Apply Debit Notes to Invoices
- Go to your account’s Debit Note related list and click New.
- Go to your debit note’s Debite Note Line related list and click New Debit NoteLine.
- Give your debit note line a subtotal of 50 and click Save.
- Change your debit note’s status to Posted and click Save.
- Click Allocations.Salesforce Billing displays the Debit Note Allocation page. You’ll see your debit note and all its debit note lines that have positive non-zero balances. You’ll also see all your account’s invoice lines where you can apply your debit note line.
- Select your $50 debit note line, then select the invoice line for this month’s data security subscription. Enter 50 in the invoice line’s Amount field.
- Click Allocate.Salesforce Billing adds $50 to your data security subscription invoice line and updates the invoice line’s debit field to a value of 50.