Create Direct Credit Memo API: Support for Credit Quantity Parameter

The Create Direct Credit Memo API introduces an optional Credit Quantity parameter in the CreditMemoLineItemInput object. When provided for eligible line items, the API automatically calculates the Credit Amount as Credit Quantity multiplied by Unit Price; otherwise, the existing Credit Amount parameter remains mandatory.

See Creating Direct Credit Memos for more.

Quantity-Based Credit Amount Computation for Line Level Credit

When creating a Direct Credit Memo with the Line Type set to Line Level Credit, the system enables direct credit amount calculation on eligible invoice line items by entering a value in the Credit Quantity field. This automatically computes the Credit Amount using the formula Credit Amount = Credit Quantity × Unit Price. For non-eligible line items, manually enter the Credit Amount, as automatic computation is not supported. This feature supports both integer and decimal quantities based on the unit of measure and maintains all existing validations and data integrity for credit memos.

See Creating a Direct Credit Memo for more.

Billing Schedule Creation Based on Amendment Start Date

New billing schedules are created aligned with the amendment start date and the new Billing Day of Month is automatically updated on these schedule when an Asset Line Item undergoes a successful ABO operation, provided the specified criteria are met. Two new settings, Billing Day of Month Criterion Field and Billing Day of Month Criterion Value are introduced on the billing preference object to support this functionality.

See Set up Billing Preference and Billing Day Alignment During an ABO for more.

Direct Credit Memo Checkbox Configuration

Finance administrators can now configure the visibility and enablement of the Auto Approve Credit Memo and Auto Apply Credit Memo checkboxes in the Credit Memo Options on the Invoice Run page, using the AdminConfigurationForCreditMemo admin entry. If these fields are disabled in the admin entry, they are disabled on the Credit Memo Options UI by default.

See Configuring Admin Entries for more.

Enhancement on Tax Callback Response Logging on Invoice and Credit Memo

Capture and store the complete error response from third-party tax systems, such as Avalara, as logs on invoice run results, individual invoices, and credit memos when tax calculation fails. A generic error message is added to the invoice or credit memo header, while line specific errors up to 131072 characters are captured at the line item level.

The error messages are cleared from both header and line-item, if the errors are resolved during subsequent attempts of invoice or credit memo generation.

See Invoice Line Items, Invoice Details, and Credit Memo Details for more.