Set up Billing to automatically create credit memos from negative invoice lines and
apply them to settle outstanding invoice balances, and to configure whether credits apply to
invoices or invoice lines.
From Setup, in the Quick Find box, enter Billing, and then select
Billing Settings.
To automatically convert all negative invoice lines to credit memo and credit memo lines
after the related invoices are posted, turn on Conversion of Negative Invoice Lines to Credit
Memo and Credit Memo Lines.
To automatically apply all converted credit memo and credit memo lines to the related
invoice and invoice lines, turn on Application of Converted Credit Memo and Credit Memo Lines
to Invoice and Invoice Lines.
Select the credit application level. If your Salesforce org has the Agentforce Revenue Management Billing
license, the label of this setting is Credit and Payment Application Level.
To apply credits to a specific line on invoices, select Invoice
Line.
To apply credits to the total rolled-up balance of invoices, select
Invoice.
To automatically apply available credit memo balances to posted invoices, turn on Apply
Credits to Posted Invoices.
Select the default flow used to apply the credit memo to invoices.
Select the credit memo and payment application rules.
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