Adding Buyer Credit

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Adding credit to a Buyer enables you to link the available balance to one or more deliveries, which can then be used to determine whether you send a lead to the Buyer or not.  No credit, no leads!  

Adding Credit
You can add a credit to a Buyer under Campaigns > Buyers > EDIT Buyer

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Once you are in the EDIT screen, you can add the credit item at the bottom of the screen.  This balance with then show on the Buyer screen.

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Using the Credit against a Delivery (Buyer Contract)

Under the Buyer & Financials section you can select the "Use Buyer Credit" option to use the Buyers balance on file.

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Things to note when "Use Buyer Credit" is being used against a delivery

> When a lead is sold, a debit occurs against the balance
> When a lead is returned, a credit occurs against the balance
> When a lead is sold and subsequently deleted, there is no change to the balance
> When the balance is Zero, no leads will be delivered

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