Overview:
This article explains how to apply an available credit balance or credit note to an order and outlines the information and supporting documentation required to process the request.
Before You Begin:
Prepare the following information on your company letterhead:
Company name
Customer number
Credit note number or available credit balance amount
Order number to which the credit should be applied
Company stamp (if applicable)
Process:
Step 1: Create an Authorization Letter
Create a letter on your company letterhead requesting that the available credit balance or credit note be applied to an order.
Include:
Company name
Customer number
Credit note number or available credit balance amount
Order number
Company stamp (if applicable)
Step 2: Sign the Authorization Letter
Ensure the letter is signed by an authorized company representative.
Step 3: Attach Supporting Documentation
Include a copy of a valid government-issued identification document for the authorized signer (front and back, if applicable).
Step 4: Provide Payment Instructions (If Required)
If the order total exceeds the available credit balance or credit note amount:
Specify the amount of credit to be applied to the order.
Arrange payment for the remaining balance using an approved payment method.
Step 5: Submit the Request
Email the completed documentation to:
Additional Information:
Answer: To help avoid processing delays:
Ensure all required information is included in the authorization letter.
Verify that the order number and credit note details are accurate.
Include all required supporting documentation before submitting your request.
Note: Incomplete requests may delay processing and application of the credit to the order.