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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.
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| title | Who Can Approve, Reject or Reopen Customer Credits? |
In this article you will learn how to review, edit, approve, reject, or cancel credits.
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Users with the Admin role can perform all the actions previously explained.
| title | How to Approve Credits Associated to Invoices? |
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Table of Contents
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Approve Invoice Credits
To review and approve credits associated with an invoice, do the following instructions:
Go to Order Entry
and select Add/Edit Credit.
Search
the order or credit
.
Hover
over the
Click on the Edit button. The system will open the Credit Details screen. Click on the Approve Button to finish.
pen icon in the actions column to display credits associated with the invoice in a tooltip.
In the tooltip, click on Edit in the credit you are reviewing.
Review the credit details and make modifications if necessary.
Click on Approve.
Approve and Reject Credits from Credit Summary
The Credit Summary displays both credits associated
with invoices and those
that are not.
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You can also manage credits from this screen.
To approve or reject a credit request, do the following instructions:
Go to Order
Entry and select Credit Summary.
Search for the credit with a Pending Review status.
Click on the drop-down menu
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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. |
in the Actions column.
Select Approve or Reject.
Once the customer credit is approved or rejected, the system will send a notification to the salesperson.
| title | How to Reopen a Credit |
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The system will notify the salesperson after you approve or reject a credit.
Reopen a Credit
If you need to modify an approved or rejected credit, you can reopen credits and send them back for review if the credit has not been applied as payment.
Reopen Invoice Credits
To reopen credits Associated
with Invoices
, do the
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following instructions:
Go to Order Entry
and select Add/Edit Credit.
Search
the order or credit
.
Hover
over the
pen icon in the actions column to display credits associated with the invoice.
Click on the Reopen button.
Standalone Credits
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Select Reopen.
Reopen Standalone Credits
Go to Order
Entry and select Credit Summary.
Search the credit
.
Click on the drop-down menu
in the Actions column.
Select Reopen.
You can find the credits again in the Credit Summary with Resubmitted status.
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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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