---
schema_version: "1"
id: b1ef29519f4eb8ed29475aa1ab427f804423e04e146f0985caccc2051df5e59d
title: Initiate Automated Refunds on Negative and Canceled Invoices
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_billing_refunds_orchestration.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_refunds_orchestration.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 80a22f3e8a4422f0764adaa45f512ca6517d1f52a49cf194c4bb8edaedeaaa9f
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Initiate Automated Refunds on Negative and Canceled Invoices

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.

#### See Also

- [_Salesforce Help_: Process Payments and Issue Refunds](https://help.salesforce.com/s/articleView?id=ind.billing_payments.htm&language=en_US)