Finance SOPs
Internal procedures for B2B billing, VersaPay, NetSuite accounting, and refund workflows.
This section covers finance and billing procedures for Lucyd ops and accounting staff.
SOPs in this section
| SOP | Description |
|---|---|
| B2B Returns — RMA, Credit Memo & Versapay Refund | Full walkthrough: unapply VersaPay deposit, issue refund, create RMA, credit memo, and reconcile. Includes the Adolph Optical worked example and all gotchas. |
More finance SOPs (VersaPay AR collections, B2B sales order workflow, and others from the ScaleNorth SOP series) will be added here as they are adapted for the internal KB.
See also: Phone: Returns & Refunds for DTC return flows.
Last reviewed: 2026-06-04 Owner: joaquin