettingComponentKeyValue
type: object
ConfigurationTemplateContent:
description: It contains information about template schemas with segregation keys.
properties:
componentType:
description: Type of Component.
type: string
error:
description: Error Information.
type: string
id:
description: Id of Each component.
type: string
key:
description: Key value of fields inside component.
type: string
method:
description: Http method which is used to retrieve the particular component.
type: string
payload:
$ref: '#/components/schemas/JsonNode'
result:
description: Contains the response of details fetched regarding selected component.
type: string
segregationKey:
description: Gives the difference between components and sub components.
type: string
templateId:
description: Id of the Template.
type: string
url:
description: Metadata is retrieved from this URL.
type: string
title: ConfigurationTemplateContent
type: object
TemplateResponse:
description: It contains a collection of all the templates that have been created.
properties:
templates:
description: Contains list of template details.
items:
$ref: '#/components/schemas/TemplateDetailResponse'
type: array
title: TemplateResponse
type: object
TemplateDetailResponse:
description: Contains all template details.
properties:
active:
description: Whether or not the template is active.
type: boolean
content:
$ref: '#/components/schemas/SettingSourceComponentResponse'
createdBy:
description: Information about the user who created it.
type: string
createdOn:
description: When it is created.
type: string
description:
description: Template description which contains the information about the created template.
type: string
entityName:
description: Name of the Entity
type: string
environment:
description: Details of the environment in which the template was created.
type: string
errors:
description: Error information.
type: string
id:
description: Id of the template.
type: string
name:
description: Name of the template.
type: string
status:
description: The status of the template creation, such as whether it is in progress, completed, or failed.
type: string
tenantName:
description: Tenant's name for whom the template is created.
type: string
title: TemplateDetailResponse
type: object
CreateTemplateRequestContent:
description: |
CreateTemplateRequestContent object contains information for creating template.
properties:
content:
$ref: '#/components/schemas/SettingSourceComponentResponse'
customFields:
description: Selected custom fields component or not.
type: boolean
customObjects:
description: Selected custom objects component or not.
type: boolean
description:
description: Creates template description.
type: string
name:
description: Name of the Template.
type: string
notifications:
description: Selected Notification component or not.
type: boolean
selectedComponents:
description: ConfigurationTemplateContent object contains the selected meta data information.
items:
$ref: '#/components/schemas/ConfigurationTemplateContent'
type: array
settings:
description: Selected Settings component or not.
type: boolean
templateTenant:
description: ID of the template tenant.
example: 80b3f8cd-5801-4ed7-bee7-ad1569916c2f
type: string
workflows:
description: Selected Workflow component or not.
type: boolean
required:
- description
- name
- templateTenant
title: CreateTemplateRequestContent
type: object
SyncDeploymentTemplateRequest:
description: Request schema for syncing a deployment template to another tenant.
type: object
properties:
templateId:
type: string
description: The ID of the deployment template to be synced.
example: f7849a41-8a3b-4cd2-8ec0-c9d225d7720b
targetTenantId:
type: string
description: The ID of the target tenant to which the template should be synced.
example: 4d6ab8fc-4faa-4ef2-a9ec-3b90bf3f3ddf
required:
- templateId
- targetTenantId
DeploymentManagerResponse:
type: object
properties:
id:
type: string
description: ID of the Deployment Manager migration process
status:
type: string
description: Status of the Deployment Manager migration process
enum:
- DEPLOYING
- REVERTING
- PARTIALLY-REVERTED
- FAILED
- ROLLBACK-FAILED
- REVERTED
- COMPARING
- SUBMITTED
- SKIPPED
- IDENTICAL
- COMPARE-DONE
- COMPARE-FAILED
- CANCELLED
BulkJobRequest:
type: object
required:
- name
- objectType
properties:
name:
type: string
description: Name of the job. Max length is 255 characters
objectType:
type: string
description: |-
Type of the object. Supported object types:
- `account`
- `accountingcode`
- `accountingperiod`
- `amendment`
- `bill-run`
- `bill-run-batches`
- `bill-run-filters`
- `contact`
- `credit-memo`
- `credit-memo-from-charge`
- `credit-memo-from-invoice`
- `debit-memo`
- `debit-memo-from-charge`
- `debit-memo-from-invoice`
- `invoice`
- `journal-entry`
- `journal-run`
- `offer`
- `omni-channel-subscription`
- `order`
- `order-create-order-line-item`
- `order-create-subscription-existing-account`
- `order-create-subscription-existing-account-with-volume-charge`
- `order-create-subscription-with-new-account`
- `order-remove-product`
- `order-update-subscription-add-product`
- `order-update-subscription-change-plan`
- `order-update-subscription-price-quantity-change`
- `payment`
- `payment-profile`
- `payment-schedule`
- `payment-schedule-item`
- `payments-simple`
- `payments-unapply`
- `price-book-item`
- `product`
- `product-charge-definition`
- `product-rate-plan`
- `product-rate-plan-charge`
- `product-rate-plan-charge-tier`
- `product-rate-plan-definition`
- `refund`
- `revenue-accounting-code`
- `subscription`
- `subscription-add-rate-plan`
- `subscription-change-rate-plan`
- `subscription-remove-rate-plan`
- `subscription-update-rate-plan`
- `taxation-item`
- `unitofmeasure`
- `usage`
description:
type: string
description: Short description of the job. Max length is 255 characters
mappings:
type: array
description: List of mappings. Each mapping maps a source field to a target field in the object. If the field is an array, the type and arrayType must be specified.
items:
type: object
required:
- source
- target
properties:
source:
type: string
description: Source field name
target:
type: string
description: Target field name
type:
type: string
description: Field type
enum:
- array
- string
- number
- boolean
arrayType:
type: string
description: Type of objects in the array if the field is an array type
enum:
- string
- number
- boolean
headers:
type: array
description: List of headers in the source file. Required if the source file does not have a header row.
items:
type: string
rowIdHeader:
type: string
description: Header in the source file that contains the row id.
delimiter:
type: string
description: |-
Delimiter used in the source file. Default is comma.
Supported values: comma, tab, pipe, semicolon, colon, caret, tilde, dot/period
hasHeaders:
type: boolean
description: Indicates if the source file has a header row. Default is false
fileType:
type: string
description: |-
Type of the source file. Supported values: csv, jsonl
Default is csv, which means delimited file where the delimiter can be comma but can also be one of the other supported delimiters
enum:
- csv
- jsonl
jobType:
type: string
description: Type of the bulk job being created. Default is IMPORT
enum:
- Import
- Delete
- Update
- Cancel
isCustomObject:
type: boolean
description: Indicates if the object type is a custom object. Default is false
customObjectNamespace:
type: string
description: Namespace of the custom object. Applicable only when isCustomObject is true. Default namespace is 'default'.
dataSourceType:
type: string
description: The data source type of the job
readOnly: true
enum:
- UserUpload
- Salesforce
- Chargebee
- Stripe
systemType:
type: string
description: The system type for the job
readOnly: true
enum:
- BILLING
CreateResponse:
type: object
properties:
id:
type: string
format: uuid
description: Unique identifier for the job
uploadUrl:
type: string
description: URL to upload the file. This is the URL to which the file should be uploaded using a PUT request.
uploadRequest:
type: object
properties:
uri:
type: string
format: uri
description: URL to which the file must be uploaded.
fields:
type: object
description: Form fields required to complete the S3 file upload.
additionalProperties:
type: string
status:
type: string
description: Status of the job
enum:
- Created
- Submitted
- In Progress
- Aborting
- Completed
- Failed
- Aborted
- Cancelled
- Downloading
jobType:
type: string
description: Type of the job
enum:
- Import
- Delete
- Update
- Cancel
SubmitBulkJobResponse:
type: object
properties:
id:
type: string
format: uuid
description: Unique identifier for the job
uploadUrl:
type: string
description: URL to upload the file. This is the URL to which the file should be uploaded using a PUT request.
uploadRequest:
$ref: '#/components/schemas/UploadRequest'
status:
type: string
description: Status of the job
enum:
- Created
- Submitted
- In Progress
- Aborting
- Completed
- Failed
- Aborted
- Cancelled
- Downloading
jobType:
type: string
description: Type of the job
readOnly: true
enum:
- Import
- Delete
- Update
- Cancel
UploadRequest:
type: object
description: Information required to upload the file to S3.
properties:
uri:
type: string
format: uri
description: URL to which the file must be uploaded.
fields:
type: object
description: Form fields to include in the upload request.
additionalProperties:
type: string
QueryJobSummaryResponse:
type: object
properties:
id:
type: string
format: uuid
description: Unique identifier for the job
readOnly: true
name:
type: string
description: Name of the job
readOnly: true
description:
type: string
description: Description of the job
readOnly: true
createdAt:
type: integer
format: int64
description: Time the job was created
readOnly: true
createdBy:
type: string
description: User who created the job
readOnly: true
status:
type: string
description: Status of the job
readOnly: true
enum:
- Created
- Submitted
- In Progress
- Aborting
- Completed
- Failed
- Aborted
- Cancelled
- Downloading
rowCount:
type: integer
format: int32
description: Number of rows in the job
readOnly: true
rowsSucceeded:
type: integer
format: int32
description: Number of rows that succeeded in the job
readOnly: true
rowsFailed:
type: integer
format: int32
description: Number of rows that failed in the job
readOnly: true
lastUpdatedAt:
type: integer
format: int64
description: Time the job was last updated
readOnly: true
failureReason:
type: string
description: Reason the job failed
readOnly: true
objectType:
type: string
description: Type of object the job is for
readOnly: true
jobType:
type: string
description: Type of job
readOnly: true
enum:
- Import
- Delete
- Update
- Cancel
isCustomObject:
type: boolean
description: Whether the job is for a custom object
readOnly: true
customObjectNamespace:
type: string
description: Namespace of the custom object the job is for
readOnly: true
dataSourceType:
type: string
description: Type of data source the job is for
readOnly: true
enum:
- UserUpload
- Salesforce
- Chargebee
- Stripe
systemType:
type: string
description: Type of system the job is for
readOnly: true
enum:
- BILLING
fileType:
type: string
description: Type of the source file
readOnly: true
enum:
- csv
- jsonl
IdStatusResponse:
type: object
properties:
id:
type: string
format: uuid
description: Unique identifier for the job
readOnly: true
status:
type: string
description: Status of the job
readOnly: true
enum:
- Created
- Submitted
- In Progress
- Aborting
- Completed
- Failed
- Aborted
- Cancelled
- Downloading
DownloadsResponse:
type: object
properties:
jobId:
type: string
format: uuid
description: Unique identifier for the job.
readOnly: true
status:
type: string
description: Status of the job.
enum:
- Created
- Submitted
- In Progress
- Aborting
- Completed
- Failed
- Aborted
- Cancelled
- Downloading
readOnly: true
sourceFile:
type: string
description: Source file URL.
readOnly: true
errorRowsFile:
type: string
description: URL for the file containing rows that failed.
readOnly: true
successRowsFile:
type: string
description: URL for the file containing successfully processed rows.
readOnly: true
delimiter:
type: string
description: Delimiter used in the source file (e.g., comma or pipe).
readOnly: true
GetSummariesResponse:
type: object
properties:
data:
type: array
description: List of job summaries
readOnly: true
items:
type: object
properties:
id:
type: string
format: uuid
description: Unique identifier for the job
readOnly: true
name:
type: string
description: Name of the job
readOnly: true
status:
type: string
description: Status of the job
readOnly: true
enum:
- Created
- Submitted
- In Progress
- Aborting
- Completed
- Failed
- Aborted
- Cancelled
- Downloading
description:
type: string
description: Description of the job
readOnly: true
createdAt:
type: integer
format: int64
description: Time the job was created
readOnly: true
createdBy:
type: string
description: User who created the job
readOnly: true
submittedAt:
type: integer
format: int64
description: Time the job was submitted
readOnly: true
submittedBy:
type: string
description: User who submitted the job
readOnly: true
rowCount:
type: integer
format: int32
description: Number of rows in the job
readOnly: true
rowsSucceeded:
type: integer
format: int32
description: Number of rows that succeeded in the job
readOnly: true
rowsFailed:
type: integer
format: int32
description: Number of rows that failed in the job
readOnly: true
lastUpdatedAt:
type: integer
format: int64
description: Time the job was last updated
readOnly: true
failureReason:
type: string
description: Reason the job failed
readOnly: true
objectType:
type: string
description: Type of object the job is for
readOnly: true
jobType:
type: string
description: Type of job
readOnly: true
enum:
- Import
- Delete
- Update
- Cancel
isCustomObject:
type: boolean
description: Whether the job is for a custom object
readOnly: true
customObjectNamespace:
type: string
description: Namespace of the custom object the job is for
readOnly: true
dataSourceType:
type: string
description: Type of data source the job is for
readOnly: true
enum:
- UserUpload
- Salesforce
- Chargebee
- Stripe
systemType:
type: string
description: Type of system the job is for
readOnly: true
enum:
- BILLING
fileType:
type: string
readOnly: true
enum:
- csv
- jsonl
nextPageCursor:
type: string
description: Cursor for the next page of results
readOnly: true
headers:
GLOBAL_HEADER_RESPONSE_Zuora_TrackId:
schema:
type: string
maxLength: 64
description: |
A custom identifier for tracing the API call.
If you specified a tracing identifier in the request headers, Zuora returns the same tracing identifier.
Otherwise, Zuora does not set this header.
GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Type:
schema:
type: string
description: |
The type of the concurrency limit, which can be either `Default` or `High-volume transactions`.
For more information, see [Concurrent request limits](https://developer.zuora.com/docs/guides/rate-limits/#concurrent-request-limits).
GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Limit:
schema:
type: integer
description: |
The total number of the permitted concurrent requests.
For more information, see [Concurrent request limits](https://developer.zuora.com/docs/guides/rate-limits/#concurrent-request-limits).
GLOBAL_HEADER_RESPONSE_Concurrency_Limit_Remaining:
schema:
type: integer
description: |
The remaining number of the permitted concurrent requests.
For more information, see [Concurrent request limits](https://developer.zuora.com/docs/guides/rate-limits/#concurrent-request-limits).
GLOBAL_HEADER_RESPONSE_Zuora_RequestId:
schema:
type: string
minLength: 36
maxLength: 36
description: |
The Zuora internal identifier of the API call.
You cannot control the value of this header.
GLOBAL_HEADER_RESPONSE_Content_Encoding:
schema:
type: string
description: |
This header is returned if you specify the `Accept-Encoding: gzip` request header and the response contains over 1000 bytes of data.
Note that only the following MIME types support gzipped responses:
- `application/json`
- `application/xml`
- `text/html`
- `text/csv`
- `text/plain`
GLOBAL_HEADER_RESPONSE_RateLimit_Limit:
schema:
type: string
description: |
The request limit quota for the time window closest to exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
GLOBAL_HEADER_RESPONSE_RateLimit_Remaining:
schema:
type: number
description: |
The number of requests remaining in the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information.
GLOBAL_HEADER_RESPONSE_RateLimit_Reset:
schema:
type: number
description: 'The number of seconds until the quota resets for the time window closest to quota exhaustion. See [rate limits](https://developer.zuora.com/docs/guides/rate-limits/) for more information. '
x-tagGroups:
- name: Authentication
tags:
- OAuth
- name: Products
tags:
- Products
- Catalog
- Catalog Groups
- Commerce
- Product Rate Plans
- Product Rate Plan Definitions
- Product Rate Plan Charges
- Product Charge Definitions
- Product Rate Plan Charge Tiers
- Zuora Revenue Integration
- name: Customer Accounts
tags:
- Accounts
- Contacts
- Contact Snapshots
- name: Orders and Subscriptions
tags:
- Sign Up
- Orders
- Order Actions
- Order Line Items
- Fulfillments
- Ramps
- Subscriptions
- Omnichannel Subscriptions
- Subscription Change History
- Rate Plans
- Commitments
- name: Advanced Consumption Billing
tags:
- Prepaid with Drawdown
- name: Usage
tags:
- Usage
- name: Mediation
tags:
- Meters
- name: Billing Documents
tags:
- Delivery Adjustments
- Billing Documents
- Invoices
- Credit Memos
- Debit Memos
- E-Invoicing
- Invoice Schedules
- Taxation Items
- Sequence Sets
- Operations
- Summary Statements
- name: Bill Runs
tags:
- Bill Run
- Billing Preview Run
- name: Payment Methods
tags:
- Payment Methods
- Custom Payment Method Types
- Payment Method Updater
- Payment Method Snapshots
- Payment Method Transaction Logs
- Hosted Pages
- RSA Signatures
- name: Payments
tags:
- Payment Authorization
- Payment Gateways
- Payment Gateway Reconciliation
- Payments
- Payment Transaction Logs
- Payment Runs
- Payment Schedules
- Refunds
- Payment Profiles
- Configurable Payment Retry
- name: Object Query
tags:
- Object Queries
- name: Finance
tags:
- Accounting Codes
- Accounting Periods
- Summary Journal Entries
- Journal Runs
- Mass Updater
- name: Events and Notifications
tags:
- Notifications
- Custom Event Triggers
- Custom Scheduled Events
- name: Custom Objects
tags:
- Custom Object Definitions
- Custom Object Records
- Custom Object Jobs
- name: System Health
tags:
- API Health
- Bill Run Health
- Electronic Payments Health
- Tax Health
- name: Workflow
tags:
- Workflows
- name: Data Query
tags:
- Data Queries
- name: AQuA
tags:
- Aggregate Queries
- name: Deployment Manager
tags:
- Configuration Templates
- Metadata
- name: Data Loader
tags:
- Bulk Data
- name: OneID
tags:
- SCIM
- name: Multiple Organizations
tags:
- Data Labeling
- name: Order to Revenue
tags:
- Data Backfill
- Regenerate
- name: Test Environments
tags:
- Test Environments
- Test Environment Jobs
- Test Environment Notifications
- name: General-Purpose Operations
tags:
- Actions
- Settings
- Files
- Imports
- Custom Exchange Rates
- Attachments
- Describe