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.
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
Clickthe 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:
