You are here:
Apply Debit Notes to Invoices
Create a debit note record and several debit note lines. Allocate your debit note lines to increase the balance of an invoice line. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing 8.0 and later |
In this example, your customer missed one of their monthly payments to your data security subscription service. Your invoice scheduler already created an invoice from the monthly charge. So, you need a debit note to apply the late fee of US$50 to the subscription’s invoice line.
-
On the account record, on the Debit Notes related list, click
New.
The debit note's Status field value is automatically set as Draft and the Debit Note Source Action field value is automatically set as Manual.
- Enter a debit note date.
- If you enabled multi-currency, enter the desired currency.
- Save your changes.
- On the Debit Notes related list, select the new debit note record.
- On the Debit Note Lines related list on the new debit note, click New.
-
Select a product.
This product can be the same as the product on your invoice line or any other product configured for Salesforce Billing.
- Enter 50 as the subtotal.
- If necessary, select a legal entity.
-
Save your changes.
You can also enter tax details. See Managing Tax on Debit Notes.
- Open the new debit note and change the status to Posted.
- Save your changes.
-
Click Allocations.
The Debit Note Allocation page shows your debit note and all its debit note lines that have positive non-zero balances. You can also see your account’s invoice lines where you can apply your debit note line.
- Select your $50 debit note line, and then select the invoice line for this month’s data security subscription. In the Amount field on the invoice line, enter 50.
-
Click Allocate.
Salesforce Billing adds $50 to your data security subscription invoice line and updates the invoice line’s debit field to a value of 50.
Your invoice line has a related list with lookups to all the debit notes that you applied against it. This way, you can apply a payment to one of the invoice line’s debit notes before you apply payments to the invoice line itself. If you run a payment scheduler with an auto-payment method on your account, Salesforce Billing pays the invoice line’s entire remaining balance, including debit notes.
