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自動套用信用清償發票餘額
透過自動套用可用的貸項憑單餘額來清償已張貼發票的餘額,無須手動套用貸項憑單。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
透過自動套用可用的貸項憑單餘額來清償已張貼發票的餘額,無須手動套用貸項憑單。
| 適用於:Lightning Experience |
| 提供版本:具有 Revenue Cloud Advanced 授權或 Revenue Cloud Billing 授權的 Enterprise、Performance、Unlimited 及 Developer Edition |
當您的「帳單」管理員啟用「將信用額套用至已張貼發票」功能時,系統會自動套用貸項憑單的餘額,以根據貸項申請層級清償已張貼發票的餘額。
自動貸項申請流程會在發票張貼後使用下列其中一種方法立即執行:
此流程圖顯示在業務流程流程中發生的貸項申請步驟。

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