In this episode of #SalesforceBillingMasterclass, we explore the manual application process for Credit Notes and Debit Notes! ๐งพ๐ผ Watch as Bill, our expert, guides Ethan through the essential steps. ๐น Step 1: Create a Credit Note record and link it to the customer account. ๐น Step 2: Add Credit Note lines, connecting each to a specific product (remember, you can optionally link to a legal entity). ๐น Step 3: Post the Credit Note and apply it to multiple invoice lines to reduce balances on one or more invoices. ๐ก Pro Tip: Though you can't directly delete draft and posted Credit Notes, you can cancel draft ones by changing their Status to Canceled. To reverse a Credit Note, create a Debit Note with a matching Debit Note line and allocate it to the Credit Note. ๐ผ Moreover, you can calculate and apply taxes on posted Credit Notes! There's a checkbox to indicate whether tax needs to be calculated for each line. Automated tax calculations and estimations are just clicks away! ๐ฒ๐ณ ๐ Did you know? Salesforce Billing's Credit Center makes it easier for billing ops and customer service teams to view outstanding balances and credit multiple invoice lines at once. Salesforce Billing's versatility empowers businesses to handle billing adjustments effectively, ensuring seamless processes and satisfied customers. ๐๐ค Subscribe Now and Watch this video series to unlock the full potential of #SalesforceBilling! ๐น๐ #Salesforce #BillingAdjustment #CreditNotes #DebitNotes #BillingManagement #SalesforceTips #BusinessProductivity #HappyLearning
Published: Aug 08, 2023