Overview
The For for Credit tab in the Billing Center displays all records eligible for credit adjustments. These records are synchronized from the RecovR portal and are categorized into multiple sections:
Voided Sales: Sales transactions that were canceled and require credit adjustment.
Found Devices: Devices previously marked as lost but later found, requiring credit adjustment.
Found Devices (Previous System): Legacy records from the previous system for found devices i.e. paid before the cut-off date on the RecovR portal but marked as
Foundafter the cut-off date.Voided Sales (Previous System): Legacy records for voided sales from the previous system i.e. paid before the cut-off date on the RecovR portal but marked as
Voidafter the cut-off date.
If the Split Invoicing Enabled billing setting is enabled for a given Company/Location, the Voided Sales tab will be split into :
Voided Sales (RecovR For Cars): Represents
RecovRsales transactions that were canceled and require credit adjustment.Voided Sales (RecovR For Keys): Represents
RecovR for Keysales transactions that were canceled and require credit adjustment.
Notes :
The Found Devices (Previous System) and Voided Sales (Previous System) are dynamic i.e only visible, if such records exists.
The Voided Sales (RecovR For Cars) and Voided Sales (RecovR For Keys) are dynamic i.e only visible, if such records exists i.e. applicable for new records after enabling the
Split Invoicing Enabled.
Structure of the Records for Credit Tab
The tab contains multiple sub-sections:
Voided Sales
Found Devices
Found Devices (Previous System)
Voided Sales (Previous System)
Each section lists records relevant to its category.
Columns in the Found Devices Table
Column | Description |
Device ID | Unique identifier for the device. |
Last Paired VIN | VIN of the last paired vehicle/device. |
Lost Date | Date when the device was marked as lost. |
Reason Lost | Reason for marking the device as lost. |
Found Date | Date when the device was found. |
Reason Found | Reason for marking the device as found. |
Location | Location associated with the company. |
Billing Status | Current billing status of the record. |
Company | Associated company name. |
External ID | External reference ID for tracking. |
Channel | Channel through which the device was managed. |
Columns in Voided Sales Table
Column | Description |
Stock # | Unique stock identifier for the item. |
VIN | Vehicle Identification Number. |
Locator ID | Unique ID of the locator. |
Billing Status | Current billing status of the record. |
Company | Associated company name. |
Buyer Name | Name of the buyer linked to the transaction. |
Location | Location of the company or dealership. |
External ID | External reference ID for tracking. |
Voided on Date | Date when the sale was marked as void. |
Actions Available
For each record, you can perform the following actions:
Select Records: Use the checkbox next to each record.
Approve for Credit Note: After selecting records, click Approve for Credit Note at the bottom of the page.
This action moves the selected records into the Credit Note Requests section under Credit Notes tab, for invoice adjustments.
Sorting and Filtering
Sort By: You can sort records by Found Date, Lost Date, or Voided Date depending on the tab.
Applied Filters: Use filters to narrow down records based on criteria such as company, location, or reason.
Search Functionality
Use the search bar to quickly find specific records. You can search by:
Stock #
VIN
Locator ID
Buyer Name
Location Name
Key Notes
Data displayed in the Records for Credit tab is automatically synced from the RecovR portal.
Only approved records will appear in the Credit Note Requests section for further processing.
Ensure accuracy before approving records, as this step initiates the credit adjustment workflow.
Process Flow Diagram
Credit Notes are managed in the same way as remitting lines.
In the For Credit menu, you select the individual lines (similar to the To Pay tab), while the Credit Notes section functions like Batches — collecting selected lines until you are ready to issue the Credit Note.
Once a Credit Note is issued, it will appear in the list alongside all previously issued invoices. You can click on the entry to view the associated VIN details.
Important:
When applying a Credit Note as part of a payment, be sure to reference the CN Number found in the Invoice ID column on your payment backup. This ensures that Accounts Receivable can correctly match the payment and credit to the appropriate invoice.