CashBox Portal User Guide
CashBox for Salesforce
Credits may be revoked only after they have been granted, and before they have been redeemed.
To revoke Credit from an AutoBill, go to the AutoBill Details page. The Credits pane will list all Credits granted to the AutoBill. Those which have not yet been redeemed will be listed with a Revoke button.
AutoBill Details Page: Credits Pane
1. Click Revoke to open the Revoke Credit page.
Revoke Credit Page
2. Enter the amount of Credit you would like to revoke from the Grant, add a note, if desired, and click Submit.
You may revoke all or part of a Credit Grant. The remainder of the Grant will remain associated with the AutoBill.
CashBox will open a confirmation page. Click OK to return to the AutoBill Details page, with the updated Credits pane.