To initiate your credit request, the following requirements must be met:
  • All fields must be completed. 
  • If the total pre-tax amount is over $500, please notify your Account Manager in addition to submitting this form.
  • The transaction to be credited must be from the last 90 days.
  • Documentation regarding all transactions at issue must be uploaded to support the credit request. An attachment including the applicable borrower or borrowers' name(s) is required for all transactions. 
  • The transactions for which you're requesting credit must be invoiced prior to requesting a credit. For example, if the creditable transaction took place in April, you must wait to receive your April invoice in May, and use that invoice number.

If approved, the credit or refund will be applied to the invoice number that you provide. You will receive a credit memo posted in iReceivables that is separate from your invoice. Credit/refund requests take up to 60 days to process. Please note, additional documentation may need to be provided upon request.