First the order will fall under potential queries if there is a discrepancy between the three-way check:
We can then raise a credit note for that order. The order will now fall under a new status: Invoice Queries. The credit note will also appear below the order to showcase what is attached to it. The status for the Credit will start with Credit Pending Acknowledgement.
From this point on the supplier will receive an email that will allow them to acknowledge the credit. If they choose to do so, the status for Credit Pending Acknowledgement will now change to Awaiting Credit
At this point the credit will be approved or denied. Under approval the status will now change to the Credits for Approval stage.
From here we can select the credit and complete it. This will now finalise the credit to Completed Credits – Awaiting Export
If rejected, the credit note will immediately appear as Rejected Credit.
An additional benefit to the new order statuses mean that you can now search for all orders with a credit note separately. This can be found by filtering the orders to Invoice Queries orders.
Credits will still be separated into their individual tab and can also be found there.
We have added an additional feature to manually change the order status by selecting the following drop-down labelled "Change Invoice Status to:" when viewing an order's Invoice Tab. This will allow you to return the Order Status back to potential queries if the credit is rejected.
☺️ Have any questions or need support? Reach out to us on our email. We're here to help!