Your customers can now automatically initiate refunds on transactions that are canceled or have negative amendments. Billing calculates the correct refund amount based on the original invoice, and the amendment or cancellation invoice, and then settles the original invoice with a credit memo.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To initiate automated refunds, you need the Payment Admin or the Payment Operations User permission set.
How: In Setup, find and select Billing Settings. Then, turn on both Issue Refunds and Settle Balances, and Apply Credits to Posted Invoices features.