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Manage Your Billing Processes with Salesforce Billing
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            Correcting Errors on Posted Refunds

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            Correcting Errors on Posted Refunds

            Salesforce Billing must retain a copy of all refunds for legal and accounting purposes. To fix an error on a posted refund, you can create a credit note or payment of equal value and allocate it against the invoice lines affected by the erroneous refund. You can then create and post a refund with the correct values. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing editions
            • Use Credit Notes to Correct Errors on Posted Refunds
              Salesforce Billing must retain a copy of all refunds for legal and accounting purposes. If you're using a non-payment source to offset an erroneous refund, create a credit note in Salesforce Billing to offset the refund's impact on your invoice lines. (Salesforce Billing Managed Package)
            • Use Payments to Correct Errors on Posted Refunds
              Salesforce Billing must retain a copy of all refunds for legal and accounting purposes. If you're using cash or an electronic payment to offset an erroneous refund, create a payment in Salesforce Billing to offset the refund's impact on your invoice lines. (Salesforce Billing Managed Package)
             
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