Approve, Reject, or Reopen Credits

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
3 min read

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

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.

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.

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Approve Invoice Credits from the Order Entry - Add/Edit Credit screen.

Approve and Reject Credits from Credit Summary

The Credit Summary displays both credits associated with invoices and those 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 and select Credit Summary.

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

  3. Click on the drop-down menu in the Actions column.

  4. Select Approve or Reject.

The system will notify the salesperson after you approve or reject a credit.

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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 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.

  4. Select Reopen.

 

Reopen Standalone Credits

  1. Go to Order Entry and select Credit Summary.

  2. Search the credit.

  3. Click on the drop-down menu in the Actions column.

  4. Select Reopen.

 

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

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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