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v1

latestOpenAPI 3.1.0Proprietary2026-08-06177398877.4 KB
Credit Memos

Update a credit memo

Update credit memo fields.

Constraints

  • Amount cannot be changed if any applications exist
  • Customer cannot be changed once created
patch/credit-memos/{id}

Path parameters

idstring required

Resource ID (UUID) or client key

Query parameters

by'id' | 'key'

Specify lookup type for faster retrieval. If omitted, defaults to looking up by ID first, then falls back to client key if not found. Use by=key when you know you're providing a client key for best performance.

Request body

referencestring nullable
notesstring nullable
memoDatestring date

Response

Credit memo updated successfully

idstring uuid required
keystring nullable

Client-defined key

referencestring nullable

Reference number

amountnumber required

Original credit amount

appliedAmountnumber

Total amount applied to invoices

remainingBalancenumber required

Available balance

currencystring nullable

Currency code

status'OPEN' | 'PARTIALLY_APPLIED' | 'APPLIED' | 'VOIDED' required

Current status of the credit memo (derived from remaining balance).

  • OPEN: No applications, full balance available
  • PARTIALLY_APPLIED: Some amount applied, balance remains
  • APPLIED: Fully applied to invoices
  • VOIDED: Credit memo cancelled
memoDatestring date required

Credit memo date

notesstring nullable

Notes or description

sourcePaymentGroupIdstring uuid nullable

Payment that created this credit (if from overpayment)

sourcePaymentKeystring nullable
qboIdstring nullable

QuickBooks Online credit memo ID

createdAtstring date-time required
updatedAtstring date-time nullable
voidedAtstring date-time nullable
voidReasonstring nullable

Example response

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "reference": "CM-00001",
  "customer": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "key": "ERP-CUSTOMER-ACME",
    "name": "Acme Manufacturing Corp",
    "friendlyId": "A123456",
    "status": "ACTIVE",
    "phoneNumber": "+1-555-123-4567",
    "website": "https://acme-manufacturing.com",
    "createdAt": "2025-01-15T10:00:00Z",
    "updatedAt": "2025-01-15T14:30:00Z"
  },
  "currency": "USD",
  "createdBy": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "key": "ERP-USER-12345",
    "email": "john.doe@example.com",
    "name": "John Doe",
    "phone": "+1-555-123-4567",
    "phoneExt": "123",
    "status": "ACTIVE",
    "avatarId": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "createdAt": "2025-01-15T10:00:00Z",
    "updatedAt": "2025-01-15T14:30:00Z"
  }
}