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            Create a Credit Note Without Tax

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            Create a Credit Note Without Tax

            Create a credit note record so you can allocate it at a future date. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            Usually, Salesforce Billing automates credit note creation when you provide a refund or rebill an invoice. However, you may sometimes need to create a credit note record on your own. In this scenario, you’ll create a credit note, associate it with an account, then create several credit note lines. Your credit note is then ready for posting and allocation.

            1. Go to the Credit Notes tab and click New, or click New Credit Note in your account’s Credit Notes related list.
              Note
              Note Salesforce Billing doesn’t support creating credit notes from the invoice’s Credit Notes related list.
            2. If your credit note doesn’t have a value in the Account field, choose an account for your credit note. You can apply the credit note to any invoice lines on that account.
            3. Set the Credit Note Source Action field to Manual.
              The source action allows other users to review how the credit note was created.
            4. Provide a credit note date.
              Salesforce Billing records credit note transactions in the finance period that covers the credit note’s date.
            5. Click Save.
            6. From your credit note record, click New Credit Note Line.
            7. Enter a product lookup in the Product field.
              The product lookup field is for reference purposes. The relationship is important for reporting on transaction history in the general ledger. This product doesn’t have to be the product related to the invoice line you want to apply your credit note toward. For example, if your credit note allocates $50 to a customer’s invoice based on store credit, the Product field should look up to the Store Credit product record.
            8. If your implementation uses legal entities, enter a legal entity.
            9. Give your credit note line a subtotal.
              This value represents the total amount available for allocation on this credit note line. It does not include tax. Since you’re not calculating tax for this credit note, Salesforce Billing passes this field’s value to the line’s Total Amount (With Tax) field when the note is posted.
            10. Save your credit note line.
            11. Create more credit note lines if needed.
            12. When you’re ready to allocate your credit note, change its status to Posted.
            13. Click Allocate on your credit note to allocate your note to your desired invoice lines.

            Credit notes are created in draft status and stay in draft status until posted by a user or workflow rule. You can allocate only posted credit notes.

             
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