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Manage Your Billing Processes with Salesforce Billing
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            Manage Failed Allocations for Completed Payment Runs

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            Manage Failed Allocations for Completed Payment Runs

            When a payment run completes and creates a payment but can't perform a payment allocation, finish the process by manually allocating your payment. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’19 and later

            We recommend that users review their payment runs for error logs indicating failed allocations. From the error log, you can find the transaction and then the payment record that the run attempted to allocate from. You can also create workflow rules that provide updates when a payment changes its allocation status to Fail.

            1. If your allocation failed due to a system error such as a user-made validation or database insert error, resolve that error first.
            2. Go to the payment record that has a failed allocation status.
            3. Click Allocations.
            4. Review the invoice lines that still have balances. Usually, these balances are equal to the unallocated amount from the payment you selected in Step 1.
            5. Select the invoice lines and enter amounts that reduce their balances to zero.
            6. Click Allocate.
             
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