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Manage Your Billing Processes with Salesforce Billing
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            Create a Revenue Adjustment

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            Create a Revenue Adjustment

            Create a revenue adjustment and revenue adjustment lines to change or transfer a revenue schedule’s available balance. Post the adjustment once you’re ready to apply it. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’19 and later
            1. From the Revenue Adjustment list view, click New.
            2. Give your revenue adjustment the following field values, then click Save.
              • Type: Adjustment or Transfer
              • Status: Draft
            3. From your revenue adjustment, click New Adjustment Line.
            4. Choose the revenue schedule you want to adjust, then enter an amount.
            5. Click Save.
            6. Repeat steps 3 through 5 if you need to make additional lines.
            7. When you’re ready to apply your revenue adjustment, change its status to Posted.
              If your revenue adjustment type is Transfer, make sure your revenue adjustment’s balance is zero. The adjustment’s balance is equal to the sum of its lines.
            8. Click Save.
             
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