Create a Credit Memo
- Complete the Credit Request form (attached).
- Send the Credit Request form to these people:
- Your boss
- Madeline Garavaglia (Communications Billing) via Adobe Sign.
- For new sales - Bill Triano
For existing sales - Bob Leo Avalara Customer Credit Request.docx
- Inform the customer that the credit has been submitted and will be reflected on the customer's account within 30 days.