Approving or Declining a Credit

Before Your Begin

• Ensure you have the correct permissions to approve or decline a credit.

Checking a Credit (For Account Managers)

1. In Credits, press the Find Invoice/Credit button to open the Find Invoice/Credit Window.

See our article Searching for an Existing Credit for more on how to use the Search Existing Credits tab in the Find Invoice/Credit window to find and select an existing credit.

The selected credit will then be loaded into the main window.

2. In the Credit Details tab of the main window, tick the ACM Approved checkbox. (This checkbox is enabled only for the credit’s account manager)

The credit status of the checked credit will change to ‘Checked’ in the Find Invoice/Credit window’s ‘Search Existing Credits’ tab.

3. Press the Save button to save the credit.

  

Approving a Credit

1. In Credits, press the Find Invoice/Credit button to open the Find Invoice/Credit Window.

See our article Searching for an Existing Credit for more on how to use the Search Existing Credits tab in the Find Invoice/Credit window to find and select an existing credit.

The selected credit will then be loaded into the main window.

2. In the Credit Details tab of the main window, tick the Mark Credit Approved checkbox. (This checkbox is enabled for users with approving authorities, including the credit’s account manager if they have the authority)

The credit status of the approved credit will change to ‘Approved’ in the Find Invoice/Credit window’s ‘Search Existing Credits’ tab.

3. Press the Save button to save the credit.

Declining a Credit

1. In Credits, press the Find Invoice/Credit button to open the Find Invoice/Credit Window.

See our article Searching for an Existing Credit for more on how to use the Search Existing Credits tab in the Find Invoice/Credit window to find and select an existing credit.

The selected credit will then be loaded into the main window.

2. In the Credit Details tab of the main window, tick the Declined checkbox. (This checkbox is enabled for everyone at any stages after the credit is created)

The credit status of the declined credit will change to ‘Declined’ in the Find Invoice/Credit window’s ‘Search Existing Credits’ tab.

3. Press the Save button to save the credit.