To add a charge, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “Add Charge”. The Add Charge popup will open; select the session you wish to apply a charge to from the Session drop-down. Next, enter the charge amount, select the appropriate option from the Charge Type drop-down, & enter any necessary comments. To generate a new invoice for the charge, check the “Generate New Invoice” box, & click “Apply Charge”. A popup will display confirming that a new invoice has been generated, with the option to proceed to make a payment for the charge. If you do not wish to generate a new invoice at the time of charge, simply click “Apply Charge”. An invoice can be generated at a later date for the unbilled charges.
To view any unbilled charges or open credits, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, select “Manage Credit/Charge”. The “Unbilled Charges and Unapplied Credits” invoices for the user account are displayed.
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