Page Comparison

Overview

From this screen you can view, add, disburse, reverse, delete and modify credits issued to the account.

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The information in this panel reflects the currently selected credit. From here you can modify credit details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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This tab will display taxes that were added to the selected credit (if taxes were applicable to the service that was selected on the credit). Taxes are applied on top of the credit, increasing the credited amount.

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Adding Credits

1. Under the Credits heading on the left click the  icon

2. Under the Add Credit heading on the right enter the credit details

3. If you wish to disburse the credit amount manually leave the 'Automatic Disbursement' option unchecked and you will be able to disburse the credit after it has been saved

4. Click Save to add the credit to the account

5. To manually disburse the new credit click on the Disbursements tab and apply the credit amount to the desired invoice(s)

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Editing Credits

1. Under the Credits heading on the left click the credit you wish to edit

2. Under the Edit Credit heading on the right modify the credit details

3. To manually disburse a credit (which is not set to auto disburse) click on the Disbursements tab and apply the credit amount to the desired invoice(s)

4. Click Save when you have finished making changes

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Reversing Credits

1. Under the Credits heading on the left select the credit you wish to reverse

2. Under the same Credits heading click the  icon

3. On the Reverse Credit pop-up specify the Date of the reversal and if desired the Detail and Posting Date then click Reverse

4. The reversal for the full amount previously paid will now appear in the Credits list

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Deleting Credits

1. Under the Credits heading on the left select the credit you wish to delete

2. Under the same Credits heading click the  icon

3. On the confirmation dialog that appears select Yes