Skip to main content
Avalara Help Center

How can I issue a credit memo in Opportunity in Salesforce?

Overview

You want to know if you can setup a negative sales tax amount on an opportunity if there is a refund on a sale in Salesforce. 

Environment

Salesforce

Resolution

  • To handle the Return/Refund, create a new Opportunity in Salesforce with negative amount (i.e. negative Product Amount) and the same negative amount (including sales tax amount) will be passed to Admin Console (AvaTax).