OverviewThis document is intended for Trade Simple users to enable the process of crediting.
Fig 1 – Credit requests showing in Trade Simple
Most customers would expect requests for credits to be resolved within an agreed time from when they were raised. This would be agreed as part of the initial project plan. The options for resolution are to Agree or Respond. If credit is unexpected Respond should be selected.
Responding to a Request for Credit
As with all documents on Trade Simple, there is an option to accept, amend or reject lines on a credit request and a field to enter relevant text.
Fig 2 – Accepting a credit request
Issuing Credit Notes
Once a credit request has been resolved a credit note will still need to be issued, from the document thread select Credit which will present the credit screen where, as with all documents there will be fields that will need populating with reference numbers. As with Invoices, an electronic version must match the paper copy exactly.
Fig 3 & 4 – completing the credit note reference and applying credits for product lines
The Credit Note itself features every line from the original invoice with the option to remove lines one by one, the option to adjust quantities or prices is also available. Remove and adjust lines until all that is left is the amount agreed as to be credited and send the document.