Apply Open Credit to Outstanding Charge

Apply Open Credit to Outstanding Charge

To apply an open credit to an outstanding charge, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Manage Charges/Credits”.  On the Manage Charges/Credits page, all unbilled charges & unapplied credits will be displayed.  Check the corresponding box(es) on the right for any unbilled charges, as well as any unapplied credits you wish to apply towards the unbilled charges; then, click “Generate Invoice”.  A popup will display confirming that a new invoice has been generated successfully, with the option to pay now or pay later.  The new invoice will reflect any credits applied towards the outstanding charges. 

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