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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.
To create credits associated to invoices, follow these instructions. You can associated as many credits per invoice as you want.
To create credits not associated to an invoice, follow the next instructions.
Remember to add all the possible items to credit as additional charges so you can add them to standalone credits. This is a mandatory step to be able to create standalone credits. For further information on how to add additional charges read Additional Invoice Charges.
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Users with the Admin role can perform all the actions previously explained.