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  • Created by Former user, last modified by Former user on Dec 16, 2018
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Overview

When a customer receives damaged products or product with any other issue, they may request a credit from your company.This credit can then be submitted for review by the sales manager and ultimately Approved or Rejected. If the credit is approved, it will affect the customer invoice and will be reflected as a credit on the customer's statement.


How to issue a customer credit?

There are two possibilities when it comes to create customer credits: create credits associated to an invoice or create Standalone Credits.




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Information

  • 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.

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