Minimum Version Required: 23.01
Pre-Conditions
The customer has a credit on their account.
Auto-send credits must be enabled on the paylink Onboarding & Settings dashboard to send a credit through Paylink.
The Credit Term on the customers 'AR Accounts' must be set to a credit term linked to EDI.
Steps
How to Credit the Customer Through EDI:
Following these steps will request a payment through EDI to pay the customer that was incorrectly charged.
Using the Universal Search, navigate to the Customer Search dashboard.
Search for the intended Customer using the filters provided, Click Search.
Scroll to the "Available Orders" section, and select "Add Invoice".
Select the Routing Method, and click Add Invoice.
Using Invoice Manual Edit, add a Non-Inventory Product to the invoice under "Product Num Simple Search", and hit Enter on the keyboard.
Set the Purchase Quantity to -1 and select the appropriate reason code.
Set the price of the product to the total amount that needs to be credited.
Click Save Changes