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Manage Your Billing Processes with Salesforce Billing
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            Issue Partial Credit

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            Issue Partial Credit

            Allocate a negative balance change to an invoice line to adjust errors in unpaid or partially paid invoices. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            The invoice you want to allocate the credit to must be in the Posted status.

            Credit notes allow you to allocate a negative balance change to an invoice line, such as to adjust errors in unpaid or partially paid invoices. You can also provide credit to a user account and then allocate that credit to decrease the balance of their invoices at a later date. Credit notes also provide accurate and complete recordkeeping of the transactions that occur after an invoice has been posted.

            Note
            Note You can allocate only posted credit notes.
            1. Create the Credit Note
              1. From the account record, click New from the Credit Note related list to create a credit note.
              2. Populate the Credit Note Date, then click Save.
              3. From the Credit Notes related list, select the newly created credit note record.
              4. From the newly created credit note record, navigate to the Credit Note Line related list.
              5. Click New from the Credit Note Line related list to create a New Credit Note Line.
              6. Populate the Product field and enter an amount in the subtotal field, then click Save.
            2. Allocate the partial credit as a credit note line.
              1. To move forward with issuing the partial credits, change the Credit Note Status from Draft to Posted, then click Save. Changing the Credit Note Status also changes the Credit Note Line Status.
              2. From the credit note record click Allocate.
              3. Select the radio button next to the credit note line record that you wish to allocate.
              4. Select the desired invoice lines. Only posted invoice lines that are associated to the account will show.
              5. Add an amount of credit less than or equal to the credit note line balance.
              6. Click Allocate.
              7. Click Cancel to close the Credit Note Allocation page and return to the credit note record.
             
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