Account Credit

  • Created :Tue,12,2017
  • Last Updated:Thu,01,2018

How to give account a credit?

There are 2 ways to give account a credit.
1) Credit for 1 time for only 1 invoice period (Billing Cycle)
2) Credit for every invoice period (Billing Cycle)

1) Credit for 1 time for only 1 invoice period (Billing Cycle) 

-> Go to Billing->Item and click on Add New Button and create 1 item named "credit" or whatever you like and save it.

-> Then Edit account you want to give credit, for that go to Accounts->Edit Account.
-> Then go to Services section down in the account edit page.
-> Then you can edit any of your existing service or create new one.
-> If you add new one then click on edit service and go to Additional Charges.
-> Then click on Add New Button, select "credit" or whatever item you have created in "One of Charge" drop-down.
-> Enter Minus(-) amount in price and enter any date of your invoice period (to which you want to give credit) and save it.

2) Credit for every invoice period (Billing Cycle)

-> Go to Billing->Subscription and click on Add New Button and create subscription named "credit" or whatever you like and save it.

-> Then Edit account you want to give credit, for that go to Accounts->Edit Account.

-> Then go to Subscription section down in the account edit page.

-> Then add new Subscription, select "credit" or whatever Subscription you have created in "Subscription" drop-down enter amounts as per your billing cycle in Minus(-).

-> select Start Date and End Date from which invoice period to start and to which invoice period to end and save it.

 

When you choose option 2, it will effect on every billing period till End Date of subscription.
for example : if your billing cycle is monthly and you have made subscription of -1000 with End Date 31-05-2018 then it will subtract 1000 from every invoice till 31-05-2018.