Adding buyer credit
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.
You can add a credit to a Buyer under Campaigns > Buyers > EDIT Buyer
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.
Providing a Credit limit
You can set a Credit limit against a buyer buy adding a value to the below box and selecting save
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.
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.