---
schema_version: "1"
id: 0983ba824e556c0571a48c6f84e0cdcb81fde5fef0813a49bed59523ac65276c
title: Create and Apply Credit Memos to Invoice Lines
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_create_and_apply_credit_memos.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_create_and_apply_credit_memos.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0d5cf270be031bc45080badac8e2ffdfd0530c1ab8ee5efa3436e2c259ba28b6
description: Generate credit memos for an account and apply them to invoice and invoice lines that belong to the same account.
products:
  - Revenue Cloud
release: "264"
---
# Create and Apply Credit Memos to Invoice Lines

Generate credit memos for an account and apply them to invoice and invoice lines that belong to the same account.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d34154e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d34154e77 ">To create credit memos:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d34154e77 ">
              <p>Billing Admin permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Credit Memo Operations User permission
                set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Invoices**.
2. Open a posted invoice that includes the invoice lines.
3. Go to the Invoice Lines tab and select one or more invoice lines to which you want to apply the credit memo
4. Click **Create and Apply Credit Memo**.
5. 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.
6. 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.
7. Click **Create and Apply**.

#### See Also

- [Billing Account Overview](https://help.salesforce.com/s/articleView?id=ind.billing_account_overview.htm&release=264.0.0&type=5 "View and manage customer billing information from a single page. Track billing transactions, generate and preview invoices, suspend and resume billing, create credit memos, and resolve billing inquiries. Get a complete view of the customer's billing status by accessing key billing actions, account details, and related account records.")