Payment Run Allocations

After Salesforce Billing records the payment transactions, the payment run evaluates successful transactions and creates a payment record for each. If the Advanced AR package setting is enabled, Salesforce Billing creates one payment allocation for each invoice line on the payment transaction’s target invoice. Otherwise, Salesforce Billing creates one payment allocation for the entire invoice and applies it to the invoice header. (Salesforce Billing Managed Package)

Here’s a sample flowchart showing the payment creation and allocation process on one invoice following a successful payment run.