Request for credit

Follow the instructions listed below to ensure we can process your request.

Make individual requests 

Complete and submit a separate credit request form for each component or transport charge you want to claim. 

Type donation numbers

Manually type the donation number and expiry date into the credit form. It is important you do not scan component barcodes directly into the credit form.

Notify us when there is an issue

If you are requesting a credit due to an issue with a component or delivery, please inform your customer service manager so they can investigate the issue, if required.

Information about making a complaint is available on the complaints and compliments webpage.

Do not edit the credit request form's auto-generated email

When you click the 'submit' button on the form it will generate a Microsoft Outlook email.  It is important you do not amend either the subject line or the content of the email: both provide the information we need to process your request - if you amend either it could invalidate your request for credit.

If the email system at your hospital is not MS Outlook

If your email client is not Microsoft Outlook it may cause difficulties when you submit the credit. If any error messages display when you submit the form, please email the customer service team on nhsbtcustomerservice@nhsbt.nhs.uk for assistance.

Complete a credit request form

Go to the credit request form (XLS 103KB)

If you need help completing the form please refer to the user guide on this page or contact your customer service manager.

Invalid submissions

Your customer service manager will review your credit requests each month and will contact you to discuss any invalid credit submissions with you.

Please note the following information:

Request after the component has expired 

We can only issue a credit after a component has expired and do not give credit if the component is still in date and clinically safe to use.

Request within 3 months of the component expiring or the date of delivery / collection 

You must make a request for credit within 3 months of the component's expiry date.

For credits relating to transport, the 3-month time limit is from the delivery date, or the collection, of the components. 

Request throughout a month

Please submit individual credit requests as and when required. 

It is important to note you should no longer collate credit requests and that you submit a separate credit request form for each credit or delivery you want to claim.

Comprehensive information about our process for giving financial credits is in the user guide (PDF 208KB).