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Summary / TL:DR: This article will show you how 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.
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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. |
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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 |
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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,
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complete the following fields:
Don't credit shipping charges after ____ days* |
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Enter 1 |
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day. | |
Merchandise Credit | Check |
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the box for Use Customer Type table to control merchandise credit? |
6. Click Next
7. In the AMB Cancellations tab,
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complete the following fields:
Partial Credit after ___ days* |
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Enter 1 |
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day. |
No Credit after ___ days* |
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Enter 999 |
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days. |
Click OK
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8. Click OK
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Wrap upYou should now know how to create a new credit policy for a subscription in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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| Note |
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