Managing Credit
Vindicia Subscribe Portal User Guide
- Vindicia Subscribe Portal User Guide Overview
Chargeback Reason Codes
Status Definitions
Payment Capture Flows
Reports
Billing Notifications and Templates
Chargebacks
Transactions
Campaigns
Tokens
Credits
AutoBills
Rate Plans
Billing Plans
Products
Accounts
Vindicia Subscribe Dashboard
Using the Vindicia Subscribe Portal
Overview
Vindicia Subscribe for Salesforce
Managing Credit
To manage your Credits, go to Search > Credit Activity to open the Credit Activity Search dialog.
Credit Activity Search Dialog
1. Enter your desired search parameters.
The following table lists available Credit Activity Search fields:
Field |
Matches |
Date Range |
Select a date range for the Credit Activity. This is the only mandatory search field. |
Merchant AutoBill ID |
Enter the AutoBill ID for which Credit Activity should be returned. |
Merchant Customer ID |
Enter the Customer ID for which Credit Activity should be returned. |
Customer Name |
Enter the Customer Name for which Credit Activity should be returned. |
Customer Email |
Enter the Customer Email address for which Credit Activity should be returned. |
Gift Card SKU/UPC |
Enter the Gift Card SKU/UPC for which Credit Activity should be returned. |
Gift Card PIN |
Enter the Gift Card PIN for which Credit Activity should be returned. |
Activity Type |
Select the Activity Type you wish to search.
|
Credit Type |
Select the Credit Type you wish to search.
|
2.Check Default to return your results in standard HTML format, Printer Friendly to produce printable results, or CSV download to download your list as a CSV file.
3. Click Choose display columns to specify the information shown on the Credit Activity Listpage when Vindicia Subscribe processes your search.
The following table describes the available Credit Activity Search Page display options.
Field |
Description |
Date |
The Date the listed activity occurred. |
Credit Type |
The Credit Type involved in the Activity: Time, Token, Currency, or Gift Card. |
Activity Type |
The Activity Type listed: Consumption, Gift Card Redemption, Gift Card Reversal, Grant, Refund, or Revocation. |
Amount |
The amount of the listed Credit Activity. |
Balance |
The balance left in the Credit, after the listed Activity. When first created, a Credit’s Amount and Balance field will match. If the Credit is used toward a billing Transaction, these two values will no longer match. |
AutoBill ID |
The AutoBill ID to which the listed activity applies. |
Customer ID |
The Customer ID to which the listed activity applies. |
Customer Name |
The Customer Name to which the listed activity applies. |
Customer Email |
The Customer ID to which the listed activity applies. |
Transaction ID |
The Transaction ID for the listed activity. |
Gift Card SKU |
The Gift Card SKU for the listed activity. |
Gift Card PIN |
The Gift Card PIN for the listed activity. |
Gift Card Status |
Lists the current status of the Gift Card.
|
Note |
The Note added when the Credit was granted or revoked. |
Granted Date |
The date the Credit was Granted. |
Sort Value |
The Sort Value assigned to the Credit Activity. |
Description |
The Description added when the Credit was granted or revoked. |
Reason |
The Reason added for the Credit Activity. |
Name/Value Pairs |
The custom data added to the Credit Activity. |
Credit Activity List Page
Click on a listed Credit Activity to open the Credit Activity Detail page.
Credit Activity Detail page
Note In the Credit Activity list page, Names are listed as column headers, with the value for each activity listed in its row. In theCredit Activity Detail page, These name-value pairs are listed at the bottom of the page.
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