How to Issue or Revoke a Cash Credit

This article will describe how to apply or revoke a cash credit to a non-account customer record. Cash Credit is to be used for payments at pickup rather than billed statement adjustments. For billed statements, apply an A/R adjustment.

1. From the Spot Home Page, select Menu or press F3 on your keyboard.

2. Select Customer, then select Cash Credit.

3. Search for the desired Customer Record. Since this is an operation that involves monetary-management, the appropriate person must enter their PIN when prompted.

4. Select a reason from the predefined list. Each reason is followed by either Issue or Revoke. Use these guidelines while selecting a reason:

   • Issue: Selecting a reason that is followed with "Issue" will add the amount specified to the Customer Record's Cash Credit balance

   • Revoke: Selecting a reason that is followed with "Revoke" will deduct the amount specified to the Customer Record's Cash Credit balance

5. Select Finish. The Cash Credit balance will reflect the changes made