Credit Memo Line Items
A credit memo line item (CMLI) is an individual, detailed entry within a credit memo that specifies the amount to be credited against an existing invoice. While the credit memo serves as the overall adjustment document, each line item provides an itemized breakdown of the credit — such as returned goods, price adjustments, or corrected overcharges — and typically references the original invoice line it reverses.
The CMLI detail page provides a comprehensive view of an individual credit memo line item within the billing system. It is divided into two main areas: the header summary bar (banner) at the top and the details panel below it.
| Header Element | Description |
|---|---|
| CMLI Number + Status Badge | Displays the CMLI identifier (CMLI-000000026) alongside a colored status badge ("Approved" in green, "Pending" in yellow, "Canceled" in red, and "Draft" in black/dark gray). |
| Credit Memo | A reference to the parent Credit Memo record (e.g., CM-000000025). |
| Total Amount | The total credited amount for this line item (e.g., $16,000.00). |
| Product | The product associated with the credit memo line item. |
Below the header, the Details tab contains four collapsible sections: Key Details, Customer Details, Revenue Details, and Additional Details. Click the arrow icon next to each section title to expand or collapse it.
| Field | Description |
|---|---|
| Name | The unique system-generated identifier for this Credit Memo Line Item record. |
| Contracted | Indicating if the billing header has a Contracted status or not. |
| Credit Memo | Reference to theCredit Memo record. |
| Approval Status | Current approval workflow status of the credit memo line item. |
| Bill To Account | The customer account that will be billed. |
| Bill To Location | The billing address location associated with the Bill To Account. |
| Ship To Account | The account to which the product or service is delivered. May match the Bill To Account. |
| Ship To Location | The shipping address location for the Ship To Account. |
| Sold To Account | The account that commercially owns the purchase. Can differ from Bill To or Ship To accounts. |
| Sold To Location | The location associated with the Sold To Account. |
| Currency | The currency in which the credit is denominated (e.g., USD). |
| Product | The product or service being credited. |
| Start Date | The date and time at which the credited period begins. |
| End Date | The date and time at which the credited period ends. |
| Tax | Any applicable tax amount on the credit. |
| Credited Quantity | The number of units included in the credit (e.g., 4 units). |
| Credit Amount | The total credit value before any tax (e.g., $16,000). |
| Total Amount | The final credited amount inclusive of all components. Typically matches Credit Amount when no tax applies. |
| Category | The classification of the credit (e.g., Refund/Fee). |
| Asset Line Item | The asset line item being credited. References the asset configuration in the billing setup. |
| Order Line Item | The order line for this credit memo line item. |
| Billing Schedule Record | Reference to the Billing Schedule Record (BSR) that is associated with this credit. |
| Applied Invoice Line Item | References to the specific invoice line item against which this credit was applied. |