When a customer has store credit available, you can use the store credit to partially or fully pay for a quote or an order when processing payments in Business Hub. This tutorial provides step-by-step instructions to ensure you can navigate this feature with ease, helping you maintain smooth financial operations and excellent customer service.
Prerequisites
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To add credit to a quote/order:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes or Business Hub > Orders.
- Click View to load the quote or order you want to add credit to.
- Click on the Payments tab.
- Click on the Add Credit button.
The Add Credit popup will be displayed.
- Enter a Credit Amount.
Tick the Max Credit checkbox if you want to add credit for the full amount outstanding on the quote or order.
- Click OK.
- If only part of the maximum credit is added, the credit amount is deducted from the outstanding balance of the quote or order and the status will remain as "Awaiting Payment".
- If the maximum credit is added, the outstanding balance of the quote or order will be changed to 0.00 and the status will be changed to "In Production".
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