Allot Credit Notes

SubscriptionFlow allows merchants to add credit to the customer’s account that can then be used by customers anytime against an invoice.

A credit note tracks product prices and product quantities the merchant provided the customer. Credit notes also notify the customer if some credit has been given back to the customer's account. 

Follow these steps to add credit to a customer's wallet and utilize it to pay an invoice.

Step 1: Enabling the Credit Notes Option for Customers

1. From the dashboard, click on the gear icon in the upper right corner to go to Administrative Settings. 

2. Click on 'Preferences' under Customization.

3. Go to the Invoices tab and scroll down.

4. Under Credit Notes, click both 'Handle Proration' and 'Redeem'. Then click on 'Save Changes.'

Step 2: Creating a Credit Note

1. From the Dashboard, go to the Customers module. 

2. Select the customer you wish to allocate credit.

3. From the customer details, scroll down and select the 'Credits' tab from the related lists.

Note:  If you cannot see the 'Credits' tab, click on the 'Configure' button and shift 'Credits' from the unselected to the selected list. Click 'Save'. Also note, that only 6 related lists are visible at a time so move the Credits up to see the tab. 

4. Under the Credits tab, click on the '+ Credit' button to allocate new credits to this customer.

5. These credits will be added to their wallet. Add the number of credits you wish to allocate to this customer.

6. You can also write a reference note to record why a credit note is being created for this customer. You can also directly allocate these credits to any 'Due' Invoice that the customer has at the moment of 'Credit Allocation' (as shown in the screenshot). Click 'Save'.

7. Now, when you go back to the customer details page and choose the Credits List again, you can see new unallocated credit notes here. Click on the Credit Name to view further details.

Step 3: Allocating a Credit Note

1. Click on the unallocated credit note from the customer detailed view. 

2. Click on 'Allocate Credit'.

3. Enter the amount to be allocated against any invoice (there could be multiple invoices against a customer) in the 'Credit Allocation' field and click 'Save.'

4. The invoice is paid with credit allocation and the corresponding amount is deducted from the customer's wallet. This credit note is also marked as 'Allocated'.

And that is how you enable, add, and assign credit notes to customers.