Credit Operations with AI
Use natural language to handle refunds, rollovers, and credits
Credit Operations with AI
The AI assistant can handle all credit-related operations through natural conversation.
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What You Can Do
- Issue refunds
- Rollover deposits to next season
- Transfer balance between customers
- Apply credits to invoices
- Write off remaining balances
Example Conversations
You: "Reembolsar la factura 0032"
Assistant: Shows preview:
- Invoice: INV-0032 (Juan Pérez)
- Amount: $1,500
- Action: Full refund
You: "Sí, confirmo"
Assistant: Refund processed. CM-015 created.
You: "El cliente García pagó pero canceló, quiero guardar el depósito para el año que viene"
Assistant: Shows options and creates credit for future use.
You: "Transferir el crédito de Juan Pérez a María López"
Assistant: Shows available credit and confirms transfer.
Common Phrases
Spanish (Argentinian)
| Action | Phrases |
|---|---|
| Refund | "reembolsar", "devolver la plata", "hacer refund" |
| Rollover | "rollover", "guardar como crédito", "pasar a la próxima temporada" |
| Transfer | "transferir crédito", "pasar el saldo a otro cliente" |
| Write-off | "cancelar el saldo", "dar de baja", "ajustar a cero" |
English
| Action | Phrases |
|---|---|
| Refund | "refund", "issue refund", "return payment" |
| Rollover | "rollover", "keep as credit", "save for next season" |
| Transfer | "transfer balance", "move credit to" |
| Write-off | "write off", "cancel remaining", "zero out" |
Related
- Cancel and Refund - Manual refund process
- Rollover Credit - Manual rollover process
- Credits & Credit Memos - Learn about credits