Refund a Credit Note Line from an Account

Refund a partially-allocated credit note line. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Summer ’17 and later

Go to your account and click Refund.
Choose a currency.
Salesforce Billing does not display available credit notes until you pick your currency.

Salesforce Billing displays a list of partially-allocated credit note lines under the Refund Credit Note Line header. The Balance field for each line represents the credit that has not been allocated.
Select the credit note lines that you want to refund and provide a value for their Amount fields. This value can be all or part of that line’s balance.
Provide a description and date for your refund.
Click Allocate.
Salesforce Billing creates a refund record for each line you refunded. The refund record has an amount equal to the value you entered for the line in step 3.
You can view your refunded credit note lines under the Refund page’s Existing Refund Credit Note Line.

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