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Use these instructions to create a new credit policy for a subscription in Advantage. A credit policy is the guarantee, or refund, policy associated with an offer or choice.
Warning |
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Credit policies are shared, therefore if you have a variation on an existing credit policy, you should always add a new credit policy. |
How to Add a Subscription Credit Policy
- From the Marketing Ribbon, click Credit Policies
- Click the Add Icon
The Credit Policy Maintenance dialog box will appear. Complete the following fields:
Credit Policy Code* Enter a code to identify the credit policy. Description* Add more detail about the policy.
Local Currency* Enter the currency used to charge your customers. For domestic affiliates, this enter US$. Partial Credit after Enter the amount of days the customer has to get a full refund. After this date the customer will receive a partial refund for number of issues to go when the subscription is cancelled.
No Credit after Enter the amount of days the customer has to get a partial refund. After this date the customer will receive no refund for a cancellation.
Cancellation Fee* Select No Cancellation Fee if there is no fee for cancelling.
Select Flat Fee Amount to withhold a specific amount.
Select Percent of Cancellation Credit to withhold a percentage of their refund.
- Click Next
In the Product Returns tab, complete the following fields:
Don't credit shipping charges after ____ days* Enter 1 day.
Merchandise Credit Check the box for Use Customer Type table to control merchandise credit?
Click Next
In the AMB Cancellations tab, complete the following fields:
Partial Credit after ___ days* Enter 1 day.
No Credit after ___ days* Enter 999 days.
Click OK