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Reallocate a Payment
Move a payment allocation from one invoice on your account to another. (Salesforce Billing Managed Package)
Required Editions
| Available in: All Salesforce Billing Editions |
You can use this feature on only accounts that have at least two posted invoices with balances. First, you unallocate the payment from an invoice. Then you allocate the payment to invoice lines from a different invoice within your account.
- From a payment record that contains at least one allocation, click Allocations.
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From the Existing Invoice Line Allocations list, find the payment allocation you want to
unallocate and click Unallocate.
Invoice lines that received an allocation from that payment reset their balance and payment fields to their values before the allocation was applied.
Note If multiple browser tabs to unallocate payments are open, refresh the browser before you click Unallocate to avoid unallocating the same payment twice. - From the Invoice Lines section, find the different invoice containing lines that you want to allocate the payment toward, and then select those invoice lines.
- Choose an amount for each of the lines.
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Click Allocate.
If you paid off an invoice line in full, Salesforce Billing removes it from the payment allocation page and updates its status to Paid. If you made a partial payment, you’ll see the invoice line on the payment allocation page with an updated balance.Note If multiple browser tabs to allocate payments are open, refresh the browser before you click Allocate to avoid allocating the same payment twice.
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