"Keep a repair-shop referral credit from becoming an accounting guess"
"Source","https://bluefinchadvisors.com/blog/keep-a-repair-shop-referral-credit-from-becoming-an-accounting-guess"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Referral reference","Referrer reference","Referred customer reference","Qualifying order reference","Program terms version","Recorded credit status","Approval reference","Posting reference","Owner and next review action","Missing required fields"
"Referral-18","Contact-18","Contact-218","Order-218","Referral-terms-v1","Awaiting review","","","Advisor-A: verify qualifying event","None"
"Referral-19","Contact-19","Contact-219","Order-219","Referral-terms-v1","Posted in source record","Approval-19","Credit-ref-19","Bookkeeper: reconcile invoice reference","None"

"Use this worksheet"
"Fictional reference codes. No customer credit or ledger entry is created."
"Posted status requires a source posting reference. A filled field still needs verification."
"Keep referral rewards separate from public review requests."
"Reload clears edits. Save exports in approved business storage."

"Sources"
"FTC: Auto Repair Basics","https://consumer.ftc.gov/articles/auto-repair-basics"
"Google Maps: Prohibited and restricted content","https://support.google.com/contributionpolicy/answer/7400114"
"BlueFinch: Customer loyalty terms and availability","https://bluefinchadvisors.com/toolbox/customer-loyalty"