License invoice reissuance

Template

With this License Invoice Reissuance Template, you will be able to control requests regarding Licenses and grab all the clients information for the duplicate. During the process, you will have department and information validation, client information to generate a new invoice, and also contact through email to give status to the requester. In the end, you will be able to understand the main cause of the request, attach documents for preventing the same error.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Invoiced customer's name

  • 2. Requester's email

  • 3. Contact's name

  • 4. Contact's phone

  • 5. Invoice number

  • 6. Invoice value

  • 7. SKU

  • 8. Attachments

  • 9. Reason for return

    • Customer made a duplicate order
    • Invoice copy
    • Defect
    • Purchase withdrawal
    • Return due to error
    • License/service divergence
    • Missing material
    • Missing feature or accessory
    • Delivered quantity diverges from invoice quantity
  • 10. Relevant notes

  • 11. Request number

Request analysis

  • 1. Responsible sales/resales staff member

  • 2. Reason for approval

  • 3. Request acceptance

    • Accepted
    • Not accepted

Departments validation

  • 1. Responsible commercial staff member

  • 2. Attachments

  • 3. Purchase date

  • 4. Motive analysis

  • 5. Has the error been confirmed?

    • Yes
    • No

Information validation

  • 1. Corrected information

  • 2. Were all the corrections made?

    • Yes
    • No

RMA issuance

  • 1. Responsible commercial staff member

  • 2. Has the RMA been granted?

    • Yes
    • No
  • 3. Issued Return Merchandise Authorization number

  • 4. Has the notification email been sent to the client?

    • Yes

Invoice issuance/notification

  • 1. Invoice issued by:

    • The customer
    • Retailer
    • Company
  • 2. New invoice number

  • 3. Invoice attachment

Reason for return

  • 1. Reason for the return request

  • 2. How critical was the return reason?

    • Very High
    • High
    • Medium
    • Low
  • 3. Conclusion notes

  • 4. Conclusion documentation

Done

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