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            Default Transaction Amount Fields

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            Default Transaction Amount Fields

            If you don't select a transaction amount field when defining the criteria, the default transaction amount field is populated as the credit or debit amount in transaction journals.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.

            These fields are considered as the default transaction amount fields:

            Transaction Type Transaction Amount Field Label
            Invoice Total with Tax
            Invoice Line Charge Amount
            Invoice Line Tax Tax Amount
            Credit Memo Total with Tax
            Credit Memo Line Charge Amount
            Credit Memo Line Tax Tax Amount
            Credit Memo Line Invoice Line Amount
            Credit Memo Invoice Application Amount
            Payment Amount
            Payment Line Invoice Amount
            Payment Line Invoice Line Amount
            Refund Amount
            Refund Line Payment Amount
            Debit Memo Line Charge Amount
             
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