S11 - MANAGING & ALLOCATING/REFUNDING CREDITS

S11 - MANAGING & ALLOCATING/REFUNDING CREDITS

Needs access to Ebay Paypal and S11 REPORT

1. MANAGING CREDITS

SALES - FIND ORDERS

Order type - CREDIT INVOICE
Date range - PREVIOUS DAY (IF MONDAY - FRIDAY TO SUNDAY DATE)
Text filter - EBAY/GUMTREE/SALES @ ONLINE/ONLINE SALES
SEARCH



COPY RESULTS TO S11 CURRENT CREDITS TAB
FILL OUT COLUMN G AND H BY SEARCHING FOR TRANSACTIONS IN PINNACLE USING INVOICE NUMBER



FILL OUT COLUMN J AND K BY SEARCHING IF A REFUND WAS MADE IN PAYPAL ACTIVITY TAB OR IF THERE WAS A REPLACEMENT WO 



2. ALLOCATING/REFUNDING CREDITS


A. REFUND

Once confirmed that the credit has been refunded, you may action in Pinnacle

Search for ebay username in payments screen 
COnfirm credit number and amount match
Select refund - add payment method as paypal and amount same as what's in paypal activity tab
SAVE



Once done, copy the transactions into the complete credits tab


And completed refunds tab - fill out columns as required




B. ALLOCATING CREDIT INTO REPLACEMENT WO

In some cases, credits are not to be refunded, but instead, be allocated to replacement invoices.


Note the replacement WO in doc and open it in Pinnacle




Create adjustments on both accounts to balance 





Then allocate to clear


Paste line into completed credits tab

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