Manage Charges/Credits Overview
A back office user has the ability to apply credits towards a user’s order of which have been paid in full, as well as credit adjustments towards a partially paid or unpaid order. A back office user also has the ability to apply charges against a user’s registered session, with the option to generate a new invoice at the time of charge. Credits & charges can then be managed, with the ability to apply credits towards outstanding balances, to generate invoices for unbilled charges, & to refund open credits on a user’s account.
Related Articles
Refund Credit Balance
To issue a refund for an open credit, 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 & ...
Issue Refund for Open Credit
To issue a refund for an open credit, 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 ...
View Unbilled Charges/Unapplied Credits
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 ...
Partial Refund
To process a partial refund while maintaining the participant’s registration, 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”. On the Manage ...
Partial Refund
To process a partial refund while maintaining the participant’s registration, 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”. On the Manage ...
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