Viewing and Editing Client Credit Plus

You can view the credit lines you have created for your shoppers and edit details for the credit account a site and choose the type of lines of credit you want to view. When you view pending lines of credit you will see information about accounts with lines of credit pending. For each account, the account number, email address, balance, and last modified date appears for each account with pending lines of credit.

To view lines of credit:

Required Role: Client Credit ManagerA user role that provides access to Client Credit Plus. Search this file for the "user role definitions" topic for more information.orClient Credit PaymentsA user role that allows the user to enter payments and adjustments for funds received for the client credit feature. Search this file for the "user role definitions" topic for more information.

On the Administration menu, select Site, and click Manage Client Credit Plus. The Manage Client Credit Plus page appears.
The Manage Lines of Credit page shows the Client Credit Plus accounts you have for shoppers of your store. To change the types of accounts you are viewing, use the Search and Filters to redefine the types of Client Credit Plus accounts you want to view.
Click the Account Number for the credit line you want to view. The Client Credit Plus Detail page appears.
To resend the email notification the shopper got when you first created their Client Credit Plus account, click Resend Notification in the taskbar.
To add a note to the account, click the Notes tab. Then, click Add Note. In the window that appears, enter the note you want to add and click Save.
To change the status of the account, edit the amount of credit available, indicate whether the credit is revolving or for a one time purchase, or view the balance and other account details, click Edit in the Account Information area.
1. To change the status for the account, for the Status option, choose a status for the account.
2. To change the type of account from revolving to single purchase or vice versa, for the Type option, select how you want credit to be done for the account.
3. To change the credit limit, enter the new limit in the Total Revolving Credit Line field.
If you have the correct role to post credits or debits, you can click Post Payment/Adjustment to open the Post Payment or Adjustment page. On that page you can, in the Post Debits/Credits area, in the Amount field, enter the amount of the credit or debit you want to add. Then, in the Memo field, enter a note about this change. Finally, click Post Debit or Post Credit to apply the credit or debit to the account. The credit or debit is applied to the account and you are returned to the Client Credit Plus Details page for the line of credit you just edited.