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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

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

  1. From the Marketing Ribbon, click Credit Policies
  2. Click the Add Icon
  3. 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.


  4. Click Next
  5. 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?


  6. Click Next

  7. In the AMB Cancellations tab, complete the following fields:

    Partial Credit after ___ days*

    Enter 1 day.

    No Credit after ___ days*

    Enter 999 days.


  8. Click OK

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