{"id":673,"date":"2021-01-15T18:50:13","date_gmt":"2021-01-15T18:50:13","guid":{"rendered":"http:\/\/morecpq.com\/?p=673"},"modified":"2021-01-19T14:15:33","modified_gmt":"2021-01-19T14:15:33","slug":"salesforce-billing-refund-process-flow","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2021\/01\/15\/salesforce-billing-refund-process-flow\/","title":{"rendered":"Salesforce Billing! Refund Process Flow"},"content":{"rendered":"\n

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!<\/p>\n\n\n\n

  1. Original Invoice (Opp -> Quote -> Order -> Bill Now Button -> Original Invoice)
    1. Invoice Balance = 100<\/strong><\/li><\/ol><\/li>
    2. Customer Paid with Payment Gateway
      1. Invoice Balance = 0<\/strong><\/li>
      2. Payment Balance = 0 (Allocated Instantly)<\/strong><\/li>
      3. Payment Allocation = 100<\/strong><\/li><\/ol><\/li>
      4. Amend to Create Negative Invoice (Contract -> Amend Button -> Amend Button -> Order Checkbox -> Order -> Bill Now Button -> Negative Invoice)
        1. Amendment Invoice Balance = -10<\/strong><\/li>
        2. Invoice Balance = 0<\/em><\/li>
        3. Payment Balance = 0<\/em><\/li>
        4. Payment Allocation = 100<\/em><\/li><\/ol><\/li>
        5. Convert Negative Lines to Credit Notes (Negative Invoice -> Convert Negative Lines Button)
          1. Credit Note Balance = 10<\/strong><\/li>
          2. Amendment Invoice Balance = -10<\/em><\/li>
          3. Invoice Balance = 0<\/em><\/li>
          4. Payment Balance = 0<\/em><\/li>
          5. Payment Allocation = 100<\/em><\/li><\/ol><\/li>
          6. Unallocate all Payment Allocations from Original Invoice (Original Invoice -> Payment -> Allocations Button -> All Unallocate Buttons)
            1. Payment Allocation = 0<\/strong><\/li>
            2. Invoice Balance = 100<\/strong><\/li>
            3. Payment Balance = 100<\/strong><\/li>
            4. Credit Note Balance = 10<\/em><\/li>
            5. Amendment Invoice Balance = -10<\/em><\/li><\/ol><\/li>
            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<\/strong><\/li>
              2. Invoice Balance = 90<\/strong><\/li>
              3. Credit Note Balance = 0<\/strong><\/li>
              4. Payment Allocation = 0<\/em><\/li>
              5. Payment Balance = 100<\/em><\/li>
              6. Amendment Invoice Balance = -10<\/li><\/ol><\/li>
              7. Allocate Payment to Original Invoice (Original Invoice -> Payment -> Allocations Button -> Check All Lines -> Allocate Button)
                1. Payment Allocation = 90<\/strong><\/li>
                2. Invoice Balance = 0<\/strong><\/li>
                3. Payment Balance = 10<\/strong><\/li>
                4. Credit Note Allocation = 10<\/em><\/li>
                5. Credit Note Balance = 0<\/em><\/li>
                6. Amendment Invoice Balance = -10<\/em><\/li><\/ol><\/li>
                7. Refund Remaining Payment Balance (sends to Gateway) (Payment -> Refund)
                  1. Refund Amount = 10<\/strong><\/li>
                  2. Payment Balance = 0<\/strong><\/li>
                  3. Payment Allocation = 90<\/em><\/li>
                  4. Invoice Balance = 0<\/em><\/li>
                  5. Credit Note Allocation = 10<\/em><\/li>
                  6. Credit Note Balance = 0<\/em><\/li>
                  7. Amendment Invoice Balance = -10<\/em><\/li><\/ol><\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"

                    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! Original Invoice (Opp -> Quote -> Order -> Bill …
                    Continue reading Salesforce Billing! Refund Process Flow<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-673","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/673","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=673"}],"version-history":[{"count":10,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/673\/revisions"}],"predecessor-version":[{"id":719,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/673\/revisions\/719"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}