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Manage Your Billing Processes with Salesforce Billing
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            Correct a Posted Payment in Lightning Experience

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            Correct a Posted Payment in Lightning Experience

            Salesforce Billing must retain a copy of all payments for legal and accounting purposes. You can fix an error on a posted payment by refunding it. The refund reduces the erroneous credit note’s balance to zero. You can then create and post a payment with the correct values. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing editions

            Salesforce Billing follows Generally Accepted Accounting Principles. The principles require that users must always be able to track the posting of credits, debits, payments, and refunds through a series of allocations back to a business’s general ledger. To ensure that these records are always available for legal and accounting purposes, Salesforce Billing doesn’t allow you to delete credit notes, debit notes, payments, or refunds. If you make an error, offset the erroneous record by reducing its balance to zero, and then creating a record with the correct values.

            Important
            Important The payment's Refund button is available only in Lightning Experience.
            1. Go to the account containing the payment that you want to offset. Navigate to the Payments related list and select your payment.
            2. If your payment has any allocations, unallocate them.
            3. Refund your payment.
              1. To record the results of a refund processed outside Salesforce, follow the steps in Record an External Payment Refund.
              2. To process a refund in Salesforce Billing, follow the steps in Issue Electronic Refunds in Lightning Experience.
            4. After you process the refund, verify that the balance of your payment is reduced to zero.
            5. Make a new payment with correct information.
             
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