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 for the user account are displayed.
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Add Charge
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 ...
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 ...
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 ...
Generate Invoice for Unbilled Charges
To generate an invoice for unbilled charges, 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 ...
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 & ...
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