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.

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.

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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You should now know how to create a new credit policy for a subscription in Advantage.

Advantage Support

Add a Credit Policy for a Subscription

How to Add a Subscription Credit Policy

Wrap up