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Manage Your Billing Processes with Salesforce Billing
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            Use the Credit Center to Apply Invoice Line Credits

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            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)

            Required Editions

            Available in: Salesforce Billing Summer ’19 and later with the CPQ & Billing Plus license

            Make sure that the invoice that you want to credit is posted with a non

            1. Do either of the following.
              1. If you're using Lightning Experience, from your account, click the dropdown arrow, and then click Credit Center.
              2. In Salesforce Classic, from your account, click Credit Center.
            2. The Credit Center page has Credit an Invoice selected. Click Next, select an invoice, and then click Next.
            3. Choose the invoice lines you want to credit by selecting the checkbox next to each product name. By default, all invoice lines are selected.
            4. Set a credit amount for an invoice line by clicking the pencil icon next to that line’s credit amount and entering a number.
            5. If you’re taxing your credit note, you can manually add tax or calculate tax based on your tax integration.
              1. To manually add tax, click the pencil icon next to your line’s tax amount and enter a number.
              2. To calculate tax based on your tax integration, select Calculate Tax? for your invoice line. Salesforce Billing calculates tax and locks the tax amount from edits. To manually add tax, deselect Calculate Tax and enter a value for the line’s tax amount.
                The effective tax date for an invoice line defaults to the invoice line’s start date.
            6. Click Next.
              Salesforce Billing creates a credit note in Draft status. The credit note contains one credit note line for each invoice line that you credited. The credit note’s date matches the day you created it.
            7. Review your credit amounts before posting your credit note.
              1. To return to the Edit Credit Notes page and make further changes, click Back.
              2. To post your credit note to your invoice, click Post.
              3. To save the credit note as a draft, click Cancel.

            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.

             
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