Credit Trackers provide a clear overview of any credits owed to you by vendors within the Bevager, Foodager, or House platforms. This tool is an effective way to monitor and manage your credits efficiently.
Additionally, Credit Trackers allow you to easily send an email to the appropriate vendor to request the generation of a credit.
View Credit Tracker
- Navigate to the Trackers > Credit Trackers on the left-hand navigation bar.
- The new page will display any credit requests, broken down by: Vendor Name, Date, and Amount.
Generate a Credit Tracker
- Click the +New Credit Tracker button in the upper right.
- Select the Vendor, Date, and Invoice Number. Click +New Credit Tracker when finished.
- Add the appropriate line item(s) by clicking +Add Credit Tracker Line.
You can also create new Credit Trackers from Invoices!
Credit Trackers can be created by redlining an invoice if you notice any discrepancies in your billing. For detailed guidance, refer to the "Redlining" section in the article titled "Creating an Invoice from an Order".
Additional functionalities
Mark Credit Received: This marks the credit as "used". This is for record-keeping purposes ONLY. It will not apply the credit to a specific invoice.
Handle all official credits received from your vendors using the system, just as you would with any other invoice.
Email Rep: This allows you to directly email the rep on the Credit Tracker.
Delete: This allows you to delete the tracker.