View Credit Lines and Credit Notes

As salesperson, approve credit line with one or more credit notes during visit. Use credit lines to make payments toward invoice and outstanding credit lines. Credit lines help as source of funds for ready use at retail stores discretion.

View Credit Lines

To view the details of the credit lines and associated payments:

1. On the Landing page, tap Accept route and then Start route.

2. After checking into a route, tap Appointments subtab on the Landing page.

3. On the Appointments List page, tap Check in to an appointment card. Navigate to the Account Details page.

4. Tap the Credit Lines subtab.

   Alternatively, you can tap the Credit Lines subtab on the Tasks List page as well.

5. Select a credit line to view the details on the Credit Lines Details page such as credit line number, account, and amount used.

Note: On the Credit Lines Detail page, you can drill into a legal entity to view the associated details for that credit line.

A credit line can have one or more credit notes indicating the number of times a credit line can be used. View the credit note details such as credit note number, outstanding balance, and so on.

Pay for Credit Lines

To pay toward a credit line and credit note:

1. On the Credit Lines or Credit Notes Detail page, tap Make Payment.

   You can pay for credit lines only using cash and check payment types.

2. On the Create Payments page, provide details and tap Save.