Credit Desk
SmallSaaS · SaaS support and finance teams
Manage post-outage service-credit requests with discipline; avoid over-crediting and disputes.
Built in this build
- Credit request log
- SLA-based eligibility check
- Approval and application tracking
- Credit policy and thresholds
- Approvers
- Drafts eligible credit from downtime and SLA
- Customer notice draft for approved credit
- Total credits issued per period
Vision (needs external services)
- Note export to billing system
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Credit request log
- SLA-based eligibility check
- Approval and application tracking
Admin modules
- Credit policy and thresholds
- Approvers
AI capabilities
- Drafts eligible credit from downtime and SLA
Automations
- Customer notice draft for approved credit
Analytics & reports
- Total credits issued per period
Integrations
- Note export to billing system
Mobile
- Approve credit requests on phone
Roles & permissions
- Support
- Finance
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