Setting Up Credit Generation

← Setting Up Invoice Correction

JustOn Billing & Invoice Management allows for creating partial credits for existing invoices. Doing so reduces the original invoice amount.

Setting up this feature involves these tasks:

• Adding the Create Credit button to the invoice detail view
• Configuring the fields to be displayed on the Create Credit page
• Modifying the texts to be used for credit notes

Enabling Credit Creation for Single Invoices

To enable the option for individually creating a credit based on an invoice, add the Create Credit button to the invoice detail view. To do so:

1. Navigate to the object management settings of the Invoice object.
2. Click Page Layouts.
3. In the Invoice Layout row, click Edit.

4. Add the Create Credit button to the page layout.

   In Salesforce Lightning, drag the button from the Mobile & Lightning Actions palette to the Salesforce Mobile and Lightning Experience Actions section.

   In Salesforce Classic, drag the button from the Buttons palette to the Custom Buttons area.

5. Click Save to save the modified page layout.

   For help about modifying page layouts, see Managing Pages.

Configuring Create Credit Fields

To configure which invoice line item fields are displayed when creating a credit for a single invoice:

1. Navigate to the field sets definition of the Invoice Line Item object.

   In Salesforce Lightning, navigate to Setup > Object Manager > Invoice Line Item > Field Sets.

   In Salesforce Classic, navigate to Setup > Create > Objects > Invoice Line Item > Field Sets.

2. Click Edit in the Create Credit row.

3. Move the fields to or from the In the Field Set container and reorder them as required.
4. Click Save.

Info

The Create Credit dialog includes a number fixed fields that are always visible:

• Quantity for specifying the invoice line item's quantity to be credited
• Refund for specifying the amount to be credited per invoice line item
• Gross for determining whether the specified refundable amount is processed as gross or net value

Modifying Credit Note Texts

Depending on your organization's requirements, you must modify the text building blocks for credit notes. Usually, the relevant texts are included in the following fields of the Credit template detail (which is associated to the invoice template):

Field	Description	Default Value
Display Type	Specifies the type of the document to be printed to the PDF.	Credit
Info Right	Defines an area for printing general information like a page counter and the date above the actual document text, can include placeholders.
Text 1	Specifies the text to be rendered above the detail table, can include placeholders.
Email Subject	Defines the default email subject, can include placeholders.
Email Body	Defines the plain text body for the email, can include placeholders. Line breaks are considered.
PDF Name	Specifies the name pattern for the generated PDF file, can include placeholders.

To modify the texts:

1. Open the Credit template detail.

2. Click next to the intended field and specify the corresponding text as required.

   Alternatively, you can click Edit in the detail view to edit all fields at once.

3. Click Save.