Creating Sales Credit Notes from All Eligible Credit Invoices

You can create sales credit notes from all eligible credit invoices by clicking Create from Credit Invoices on the Sales Credit Notes list view. This might be useful if you want to export all the relevant invoices to Accounting at once but prefer not to schedule recurring jobs.

A credit invoice is eligible for this process when its Export Status field is not set to "Exported", "Export in Process", or "Exported as Billing Document".

To create sales credit notes from all eligible credit invoices:

  1. Navigate to the Sales Credit Notes tab.
  2. From the list view, click Create from Credit Invoices. The sales credit notes are created in the background.

Depending on how your org is set up, you might receive an email and a Salesforce notification. The notification contains information about the number of sales credit notes that were created successfully and the number of errors, if any. The email contains a list of sales credit notes that were created and the credit invoices that they were created from. If any errors occurred, the email also provides a list of errors. If email and Salesforce notifications are not enabled in your org, you can review the credit invoices with the Export Status field set to "Export Error". You can create a list view for the Credit Invoice object that filters records with an error and displays the Export Error field. This field provides more information about why the sales credit note could not be created.