Generate credit memos for an account and apply them to invoice and invoice lines that belong to the same account.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
| User Permissions Needed | |
|---|---|
| To create credit memos: |
Billing Admin permission set OR Credit Memo Operations User permission set |
- From the App Launcher, find and select Invoices.
- Open a posted invoice that includes the invoice lines.
- Go to the Invoice Lines tab and select one or more invoice lines to which you want to apply the credit memo
- Click Create and Apply Credit Memo.
- For each invoice line, enter the credit amount value greater than or equal to zero, and less than or equal to the invoice line balance.
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Define the tax calculation strategy.
- To calculate taxes automatically based on the credit amount, select Enable tax calculation.
- To use the amount in the Credit Tax Amount field instead of automatic tax line calculation, deselect Enable tax calculation and enter a credit tax amount.
- To ignore the tax lines, deselect Enable tax calculation and leave the Credit Tax Amount field blank.
- Click Create and Apply.