Refunds & Credits
This is the act of returning the client money that they spent on Indeed.
What is a Refund
This is a document that sets up a line of credit for the client to use on Indeed
What is an Insertion Order
This payment method bills the client upfront, before any services are actually used.
CS always needs to submit this case to finance when an invoice is created, but not yet paid by the client.
What is a Credit Request case (Credit/Refund case)
This amount is the refund limit for ICs.
What is $2,000
This is the act of 'wiping' an invoice from a client's account.
What is a Credit
Insertion Orders should now only be submitted via this system by Sales, which removes CS from interacting with IOs.
This payment method defaults to charging clients in $500 increments
What is Credit Card
This finance case type should never be submitted.
What is 'General Inquiry'.
This is where CS can process finance requests on their own.
What is The Wall (Refund/Credit UI)
We should always offer clients this before offering a refund or credit; as it guarantees that the client continues to use the product in the future.
If an IO is highlighted in red on the Insertion Order screen, it means this.
What is the IO has been Sales & Finance approved and it is available to be signed in once the client signs the IO
When moving from Post-pay CC to an IO payment method, it is ideal to make the switch on this date.
What is the 1st of the next month
When providing a Resume Refund, we must provide this information to the Finance team in the case.
What is confirmation that the resume sub is being/has been deprovisioned by BOSS
This billing/finance feature is being sunset at the end of March 2022.
What is granting/expiring Promo credits in AdCentral, after March this will only be accessible in SF.
When requesting a Refund to be processed by Check, these 3 additional pieces of information must be included in the case.
What is:
If Sales is submitting a Promotional IO for a hiring event through CPQ, CS needs to do this first.
What is grant promo credits on the adcard/SF sub-account.
You must get confirmation from the client that the current’s month’s invoice can be charged on the credit card when completing this payment method change.
What is Post-pay IO to CC.
Only when the request to increase the credit limit over this amount, a finance case should be submitted.
What is a credit limit increase for over $2,000
This is the refund/credit limit for Directors (shoutout to Steve!)
What is $10,000
Pre-invoice adjustments can only be used for this product and for clients using these payment types
What is Sponsored Jobs & Post-pay IO, post-pay CC
If an IO client wants to pay for Resume Subscriptions with a Credit Card, we will need to do this.
What is a new AdCard will have to be created.
When switching payment methods mid-month, we need to complete these steps.
What is (1) Pause the jobs, (2) lower the credit limit, (3) wait for an invoice to be generated, (4) sign-in the IO, (5) unpause the jobs
If a client's credit card has failed a charge, we should submit this case to finance.
What is no case should be submitted to Finance, the client should resolve this with their bank.
Who verifies and grants tax exemptions to clients?
Who is the Tax Team (not Finance) salestax@indeed.com/Claudia