Credit Memos

Credit memos represent credits issued to customers, reducing the amount they owe. They can be applied to outstanding invoices or held as a balance on the customer's account.

Credit Memo Status Flow

Status	Description
`draft`	Editable, not yet issued
`issued`	Active, available for application
`partially_applied`	Some balance applied, remainder still available
`applied`	Fully applied to invoices
`void`	Cancelled

Create a Credit Memo

bash

curl -X POST "https://api.ondayzero.com/api/v1/credit-memos" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "CUSTOMER_UUID",
    "amount_cents": 15000,
    "reason": "returned_goods"
  }'

amount_cents is in cents. 15000 = $150.00. reason must be one of the supported enum values (returned_goods, damaged_goods, service_issue, pricing_error, billing_adjustment, goodwill, duplicate_charge, other — the default).

Optional fields: invoice_id (the original invoice being credited), description, internal_notes, issue_date (defaults to today), line_items ([{description, quantity, unit_price_cents, amount_cents, variant_id}] for itemised credits) and restocking_fee_cents (a fee withheld on a return, recognised as income — the gross reversal is amount_cents + fee).

Draft memos can be edited with PUT /api/v1/credit-memos/{credit_memo_id} and deleted with DELETE. POST /api/v1/credit-memos/suggest asks the AI which recent returns or disputes might warrant a credit.

Issue a Credit Memo

Draft credit memos must be issued before they can be applied:

bash

curl -X POST "https://api.ondayzero.com/api/v1/credit-memos/{credit_memo_id}/issue" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Apply to an Invoice

Apply a credit memo (partially or fully) to an outstanding invoice:

bash

curl -X POST "https://api.ondayzero.com/api/v1/credit-memos/{credit_memo_id}/apply" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "invoice_id": "INVOICE_UUID",
    "amount_cents": 10000
  }'

Applying reduces the invoice's balance_due and moves the memo to partially_applied or applied. To reverse an application, POST /api/v1/credit-memos/{credit_memo_id}/unapply with {"invoice_id": "INVOICE_UUID"} restores both balances.

List Credit Memos

bash

curl "https://api.ondayzero.com/api/v1/credit-memos?status=issued&customer_id=CUSTOMER_UUID" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Filter Parameters

Parameter	Type	Description
`status`	string	`draft`, `issued`, `partially_applied`, `applied`, `void`
`customer_id`	UUID	Filter by customer
`has_remaining_balance`	boolean	Only credits with unapplied balance
`search`	string	Match on credit memo number (e.g. `CM-0001`)
`cursor` / `limit`		Standard pagination

Customer Credit Balance

View all credits for a specific customer:

bash

curl "https://api.ondayzero.com/api/v1/credit-memos/customers/{customer_id}/credits" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Void a Credit Memo

bash

curl -X POST "https://api.ondayzero.com/api/v1/credit-memos/{credit_memo_id}/void" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{"reason": "Issued in error"}'

Voiding reverses any associated journal entries.