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Manage Credit Memos by Using APIs or Flow Actions
Use APIs or Flow actions to create credit memos, apply credit memos to invoices, unapply already applied credits from invoices, and convert negative invoice lines into posted credit memos.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
| Goal | API |
|---|---|
| Create a standalone credit memo without applying it to an invoice | |
| Create a credit memo and apply it to an invoice | Create and Apply Credit Memo API |
| Apply a credit memo to an invoice | To automate the process of applying credits, build a custom flow and use the Apply Credit action. When the credit application level is Invoice, this action applies the balances of credit memos to settle the balances of posted invoices. |
| Apply a credit memo line to an invoice line | To automate the process of applying credits, build a custom flow and use the Apply Credit action. When the credit application level is Invoice Line, this action applies the balances of credit memo lines to settle the balances of posted invoice lines. |
| Unapply an applied credit memo from an invoice | To automate the process of unapplying credits, build a custom flow and use the Unapply Credit action. When the credit application level is Invoice, this action unapplies credit memos from invoices and creates a related Credit Memo Invoice Application record of type Unapplied for the existing Credit Memo Invoice Application record of type Applied. |
| Unapply an applied credit memo line from an invoice line | To automate the process of unapplying credits, build a custom flow and use the Unapply Credit action. When the credit application level is Invoice Line, this action unapplies credit memos lines from invoice lines and creates a related Credit Memo Line Invoice Line record of type Unapplied for the existing Credit Memo Line Invoice Line record of type Applied. |
| Convert a list of invoice lines with a negative amount into a posted credit memo | Convert Negative Invoice Lines into Credit Memos API |
