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Manage Your Billing Processes with Salesforce Billing
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            Guidelines for Using the Credit Center

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            Guidelines for Using the Credit Center

            If you’re on a billing operations or customer service team, you can use the Credit Center to credit invoice lines on a customer account. When you’re working in the Credit Center, take note of a few key guidelines. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer ’19 and later with the CPQ & Billing Plus license
            • The Credit Center shows up to 1,500 posted invoices at a time, starting with the oldest due date.
            • The Credit Center supports invoices with up to 1500 invoice lines. If you need to credit lines on a larger invoice, we recommend doing so manually.
            • Credit notes created in the Credit Center have a start date equal to their creation date. You can’t edit credit note dates in the Credit Center, but you can change them on the credit note record.
            • Salesforce Billing creates a draft credit note the first time that you click Next on Edit Credit Notes. This credit note’s Source Action has a value of Invoice Line Credit. When you open an invoice in the Credit Center, Salesforce Billing evaluates whether the invoice has a draft credit note with a source action of Invoice Line Credit. If it does, the Credit Center loads that credit note for further edits. This way, you can edit an invoice’s credit note any time before posting it.
             
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