Envibe: How to apply a manual credit to a debit plan

Question

How can I manually apply a credit to a customer's debit plan?

Answer

Supervisors and senior staff with the applicable permissions can add manual credits to an account.

This functionality can be used for transitional credits, dispute resolutions, promotional free time or any other scenarios that require a credit to be manually added to the debit plan.

To apply a Manual Credit to a Debit Plan:

1.  Launch CONTACTS

2.  Search and select the applicable contact.

3.  Click Debit Tile

4.  Click Manage

5.  Click Add Credit

6.  Add the Amount to be credited.

7.  Select the appropriate Reason

8.  Add Note

9.  Click Accept

Note: The customer next payment will adjust accordingly

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