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Manage Your Billing Processes with Salesforce Billing
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            Apply Partial Debits

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            Apply Partial Debits

            Track and allocate additional charges with a partial debit note. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            1. Create a debit note.
              1. On the account record, on the Debit Notes related list, click New.
                The debit note's Status field value is automatically set as Draft and the Debit Note Source Action field value is automatically set as Manual.
              2. Enter a debit note date.
              3. If you enabled multi-currency, enter the desired currency.
              4. Save your changes.
              5. On the Debit Notes related list, select the new debit note record.
              6. On the Debite Note Lines related list on the new debit note, click New.
              7. Select a product.
                This product can be the same as the product on your invoice line or any other product configured for Salesforce Billing
              8. Enter the subtotal amount.
              9. If you enabled multi-currency, enter the debit note's currency.
              10. Save your changes.
            2. Allocate the partial debit as a debit note line.
              1. Change the debit note status from Draft to Posted.
              2. Save your changes.
              3. From the Debit Note record, click Allocate.
              4. Select the Debit Note Line record that you want to allocate.
                Debit notes allocated to invoice lines increase the invoice line balance. Debit notes allocated to credit note lines lower the credit note line balance.
              5. Select the invoice lines and credit note lines.
              6. Enter an amount less than or equal to the debit note line’s balance in the Amount field.
              7. Click Allocate.
              8. To close the Debit Note Allocation page and return to the debit note record, click Cancel.
             
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