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. 

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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Providing a Credit limit

You can set a Credit limit against a buyer buy adding a value to the below box and selecting save


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The Credit limit will be shared across all deliveries its linked to. When the credit limit is in use the value will show as a minus on the delivery screen eg -500. The value on the buyer edit screen will remain the same unless you updated it. To bring the balance back to a positive you will need to add to add more credit which adds to the Prepaid amount. 

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 unless you have provide the buyer a credit limit
> Pre-paid amount & Amount spent are a accumulative value
> You have to select "Edit Buyer" or go to the buyer screen to update values. This cannot be done at delivery level. 

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