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As soon as the credits are created, they are submitted for approval. Credits can be approved, rejected, reopened, edited. This article explains how to perform this actions.

Who can approve credits?

  • Create credits: Users with the Sales Role are allowed to create credits and submit them for review. Sales Manager and Credit Manager role can also create credits.
  • Approve or reject credits: Users with the Sales Manager role are allowed to approve or reject customer credits.
  • Reopen a credit: Once they are approved, the only roles authorized to reopen a credit, are the Credit Manager and the Sales Manager role.

Users with the Admin role can perform all the actions previously explained.

Approve Credits Associated to an Invoice

  • Go to Order Entry > Add / Edit Credit.
  • Use the filter to Search for the order or credit needed, go to the Actions column. Hover the mouse over the pencil icon. The system will display the credits associate to the invoice pending.
  • Click on the Edit button. The system will open the Credit Details screen.
    • Click on the Approve Button to finish.

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    Excerpt

    In this article you will learn how to review, edit, approve, reject, or cancel credits.

    Tip

    User Roles:

    • Create credits: Admin, Sales User, Sales Manager, and Credit Manager.

    • Approve or reject credits: Admin and Sales Manager.

    • Reopen credits: Admin, Credit Manager, and Sales Manager.

    Table of Contents

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    Approve Invoice Credits

    To review and approve credits associated with an invoice, do the following instructions:

    1. Go to Order Entry and select Add/Edit Credit.

    2. Search the order or credit.

    3. Hover over the pen icon in the actions column to display credits associated with the invoice in a tooltip.

    4. In the tooltip, click on Edit in the credit you are reviewing.

    5. Review the credit details and make modifications if necessary.

    6. Click on Approve.

    If you don’t have permission to approve a credit, you can submit it for review following the same process described above and selecting Submit for Review.

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    Image Modified

    Approve and Reject Credits from Credit Summary

    The Credit Summary displays both credits associated

    to

    with invoices and those

    who

    that are not. You can also manage credits from this screen.

    To approve or reject a credit request, do the following instructions:

    1. Go to Order

    Entry>>Credit

    1. Entry and select Credit Summary.

    2. Search for the credit with a Pending Review status.

    In the Actions column click

    1. Click on the drop-down menu

    and select

    1. in the Actions column.

    2. Select Approve or Reject.

    Once the customer credit is approved or rejected, the

    The system will

    send a notification to

    notify the salesperson after you approve or reject a credit.

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    Image Modified

    Reopen a Credit

    tip: 

    If you

    want to restrict a given user from re-opening credits that have already been approved, activate the setting Restrict from reopening Approved Credits from User Options.Credits Associated to Invoices

    need to modify an approved credit, you can reopen approved credits and send them back for review if the credit has not been applied to a payment.

    Reopen Invoice Credits

    To reopen credits Associated

    to

    with Invoices

    follow

    , do the

    next

    following instructions:

    1. Go to Order Entry

    >

    1. and select Add/Edit Credit.

    Use the filter to 

    1. Search

     for

    1. the order or credit

    needed, go to the Actions column

    1. .

    2. Hover

    the mouse

    1. over the

    pencil icon. The system will display the credits associate to

    1. pen icon in the actions column to display credits associated with the invoice.

    Click on the 

    1. Select Reopen

     button

    1. .

    Image Modified

    Reopen Standalone Credits

    1. Go to Order

    Entry>>Credit

    1. Entry and select Credit Summary.

    2. Search

    for

    1. the credit

    with an Approved status

    1. .

    In the Actions column click

    1. Click on the drop-down menu

    and select Reopen. The status will change to <resubmittedImage Removed

    1. in the Actions column.

    2. Select Reopen.

    Image Added

    You can find the credits again in the Credit Summary with Resubmitted status.

    Info

    If you want to restrict a given user from reopening credits that have already been approved, enable the Restrict from reopening Approved Credits setting from the user options. To learn more, read Setup Company Users & User Options.

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