Accounts Receivable                                                   Credit Requests

Credit Request Sign-Off Process Overview

Once you have setup your employees and User Group Credit Memo limits and User Group security options you may begin using Credit Requests.  This section describes the flow of a Credit Request from the creation of a Credit Request to the final generation of the Credit Memo on the customer’s account.  In the example provided, we are using a three step sign-off process using a Credit Template.  

For step by step instructions on creating Credit Requests, follow the topic links found on the Credit Requests Overview page.

Create a Credit Request & First Sign-off

In the screen shot below, a Credit Request was created using a Credit Template by the lowest approval level User Amanda.  Amanda’s User Group security only allows her to approve a Credit Request for up to $50.00.  Since the Credit Request amount is for $65.00, when Amanda clicked the Sign-Off 1 button, the amount defaulted to her maximum Credit Memo approval amount which is $50.00.  The next employee to whom the Credit Request is assigned may accept, increase or decrease the approved amount of the original requested amount.

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