Allocate a Credit Note

Allocate your credit note to decrease the change the balance of one or more invoice lines. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Winter ’18 and later

You can allocate only posted credit notes.

Go to your credit note and click Allocate.
Salesforce Billing displays the Credit Note Allocation page. You’ll see all of your note’s lines that have positive values. You’ll also see all the invoice lines in your account where you can apply a credit note line.
Select the credit note line you want to allocate, and then select the invoice lines you want to allocate it toward.
The sum of the invoice line amounts must be less than or equal to the balance of the selected credit note line. You can allocate a credit note line’s entire balance or a portion of it.
Click Allocate.
Salesforce Billing allocates your credit note’s balance to your invoice lines. The invoice lines update their Balance field and their Credit field to reflect the allocation.

The creation of a credit note line represents the following journal entry.

Create Credit

Allocating a credit note line to an invoice line represents the following journal entry.

Allocate Credit Note

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