Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Account Actions > Credits and Refunds > Create Credits

Create Credits

Table of contents

Overview

You can create credits to reduce a customer's current or future account. If you issue a refund and choose not to void the corresponding invoice or you missed the refund deadline, you may choose to issue a credit to a customer in the amount of the invoice. This will settle the customer's outstanding balance on the invoice.

There are two types of credits:

  • Service Credit - A service credit will be applied against future invoices and does not affect a customer's current outstanding balance.
  • Cash Credit - A cash credit will immediately reduce a customer's current outstanding balance.

Creating Credits

Getting Here: Click Accounts > Aria Payments & Credits > Credits

  1. Enter the amount of the credit that you want to issue to the customer in the Credit Amount field.
  2. Select either of the following options from the Credit Type field.
    • Service Credit: A service credit will be applied against future invoices and does not affect a customer's current outstanding balance.  Service credits can never result in a negative balance, even if not fully consumed.
    • Cash Credit: A cash credit will immediately reduce a customer's current outstanding balance.  Cash credits can result in a negative balance, even if not fully consumed.
  3. Select the reason you are issuing the credit to the customer from the Credit Reason drop-down.
  4. Enter any additional comments in the CSR Comments field, if applicable.
  5. If you are creating a service credit, additional information is required:
  • Initial credit date: Click on the calendar to select the first date on which the first credit should be issued to the customer.  If you select Once for the Generation Frequency below, this will be the only date on which the credit is issued to the customer.
  • When to apply: Select either of the following:
    • Against any charge: Select this option to apply the credit to any charge generated for the customer.
    • Against a specific type of charge: Select this option to apply the credit to a charge generated for a specific plan/service combination. If you select this option, you must select a service plan and a service code. Not selecting a service code applies the credit against any services under the plan.

when to apply.PNG

  1. Select one of the following options from the Service code to use field:
  • Standard: Aria uses the default service code of 0 to identify the credit in invoice line items associated with the credit.
  • Alternative: Choose your own service code with which to identify the credit in invoice line items associated with the credit.
  1. Select one of the following options from the Generation Frequency field:
  • Once: The credit is applied once to the customer's invoice.
  • Multiple: The credit is applied to the customer's invoice more than once. Select the number of credits that should be applied as well as the months between each credit.

generation frequecy.PNG

  1. Click Create Credit.

credits.png

  1. Confirm your entries. Click Edit if you need to make changes.
  2. Click Create Credit.

If you created a service credit, it will be applied to the customer's future invoices. If you created a cash credit, it will immediately reduce the customer's current outstanding balance.

Cash and service credits can both be voided by clicking the Void link next to the record.

You must to post a comment.
Last modified
20:43, 20 Jul 2015

Tags

This page has no custom tags.

Classifications

This page has no classifications.