Credit Center

After a billing ops user clicks Credit Center on their account, Salesforce Billing launches the Credit Center and shows all the posted invoices with positive or negative outstanding balances on their account. When they select an invoice, the Credit Center lets them credit any of its invoice lines. They can also calculate credit note line tax with the tax engine used for the invoice line, calculate credit note line tax manually, or choose not to calculate credit note line tax.

When they're done setting up the credit note, Salesforce Billing creates a draft credit note record with a credit note line for each invoice line that they credited. Users can review the new invoice line balances while the note is still in draft status and make further changes if needed, or post the credit note to apply the credits.

• Use the Credit Center to Apply Invoice Line Credits
  Open the Credit Center from your account and apply a partial credit to an invoice. (Salesforce Billing Managed Package)
• 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)