Orders, invoices and payments starter

Credit memo (Billing)

Credit a customer from a Billing credit memo: what is credited, the tax and how the credit is used.

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  1. Credit memo (Billing)On Credit Memo · Salesforce Billing

A one-page credit note or credit memo (the title follows the market) on a Billing Credit Memo: number, date and the original invoice, the account credited, the reason, the credit lines with tax, totals, and whether the credit is applied or refunded with the amounts used and still available.

Needs Salesforce Billing in the org.

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New template › Start from a quick start › Credit memo (Billing). The draft opens with the fields in place.

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