Allowances

Overview:

In this article, well cover how to use allowances. Please find the available resources below.  This feature is not a default feature and would need to be requested through your Customer Success Manager to be enabled.

Understanding Allowances:

• Allowances are like 'Coupons'.  From the financial side they are not accounted for until used.
• Not to be confused with credit memos from accounting. Credit memos are like 'Gift Cards' and       the expense is already accounted on the financials even before being applied.
• Agents can use the allowance on ANY open or overdue invoices.  We do not restrict to only             certain types of invoices
• If an agent has never received an allowance, they never see the allowance button
• Once an agent has received an allowance, they will have access to see their allowance history.

Quick References:

Add Deposit for Agent Allowance

Reduce or Adjust Allowance Amount

Pay Invoice using Allowance

Video Example:

For a complete video walkthrough on Allowances, watch the video below.