Salesforce Billing! Refund Process Flow

This is a post about Salesforce Billing! I am getting more and more into billing and we could not be more delighted! This is a process that we ironed out in a flow it clear on what needs to happen and in what order… follow along!

1. Original Invoice (Opp -> Quote -> Order -> Bill Now Button -> Original Invoice)
   1. Invoice Balance = 100
2. Customer Paid with Payment Gateway
   1. Invoice Balance = 0
   2. Payment Balance = 0 (Allocated Instantly)
   3. Payment Allocation = 100
3. Amend to Create Negative Invoice (Contract -> Amend Button -> Amend Button -> Order Checkbox -> Order -> Bill Now Button -> Negative Invoice)
   1. Amendment Invoice Balance = -10
   2. Invoice Balance = 0
   3. Payment Balance = 0
   4. Payment Allocation = 100
4. Convert Negative Lines to Credit Notes (Negative Invoice -> Convert Negative Lines Button)
   1. Credit Note Balance = 10
   2. Amendment Invoice Balance = -10
   3. Invoice Balance = 0
   4. Payment Balance = 0
   5. Payment Allocation = 100
5. Unallocate all Payment Allocations from Original Invoice (Original Invoice -> Payment -> Allocations Button -> All Unallocate Buttons)
   1. Payment Allocation = 0
   2. Invoice Balance = 100
   3. Payment Balance = 100
   4. Credit Note Balance = 10
   5. Amendment Invoice Balance = -10
6. Allocate Credit Notes to Original Invoice (Negative Invoice -> Credit Note (Do this for all credit notes) -> Allocate Button -> Choose Invoice Lines -> Save Button)
   1. Credit Note Allocation = 10
   2. Invoice Balance = 90
   3. Credit Note Balance = 0
   4. Payment Allocation = 0
   5. Payment Balance = 100
   6. Amendment Invoice Balance = -10
7. Allocate Payment to Original Invoice (Original Invoice -> Payment -> Allocations Button -> Check All Lines -> Allocate Button)
   1. Payment Allocation = 90
   2. Invoice Balance = 0
   3. Payment Balance = 10
   4. Credit Note Allocation = 10
   5. Credit Note Balance = 0
   6. Amendment Invoice Balance = -10
8. Refund Remaining Payment Balance (sends to Gateway) (Payment -> Refund)
   1. Refund Amount = 10
   2. Payment Balance = 0
   3. Payment Allocation = 90
   4. Invoice Balance = 0
   5. Credit Note Allocation = 10
   6. Credit Note Balance = 0
   7. Amendment Invoice Balance = -10