Manage Subscriptions subflow: Credit Memo

LFS version: requires Limio for Salesforce v12.18 or later

Limio version requirement: requires Limio v93 or later

Credit memos are official documents vendors use to rectify billing errors, oversee outstanding balances on invoices or accounts. Also credit memos can be issued to customers as a form of  appeasement, compensation or goodwill gesture in situations where a vendor seeks to address concerns or dissatisfaction, fostering a positive relationship with the customer.
These memos effectively lower both the invoice and account balances. When applied to invoices with positive balances, credit memos work similarly to applying payments, resulting in a reduction of the invoice balances.

Limio for Salesforce introduces a new subscription action supported by Limio Manage Subscriptions flow: Credit Memo. 

How to enable Credit Memo action & define reasons list

This action is hidden by default. In order to make it visible, follow these steps:

1. Navigate to Custom Metadata Types -> icAssistConfig -> Manage records -> Subscription Actions
2. Edit the Config field:
   1. add a new allowCreditMemoAction boolean property and set it to true.
   2. add a new creditMemoReasons property: assign a list of strings for reasons.

 

Action visibility rules

Credit Memo action is available for subscriptions with Active, Cancelled or Lapsed status and if allowCreditMemoAction config is set to true.

 

Flow overview

This flow consists of the following elements:

1. Get reasons - Apex Action that fetches reasons list for credit memo orders. Output of this action is written into a Reasons flow property - a collection of i42as__PicklistChoice.
   

   List<i42as.PicklistChoice> Reasons;

   
   If you'd like to fetch reasons from a different location in the org using your custom Apex, feel free to do so as long as the return type is List<i42as.PicklistChoice> and you write the output into the Reasons variable.
   
   
2. Credit Memo Screen - contains two components:
   Limio Order Total - renders Zuora Preview for a selected credit memo.
   
   
   Limio Order - Credit Memo - accepts the list Reasons, Selected Subscription and additionally self-references orderItems. It allows selecting a credit memo, changing quantity on the selected item and publishes these updates back to the flow.
   
   

    
   
3. Order Summary - consistently with the other Manage Subscription flow journeys, this component displays a brief summary of the order and order total, and allows submitting the order to Limio.

How to add Credit Memo subflow to an existing copy of Manage Subscriptions flow

How to customise the experience

1. By default the action is called Credit Memo. This label is reused in several places across the flow. It is possible to relabel the action on the main Credit Memo screen and the Order Summary screen by passing your custom label into an Action Label property.
   
   
   Custom label is going to be reflected in the highlighted areas on the screen:
   
   
2. In order to relabel the action in the subscription actions dropdown, please refer to this document for more details: Flow Customisation: Override Supported Subscription Actions 
3. If you'd like to always offer to the customer a credit memo of a certain type during this journey, learn how to adjust the add-on type selection here: Flow Customisation: specify types of add-ons to display

Related article:

1. Open Credit Memo