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Debit Notes and Credit Notes represent a way of adjusting errors on a posted invoice. Find out how to create a debit note record and allocate the debit note lines to increase the balance of an invoice line.

Salesforce Billing allows you to generate multiple invoices per order or consolidate invoices across multiple orders to ensure that customers are efficiently billed. There are two default ways but custom splitting is also possible.

Under certain business circumstances, it might be necessary to change the date when invoices and invoice lines are generated for certain order products.

In a broad sense, an invoice is a document that contains a list of products and (or) services alongside the total amount the customer must pay for them, just like a bill at a restaurant. In Salesforce Billing, invoices are records that hold this information.

Find out how to pre-select an option, or make it required, or even hide it completely from view depending on different conditions. All this is possible with the help of Selection Product Rules.

If you want to make sure that the approvers see the approvals pending their review from the Home Page, follow the steps outlined in this article.

The P of CPQ comes from pricing which is a very complex aspect of this triad. It is crucial that you understand...

Discover with us the different methods of applying discounts to prices that Salesforce CPQ offers which you can set on the quote line level, quote line group level, or quote level.

Have you ever wondered how to make sure that the sales reps are selling a product respecting the minimum quantity required? Find out with us how to enable this.

Find out with us the differences between Configuration Attributes and Global Attributes and the roadmap to creating them.

Learn with us how to set up CPQ to split quotes automatically into multiple orders in case creating one order per quote doesn't meet the company's business requirements.

Discover in our article in what order Salesforce CPQ evaluates the multiple discount fields, how different prices obtain their values and how the price waterfall can be adjusted....