Fix credit memos that are Pending or Error status by recovering them. You can also void an unapplied posted credit memo and reverse the credit by creating a corresponding debit memo.
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 Billing Operations User permission set OR Credit Memo Operations User permission set |
Void Credit Memos
- From the App Launcher, find and select Credit Memos.
- Open the posted credit memo that you want to void.
- Click Void Credit Memo.
You can void only an unapplied posted credit memo. After the credit memo is voided, the status of the credit memo changes from Posted to Voided. Billing creates a corresponding debit memo in Posted status to offset the credit amount for the ledger. If original credit memo includes a tax calculation, the debit memo includes the applicable tax details.
Recover Credit Memos
- From the App Launcher, find and select Credit Memos.
- Open the credit memo that’s in pending or error status.
- Click Recover Credit Memo.
After you recover a credit memo, its status changes to Canceled.
If the original credit memo included tax, the credit memo moves to the Voided status. Billing automatically creates a corresponding debit memo in the Posted state to reverse the credit in the ledger. The debit memo includes all the original tax details and tax treatments. Billing reverses the tax interaction in the tax engine. Billing sets the debit memo’s invoice generation status to Not Applicable, so it isn’t invoiced.
